Baltimore, MD
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Baltimore Personal Finance Instructors

Browse these personal finance lessons with great ratings from Thumbtack customers in Baltimore.

Daniel E. Dutterer, CPA
4.5
from 45 reviews
  • 30 years in business
  • 72 hires on Thumbtack
Georgia H.
Verified review

Daniel Dutterer, CPA Is very experience with tax preparation. He patience and willing to help his customers.

Advocate Investing Services
4.8
from 9 reviews
  • 11 years in business
  • New on Thumbtack
Danielle T.
Verified review

John shares excellent financial advice and is extremely helpful in explaining the ins and outs of investing to my husband and me. His counsel has been thoughtful and lucrative. I highly recommend his services.

Money Etiquette
5.0
from 9 reviews
  • 6 years in business
  • 14 hires on Thumbtack
Bella C.
Verified review

Joseph is very professional and experienced, he is a great listener, he listened to all of my financial struggles and came up with a monthly budget based on my net pay/income and debt. He is extremely knowledgeable in finance area and is full of great ideas which helps individual like myself and many other who are experiencing some financial problems. When you work with Joseph, he is always there to answer any question or concerns. He is very quick in addressing them. I would definitely recommend Joseph to all who need financial guidance. Bella

AgarWood Capital
5.0
from 5 reviews
  • 2 years in business
  • 6 hires on Thumbtack
Karrie A.
Verified review

This guy is great!! Needed someone to help me out with my resume and have no regrets choosing Tom Nguyen. First time meeting in person was very helpful as he gave short lessons in identifying the difference between a bad and good resume. In doing so, you are able to get an idea on how great his service is. First meeting was free as well. Although I hired him to help me out, I got more out of what I paid because I learned alot. He also does follow ups to see if you have gotten a job.If not, he will continue helping you til you get one. You can tell his main concern is helping you get what you want. He is very knowledgeable and easy to communicate with.He is also very easy to reach.

  • 2 years in business
  • 1 hire on Thumbtack
Anna H.
Verified review

Maggie is amazing! She immediately made me feel comfortable discussing money with her and diving deep into my financial habits to get ahold of where my money. She empowered me to take control of my money! She knew just wanted questions to ask to learn more about my perspective on my money and what aspects of money stress me out and why. She also knew how to ask these questions so that I felt free to tell her about my habits without feeling judged! She helped me get a handle on my money and feel less stressed out about managing my finances. I cannot recommend her enough!

Exodus Financial, LLC
5.0
from 4 reviews
  • 13 years in business
  • New on Thumbtack
Melissa P.
Verified review

I came to Exodus Financial In June 2015. I was welcomed by Mrs. Grace with such a warm, friendly and professional greeting. I explained that I had worked with several financial advisers who promised me great results and I had seen no success and I was a bit nervous. I appreciate the fact that Mrs. Grace listened and acknowledged that she understood and reassured me that I had come to the right place. We have spent the last couple of months working closely together and I must say that her education on how to make better financial decision has had such an impact on my life and finances. I would recommend her services to anyone who is looking for proven results!!! Melissa P.

Hope Financial
4.8
from 4 reviews
  • 1 year in business
  • New on Thumbtack
Erin C.
Verified review

Hope Financial was very helpful in getting my finances in order and getting me on track to paying off my debt using the snowball method! The initial session was extremely informational and a great jump start to organizing finances and making an understandable plan to pay of all consumer debt. The follow up sessions help to ensure you're sticking to the plan and allow you to easily discuss any questions or changes regarding your budget.

Accurate CPA Services
5.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Kevin S.
Verified review

Accurate CPA Services has helped Transport Me, in the start up phase of our company by providing sound financial advise. This firm continues to support our small business's month to month bookkeeping needs as well as payroll services, tax preparation and financial guidance. Now that we are assured that our business finances are in the hands of a capable, knowledgeable, professional and innovative team we are able to divert our attention to growing our company. Thanks Accurate CPA Services!

KWR Tax Service
5.0
from 11 reviews
  • 14 years in business
  • 6 hires on Thumbtack
Craig R.
Verified review

KWR Tax Service has significantly improved the efficiency of my company's financial records. She helped my business get on top finances. She has been my accountant for 3 years & I am very pleased with her services.

