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DeKalb Financial Advisors

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

Top Pro
Jim Beam Financial
4.9
from 45 reviews
  • 9 years in business
  • 76 hires on Thumbtack
  • Top Pro on Thumbtack
Kristi E.
Verified review

We’ve learned so much from Jim, we feel confident we hired an expert to help with all of our financial questions and concerns 👍🏻

  • 9 years in business
  • 10 hires on Thumbtack
Luis P.
Verified review

Required some advice/planning on a complex international tax situation. I am greatly satisfied with the help provided by Fernando from Global Tax and Financial Solutions. I will be doing business with them again.

  • 6 years in business
  • 2 hires on Thumbtack
Brad L.
Verified review

I had an excellent experience with CPFS. There professional work and product is even super-ceeded by their care for people and commitment to values and ethics. The value of their services is fantastic. I would highly recommend anyone to use CPFS in the future.

  • 60 years in business
Jill P.
Verified review

Retirement always seemed like a lofty goal for me. I thought I would be one of those people that had to work until they were 80 not because I wanted to but because I couldn't afford not to. Bryan helped me see that not only is retirement possible, but that with the right plan I could even retire sooner than I thought. Letting someone help with your finances can be scary and overwhelming but with the right advisor it doesn't have to be. I highly recommend anyone that wants to achieve financial security contact Bryan.

New York Life
5.0
from 3 reviews
  • 1 hire on Thumbtack
Charlie M.
Verified review

As leaders, you know firsthand that the #1 rule of personal finance, no matter your level of wealth, is to be in business with the right people. While locating your next “Financial Professional” is not easy, it is worth it... to you personally, your family, and your bottom line. That’s why I am extremely privileged to be writing this letter to recommend Celeste Bermejo as your next Financial Service Professional. Celeste is an extremely talented individual and harmonizes the needs of her clients, yet creates the safest, most enjoyable environment while dealing with a very personable, stressful topic and that’s your money / future!!!! She commands an inspirational character and professional enthusiasm that you’ll find sincere, honest, straight forward, refreshing and energizing. Celeste develops and offers alternatives to traditional financial planning and checking methods by developing individual real life scenarios based upon your needs, thus creating them into a valuable realistic achievable goals. She is aware of the importance of ownership and accountability in her financial relationships. When you meet Celeste in person, you’ll see her role model this through her willingness to listen / collaborate her financial thinking and her strategic execution that drives results! In short Celeste will be open, honest and see you all the way to the finish line. I encourage you to spend time with Celeste and you will immediately realize she is passionate about developing a financial teamwork relationship that will last for years. Celeste has put me back on track and given me hope and realistic expectations of my financial future. Before that I felt overwhelmed and nothing but anxiety. In closing I recommend without reservation Celeste Bermejo as your next Financial Service Professional. I stand behind 100% of everything I’ve stated in this letter.

  • 27 years in business
  • 3 hires on Thumbtack
Alex L.
Verified review

We were very happy we chose Joe Diamond to do our tax returns this year. It was the first time we had to use a tax professional, as we moved to a new state, had a child and also purchased a home. Joe was extremely meticulous, knowledgeable and above all very passionate about his job. He took the time to explain very well how he fill out the forms and also gave valuable financial advice. All for a very reasonable price. I would highly recommend Joe for any kind of tax return.

Emmett Financial Services
5.0
from 2 reviews
  • 33 years in business
  • 11 hires on Thumbtack
Victor L.
Verified review

Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.

  • 3 years in business
  • 3 hires on Thumbtack
Eric B.
Verified review

Jeanie is professional and timely!

About

I am a financial services professional, and I help families and small business clients reduce if not eliminate financial risk of everyday life. I also create financial plans and strategies to help my clients ensure their future with retirement income and reduce their cost of future tax dollars. I have a well-rounded background coming from the banking industry and can provide my clients with budget planning solutions for everyday expenses. Working with many small business owners from different industries and also having entrepreneurship experience myself gives me the opportunity to assist my business clients with unique solutions for their specific needs.

About

We believe that good financial decisions do not need to be complex or hard to understand and embrace simple, straightforward ways for realizing financial goals. We encourage dialogue with clients to discuss pros and cons of choices.

About

Insurance could be a confusing and complicated process, and this is why we are here. It is our goal to Here at ZBA Financial Services. we want our consumers to have a bright and secure future. Getting help people with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance.

About

I provide tax management, insurance, investments, and estate planning.

About

We educate families and business owners of the financial fundamentals and develop and implement practical plans based on these fundamentals. We leverage the expertise of our strategic partners to deliver the best services possible to our clients.

About

Tax Management, Insurance, Estate Planning, Retirement

About

Alamo Insurance & Financial Service provides quality insurance of auto, commercial, property, health, life, and contractors. When you're in need of quality insurance, you need to look no further than Alamo Insurance. Call, or stop in to get a great quote for your insurance needs.

About

We specialize in helping small businesses with all their accounting needs at an affordable rate. Including, but not limited to, bookkeeping, sales and payroll returns and income tax preparation. We can provide personal tax preparation as well.

About

Serving Elmhurst, IL and outlying areas, Laura Pesek and associate are offering the following services not limited to: Investments, Financial Advisor, Disability Insurance, Life Insurance and Retirement Planning.

About

Our services involve helping families plan for college for all of their children without leaving the parents without the ability to retire comfortably. We help position students to get into the college of their dreams. Then our job is to assist the families in being able to pay for their students' college education. This process involves a comprehensive financial review, insurance review, and estate planning review to ensure that all of the pieces of the college funding puzzle work in harmony for the family. One of our student's parents wrote this, "I want to thank you so much for all of your help and guidance in the college search and application process. I don't believe that Catherine would be attending USC if it hadn't been for your guidance and advice. She is so thrilled to be heading to California for college! Thanks again for all of your help. We really do appreciate it!"

About

I work with a variety of individuals and families, including recipients of sudden wealth. I provide comprehensive goal-based financial planning services, including retirement, investment, insurance, and estate planning. I am a fee-only financial planner and wealth manager. This means that I only get paid directly by my clients, not any other third parties. I am able to make objective recommendations and, as a fiduciary, I work only in my clients' best interest. My goal is to understand my clients at a deep level, which enables me to build and implement a financial planning strategy that allows them to achieve their specific short and long term goals.

About

I perform various financial services. Additional misc talents include personal shopping, Internet research, and customer service.

About

Once your goals have been established, we will customize appropriate strategies to suit your vision.

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