Minneapolis, MN
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Minneapolis Financial Advisors

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

DLD Bookkeeping Solutions
4.6
from 56 reviews
  • 31 years in business
  • 123 hires on Thumbtack
Nicole M.
Verified review

She's awesome! Will go see deb for many years to come. I would send anyone I know to see her for her services!

Walker Tax Firm
5.0
from 24 reviews
  • 2 years in business
  • 35 hires on Thumbtack
Jennifer C.
Verified review

I would highly reccomend this place! My business finances were WAY off track, and within a matter of minutes in a one on one appointment, I felt like this wasnt such a surmountable obstacle after all! Now I feel like I have a great plan to get organized and stay that way. 5 stars!!!

  • 23 years in business
  • 4 hires on Thumbtack
J. J.
Verified review

Great service and very trustworthy!

W Accounting Services
5.0
from 2 reviews
  • 6 years in business
  • 7 hires on Thumbtack
Donna T.
Verified review

Accommodated my needs very quickly, quite satisfied with my service. Looking forward to working with them again.

  • 4 years in business
  • New on Thumbtack
About

I am a semi-retired businessman with over 35 years of accounting and financial experience from the bookkeeper to the CFO level of small to medium sized companies. I currently work part-time as a business consultant and as a tutor for Sylvan Learning Centers. I provide two services: 1) I am a retired businessman with over 35 years experience working for small and start-up companies. I provide bookkeeping, accounting, tax preparation for individuals and partnerships and financial analysis and reporting. I am proficient in both Quick Books Pro (for businesses) and in the use of Excel. Please see my LinkedIn profile for my work history and skill sets. I have both a CPA (currently inactive) and a MBA (in accounting). I am available by the hour and for project oriented work. My contract rate per hour is $50. 2) I am also a certified Sylvan Learning Center tutor. I tutor middle school, high school and college students in both accounting and math courses (consisting of Pre-Algebra, Algebra I & II, Geometry, Trigonometry and Pre-Calculus.) I offer homework support , test preparation, project assistance and ACT preparation in the four areas of Reading, English, Science and Math. My tutor rate per hour is $40.

  • 79 years in business
  • New on Thumbtack
About

Services are as follows: * Financial Advisor * Financial Planning * Wealth Management * Investment Advice * Financial Advice * Financial Planning and Investments * Retirement Planning * Tax Planning

  • 30 years in business
  • New on Thumbtack
About

We help our clients build financial confidence & clarity with our financial planning process. Most of our clients are between the ages of 45-75.

  • New on Thumbtack
About

NCompass Financial is a full-service financial planning, investment advisory, and corporate benefits firm. We help clients create, preserve, and protect wealth for their families and their businesses. NCompass provides customized solutions for the following: • Professional athletes • Affluent business owners • Executives • Individuals • Retirees We build relationships.

About

Personable, hands on tax and accounting preparation, planning, and advice.

Top Pro
Vaca Tax and Financial Group
4.7
from 55 reviews
  • 8 years in business
  • 114 hires on Thumbtack
  • Top pro on Thumbtack
Jessica M.
Verified review

I was so happy to find David for my taxes! My husband and I started using his tax preparation services in 2012 when both of us had moved across country. David was able to walk us through where to file which documents, and explain the how's and why's in language we could understand. His services are incredibly competitive, considering they were about the same as we paid in 2011 at a Jackson Hewitt in a strip mall. They were fine, but they did not provide the customer experience that David did. In 2013, we got our biggest refund check EVER, because we followed David's advice - especially regarding my husband's desire to get some additional education. I will never go anywhere else to get my taxes done again, David really knows taxes, but he also really understands people. He's got a customer for life with me!

  • New on Thumbtack
About

Rich Dunn and Chris Neu are the proud owners of Dunncreek Advisors, a fee-only, fiduciary, and financial advisory firm, where we enjoy serving agricultural producers, those who serve them and those who love them.

  • 24 years in business
  • New on Thumbtack
John A.
Verified review

Great advice. Very professional.

About

Insurance Planning, Stocks and Bonds, Retirement Planning

Montgomery Strand
3.0
from 2 reviews
  • 10 hires on Thumbtack
Bill M.
Verified review

I am a small business owner, and they helped me a lot. I would recommend them to anyone.

Swon Tax Preparation
4.8
from 38 reviews
  • 9 years in business
  • 65 hires on Thumbtack
Mark G.
Verified review

John has been my family's tax preparer for three years and has always provided accurate, timely and professional service. Each tax return is thoroughly explained, and he follows-up throughout the year with information and planning help. What makes John's service especially useful to me is that he also serves as my family's financial advisor. Having that kind of complete service is incredibly valuable to me. I recommend John to anyone looking for tax preparation services.

Actual Requests

See other requests for financial advisors in Minneapolis

Need Financial Services and Planning

Minneapolis, MN

  • Service type
    General financial planning
  • Career Stage
    Entry-level/Junior, Mid-level
  • Details
    Trying to start my own business.
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