Holyoke, MA
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Holyoke Financial Advisors

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

The Budget Coach
5.0
from 5 reviews
  • 9 years in business
  • 10 hires on Thumbtack
Marc D.
Verified review

The budget coach was great ! She was very nice, Professional and spot on with her quote. I will definitely recommend her to friends and use her services in the

  • 23 years in business
  • 3 hires on Thumbtack
ANDI S.
Verified review

Very polite and well informed. I enjoyed meeting with him to discuss his pros for my business. I will definitely keep him on board for future reference. He is an asset to anyone who needs consulting. Thank you for your time and knowledge!

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!

AEM Financial Services
5.0
from 1 review
  • 1 hire on Thumbtack
Orla M.
Verified review

I have been using AEM Financial Services for my tax needs for three years now. Ashleigh (the owner) has always been professional and courteous during all of our interactions. Her response time has been impeccable, she typically responds to my phone calls or emails within 24 hours. She has also gotten our returns done in less than a week. Ashleigh always makes sure to follow up several weeks after the return has been filed to make sure we have received our return and all of our questions and concerns have been answered. My husband and I will be continuing using AEM Financial Services in the future. I would recommend AEM Financial Services to anyone who needs tax preparation or bookkeeping services.

  • 11 years in business
  • 3 hires on Thumbtack
Juan C.
Verified review

Years ago we used to hire well known companies as well as professionals to handle our financial needs as well as our taxes. While we are professionals ourselves, we prefer to hire someone that is familiar with, and handles those activities on a regular basis. After a brief, but unpleasant experience with the IRS and by the recommendation of some accountant friends, we consulted with Nelsonanson, which we now consider to be one of the wisest decisions ever made on our part. As a matter of fact, Nelsonanson prepared our tax return forms for the last five years that we resided in the State of CT, and continued to handle for us anything that has to do with numbers up until now, even though we have been residing in Florida for the last ten (10) years. We recommend Nelsonanson without hesitation to any one who is looking for an honest, trustful and reliable accountant. Juan & Rosa Colon Clermont, Florida

About

Every person has a unique set of circumstances and deserves an individualized approach to financial planning. We take a holistic view to managing wealth, addressing needs such as risk protection, cash flow management, college planning,investment management, and retirement planning. There is no one-size-fits-all approach...everyone who walks through our door will receive recommendations unique to their situation.

  • 28 years in business
  • New on Thumbtack
About

We are an independent financial advisory firm providing solutions for growing, managing and preserving your wealth. We provide comprehensive financial planning, retirement income strategies, wealth management, estate planning, asset allocation solutions, and protection planning.

About

Insurance, Business Owners, Estate Planning, Financial Planning

About

MetLife, Financial Services, Investment Advisor, Retirement

  • New on Thumbtack
About

Investment Strategies, Risk Management, Investment Strategies

About

DFS provides affordable life insurance solution and debt management services.

  • New on Thumbtack
About

We are wholly dedicated to the financial success of a selected group of families. Our goals are the same as theirs; to achieve financial independence, assist in the education of children and grandchildren, and to provide protection from the financial risks in life we face. We help families develop a long-term financial plan, to help create wealth which can benefit their family for generations. The work that we do is lasting, meaningful and significant. Successful financial planning is not a commodity, but is part of a lifetime relationship. Therefore, client relationships are the primary source of our strength and their development is the primary endeavor of our practice.

  • 8 years in business
  • New on Thumbtack
About

We are a New Media Financial Services Company and our specialties are in Credit Repair, Business Loans, and Marketing Packages. In our experience, being able to help people in these key areas creates an overall improvement that helps society thrive as a whole. Good credit gives you major options, Loans help business to grow, expand, & hire, Marketing generates exposure so that the economy continues to run in a healthy manner. In summary we are a catalyst to fuel economic growth for all.

About

Serving Wethersfield, CT, and the outlying areas, Mark Fiano of Voya Financial Advisors is offering the following services, but are not limited to: * Insurance planning * Investment planning * Risk management * Estate planning * Retirement planning

About

Serving South Windsor, CT, and the outlying areas, Todd Becker and the associates of Becker Financial Solutions, LLC are offering services including, but are not limited to the following: estate conservation, risk management, investment planning, retirement planning and financial planning.

About

As a registered investment advisor, we are held to a higher fiduciary standard than many advisors. We are paid using a fee-for-service model that is fully transparent to clients.

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 that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

About

  • New on Thumbtack
About

Our firm offers high quality financial and retirement planning services to our clients. Our comprehensive and multidisciplinary planning services strive to coordinate all relevant areas of financial planning into a sound and integrated approach to your planning. Our qualifications, background, and experience make us the firm of choice for your retirement and financial planning needs.

  • New on Thumbtack
About

I don't have a business, but would be interested in starting one in the financial consulting area. I have 35 years of experience in the investment/finance business, and also have earned a CFA designation. I am skilled at both verbal and written communication, and work equally well as an individual contributor or as a team member.

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.

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