Alton D.
5.0
from 5 reviews
  • 3 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

  • New on Thumbtack
Angel C.
Verified review

I needed to reconcile and get my finances together. I was skeptical and didn't want to go to just anybody. I wanted someone who knew exactly what they were doing. I was referred to Harrison and Jones. They were GREAT. They exceeded my expectations. They were professional and met all deadlines.

  • New on Thumbtack
Sharmila K.
Verified review

I had the pleasure to work with Tope at Empowered Women International, where Tope was our financial trainer and taught the women of our organization — Basics of finances, as they were being trained to become entrepreneurs. Tope helped the women understand their personal finances, the proper art of pricing self and also how to organize business finances and bookkeeping for their businesses. Tope not only brought with her an immense wealth of financial knowledge, she also made it easy for our women to understand concepts keeping their individual needs in mind. Her knowledge combined with her compassion and passion to help women entrepreneurs created magic in the classroom.

About

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Maryland Financial Services has access to new products, enhanced product features and expanded quality service.

About

We provide business services to small to mid-sized business nationwide. We assist with finance as well as business credit and compliance. We also assist with building favorable business credit to help you with obtaining finance and credit for your business.

  • New on Thumbtack
About

I am a retiree settled in Chevy Chase, Maryland. I am a French speaking individual who got a master's degree in financial management at a naval postgraduate school in CA. I help people learn French or improve their skills in finance and accounting in English.

  • 10 years in business
  • New on Thumbtack
About

I navigate customers through their financial road map, creating the results they desire. The magic happens when I roll up my sleeves and get my hands dirty, exploring company operations to assess what's going on. I make an immediate impact and produce outcomes that provide clients' peace of mind, assurance, security and improvement in cash flows, success, and wealth. When it's all said and done, I enjoy helping entrepreneurs and business owners make money, provide for their families and employees, and secure a stable future.

  • 3 years in business
  • New on Thumbtack
About

Financial Planing, Financial Services, Financial Consultants

  • New on Thumbtack
About

I was born in Moscow, Russia where I originally started playing tennis and hockey. I was the number one racket player for Wilde Lake High. I play hockey and tennis on the NCAA level for Norwich University where I maintain a 3.87 GPA. I go to school on a hockey scholarship. I got my PTR certificate after I graduated high school to teach tennis to all ages and skill levels. I worked in tennis camps before. I know how to grab kids' attention or have a beginner started.

About

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Maryland Financial Services has access to new products, enhanced product features and expanded quality service.

About

With 12 years of university credit, having successfully completed triple course loads, and work experience in tutoring and at the Federal Reserve Board (America’s Central Bank), I tutor material the way I wish it had been taught to me. By combining subject-matter expertise and cutting-edge teaching techniques, I help you learn effectively and efficiently to build memory, mastery, and motivation in economics, finance, math, and more. As a result, you earn better grades and have more fun! Slots are filling fast! Call me today!

About

Everybody wonders whether they are making the best decisions about their money for their family. That's why we take the time to gain a deep understanding of you and your family. Then, we work closely with you to develop a plan that connects all aspects of your finances, your family and your goals. Planning: How will you help me make the right financial decisions for my family? Our approach is comprehensive: We work with you to address your planning priorities, then we dig deeper to ensure no opportunity goes unrecognized. Planning is a process: We communication regularly to make adjustments as your life and family change. Together, we'll help tackle all your planning needs over time. Investing: How will you help me grow and protect the money I worked so hard to save? Putting money in the right places over time is what makes your money grow. Having a process for managing expectations and fear is what protects your money as it grows. Relationships: How will you help me manage our relationship beyond what's in my accounts with you? Giving and receiving advice requires a strong relationship. It takes time, communication and integrity to build that relationship. Communication: You need a professional who works hard to stay out in front of you on a regular basis. But you also want an advisor you can reach out to as needed with questions that come up in the course of everyday life. That may mean specific guidance, having a sounding board, or simply a trusted second opinion when weighing an important decision. Collaboration Making decisions around family and money can be stressful and involve a wide array of topics. We’ll work together as you face decisions on savings, investments and insurance. We’ll help you, your accountant and attorney coordinate planning around legal and tax matters. When we collaborate as your team, you get coordinated advice that works together.

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