Tell us what you need so we can bring you the right pros.
Receive quotes from pros who meet your needs.
Compare quotes, message pros, and hire when ready.
Browse these financial planners with great ratings from Thumbtack customers in Woburn.
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!
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.
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.
Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!
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!
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.
I had a very good experience with Mr. Forest. I was under a time crunch and he went out of his way to provide the info I needed quickly. I highly recommend him for any tax and or financial planning needs.
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.
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
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.
Estate Planning, Risk Management, Wealth Accumulation
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!
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.
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.
We specialize in investments and estate planning. We are financial professionals.