Wilmington, DE7 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Wilmington Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Wilmington.

H.W. Financial Group
5.0
from 3 reviews
  • New on Thumbtack
Kelley M.
Verified review

I have an online business and my accounting information for my business was a nightmare.. I was recommended to H.W. Financial Group by a friend and was VERY happy with the service provided. We have hired Tammy for our bookkeeping, and tax preparation. We are happy with our service.. Very timely, and provides value!

About

Richard H Hoffman & Gregg W Hoffman with Hoffman Financial Services, provides financial services and strategies to help clients pursue their financial goals and protect what they have worked to build. Specializing in retirement plans and retirement planning, we are located in Palm, Pennsylvania serving the eastern Pennsylvania area.

  • New on Thumbtack
About

I provide businesses that I represent accounting and proper business procedures, tax planning for both the companies and the companies owners, partners and/or shareholders. I prepare corporate, partnership, Schedule C and individual income tax returns for federal, state and local governments. I work with local banks in obtaining working capital, business asset financing and leasing and individual financing.

  • New on Thumbtack
About

I offer the following services: * financial consulting * property management * tax advisory * bookkeeping * maintenance and repairs * small construction projects

Jenna Murphy LLC
5.0
from 7 reviews
  • New on Thumbtack
Susan C.
Verified review

She is professional, punctual, and compassionate. I will use her services in the future.

  • New on Thumbtack
About

investment company, financial company, Loan, investment firm in Wilmington

About

KAS work is different from others because we provide specialized analytical consultations that help our customers to better understand each segment of their accounting activities and their real-time profit/loss status. We also develop financial strategic plans to help them increase and sustain their revenue.

Alfredo Gonzalez
5.0
from 5 reviews
  • 41 years in business
  • 1 hire on Thumbtack
Gladis S.
Verified review

Alfredo was very knowledgeable and friendly when coming to give us financial advice. He was very helpful and I wish when contacting any company everyone will be like him. Thank you so much.

  • New on Thumbtack
About

I am a former financial planner, literacy tutor, corporate trainer and small business owner offering lessons in math, finance, economics, history, geography and personal finance. I have also published articles on saltwater aquarium care, and I am an expert on coral reef tanks.

  • 22 years in business
  • 5 hires on Thumbtack
Cristina S.
Verified review

I used to do my taxes using Turbo Tax and thought that having a CPA to do my taxes is not cost-effective. I thought, how much more money can they really save me. I decided to use Excellence Tax Services in 2011 to do my taxes based on a recommendation and I got more than $1,000 more on my taxes!!! I couldn't believe it!!! They asked good questions and helped me assess what things are tax-deductible based on my situation. I referred them to a friend who was so happy that she went to Excellence Tax Services. She found out that H&R Block filed her taxes incorrectly. Excellence Tax Services filed her taxes correctly that year and also amended her previous tax return for a fraction of the cost...she saved over $2,000! They are very professional, honest, intelligent, and provide excellent quality services! Ask for Priscila when you go in...she's the best!

About

Scott Grande Veterans Financial focuses on serving veterans and their families for many years, and will do so for years to come. There are several extensive statements generated with regards to annuities. Anytime someone claims annuities aren't very good, they are really almost always telling you on the subject of a variable annuity. It's important that you watch the Scott Grande Veterans Financial video for updated information on finance.

ARJ Business Services
5.0
from 1 review
  • New on Thumbtack
Dawn N.
Verified review

Marcie is very helpful and knowledgable! She has been terrific.

  • 2 years in business
  • 1 hire on Thumbtack
About

Are your books a mess? Do you feel overwhelmed by keeping them up to date? We can provide affordable bookkeeping services on a one-time or on-going basis for a variety of platforms. We love working with start ups too!

  • 28 years in business
  • New on Thumbtack
About

We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.

About

I am a former Big 4 tax accountant and current senior tax analyst for a multinational corporation looking to help people with their tax and accounting issues!

Hire skilled professionals for absolutely everything.