Hagerstown, MD
36 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.

Hagerstown Financial Advisors

Browse these 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.

Advocate Investing Services
4.8
from 9 reviews
  • 11 years in business
  • New on Thumbtack
Cheri W.
Verified review

I have had the pleasure of using John's investment services for the past four years. He is extremely knowledgeable of the different financial instruments, always accessible, and willing to answer my numerous questions. I am confident that he is managing my portfolio in a manner that will maximize my returns. I highly recommend his financial advisor services.

  • 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
Igor D.
Verified review

I needed help with bookkeeping and with tax advice once my photography business started growing. David from ProTrust was able to get up and running with QuickBooks, helped me understand my monthly financial statements, and provided excellent advice on how to minimize my tax liabilities. I also have appreciate all the year-end assistance and advice received from ProTrust Financial Solutions year after year since then as adjustments needed to be made. This is a great consulting service that I highly recommend to any small business who needs to get the books working right from the get go!

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.

Conley + Co. CPA
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Matt J.
Verified review

I highly recommend Conley + Co for corporate accounting, audit preparation and financial statement preparation. Bryan has been an valuable resource and trusted advisor when it comes to technical accounting issues and treatments. His work is of the highest quality.

  • 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

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!

  • 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 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

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

  • 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

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.

About

We provide small business accounting and taxation services.

  • New on Thumbtack
About

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.

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.

Hire skilled professionals for absolutely everything.