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Boston Personal Finance Instructors

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

Eddy Company, LLC
4.9
from 46 reviews
  • 4 years in business
  • 90 hires on Thumbtack
German D.
Verified review

Brian helped me create a solid financial plan and gave me a picture of my financial future. He is so great to work with and doesn't just leave you once his work is done, he builds a good rapport, and makes sure You can understand everything you need to do. I am so glad I found Brian and can't wait to continue to seek his advice. It's not just about the money, he realizes that it's about quality of relationship quality of life and how my financial future affects those things. Trustworthy, flexible, reliable, wise. I couldn't think of better qualities for someone I would trust with my financial future.

A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
Marisala P.
Verified review

Adeel helped me with sorting through my Personal Finance as well as Financial Planning. I wanted to save for my car and pay my credit card debt. We sat down and made a plan to do it all. He looked at all my expense and income to see if we are in positive or not. Also, we worked on where we need to save money. Now, my credit card debt is gone and I am on my way to buy a car soon :)

  • 3 years in business
  • 4 hires on Thumbtack
Ahmed R.
Verified review

Being a first year post doctorate from Egypt and having gotten my medical education in the United States, I know a lot about medical side of things but not the US tax code. After speaking to several colleges and then interviewing multiple tax professionals in Boston, I ended up with more questions than answers. One of my coworkers had recommended Amit Johar EA. I spoke to Amit about the particulars of my situation. What started as a basic tax interview turned into a broader conversation about, retirements, insurance, benefits, withholding's and how these elements fit into my financial picture. We ended up discussing a more comprehensive approach not only for this year but whats coming ahead. I was extremely impressed with the depth of knowledge he has on tax law and accounting. He is intelligent, polite and most importantly values his clients. Amit takes his time to understand his client's real needs and finds targeted solutions for their specific concerns. I would highly recommend Amit Johar to all my peers in the medical community

  • 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
    Rich M.
    Verified review

    I have been dealing with Mike for several years, and have always received excellent financial advice.

    • 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.

    Sean Jeon, CPA
    5.0
    from 2 reviews
      David C.
      Verified review

      Sean Jeon is an _amazing_ CPA. We were overwhelmed by the number of agencies we had to file taxes with. But within 2 weeks, Sean Jeon helped us file all the proper documents, assess out tax situation, and in the last minute, helped us saved thousands of dollars! Truly a miracle worker, Sean Jeon provides unbelievably realistic and down-to-earth advice to our S Corporation. We are keeping him on for the foreseeable future. Hire this man!!

      • 1 hire on Thumbtack
      Sasha N.
      Verified review

      Olya is truly a miracle teacher! In just 10 lessons with Olya, I was able to improve my GMAT score by 150 points! I highly recommend Olya to anyone who wants to have a chance to study at a top MBA program.

      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.

      Smart Money Workout
      5.0
      from 1 review
        Deborah D.
        Verified review

        We began by assessing my earning to debt ratio to plan the payoff strategy. Then we tackled wants & needs...knowing the difference helped in eliminating unnecessary or impulse spending. After choosing which debts to payoff first the process was smooth, quick and virtually painless. A totally eye-opening experience. You come to learn just how much money you can ""keep"" instead of "giving away" in either unnecessary interest or overspending. Maintenance was explained in a way that I could understand would enable me to be successful going forward. Many useful lessons learned here! Wallet Wise! Deb D.

        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.

        Hire skilled professionals for absolutely everything.