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Browse these financial services with great ratings from Thumbtack customers in Newburyport.
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.
I recommend Zielonka Financial Services LLC without reservation. My experience has definitely been one of five stars all the way around.
Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!
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.
As a young professional early in my career, Caleb's financial guidance has been incredibly valuable in setting me up for a successful future. He has always worked hard to provide me with thoughtful responses to my many questions so I feel empowered to make choices that will support my goals. Not only is Caleb very knowledgeable, his professionalism and transparency make him a financial advisor that I can trust. I look forward to working with him for many years to come.
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.
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.
Chris helped me plan for upcoming student loan payments and helped me invest in my future.
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.
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.
We specialize in investments and estate planning. We are financial professionals.
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.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
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.
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.
Controllership experience but with an hourly rate!
Estate Planning, Risk Management, Wealth Accumulation
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.
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.
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.
True Fee-Only Financial Planning & Investing. We advise. We don't sell you anything. We uphold a fiduciary standard putting your needs first and provide objective advice not tied to the sale of any investment or insurance product. Clear View Wealth Advisors, LLC, was formed in 2010 and operates out of offices in Amesbury and Wilmington serving individuals and businesses. We offer flexible planning solutions and can prepare comprehensive plans as well as limited-scope projects that answer your key questions or issues. We offer on-going support for financial or investment issues and work with DIY investors. We are supported by a network of insurance, tax and estate planning professionals. Steve Stanganelli is the principal planner with more than 20 years of financial services and banking experience. He is a Certified Financial Planner (tm) professional and holds designations in retirement and estate planning. He has specialized training and experience in the areas of tax planning, college funding, divorce analysis, and retirement income planning.