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Fitchburg Financial Advisors

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

  • 21 years in business
  • 59 hires on Thumbtack
Ariel B.
Verified review

Working with Zielonka Financial Services was an absolute pleasure! From the moment I found Nate on Thumbtack, he was attentive to my needs and concerns about my tax returns. I was filing in multiple states and Nate made sure to walk me through each part of the return and answer any and all questions I had. He was very careful to ensure that I was receiving the most money back and ensured that I was in the loop throughout the entire process. I couldn't recommend him higher!

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!

Ameritax Newton
4.1
from 9 reviews
  • 44 hires on Thumbtack
Geraldine K.
Verified review

Bob responded almost immediately. He was available to see me within 24 hours. His quoted rate was the lowest although the actual cost was a little higher. However I have a small business so the returns were more complicated. He was extremely pleasant and a genuineerson. He also recommended a few good books to help me with financial issues and local group meetings where I could meet others in my profession. Definitely will use his services again.

Financially Speaking
5.0
from 4 reviews
  • 4 hires on Thumbtack
Julie H.
Verified review

Jimmy was big help and saved me in many ways -- time, money, and stress. I was going through a divorce, and I was inexperienced in managing finances and uncertain about my needs during and after my divorce. He coached me in how to assess my financial advisor and analyze their fees. Ultimately, I decided they were not the best fit, and Jimmy helped find me a new financial advisor who has worked out very well. I now have a much better understanding of my financial situation and saved thousands of dollars with Jimmy’s guidance. He also helped lower my anxiety considerably during a very hard time. I’m very grateful!

  • 42 years in business
Kathy M.
Verified review

Great company. These guys really know their stuff.

Murray Tax Services
5.0
from 1 review
  • 9 years in business
Diane M.
Verified review

Could not be any happier with the professionalism and great service we receive from Murray Tax Service! Highly 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

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

Estate Planning, Risk Management, Wealth Accumulation

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

We strive to provide exceptional service on a daily basis. Knowing you have optimal portfolio and wealth management solutions is incredibly important and so is having trust and comfort in who you are working with.

  • 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.

About

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

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.

  • 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.

  • 1 hire on Thumbtack
About

Controllership experience but with an hourly rate!

About

We specialize in investments and estate planning. We are financial professionals.

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.

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.

  • 27 years in business
About

I hold professional designations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor to Senior Living (CASL). I have an undergraduate degree in Accounting and an MBA in Finance.

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