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Rockville Finance Instructors

Browse these finance tutors with great ratings from Thumbtack customers in Rockville.

Top Pro
  • 4 years in business
  • 59 hires on Thumbtack
  • Top Pro on Thumbtack
Steven B.
Verified review

I hired Chuck in January 2016 to prepare my personal and business taxes. I just started my business in 2015 and so with this being the business's first tax year I was somewhat nervous and intimidated. Charles walked me thru every step and actually explained why we needed to do each step which relieved a lot of my anxieties. Charles is very responsive to emails, has a great system for passing confidential docs and I look forward to working with him in the future.

Tony Di Fatta, CPA
4.7
from 12 reviews
  • 6 years in business
  • 4 hires on Thumbtack
Sarah L.
Verified review

If I was able to rate Tony above outstanding I would have done that. Tony assisted me with my 2013 and 2014 Tax return. Tony took the time to sit down with me and review my W2 forms as well as help me with my reimbursement for my graduate classes. Tony went above and beyond to make sure I get back my reimbursement for my graduate school as well my federal and state tax return. During tax season is very busy for private accountants. Tony answered my phone calls and emails right away and made sure I understood my tax returns. I would highly recommend Tony Di Fatta, CPA to anyone who needs assistance with tax preparation. Thank you. Sarah Sarah Lieberman, B.S. Vocational Rehabilitation Specialist II

KWR Tax Service
5.0
from 11 reviews
  • 14 years in business
  • 6 hires on Thumbtack
Lea M.
Verified review

KWR has been doing my taxes for 5 years now and never had a problem. Service was very fast, and I receive my refund in a timely manner if not faster. Kadian is a professional tax preparer and very accommodating to a very busy person like me, and answers all tax question that I have. KWR Tax Services is highly recommended.

Money Etiquette
5.0
from 9 reviews
  • 6 years in business
  • 14 hires on Thumbtack
Bella C.
Verified review

Joseph is very professional and experienced, he is a great listener, he listened to all of my financial struggles and came up with a monthly budget based on my net pay/income and debt. He is extremely knowledgeable in finance area and is full of great ideas which helps individual like myself and many other who are experiencing some financial problems. When you work with Joseph, he is always there to answer any question or concerns. He is very quick in addressing them. I would definitely recommend Joseph to all who need financial guidance. Bella

  • 4 years in business
  • 5 hires on Thumbtack
Kevin W.
Verified review

Angie is very knowledgeable about finance and also very enthusiastic. She enjoys helping people save money and is invested in the well-being and long-term success of her customers.

Advocate Investing Services
4.8
from 9 reviews
  • 11 years in business
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.

Alton Dawsey
5.0
from 7 reviews
  • 5 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.

Denislav Dantev
5.0
from 6 reviews
    Michael C.
    Verified review

    Denislav really helped me understand the intricacies of finance and how to prepare for the future. I've never been the most knowledgeable guy regarding financial discipline, but I learned more than I could have hoped for. Thank you!

    Ian Smith
    5.0
    from 6 reviews
      Tracy C.
      Verified review

      Mr. Smith has help me out a lot. I helped me with my finance and also tutoring me in math. He was always in contact with me. He explain everything to me in simple terms. He didn’t make me feel small. He gave ideas and very helpful suggestions. I truly believe because of God and Mr. Smith I am moving on the right track with staying debt free. He was always available morning, afternoon or night. He would come to my house or come to my school and conduct business. Sometimes we would sit in his car and conduct business and talk about finance and managing money. He would come to my school and tutor me in math (algebra) two or three times a week. He was always professional, caring, helpful, kind, smart and funny. I am glad to know Mr. Smith,

      • 2 years in business
      • 1 hire on Thumbtack
      Ana C.
      Verified review

      Maggie is a fantastic client-focused coach! Before working with Maggie, I felt completely overwhelmed by my finances and felt extremely panicky whenever I thought about my debt. Now, I have more tools in my financial wellness toolbox and I feel much more confident and secure than ever before.

      • 8 years in business
      • 3 hires on Thumbtack
      Adevia H.
      Verified review

      Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

      • 4 years in business
      Melissa R.
      Verified review

      I first met Deri at a bridal show when I got engaged. . . or was it before? Who knows, but that was well over 4 years ago and she has been the greatest financial advisor I could have asked for. She is 100% honest and puts her clients best interest first. If you have a goal, she'll help you get there! I look forward to continuing our relationship. Highly recommend!

      • 29 years in business
      • 1 hire on Thumbtack
      Kwaku A.
      Verified review

      Excellent accounting training/tutoring and consultation. Well satisfied with all that went on before and during the encounter. I wholeheartedly recommend Mr. William Agboruche to anyone who needs his services.

      Hope Financial
      4.8
      from 5 reviews
        Rohit C.
        Verified review

        Productive experienceI I highly recommend Hope Financial as a financial adviser.

        Exodus Financial, LLC
        5.0
        from 4 reviews
        • 13 years in business
        Samuel P.
        Verified review

        Without a question Exodus Financial is one of, if not the best thing that has happened to my wife and I in recent years. The professional services that we have received are second to none! Our credit councilor Grace Chopra has walked us through this process and stood behind every word she said. She is always available to answer any and all of our question and concerns. She has gone above and beyond the call of duty to help us. I will without question recommend Exodus Financial to any and everyone. I have had many run-ins with other that claim they could help, and when it all boils down, it’s about the money. With Exodus Financial it’s about the services!!!

        The Karene Group
        5.0
        from 3 reviews
        • 6 years in business
        Enjoli P.
        Verified review

        Successful women are not afraid to take risk, they are deeply passionate about what they do, they foster genuine relationships, they are not afraid to express gratitude, and they simply show up for people they believe in. My experience with The Karene Group has opened my mind to a new way of thinking, how to think like a successful women! The coaching class exceed my expectations of what positive coaching and motivation look like. The Karene Group is the reason I moved past my fears and began to realize that my dreams of entrepreneurship could be a reality. Even beyond the coaching class she provided real genuine support when I hit a bump in the road and introduced me to resources and platforms I could use to grow my business, that's real support! It is a true pleasure to know Karene an amazing motivator and true supporter. I could not have realized my potential without her!

        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.

        About

        We provide business services to small to mid-sized business nationwide. We assist with finance as well as business credit and compliance. We also assist with building favorable business credit to help you with obtaining finance and credit for your business.

        About

        Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Maryland Financial Services has access to new products, enhanced product features and expanded quality service. Being a leader in the insurance and financial services industry means continually striving for improvement

        About

        Financial Planing, Financial Services, Financial Consultants Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Maryland Financial Services has access to new products, enhanced product features and expanded quality service.

        About

        I am a retiree settled in Chevy Chase, Maryland. I am a French speaking individual who got a master's degree in financial management at a naval postgraduate school in CA. I help people learn French or improve their skills in finance and accounting in English.

        Hire skilled professionals for absolutely everything.