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Browse these affordable financial services with great ratings from Thumbtack customers in Newton.
Nicole was quick and responsive with my small business and personal income tax returns. She is very knowledgeable and professional. She explained taxes to us in a way we could understand and she informed us about deductions we were not aware of. I would definitely recommend her to anyone in need of tax services.
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.
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.
Viktor was very diligent during my initial interview to explain how he can help not only with my taxes but with other financial decisions. He recommended excellent savings options and assisted in analyzing my need for life insurance. In addition Viktor helped me select investments in my 401 K and filed my taxes. All meetings – online and in person – were very comforting, informative and empowering. I would definitely work with In Need Solutions again in the future.
He did an excellent job providing accounting services for my company. He was very knowledgeable in excel as well as preparation of financial statements and reconciliations. His meanor and attitude was very pleasant towards his work and others.
Outstanding work. Will continue to use his services for my business and personal taxes. Definitely recommend.
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.
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.
Estate Planning, Risk Management, Wealth Accumulation
We specialize in investments and estate planning. We are financial professionals.
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.
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.
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.
Controllership experience but with an hourly rate!
Victor G. Moffitt d/b/a Moffitt & Associates, LLC was established in August, 2001. We are independent advisors, so we are able to make the best decisions for our valued clients. We offer specialized and customized service to each of our clients. Please call our office to set up a complimentary initial consultation or visit our website for more information about our company.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
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.