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Richmond Financial Advisors

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

  • 9 years in business
  • 3 hires on Thumbtack
Cheryl H.
Verified review

There is a personal touch at Broadway Financial. Good advice and taxes done fast (and right) !!!

  • 3 hires on Thumbtack
Aubrie O.
Verified review

It was for my mother. And yes he did a great job!

100 Degrees Consulting
5.0
from 1 review
  • 3 years in business
Brittney K.
Verified review

Working with Stephanie has allowed us to feel more confident in our financial reporting and freed up valuable staff time! Stephanie was able to step into our world, (a small non-profit that doubled in size twice in two years!) and help us adapt to the quick growth and set up systems in place to sustain the growth. I highly recommend Stephanie! She is great to work with and super knowledgeable. If she doesn't know, she will dig deeper and get back to you.

Artifex Financial Group
5.0
from 1 review
  • 12 years in business
  • 2 hires on Thumbtack
Brandon H.
Verified review

Doug is very knowledgeable and helpful. Top notch professional I will surely recommend to others.

  • 1 hire on Thumbtack
Milton M.
Verified review

“As a small, growing IT services company, we searched unsuccessfully for months to find a reliable accounting and bookkeeping service until we contacted Suzanne Mitchell of Mitchell CPA & ASSOCIATES. Suzanne started by meeting with the executive team to assess our financial situation and proceeded to promptly get our books in order with the accuracy and professionalism unmatched by any of the previous services we engaged. Our books and general accounting have been in pristine order ever sense. We highly recommend Mitchell CPA & Associates to businesses of any size. Dr. Milton Mattox, President, TeamLogicIT of Scottsdale”

  • 7 years in business
Christine D.
Verified review

Clarence is an awesome advisor! He is knowledgable about the financial markets and keeps himself up to date on all current trends. He is also very thorough in working an issue and will always provide his clients with the best possible solution.

  • 4 years in business
About

My service begins with organization and automation of records and processes which leads to much more efficient financial/tax planning and compliance.

  • 7 years in business
About

Our coaches listens to our clients to make sure we have a true understanding of their issues and how each decision affects the organization. A high level of ethics also helps us define exactly the scope of work and the expected results. Relationships are key for us as we desire to be a partner not a contractor.

About

Protect your retirement savings from Wall Street and the IRS! Please call or come to our office so we can help you with IRS tax issues and your financial planning needs. We specialize in tax-free retirement solutions for our clients, with emphasis on strategies that help them to build and grow assets, reduce their financial risks, and minimize their tax burden, and we do these using products from some of the world's largest and most stable financial institutions. For our pre-retirement clients, we provide effective avenues for "rescuing" and safeguarding their retirement savings that are locked up in qualified plans (such as 401(k), IRA, etc.) from Wall Street (i.e., potentially devastating stock market losses) and huge tax bills from the IRS (we do the same thing for those who have changed jobs or lost their jobs, but left their 401(k)-type funds sitting in the retirement plans of their previous employer). For our clients who have just retired, we work with them to move their qualified retirement plan assets from the stock market (mutual funds and stocks) into no-risk/low-risk investment vehicles in order to protect it from market downturns (losses) and ensure that those savings would last for the rest of their lives (with possibly decent "leftovers" for their heirs). We also help our clients to generally make what we call "$martMoney" decisions by educating them on financial products and/or services (life insurance, annuities, disability, and long-term care insurance, mortgage protection, etc.) and by assisting them to design customized and effective solutions for retirement planning, savings for children's college education, income protection, and generational wealth building (asset accumulation and protection and growth and wealth transfer). This includes helping small businesses/business owners to put together sound and effective financial plans for funding such contingencies as executive hiring and retention, employee benefits, business continuation, buy-sell agreements, and business ownership transfer. Last, but not the least, we provide tax services for our clients. These include tax planning for individuals and small businesses, IRS audit representation, and tax returns preparation. Our enrolled agents are former IRS employees (revenue agents) with several years of experience in IRS audits, so we know how to "speak their language". Actually, our IRS background and experience help to cement our credentials as an all-round financial advisory shop that one can count on to get all their financial matters handled under one roof. Note: Our financial services professionals are licensed in multiple states, and our IRS audit representation services can be done for clients in any state within the U.S.

About

Serving Dayton, Ohio, and outlying areas, Michael Moloney and associates of SS D Financial, Inc. are offering the following services, but not limited to, asset management, estate planning, financial planning, income tax planning and insurance advice to help clients reach their financial goals.

  • 3 years in business
About

We focus on ideas and strategies to reduce expenses, acquiring affordable and necessary insurance, investing, and increasing your income. We are committed to your long-term financial success. We will help you understand what your relationship to money is. By acknowledging what financial background you inherited from your parents, we can sort through what works and what doesn't and chart a different course. It's not what you make, it's what you keep. When you work with me the focus is on moving from the current financial level to the next one: Survival to Stability Stability to Wealthy Wealthy to Affluent If you are not sure where you are currently, we'll work with you to establish and change that.

About

We provide unbiased and free financial review. Independent Financial Services.

About

I am a single-owner LLC that is helping businesses with financial and accounting needs. I have experience in setting up and running payable systems, filing systems, audit preparations, cash flow management, treasury and asset management.

About

Matthew P Roth & Co. offers accounting, tax preparation and financial planning services for Cincinnati area residents.

About

Serving Dayton, Ohio and the outlying areas, Tom Kohnle of The Kohnle, Co. offers the following services: * Financial services * Insurance * Investing retirement * Estate planning * Wealth preservation to pursue your financial goals

About

Serving Milan, IN and the outlying areas, Todd Gobel of Gobel Financial, Inc is offering the following services but not limited to: - Insurance - Investing - Retirement and Estate Planning - Wealth Preservation

About

We provide our clients with fee-only wealth management services, which include comprehensive financial planning and investment management services.

About

Serving Anderson, IN, Philip Lavelle Jr. of Lavelle Financial provides personal and comprehensive financial planning services to his clients. He has expertise in investments, financial planning, and insurance.

About

As an independent insurance broker, I help clients search and maintain the most competitive health and life insurance policies. My expertise lies with understanding the complexity of hospitalization and major medical insurance, Medigap, Medicare supplement and Medicare advantage plans, whole life, universal life and term life, dental, vision and accident insurance. I can provide clarity choosing the right plan, and walk you through step by step, and you can actually call my cell phone. I try to answer every call the first time.

  • 8 years in business
About

Having experience with start-ups and large multinationals in various countries provides a wealth of experience from which to draw on for business clients, or tutoring in business classes at the university level. Myself and my associates also provide Spanish training and translation including developing training manuals and power-points.

About

We are serving Cincinnati, Ohio and outlying areas, Gary Hollander and Associates of Hollander & Associates is offering the following services, but not limited to: income planning and asset management.

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