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Frederick Financial Planners

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 109 reviews
  • 3 years in business
  • 197 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
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 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!!

  • 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.

Alton Dawsey
5.0
from 6 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.

Ian Smith
5.0
from 6 reviews
    Brenda A.
    Verified review

    Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

    Business Help, Inc.
    4.7
    from 6 reviews
    • 23 years in business
    • 5 hires on Thumbtack
    Giselle P.
    Verified review

    Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

    Hope Financial
    4.8
    from 5 reviews
    • 1 year in business
    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!

    • 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

    • 58 years in business
    Tom J.
    Verified review

    Working with this financial team was very easy. I wish I had known all the information I received in my 20's. Looking forward to our continuing relationship.

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

    Amazing company highly recommend

    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

    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.

    About

    Custom Financial Blueprint has more than a decade of experience providing exceptional, personalized financial solutions to individuals, families, and business owners to help them reach their goals.

    About

    We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

    About

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

    • 9 years in business
    • 1 hire on Thumbtack
    About

    I help Main Street Families become Properly Protected, Debt Free and Financially Independent by providing Financial Solutions In ways no other company can.

    About

    I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

    • 14 years in business
    About

    Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

    About

    At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

    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.

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