Hagerstown, MD36 family financial services near you

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Hagerstown Family Financial Services

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

Hearn & Associates, LLC
4.7
from 31 reviews
  • 60 hires on Thumbtack
Rudy G.
Verified review

Great professional services !!

  • 4 years in business
  • 5 hires on Thumbtack
Mark R.
Verified review

Angel Financial Services has done my taxes for the past few tax years. Angie has gotten me great refunds, legally! She explains in detail my best options and allows me to make informed choices for my best interest! Angie also provides excellent financial advice on how to save and minimize taxes for the future!

Advocate Investing Services
4.8
from 9 reviews
  • 11 years in business
C. Fara F.
Verified review

Great customer service. Appropriate financial recommendations. Highly knowledgeable and stays on top of the market.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
Diana B.
Verified review

Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.

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.

  • 5 years in business
  • 14 hires on Thumbtack
Matthew M.
Verified review

be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

CrossCheck Bookkeeping
4.5
from 2 reviews
  • 2 years in business
Marie L.
Verified review

I was in desperate need of help getting back on track, data entry, organization. Just guidance on how to do what I needed for my business to remain up to date and to have a clear financial picture! I will continue to use them for reconciliation and invoicing to help ease my mind. Thank you!

  • 22 years in business
Sarah G.
Verified review

Financial services recommended

Sylvia N.
Verified review

We do much phone talking which is better than emailing all the time especially what has been going on this past year

  • 3 years in business
  • 1 hire on Thumbtack
About

I specialize in individual and family tax with providing personalized service. You may feel like you are rushed at other tax preparation firms because tax time is very busy. At my firm, I travel to your residence, workplace or agreed upon location to look at your tax situation and answer any questions. If you prefer to use the internet and phone to prepare your taxes, my firm's client portal is a secure way to email your personal and sensitive tax information between each other. In addition, we use the latest IRS approved e-signature technology that you can quickly sign the IRS e-file authorization form through your smartphone or computer. This avoids the additional hassle of you coming into the office to sign the form.

About

We are a full-service financial 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 team providing sound financial information.

About

We are a financial services and insurance agency, a family of professionals committed to empowering our customers to manage the daily risks, recover from the unexpected, and fulfill their dreams. We look for opportunities to create innovative financial solutions and insurance, making people's lives easier. Being a good neighbor is our business, improving the quality of life in the neighborhoods where our customers work and live. We opt to provide world-class services. We are the gold standard!

About

We are a full-service CPA firm. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, financial planning and investment, real estate and business sales.

About

HFS Financial has a network of about 120 Banks, Credit Unions, Private Equity companies that we work with

About

Serving Damascus, MD, and the outlying areas, Randy Scritchfield of Montgomery Financial Group is offering the following services, but are not limited to: certified financial planning, wealth management, estate taxes, retirement planning and financial advising.

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!

  • 7 years in business
About

Ask me and I'll be happy to answer any question as well as to share whatever I can to convince you I'm the right professional to help you and/or your business keep compliant and to prosper.

  • 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

We provide small business accounting and taxation services.

About

We focus on helping our clients develop a holistic, cohesive financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. Contact Water Street Financial LLC today.

About

Wealth preservation, Estate Planning, Retirement, Investing

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