Hagerstown, MD
37 family financial services near you
Where do you need the family financial service?

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.

Hagerstown Family Financial Services

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

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
Hearn & Associates, LLC
4.8
from 29 reviews
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Rudy G.
Verified review

Great professional services !!

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

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

  • 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!

  • 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!

  • 9 years in business
  • New on Thumbtack
Jenny A.
Verified review

Since 2010, ProTrust Financial Solutions has been providing expert monthly and year-end financial, accounting and tax reporting services for my business while offering as needed their expert knowledge and professional advice on many occasions. I can not say enough ... how courteous, helpful, knowledgeable and reliable they are and how much their services mean to my business.

Alton D.
5.0
from 5 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.

  • 19 years in business
  • New on Thumbtack
Coro E.
Verified review

Very professional work. Outstanding service without any delay.

Business Help, Inc.
4.0
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.

  • New on Thumbtack
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

  • 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

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!

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.

  • 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.

  • 7 years in business
  • New on Thumbtack
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.

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.

  • New on Thumbtack
About

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

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

We provide accounting solutions to small and medium size businesses. We offer everything, from basic bookkeeping, outside controller/CFO services, and accounting software assessment to implementation, training, and tax and financials services. We provide services to help you become more efficient, so you can focus on managing your business and make informed decisions.

  • 35 years in business
  • New on Thumbtack
About

We are a nationwide insurance agency with auto, home, life and business insurance. We also offer financial planning services. Contact us today to see how we can help you!

Hire skilled professionals for absolutely everything.