Baltimore, MD
14 Financial Advisors near you
Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Baltimore Financial Advisors

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 104 reviews
  • 3 years in business
  • 188 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!

Fidelis CPA
4.8
from 42 reviews
  • 5 years in business
  • 96 hires on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

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

Dan has been a godsend to my business. He has prepared my financials, completed my business taxes and started managing my payroll. Beyond accounting and book keeping services - Dan has become a sounding board for many of my business financial decisions. I have already referred a friend to his company, I would not hesitate to recommend him to other business owners.

Top Pro
Fi-Tech Business Solutions
4.9
from 32 reviews
  • 28 years in business
  • 106 hires on Thumbtack
  • Top pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

Manna Wealth Management
5.0
from 10 reviews
  • 56 years in business
  • New on Thumbtack
Dushyanthi Z.
Verified review

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

Agog Financials
4.6
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.

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

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!

  • New on Thumbtack
Amin S.
Verified review

Brandon with Balanced Financial Solutions is a pleasure to work with. Has great attention to detail and good follow up. I would recommend him.

  • 9 years in business
  • 4 hires on Thumbtack
Renee D.
Verified review

I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

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

Accurate CPA services has been doing my business accounting for the past 3 years. I am very happy with the work they do. I highly recommend this service.

Alton D.
5.0
from 5 reviews
  • 4 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
Joyce A.
Verified review

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

KCL Financial Services
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Betty B.
Verified review

Amazing company highly recommend

  • New on Thumbtack
About

I am a seasoned professional. I care about the needs of my clients and put their needs first.

  • New on Thumbtack
About

I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

  • New on Thumbtack
About

I & R Financial Services is capable of helping you navigate complex federal and state tax laws, establishing financial systems and safeguards and ultimately achieving your organizational goals. I & R Financial Services will complete a small amount of work at your office and the bulk of the work off-site. All on-site appointments are booked by the half day or full day to accommodate both you and the bookkeeper. You are assigned a certified QuickBooks ProAdvisor who is supported by a finance and administrative team to provide the following services: 1. The Engagement Service: All new clients must begin with this service, so that we can assess your needs and have clarity about the list of tasks and who is to do each task. 2. Simplicity Bookkeeping: By committing to a minimum service per month, our regular clients are guaranteed general bookkeeping, payroll processing, company banking and accounts receivable and payable management. 3. Intricate Bookkeeping: Once we have provided the engagement service on your organization and determined what your system requirements are, our certified QuickBooks ProAdvisor will complete the design, implement the set up, get your data up-to-date, and/or do any cleanup needed. 4. Premium Bookkeeping: Once your bookkeeping systems are consistently providing timely, accurate figures about your business behavior, we can help develop next-level tools to quantify your plans, evaluate your performance and see how you compare to other companies in your industry. 5. Consultation and Tune-Up: Some businesses do not need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up-to-date and provide a tune-up service. A tune-up is a smart and affordable way to get a handle on your business finances. This service is ideal for clients who have their own staff available to create and code transactions but who want a second set of expert eyes to check books monthly against the bank statements to ensure balances are correct and to review basic reports for potential errors. 6. Other Services: This includes clerical and data entry services as well as 1099 service, tax and audit preparations.

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.

  • New on Thumbtack
About

Educates and provides plan in their financial goal

About

We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

  • New on Thumbtack
About

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

Actual Requests

See other requests for financial advisors in Baltimore

Need Financial Planning Service

Washington, DC

  • Service type
    General financial planning
  • Career Stage
    Other (RETAIL MANAGER AND ENTRE[RENEUR)
  • Details
    I need financial advice about my 401k and basic investing.
  • $300
    Average price

Need a Financial Services Agent

Washington, DC

  • Service type
    General financial planning, Retirement, Annnuities, Life insurance, Trusts, Mutual funds
  • Career Stage
    Senior-level/Management
  • $300
    Average price

Need a Financial Services Agent

Bethesda, MD

  • Service type
    General financial planning, Retirement, Annnuities, Life insurance, Mutual funds
  • Career Stage
    Mid-level
  • Details
    Husband works at local non-profit; wife runs own business out of home.
  • $375
    Average price
Hire skilled professionals for absolutely everything.