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Lowell Financial Advisors

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

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!

Eddy Company, LLC
4.9
from 48 reviews
  • 4 years in business
  • 91 hires on Thumbtack
Paul B.
Verified review

I hired Brian to do my 2015 taxes which included sale of property, sale of an investment and several other factors. He reviewed my previous years' tax filings, worked hard to accurately apply and leverage the tax code and handled the whole process very thoroughly. He did a great job and I will look to Brian for future financial services.

  • 21 years in business
  • 59 hires 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.

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!

Top Pro
A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
  • Top Pro 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
  • 2 hires 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!

  • 30 years in business
  • 6 hires on Thumbtack
Don B.
Verified review

is extremely helpful and knowledgeable about all tax problems. And everytime I talk to anybody about any accounting services I definitely mention Sam name

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.

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

  • 2 years in business
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.

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!

  • 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.

Baystate Financial
5.0
from 3 reviews
  • 1 hire on Thumbtack
Andrew L.
Verified review

Alex is my go to guy for financial planning and life/disability/long term care. He did a fantastic job for my family and several of my clients. He's great at explaining the issues and the reasons for his recommendations and the presentations and materials provided by his team make financial plans understandable.

Nicholas Bracy
5.0
from 3 reviews
  • 1 hire on Thumbtack
Maurice R.
Verified review

As a Property and Casualty Insurance agent I help protect a client's physical assets. Nick has provided our clients with the invaluable option of protecting their financial assets. We have received numerous calls thanking for referring Nick due to his professional, knowledgeable manner. Maurice Rubino TYG Insurance Agency, Inc Arlington, MA

  • 2 hires on Thumbtack
Jose V.
Verified review

Ha is diligent, knowledgeable, and very helpful in all areas of personal finance. She helped me learn about several portfolio investment options without any urgency or pressure to have me make a choice. She helped me select an appropriate investment option that works for my needs and budget. I highly recommend her for anyone getting into investment options and personal finance planning. I'll definitely work with her again soon.

Gateway Financial, LLC
5.0
from 1 review
  • 5 years in business
  • 1 hire on Thumbtack
About

Gateway Financial is a family owned advisory located in Norwell, MA. Gateway Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We pride ourselves in recommending options for investing and managing retirement funds tailored to the needs and goals of each individual client/family. Gateway emphasizes ideas rather than specific financial products. We believe that with the right combination of strategies and concepts in helping you make sound financial decisions, you may be better positioned to achieve your financial goals.

  • 32 years in business
  • 20 hires on Thumbtack
Wilfredo L.
Verified review

Walter has guided me every step of the way when it has come to making sure that my business is registered correctly federal and locally.

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.

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.

About

We are independent and experienced. DFM is privately owned and staffed by professionals who are experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice that is free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions. Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan designs, stock options, employment negotiations, tax consideration, insurance, and estate issues.

WDM Financial Systems

New To Thumbtack

  • 1 hire on Thumbtack
About

Controllership experience but with an hourly rate!

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