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Fitchburg Financial Advisors

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

Top Pro
  • 21 years in business
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Cheryl T.
Verified review

Wonderful professional who can take complex tax situations and explain them in layman terms. Mr. Zielonka is extremely detail orientated, extraordinarily knowledgeable and patient. His follow-up is also outstanding. We would recommend Zielonka Financial Services unconditionally.

Top Pro
In Need Solutions LLC
4.9
from 13 reviews
  • 6 years in business
  • 17 hires on Thumbtack
  • Top pro 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!

A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires 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.

  • 8 years in business
  • 1 hire on Thumbtack
Jake B.
Verified review

Caleb was extremely knowledgeable about both the current financial marketplace and my families specific needs. I would refer him and Harty financial to anyone!

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

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

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.

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

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

  • 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

Retirement questions are answered. I help individuals and small business owners with their retirement challenges and answering their preretirement and postretirement income questions. Utilizing individual analysis, each plan is structured to the desired income needs.

  • 28 years in business
  • New on Thumbtack
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

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.

  • New on Thumbtack
About

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

  • New on Thumbtack
About

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

About

Estate Planning, Risk Management, Wealth Accumulation

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
  • New on Thumbtack
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.

  • New on Thumbtack
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 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.

  • 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!

  • New on Thumbtack
About

Serving Waltham, MA, and the outlying areas, Matthew Gallagher is offering the following services: insurance, investments, estate planning, financial planning and retirement strategies to help his clients meet their financial goals.

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