E.F.P. Financial Services

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About

I’ve been in the financial industry since 2019 . My goal is to go above and beyond when assisting my clients and turning over every stone in order to find the best solution for your financial needs, all while providing superb customer service.

Overview

Hired 4 times

Background checked

48 employees

12 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Credit card, and Zelle.

Social media

Instagram

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

5.0

4 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Janice W.

Jul 7, 2026

Peter A.

Jan 6, 2023

I had a lot of questions going in. I worked a few jobs this year while getting my business up and running. I knew it was gonna be a hassle when it came time for taxes but Daniel was kind , attentive and knowledgeable. He was able to work wonders and I’m so thankful for his help.

Patricia K.

Jun 28, 2024

•

Hired on Thumbtack

Very easy to work with, accommodating, helpful, informative and professional! Would use again!

Individual Tax Preparation

Wendy J.

Jan 19, 2024

Credentials

Background Check

Daniel Tommey

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
No upfront fees!
What is your typical process for working with a new customer?
Set up an initial consultation , offer a free quote and review the client information.
What education and/or training do you have that relates to your work?
4 years of experience in the financial industry. Licensed financial representative. Certified Tax Accountant.

E.F.P. Financial Services

About

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FAQs

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