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Homewood Financial Advisors

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

  • 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.

Cofield Advisors
5.0
from 8 reviews
  • 1 year in business
  • 7 hires on Thumbtack
Mark J.
Verified review

Cortlon was a pleasure to meet with and I am looking forward to a long-term relationship as his client. It is evident that he has a wealth of financial knowledge and I am happy to have him as my financial advisor.

  • 60 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
Esteban N.
Verified review

Adam helped me get on track to reach my financial goals. He answered all my questions on a timely matter and helped me construct a custom financial plan specific to my situation. Adam is the best!

Hoopis Group
5.0
from 1 review
  • New on Thumbtack
Matthew A.
Verified review

Justin has helped me make financial decisions that will make a positive impact now and in the future. I recommend his services if you are interested in investments and savings.

  • 13 years in business
  • New on Thumbtack
About

Get your taxes done anywhere. Just set up a date and time, and we will be there. We also do CREDIT REPAIR

  • 7 years in business
  • New on Thumbtack
About

Helping clients achieve financial security. We offer various insurance and retirement plans to help you meet your goals.

About

No Bull Financial Consulting specializes in providing fiduciary financial advice without corporate agendas or sales tactics. Our motto is simple: Honest advice. Flat fees. No bullshit.

  • 9 years in business
  • New on Thumbtack
About

We offer a straightforward fee. BFM never accepts third-party commissions, as that would compromise the integrity of our advice. BFM has a flat-retainer fee structure (typically $200-$500 per month). There are no account-size minimum. We are not brokers. We are an independent firm, not pushing banks/insurance financial products. You can keep control on your accounts. We can meet in person or by phone/Skype. The founder has more than 20 years of true investing (not financial sales) experience.

  • New on Thumbtack
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.

  • 13 years in business
  • New on Thumbtack
About

There are a lot of financial service providers out there these days. The way I bring value to my clients is by listening as much as (or more than) I speak, being available to address questions and concerns seven days a week and making folks feel like they're people and not account numbers.

  • New on Thumbtack
About

Services we offer are: - Accounting and financial analysis services for clients ranging from small business entrepreneurs to Fortune 100 multinationals - Cloud based accounting system development and maintenance across various software platforms - Business and personal tax filings preparation for small businesses - Tax and financial planning consultation for emerging and developing enterprises

  • New on Thumbtack
About

I'm a financial coach. I educate families by empowering them with the information and tools they need for a better future. I educate them on the five gotchas of money.

About

Leonson Financial Services LLC is an accounting, auditing and tax firm that focuses on adding value to businesses, organizations and individuals. Our services include tax and accounting services across a broad range of clients in the Chicago area and beyond. In brief, you should know the following about us: Our specialty is providing top-tier income tax and accounting services in Rockford and Chicago, Illinois. Our main office is located in the Rogers Park neighborhood of Chicago. We also operate a "mobile office," which means that we can also come to you to perform our services. Our client base includes clients in various neighborhoods and suburbs. We have performed tax preparation services for clients in the following areas: - Evanston - Edgewater - Andersonville - Uptown - Lincoln Park - Lakeview - Niles - Park Ridge and other areas of Chicago and the surrounding suburbs If you are not familiar with our company and your first contact with us is online, we would be pleased to hear from you! For any questions concerning the site or the services offered, please contact us by filling out the form on our "Contact" page. Our regular customers particularly value our attention to client detail, and the value we place on our client relationships. Please contact us today to set up an appointment! Leonson Financial Services LLC P.O. Box 06262 Chicago, IL 60606 U.S.A.

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

We help our clients save money, make money and get out of debt!

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

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.

  • New on Thumbtack
About

Buy term and sell the difference! Our coined term to recommend our firm and proven investment belief system of keeping your insurance plans and financial investments separate.

About

I am a broker whom can provide you a variety of good companies, not just one brand, which may be A+ rated, just like many of mine.

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