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Cambridge Financial Advisors

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

NGG Tax Group, Inc
4.8
from 68 reviews
  • 13 years in business
  • 93 hires on Thumbtack
Jennifer B.
Verified review

Nicole is a lifesaver! I received a letter from the state regarding my 2011 taxes, and when I tried to resolve it myself the state made me cry. They were horrible! Finally, I found Nicole, after a Google search for tax preparers in my area led me to Thumbtack. Unlike her competitors, Nicole did not just provide me a blind quote to do my current year's tax returns. She emailed me a questionnaire, which I completed, and then she quoted me a price. I knew that if she was going to be that thorough about providing me a quote, then she would do a thorough job on my returns. In addition to my current returns, I also needed help with a 2011 state tax issue. While handling the state issue for me, Nicole found a federal one too, and she prepared both amended returns, as well as both of this current year's tax returns. My tax returns are complicated because they involve dividends and self employment income, so having to amend and prepare them is no easy task. Whenever I had a question I just emailed Nicole and she usually emailed me back within the hour, but always the same day, which is amazing during the tax season. Day or night she was always easily accessible both by email or by appointment. I didn't have to take personal time from my job to get my taxes done, which was a huge bonus! Nicole was also very compassionate both about the reason surrounding my past tax issue and my current financial situation. She provides added value to her service by maintaining a vested interest in saving her clients from paying excessive fees and penalties whenever possible; as she says there are no guarantees. The point is that she is not afraid to advocate for her clients. My state tax issue caused me months of anxiety; Nicole made that disappear with a few phone calls and an amended return. Now I can move on with my life and not worry about the state lurking around in the shadows. Oh and the best part - Nicole will keep all of your tax returns and supporting documents for 7 years and her clients can access their information on a secure electronic portal. For someone like me who isn't great about keeping their documentation, this is an immense added value to Nicole's service. See you next year Nicole!

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!

  • 21 years in business
  • 59 hires on Thumbtack
Dawn S.
Verified review

I recommend Zielonka Financial Services LLC without reservation. My experience has definitely been one of five stars all the way around.

In Need Solutions LLC
4.9
from 15 reviews
  • 6 years in business
  • 19 hires on Thumbtack
Fabian T.
Verified review

Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!

Brian Forrest & Associates
4.5
from 10 reviews
  • 33 years in business
  • 19 hires on Thumbtack
Blanca R.
Verified review

Outstanding work. Will continue to use his services for my business and personal taxes. Definitely recommend.

Concord Wealth Management
5.0
from 1 review
  • 5 years in business
Marisa C.
Verified review

Chris helped me plan for upcoming student loan payments and helped me invest in my future.

  • 1 hire on Thumbtack
Angel and Gail F.
Verified review

We were very pleased with all the options that Abby presented to us and then worked hard to make them fit our circumstances. She helped us to find plans that will help us in the years to come.

About

Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance

  • 20 years in business
About

Helping families become properly protected, debt free, financially independent and how to increase their cash flow and doing it free of charge to my clients. Showing and educating families that they have options and it's never too late to take control of something so important. I got into this business because I was never taught in my household about the rules of money. I love making a difference for people and building relationships.

  • 13 years in business
About

It starts with a casual conversation with an experienced compassionate professional. Perhaps knowing if you are on track for your ideal retirement is important to you, or it might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue, such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomers," it might be ensuring that they have enough income in their retirement years. You need help from someone; so why not let us help you? You'll be glad that you did! We are independent, objective and flexible. No one is too big or too small to help. If you are looking for trusted and objective fee-only advice, you've found it. If you finally want your own financial plan in place, we offer an easy-to-understand and an affordable planning fee, or if you just want a second opinion or a quick checkup, we can work on an hourly basis. We also offer prudent investment and insurance services as robust as the big companies but with hometown atmosphere. Thank you for stopping by.

About

I am a financial service professional. I get involved with personal and business financial and insurance planning. I work with clients to protect assets, accumulate wealth, and plan for a fruitful retirement. I am an accomplished agent, and I continue to grow my practice. My customers are impressed by my personal attention and customized planning skills.

About

We specialize in investments and estate planning. We are financial professionals. We are serving Wellesley, MA and the outlying areas. Sean Brennan and associates are offering the following services, not limited to; estate, business planning, investments, life insurance and retirement planning.

About

We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

About

We are independent and experienced. DFM is privately owned and staffed by professionals who are experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice that is free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions. Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan designs, stock options, employment negotiations, tax consideration, insurance, and estate issues.

About

We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle. I like that every case is different and requires me to think outside the box to help them develop a plan that will work for them that they can stick with over a period of time. My job requires creativity in crafting solutions for people and constantly needing to learn. I am required to keep up on insurance, taxes, investments, estate planning, Long Term care, education funding and more. The more I know the better able I am to help my clients.

  • 1 hire on Thumbtack
About

I offer financial advising. I help clients with free advice on what they should do when it comes to investing, life insurance, retirement planning, education planning, and more. My advice is free. I earn money if you choose to take my advice and invest with me.

  • 1 hire on Thumbtack
About

Controllership experience but with an hourly rate! Helping startups and entrepreneurs with their accounting experience/problems.

About

Estate Planning, Risk Management, Wealth Accumulation We are dedicated to helping clients accumulate, grow, protect and distribute their wealth through our independent advisory consulting and our unique processes.

About

We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better in identifying your goals and making sound decisions to help reach them through our sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

About

I help families and businesses as a resource through tax advantaged strategies for retirement, education, estate insurance, investing, disability, long term care, and health planning. I take great pride in attention to detail and helping people get on the right track to help them prepare for what's next in their financial picture.

  • 8 years in business
  • 2 hires on Thumbtack
About

True Fee-Only Financial Planning & Investing. We advise. We don't sell you anything. We uphold a fiduciary standard putting your needs first and provide objective advice not tied to the sale of any investment or insurance product. Clear View Wealth Advisors, LLC, was formed in 2010 and operates out of offices in Amesbury and Wilmington serving individuals and businesses. We offer flexible planning solutions and can prepare comprehensive plans as well as limited-scope projects that answer your key questions or issues. We offer on-going support for financial or investment issues and work with DIY investors. We are supported by a network of insurance, tax and estate planning professionals. Steve Stanganelli is the principal planner with more than 20 years of financial services and banking experience. He is a Certified Financial Planner (tm) professional and holds designations in retirement and estate planning. He has specialized training and experience in the areas of tax planning, college funding, divorce analysis, and retirement income planning. We Don’t Sell. We Advise. Clear View Wealth Advisors, LLC is a fee-only registered investment advisory firm that provides advice and consulting on a broad range of financial, estate and tax planning issues as well as personalized money management services. We don’t sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest. We offer clients an objective, independent and qualified resource in retirement income, pre-sale tax analysis, college funding, elder care and low-cost index investing.

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