FAQs
- What education and/or training do you have that relates to your work?
Bachelors Degree in Accounting, Masters Degree in Business Administration (MBA)
Jorge Rivera, Financial Coach
Contact for price
Service type
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About
My name is Jorge and I have a passion for helping others in finance and the challenges that people face with managing their money.
If hire me you will not regret it, as I will provide you with the necessary tools and advice to be successful with money.
I can provide you with valuable insight and teach you about the following:
Budgeting
Getting out of debt
Saving for retirement (401K/IRA/Roth IRA/Pensions)
Saving for kid’s College fund
Buying a Car
Buying a House (when should you purchase a home, how much you can afford, type of loan you should take)
Overview
Hired 3 times
Background checked
1 employee
16 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.
Social media
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and value.
Exceptional 5.0
10 reviews
5
100%
4
0%
3
0%
2
0%
1
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Read reviews that mention:
Jennifer L.
Dec 17, 2021
Jorge has been very informative and helpful during our sessions. He takes the time to really listen and is truly invested in helping his clients with their financial success. He’s professional, organized, punctual, and thorough. He asked questions to help guide the discussion and plan for my financial future. Im blessed to have his help and guidance during this time in my life.
Jorge Rivera, Financial Coach's reply
Thanks for the feedback Jenny. It’s great working with you.
Jorge R.
Dec 17, 2021
Jorge has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. Jorge’s up to date expertise in the financial sector creates a trust that is rare to find. I highly recommend Jorge Rivera and his services and look forward to many more years working with him.
Jorge Rivera, Financial Coach's reply
Thanks Jorge for the review. It’s been a pleasure working with you.
Rosalee M.
Apr 2, 2017
Hired on Thumbtack
JLR Financial Consulting & Tax Service was excellent. I will be using him again.
Jorge Rivera, Financial Coach's reply
Thanks for taking the time to provide me with a review, Rosalee! It was a pleasure serving you.
Individual Tax Preparation
Stacy H.
Mar 11, 2017
Hired on Thumbtack
First time using Mr Rivera's service. I found him to be very professional. Will continue to use his services for any future needs.
Jorge Rivera, Financial Coach's reply
Thank you Stacy for the kind words. You were great to work with!
Individual Tax Preparation
Luis D.
Apr 12, 2022
Credentials
Background Check
Jorge Rivera