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Lowell Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Lowell.

A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
Bri H.
Verified review

I had a great experience working with Adeel! I am very happy I decided to reach out for help, specifically with financial planning and my own finances. I was interested in making my own investments but I had no idea where to start! Adeel helped me make a plan. He even helped me with find a detailed plan/solution for my credit card debt. With my credit card debt out of the way I can look into things I didn't imagine would be possible for a long time, like a car and a house. He was very clear and through, he personalized the plan to fit my income, life style, and savings. He was great at working with me in areas that I needed help in and at my own pace. Awesome!

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!

  • 8 years in business
  • 1 hire on Thumbtack
Arthur E.
Verified review

Caleb was fantastic to work with. He is extremely knoweldable and result-oriented. He’s also a great guy and someone you can trust. My wife and I recommend him highly as a Financial Planner.

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!

Eddy Company, LLC
4.9
from 46 reviews
  • 4 years in business
  • 90 hires on Thumbtack
German D.
Verified review

Brian helped me create a solid financial plan and gave me a picture of my financial future. He is so great to work with and doesn't just leave you once his work is done, he builds a good rapport, and makes sure You can understand everything you need to do. I am so glad I found Brian and can't wait to continue to seek his advice. It's not just about the money, he realizes that it's about quality of relationship quality of life and how my financial future affects those things. Trustworthy, flexible, reliable, wise. I couldn't think of better qualities for someone I would trust with my financial future.

About

Estate Planning, Risk Management, Wealth Accumulation

  • 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.

Top Pro
  • 21 years in business
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Ornette N.
Verified review

Excellent service! Professional and very personable. Batel is exactly what we were looking for in a Tax preparer. In the hour we sat with him, we learnt way more from him than we did with the tax preparer we had for 8 years. We even plan to take the next step and have him be our Financial Planner. We are very happy. We recommend him.

  • 2 years in business
  • New on Thumbtack
Barbara R.
Verified review

John is very knowledgeable in the financial planning profession. He determined our individual financial objectives and risk tolerance, then was committed to find the best way to reach those goals. When faced with questions not in his area of expertise he recommended several qualified professionals that could guide us, he didn't try to "wing it". Being a fee based financial and investment adviser with no products to sell, we feel we received sound advice at a reasonable price. Only reason John didn't get a five star rating is because we had to iron out precise wording in our final contract agreement. We highly recommend John to others seeking financial planning.

  • 20 years in business
  • New on Thumbtack
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.

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

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.

  • 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

Concord Wealth Management prides itself on the following: Team-based Approach Our Commitment to our Clients -Trusted and Knowledgeable Advice -Personalized Approach -Proactive and Timely Service Long Term Relationships

  • 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.

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