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Baltimore Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Baltimore.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 114 reviews
  • 3 years in business
  • 208 hires on Thumbtack
  • Top Pro on Thumbtack
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

Top Pro
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 99 hires on Thumbtack
  • Top Pro on Thumbtack
Devon G.
Verified review

I am amazed by OH!CPAs.Having just gone through the passing of my Mother and having a backload of things to be done, I needed a new tax accountant and financial adviser. The one we had had for over 30 years just wasn't working out. I looked on Thumbtack after looking elsewhere and not getting good results. Immediately had four or five replies. I picked Mr. Fidelis Ohiri because he actually responded the best and the most humanly. I felt like I wasn't just a client but a person. He came out to the house and got the material for the taxes. Believe it or not he's done and that was last week. Mr. Ohiri is amazing and has vast knowledge and explains things well to the client which one so needs re: taxes. I highly recommend him and this firm.

6Accounting, LLC
5.0
from 40 reviews
  • 4 years in business
  • 47 hires on Thumbtack
Dianne D.
Verified review

Mario was super helpful advising me on the tax implications regarding my common stock purchase from my former company. His rate was the most competitive, others wanted to charge me almost 5x his amount, and he was responsive throughout the process. He cleared up any questions or confusion I had along the way. I was able to get a much better understanding of my financial situation thanks to Mario.

Top Pro
Fi-Tech Business Solutions
4.9
from 39 reviews
  • 28 years in business
  • 114 hires on Thumbtack
  • Top Pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

Law Offices of Rick Todd
4.4
from 19 reviews
  • 28 hires on Thumbtack
Jasmine H.
Verified review

Rick Todd is the ultimate professional. He is knowledgeable and easy to work with. I recommend him for estate planning and financial planning without hesitation.

  • 12 years in business
  • 8 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

MANNA WEALTH Management
5.0
from 11 reviews
  • 56 years in business
Renee N.
Verified review

Manna Management is a rare find. David and his team are very responsive to my financial needs and take their time to help me understand my portfolio and educate me on my financial standings. They are very prompt in returning calls and are always available to handle my concerns. Thank-you Manna Management for making financial planning more straightforward and understandable.

Alton Dawsey
5.0
from 7 reviews
  • 5 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.

Denislav Dantev
5.0
from 6 reviews
    Mohsin J.
    Verified review

    Extremely pleased with Denny’s professionalism and his financial planning process. He pays attention to detail and always does whats best for his clients.

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

    Working with Tom has been a great experience. He's helping me with financial advice/planning, debt management and retirement planning. Highly recommended!

    • 4 years in business
    Johnny S.
    Verified review

    Working with Deri was a breeze. She really understands your needs and finds financial products that make most sense for you.

    Hope Financial
    4.8
    from 5 reviews
      Rohit C.
      Verified review

      Productive experienceI I highly recommend Hope Financial as a financial adviser.

      Chris B.
      Verified review

      Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

      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!

      Fischer Wealth Advisors
      5.0
      from 1 review
      • 3 years in business
      Ivonne R.
      Verified review

      I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.

      About

      I am dedicated, efficient and an accurate with figures. I am loyal to my customers. Numbers

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

      About

      We provide small business accounting and taxation services. We stand for Quality, Cost, Commitment and Client Satisfaction.

      About

      I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

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