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Portland Financial Planners

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

Eddy Company, LLC
4.9
from 46 reviews
  • 4 years in business
  • 90 hires on Thumbtack
German D.
Verified review

Brian helped me create a solid financial plan and gave me a picture of my financial future. He is so great to work with and doesn't just leave you once his work is done, he builds a good rapport, and makes sure You can understand everything you need to do. I am so glad I found Brian and can't wait to continue to seek his advice. It's not just about the money, he realizes that it's about quality of relationship quality of life and how my financial future affects those things. Trustworthy, flexible, reliable, wise. I couldn't think of better qualities for someone I would trust with my financial future.

Harlow Financial Services
4.9
from 17 reviews
  • 14 years in business
  • 24 hires on Thumbtack
Charles T.
Verified review

We had our Maine state and Federal income taxes done by Harlow Financial Services and found Jack Harlows expertise, knowledge and manner to be exceptional. He made us feel comfortable and gave us sound advice. Jack went the extra mile to make sure everything was correct and there would be no surprises later. Highly recommended.

Thrive and Prosper
5.0
from 5 reviews
    Kyra D.
    Verified review

    Gayle-Rose has assisted me on a few occasions. She is very knowledgeable in the financial field. We have discussed retirement options, college savings plans, and taxes. If she didn't have the answer right away, she always had got back to me in a timely manner with the information I requested. She is knowledgeable, friendly, and very easy to work with. I have recommended her service on multiple occassions to friends.

    • 2 years in business
    Barbara R.
    Verified review

    John is very knowledgeable in the financial planning profession. He determined our individual financial objectives and risk tolerance, then was committed to find the best way to reach those goals. When faced with questions not in his area of expertise he recommended several qualified professionals that could guide us, he didn't try to "wing it". Being a fee based financial and investment adviser with no products to sell, we feel we received sound advice at a reasonable price. Only reason John didn't get a five star rating is because we had to iron out precise wording in our final contract agreement. We highly recommend John to others seeking financial planning.

    Kate Parsons CPA
    5.0
    from 2 reviews
    • 1 hire on Thumbtack
    Danielle H.
    Verified review

    Kate was very helpful and made getting our taxes done very easy. She was very kind and professional and I would highly recommend her to others!

    About

    Term Life Insurance, 401(k), Life Insurance, Estate Planning, Retirement Income

    • 3 years in business
    • 1 hire on Thumbtack
    About

    Zachary Blauvelt started his passion for numbers and management when he graduated from the University of Southern Maine with a degree in Business Management and Accounting. He believes that it is so important for every business, no matter what size, to understand their numbers in order to make more educated decisions. His goal is to bring that passion for numbers to every small business he can reach.

    About

    We serve as outsource "chief investment officer" to over $850MM of our client's assets. We primarily work with nonprofit organizations.

    About

    I do all facets of business, operations, and financial management. I am assisting small to large corporations in achieving their goals.

    About

    Serving Portsmouth, NH, and outlying areas, Gary Terhune and associates of Seacoast Financial Navigation, LLC are offering the following services not limited to: Christian financial advising and estate, investment and retirement planning.

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