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Saint Petersburg Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Saint Petersburg.

Top Pro
Fundamental Accounting
4.7
from 19 reviews
  • 3 years in business
  • 57 hires on Thumbtack
  • Top pro on Thumbtack
Theresa S.
Verified review

Everything was exactly what I needed and more. Kristina is professional, competent and knowledgeable. I will be recommending Fundamental Accounting to anyone who needs HR, payroll or financial help. Thank you.

RockWall Advisors, Inc.
4.8
from 18 reviews
  • 29 years in business
  • 10 hires on Thumbtack
Karen E.
Verified review

Its has been great working with Rhoda and Suzi .Its like having another family. They are always willing to to go the extra mile for you. Even helping look for other unrelated needs and calling to check how things are.Always keeping me up to date on financial issues or finding answers to unexpected questions i have.Rhoda makes herself available for any questions all the time.I feel very comfortable with all the tax and financial planning i have received.Glad a very good friend introduced me to Rockwall many years ago.I hope i can find others who need excellant tax and financial planning to recommend to Rockwall.Thank you again

  • 4 years in business
  • 5 hires on Thumbtack
Marielle N.
Verified review

I have been doing my taxes at Oracle financial services for 3 years now and I have always been satisfied with their services. Their staff is very professional especially Sisse. She has always been nice and very helpful whenever I had questions. I highly recommend her .

  • 17 years in business
  • 8 hires on Thumbtack
Nancy H.
Verified review

I’m new to Florida and finding new companies or individuals to assist me with my needs is important. I appreciate this service.

John E. Calhoon, CPA, LLC
5.0
from 4 reviews
  • 28 years in business
  • 9 hires on Thumbtack
Marrion C.
Verified review

John Calhoun has been my CPA for over 5 years. He makes certain I have nothing that IRS would question while making certain I can claim all deductions possible. He makes certain I have backup for all my deductions. I have a tri-plex and live in the top level. John makes certain I only take deductions for repairs in the two lower apartments. He also takes into account all my already paid taxes and all income. Some years I have experienced a refund and some years I have to pay more taxes which is my own fault for not having taxes taken from my social security income. I would recommend John to anyone as their CPA and tax consultant. Marrion S. Cantu

JLR Services
5.0
from 4 reviews
  • 8 years in business
  • 3 hires on Thumbtack
Stacy H.
Verified review

First time using Mr Rivera's service. I found him to be very professional. Will continue to use his services for any future needs.

Success Wealth Management
5.0
from 3 reviews
  • 16 years in business
  • 2 hires on Thumbtack
George W.
Verified review

First a little background: My wife and I had been working with an advisor for about 5 years before we were referred to Jorge by our neighbors. They had moved to the area two years prior and while casually talking money during a Sunday cookout, they went off about how much they liked their advisor. I think they said that they had worked with Jorge for 10 years in Florida and that since moving to San Francisco, he had flown to see them 3 times in the past two years. My first thought was that my advisor lived in the same city as I and I had only seen him twice in the previous 5 years. Then, Sarah (my wife) asked them how much money he was charging them to fly all the way from FL, and they said that he didn't charge them any more money because he wanted to make sure that they received the same level of service they enjoyed while they lived in Florida. The only thing Jorge asked was to not "be kept a secret". Well, they surely didn't keep him a secret and after we met with him in person while visiting our neighbors, we got to see first-hand why they like him so much. After working with Jorge for the past two years and can say that he is an extremely thorough Financial Planner (his service is so much more comprehensive than our previous advisor's)... oh, Sarah just told me to say that he "has a way of explaining things in a way that we can understand"

  • 6 years in business
  • New on Thumbtack
Boyd A.
Verified review

Jerry saves me $$$ every year

ASB Financial
5.0
from 1 review
  • New on Thumbtack
Christina O.
Verified review

Paul was very professional as well as very knowledgeable about the service I was interested in. I would highly recommend him to get the job done right 👍

  • 23 years in business
  • New on Thumbtack
About

Lindsey Financial Services Group offers insurance, investment, and retirement strategies for businesses and individuals. Our products include a wide range of health benefit options for every budget, fixed annuities for long-term investment, estate planning at any stage of life, and more. Our company is focused on providing one-on-one service and promoting lasting relationships with our clients that prosper through the years and adapt with your needs, to keep you healthy, wealthy and wise.

  • New on Thumbtack
About

We provide financial consultation services to individuals and businesses. Receive free financial plan to assist with planning to reach financial peace of mind. Our clients don't pay for services; we are paid by the financial companies we do business with.

About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal maybe is to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

About

We offer the following: * Life Insurance * Investment Advisor * Retirement Planning

  • 18 years in business
  • New on Thumbtack
About

JA Financial Services has more than a decade of experience providing high quality accounting, tax and financial planning. We offer excellent customer service to all our clients.

About

Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.

About

We have over twenty years experience in finance and accounting. As a family form we are proud of the personal service we offer our clients. Word-of -mouth referral is a huge part of our client-base so we know that we are keeping our customers happy.

  • New on Thumbtack
About

Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning

  • 14 years in business
  • New on Thumbtack
About

I offer comprehensive financial planning for individuals and businesses. Services include Wealth Management, Financial Planning, Asset Protection Strategies and Business Consulting Services. With a client first approach, I tailor services based on the individual needs of our client. Some clients are complex utilizing many areas of expertise while many do not. My process involves in depth discovery with questions and answers to determine the most important needs to be met. Every client is unique!

  • New on Thumbtack
About

At RockWall Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives may hinge on having the right plan, one that fits your unique circumstances and grows with you.

  • 15 years in business
  • New on Thumbtack
About

I take a global look at my clients financial situation. I work on a cross disciplinary basis not just from a legal, accounting, insurance or investment perspective, but across the board. This process allows me to identify coordination gaps and missed financial planning opportunities.

About

I take the stress out of the financial aspects of business and life. Instead of worrying about accounting, taxes, financial planning, and payroll, you can focus on living your life.

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