Portland, ME
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Portland Financial Advisors

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

Top Pro
Starzyk CPA, LLC
4.9
from 46 reviews
  • 3 years in business
  • 70 hires on Thumbtack
  • Top pro on Thumbtack
Kareem J.
Verified review

Joe was outstanding! I attempted to do taxes myself (as usual) and it turned out very badly this year, due to earning income in several states and other matters. I knew doing it myself (even through TurboTax.com), the numbers just weren't looking right. I uploaded the documents to Joe's secure site, and he went right to work. Although I still owe (which was expected), he saved me a lot of money in comparison to what I was expecting to pay. In fact, I'm actually getting a refund from one state where I was expecting to owe! He was quick, accurate, accessible, and a pleasure to work with! I will absolutely be using him in the future!

Top Pro
Harlow Financial Services
4.9
from 15 reviews
  • 14 years in business
  • 22 hires on Thumbtack
  • Top pro 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
  • New on Thumbtack
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.

  • 6 years in business
  • 2 hires on Thumbtack
Lara R.
Verified review

Eric came to our home to notarize our wills. He was helpful, kind and efficient. Highly recommend his services!

  • 10 years in business
  • 1 hire on Thumbtack
Craig N.
Verified review

I have used Merryfield Investments for the past 3 years and am very pleased with their service . Peter Field is a seasoned , erudite, affable and very approachable investment advisor. Peter takes the time to personally meet with multiple times yearly,if required, to discuss your investment goals and risk tolerance. He manages your investments daily and constantly monitors your portfolio . You would be working with a hands on investment manager versus a large corporate investment house or bank trust department whereby you are a number and not know personally unless you have millions invested. So if you are seeking a seasoned. professional, investment manager that is hands on and will know you when you call him, please check out Peter Field and his company Merryfield Investment Managememt . By Craig Newcombe, a client and a retired 39 year Corporate Banker.

  • 2 years in business
  • New on Thumbtack
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.

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.

  • New on Thumbtack
About

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

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.

  • New on Thumbtack
About

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

  • New on Thumbtack
About

If you're in need of a team that offers professional financial planning services, then these pros are the right choice. They also deliver tax consulting services.

About

Do you need to find financial planners who not only provide services, but also cost-effective solutions? Hire this enterprise. They offer assistance for individuals and proprietors.

  • 36 years in business
  • New on Thumbtack
About

Need to find an investment advisor? Check out Hager Investment Management Services, LLC. They have almost 20 years of experience in the business.

About

Are you in dire need of professional business financial planning services? Choose The Owner's Representative. Their financial consultants are knowledgeable and experienced.

  • 23 years in business
  • New on Thumbtack
About

Try David S Bullock CPA if you are after reliable family financial planning services. He also provides real estate investment consulting, tax preparation, and more.

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