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Manchester Financial Planners

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

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.

  • 21 years in business
  • 59 hires on Thumbtack
Ornette N.
Verified review

Excellent service! Professional and very personable. Batel is exactly what we were looking for in a Tax preparer. In the hour we sat with him, we learnt way more from him than we did with the tax preparer we had for 8 years. We even plan to take the next step and have him be our Financial Planner. We are very happy. We recommend him.

In Need Solutions LLC
4.9
from 15 reviews
  • 6 years in business
  • 19 hires on Thumbtack
Fabian T.
Verified review

Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!

Top Pro
A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
  • Top Pro on Thumbtack
Nicole H.
Verified review

Adeel helped me with sorting through my Personal Finance as well as Financial Planning. I wanted to save for my car and pay my credit card debt. We sat down and made a plan to do it all. He looked at all my expense and income to see if we are in positive or not. Also, we worked on where we need to save money. Now, my credit card debt is gone and I am on my way to buy a car soon!

  • 8 years in business
  • 1 hire on Thumbtack
Arthur E.
Verified review

Caleb was fantastic to work with. He is extremely knoweldable and result-oriented. He’s also a great guy and someone you can trust. My wife and I recommend him highly as a Financial Planner.

  • 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.

  • 1 hire on Thumbtack
Adam R.
Verified review

Nick has been tremendously helpful and resourceful in helping me make decisions regarding my family's financial situation. He has provided me with sound information that allowed me to make decisions based on my interests and savings goals. I have no reservations about recommending him to anyone in need of financial advice.

Concord Wealth Management
5.0
from 1 review
  • 5 years in business
Marisa C.
Verified review

Chris helped me plan for upcoming student loan payments and helped me invest in my future.

  • 1 hire on Thumbtack
Angel and Gail F.
Verified review

We were very pleased with all the options that Abby presented to us and then worked hard to make them fit our circumstances. She helped us to find plans that will help us in the years to come.

About

We specialize in investments and estate planning. We are financial professionals.

About

Serving Waltham, MA, and the outlying areas, Matthew Gallagher is offering the following services: insurance, investments, estate planning, financial planning and retirement strategies to help his clients meet their financial goals.

About

We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to a wide range of financial products and services to individuals and business owners. We believe that the information we provide will better enable you to e to identify your goals and make sound decisions to help reach them.

  • 12 years in business
About

I help small business owners succeed by helping them obtain timely, relevant, and reliable financial information. This information enables owners to make more informed decisions, increase their profit and cash flow, decrease their tax liabilities, and obtain financing. I help individuals by providing the tools necessary for proactive tax planning and accurate and affordable tax preparation services. I am also experienced in IRS and state tax agency debt reduction and resolution, and have assisted clients through the audit process.

About

Estate Planning, Risk Management, Wealth Accumulation

About

I am a financial service professional. I get involved with personal and business financial and insurance planning. I work with clients to protect assets, accumulate wealth, and plan for a fruitful retirement. I am an accomplished agent, and I continue to grow my practice. My customers are impressed by my personal attention and customized planning skills.

About

We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better in identifying your goals and making sound decisions to help reach them through our sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

  • 1 hire on Thumbtack
About

Controllership experience but with an hourly rate!

  • 13 years in business
About

It starts with a casual conversation with an experienced compassionate professional. Perhaps knowing if you are on track for your ideal retirement is important to you, or it might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue, such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomers," it might be ensuring that they have enough income in their retirement years. You need help from someone; so why not let us help you? You'll be glad that you did! We are independent, objective and flexible. No one is too big or too small to help. If you are looking for trusted and objective fee-only advice, you've found it. If you finally want your own financial plan in place, we offer an easy-to-understand and an affordable planning fee, or if you just want a second opinion or a quick checkup, we can work on an hourly basis. We also offer prudent investment and insurance services as robust as the big companies but with hometown atmosphere. Thank you for stopping by.

About

We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

About

I help families and businesses as a resource through tax advantaged strategies for retirement, education, estate insurance, investing, disability, long term care, and health planning.

About

We provide management consulting services specializing in performance and business risk management. We also offer established VAR and administrative support for adaptive planning and process unity SAAS applications. Get profitable. Get productive. Get FACTS!

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