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Saint Paul Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Saint Paul.

Vaca Tax and Financial Group
4.8
from 55 reviews
  • 8 years in business
  • 113 hires on Thumbtack
Victoria Z.
Verified review

David is amazing. Not only is he a professional but it is also very obvious he is passionate about his work. He was very responsive & took his time to explain everything. We will most definitely continue with Vaca Tax & Financial Group, not only for taxes but also with other financial endeavors as well.

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

Deb was great to work with. She fit me in on short notice (2 days before the tax filing deadline…on a Sunday afternoon), and was responsive by phone and email. She answered my questions, was professional, agreed to review my 2012 returns, and made a recommendation for a financial planner in her network. I'd definitely see her again for tax preparation in the future and recommend her to anyone else seeking this service in the Twin Cities!

Swon Tax Preparation
4.8
from 40 reviews
  • 9 years in business
  • 67 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.

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

Jon is an excellent and passionate financial planner, with the heart of a teacher. Very knowledgeable and fun to work with. He helped me to improve so many different areas of my finances, I honestly didn't even know this was possible. People need to meet with Jon ASAP!

  • 24 years in business
Jonathan E.
Verified review

Joe does a great job of explaining complex ideas in a simple way that's easy to understand. He can also help in so many different ways. Highly recommended!

Edward Jones Investments
5.0
from 1 review
    Russell M.
    Verified review

    Jeff Grambo is unique to the world of investment advisors in that his focus is entirely on his customers. I've known Jeff for 25 years and am fully aware of how seriously he values the relationships he shares with his clients. Combine this attribute with financial competence, trustworthiness, and an outstanding work ethic, and you have an advisor that deserves your strong consideration. I have 100% confidence in Jeff, and there is no higher recommendation that I can make.

    • 3 years in business
    About

    We help your business by supporting the back-office operations. As a business owner, if you’re buried in accounting and administration, you’re losing sales and profits.

    About

    • 5 years in business
    About

    I began my career in financial services by assisting clients on the verge of default. There is a great satisfaction helping others in their success with various aspects of their business in accounting and financial services and tax prep. I assist in financial reporting and analysis, payroll, AP, AR.I am dedicated in helping you in accomplishing your success.

    About

    7th Street Financial is a financial planning firm that caters to people of all income and wealth levels. Our goal is to make sure you receive quality financial planning services at a reasonable price. You work hard to be able to set aside money for financial goals and that money should be put to use for those purposes instead of being watered down due to fees and expenses. ​ 7th St. Financial is a Registered Investment Advisor and we take our fiduciary responsibility to heart. What does that mean to you? That means we are bound to put your interests ahead of our own. You will not have to worry about us trying to push a product on you that will line our pockets with commissions while leaving you paying large fees. We offer a variety of services for a monthly fee instead of being based on how much you have invested. These services can be scaled based on your individual needs so you only pay for what you need.

    About

    The financial management process at Sorensen Financial Services begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

    About

    We work to help clients reach their financial goals through investments, insurance, and financial planning.

    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

    Serving Excelsior, MN, and the outlying areas, Mark Cockrane of Cochrane Financial, LLC is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation.

    • 4 years in business
    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.

    • 30 years in business
    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.

    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.

    About

    Insurance Planning, Stocks and Bonds, Retirement Planning

    About

    Zigler and Associates is an independent and privately owned firm with deep roots in the community. We do not have a whopping marketing budget and depend on referrals from our clients to expand our business, so we're directly motivated to please every client we serve. As you go through life, you make many transitions, both planned and unexpected. These transitions require decisions and adjustments that have financial implications. We help you navigate through these challenges and opportunities, helping keep you on course to accomplish what is most important to you. When you earn, spend and invest in ways that are compatible with your values and priorities, you will find a sense of purpose and experience freedom in your life. As an independent financial services firm, we choose financial products that are suitable for you, unbiased by sales quotas and demands that could be set by a corporate owner. Our entire focus is on developing and managing a comprehensive strategy that meets our customer's unique needs. There are no hidden agendas.

    • 79 years in business
    About

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

    About

    Serving Red Wing, MN and outlying areas Jim Loqual and associates are offering the following services but not limited to: financial planning, investment advisory and management, income distribution, risk management and insurances to help clients reach their financial goals.

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