Leominster, MA83 Financial Advisors near you

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Leominster Financial Advisors

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

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!

Top Pro
  • 21 years in business
  • 59 hires on Thumbtack
  • Top Pro 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!

Top Pro
In Need Solutions LLC
4.9
from 14 reviews
  • 6 years in business
  • 19 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.

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

  • 5 years in business
  • 3 hires on Thumbtack
Ashley C.
Verified review

James truly is a professional when it comes to financial planning. He goes through everything that you may need for your future, and takes into consideration of what you can’t handle budget wise. I loved all of his suggestions and I truly appreciate his work ethic, punctuality and quick to respond with any questions I had! I recommend James to be your next financial planner.

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.

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!

William C.
Verified review

Excellent work ethnic, professional and explained everything in detail.

  • 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.

  • 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

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

  • 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 help families and businesses as a resource through tax advantaged strategies for retirement, education, estate insurance, investing, disability, long term care, and health planning.

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

Controllership experience but with an hourly rate!

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 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.

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