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Browse these financial services with great ratings from Thumbtack customers in Mount Prospect.
We’ve learned so much from Jim, we feel confident we hired an expert to help with all of our financial questions and concerns 👍🏻
Laurence is professional, thorough, very knowledgable about tax preparation and cares about getting his clients their maximum refund and preparing an accurate and sound tax return. Can't beat his prices for his hands on, accurate and dedicated services.
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.
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!
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.
I am late 20's graduate with about 55k in total debt(school, car, etc.) and I was paying above the monthly on each loan I had, not considering each loan individually. I make about 60k per year and I thought I was effective on paying out my loans, which I quickly came to find out was not correct. Before I talked to Ryan I was at a point where I looked at the total number of which I owed, and was fully prepared to be paying loans through my 30's and potentially into my 40s, it was just something I had accepted. I had known Ryan for a number of years with being friends of their family, he's honestly one of the more intelligent people I have come across so when I found out he was going to be starting his own financial consulting company, I was immediately interested in learning more. After I provided Ryan with all of my information he was able to come back with a plan that would have me debt free in less than 5 years, which I never imagined could be the case for me. The ability to analyze my debt, figure out where I'm losing the most money to interest, and align my expenses/payments with my life goals was something I greatly appreciated and value to this day. Being able to start a family or buy a house debt free isn't something many people are able to say that can do these days, but that opportunity is now possible for me. He's diligent, organized, competitive, and more than anything a great people person who's going to give you the answers you need to hear so that you can be successful in plotting your future financial well being. I appreciate his work and his passion for wanting not only himself, but the people around him, to be successful. If you're looking for an honest person who is about building long standing relationships, give Ryan a call, you wont be disappointed!
Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.
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.
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.
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.
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 - Grant writing review and assistance (drawing from my Master's in NFP management)
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.
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.
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.
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.
I perform various financial services. Additional misc talents include personal shopping, Internet research, and customer service.
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!"
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. My passion for investments started in my early teens when I visited the Paris Bourse. At the time, I was given a $2 bill and started to check its value in Francs weekly. I earned a Master in Engineering before going to business school. I also created an investment club, worked at JP MORGAN, UBS, BNP, and started to manage a fund of funds in 1995. My early work experience impressed upon me the values of excellence and integrity. After 15 years of helping friends, I created Bourbon Financial Management and decided to bring my institutional money management experience (10 years at UBS) to help families live the life they want. My goal is to give every client the best possible chance of having a successful retirement. Being competent was no longer enough, I wanted meaning. Following my interest in academic research, desire to learn and educate others, and helping communities, I became an adjunct professor, the President of UFEC, chairman of Stuart Investment, and treasurer of the South Shore Drill Team. I competed during 10 years in ski and tennis. Sports has taught me discipline, hard work, how to perform well under pressure, and how to be goal oriented which is helpful as a personal chief financial officer.
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.
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. We take pride in providing all the accounting functions for small businesses so that they focus there efforts on growing their business and making money.
Tax Management, Insurance, Estate Planning, Retirement Serving Wheaton, IL and outlying areas, Michael Mahoney and associates are offering the following services not limited to financial planning, insurance and investment products, retirement planning and estate planning, risk management and tax management.