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Boston Finance Instructors

Browse these finance tutors with great ratings from Thumbtack customers in Boston.

Eddy Company, LLC
4.9
from 48 reviews
  • 4 years in business
  • 91 hires on Thumbtack
Tom B.
Verified review

Brian was extremely helpful and the utmost professional. This was my first time using Thumbtack and I was pleasantly surprised to find someone of Brian's caliber on the site. Would recommend him for tax returns or any of his other financial services for that matter. Thanks again, Brian!

  • 3 years in business
  • 5 hires on Thumbtack
Robert G.
Verified review

Amit was awesome. Professional, and extremely knowledgeable. When I thought my small business was headed for disaster, I had the good fortune of finding Amit who took my business concerns and made them his own. He brought my awareness of business accounting to a new level and saved me thousands of dollars on top of it. He eliminated my financial concerns and gave me the confidence to be able to sleep at night. I would HIGHLY recommend him and his firm for any and every task concerning your small business. He is a true gem in the industry and brings a level of trust that is unprecedented in today's world. I can not thank him enough.

Top Pro
A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
  • Top Pro on Thumbtack
Umair S.
Verified review

Adeel is an excellent consultant and great trainer. He provided accounting services for my business. Once I grew, he helped me put together accounting and finance team and trained them for the job. I still have him on retainer to keep accounting in-check. He uses advanced technology and least amount of resources to get maximum results.

  • 30 years in business
  • 6 hires on Thumbtack
Amanda G.
Verified review

Sam was extremely helpful and on the ball with my our very complicated tax return. He was also so genuine and easy to talk to. He took his time with us to make sure we understood all the ins and outs and gave us really great suggestions for our financial future. We also plan to consult him with rebuilding credit for a mortgage approval as he was also very knowledgeable in that area. I would HIGHLY recommend him and will continue to trust him with all of our finance needs.

Financially Speaking
5.0
from 4 reviews
  • 4 hires on Thumbtack
Paul S.
Verified review

Having recently retired from a profession in art teaching and being fearful about my lack of knowledge in the financial sphere I began to consult with Jimmy Becker about my financial future. This proved to be one of the best decisions I have made in my life so far. Jimmy is not only a brilliant financial analyst and teacher he is both patient and kind and taught me not to be afraid of personal economic decisions that have to be made. I am extremely grateful to him! Paul Stopforth, Jamaica Plain MA

Brian Rocha, CFP(R)
5.0
from 2 reviews
    Shaun F.
    Verified review

    Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.

    Damon Financial LLC
    5.0
    from 2 reviews
    • 17 years in business
    Rodney T.
    Verified review

    I have been a customer of Damon Financial for over 12 years. He has helped me to really get my finances in order. He coached me in my plans to take care of my Family. I am so grateful for the guidance that he has shown me. I really feel like I am with family when I see him about any of my endeavors so glad that he is apart of my success.

    Sean Jeon, CPA
    5.0
    from 2 reviews
      Bella G.
      Verified review

      There were many life events this year. I got a new house and rented a unit, I got married, I moved out of state for another job, etc.. Needless to say i was overwhelmed from tax perspective, and I tried to do tax return myself. Tentatively it showed tax refund of $2000, but i wasn't sure if that was all i could get. I consulted with Sean Jeon and after having prepared the return with some numbers i provided him, he showed how I could get additional refund. The new refund figure was $3500. There were some deductions I would have never thought of which he showed that i could take leading to this saving. Also he showed me how I can file for different states. He also showed how I should approach the next tax year, and plan my finances around it and gave me some good strategies to take going forward. I will go back to him in the next year!

      • 2 hires on Thumbtack
      Jose V.
      Verified review

      Ha is diligent, knowledgeable, and very helpful in all areas of personal finance. She helped me learn about several portfolio investment options without any urgency or pressure to have me make a choice. She helped me select an appropriate investment option that works for my needs and budget. I highly recommend her for anyone getting into investment options and personal finance planning. I'll definitely work with her again soon.

      Pam A.
      Verified review

      Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.

      Good Business Decisions
      5.0
      from 1 review
      • 1 year in business
      Sara E.
      Verified review

      Geoffrey Davidson is an incredible small business consultant. Within a period of 2 months Geoffrey was able critically analyze our organization, understand the profitability and supported us in restructuring our Catering business. As a family business he put every member of the organizations roll into perspective and helped us get all of our finances into accordance. I could go on an on about how incredibly amazing Geoffrey is and have already recommended him to 3 other small business's that i know (Landscaping, Painting & junk removal organization in the Metro-west). Give Geoffrey a call as he would be more than happy to sit down and take a look at what he can do for you!! Sincerely, Sara

      Oxford Management Group

      New To Thumbtack

      • 12 years in business
      About

      We offer finance, strategy, marketing and advanced analytics services including: * business analysis * reporting * budgeting * book closing * management and board presentations, * pricing * product profitability * business case assessment * valuation * M&A * financing * business plans * business strategy * Consumer insights

      About

      I have 15+ years of evaluating businesses and improving the profitability of them. I have experience from Fortune 500, to mid cap, to family business. I know business and the ins and outs of financials and use those skills to improve profits. I love to improve profits in order to improve the lives of employees and business owners. I also love to teach finance as I think it can improve the lives of people.

      Hire skilled professionals for absolutely everything.