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Portsmouth Family Financial Services

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

Eddy Company, LLC
4.9
from 48 reviews
  • 4 years in business
  • 91 hires on Thumbtack
Paul B.
Verified review

I hired Brian to do my 2015 taxes which included sale of property, sale of an investment and several other factors. He reviewed my previous years' tax filings, worked hard to accurately apply and leverage the tax code and handled the whole process very thoroughly. He did a great job and I will look to Brian for future financial services.

Caleb Harty, CFP®
5.0
from 11 reviews
  • 8 years in business
  • 2 hires on Thumbtack
Jake B.
Verified review

Caleb was extremely knowledgeable about both the current financial marketplace and my families specific needs. I would refer him and Harty financial to anyone!

  • 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.

Liberty Tax Service
4.8
from 4 reviews
  • 13 years in business
Dr. Brian S.
Verified review

This particular Liberty Tax office is open year round and offers diverse and reliable services. Family owned and run. Nice people, highly reccomended. Please note all of their available services. They are more than just an Income Tax service and will gladly help you year round.

Diane P.
Verified review

I was about to loose my house as I could not afford the new payments but thanks to Pinnacle Financial I was able to keep my house. They took my case very personal and were able to save me about $800.00 a month. Even though the bank denied my request, Robert and Charlinett made me feel that I was not alone and worked with me until my modification was approved. Now, I can sleep at night knowing that my kids have a place they can call home.

The Bottom Line
5.0
from 1 review
    Ed K.
    Verified review

    Gary Thurston has been doing my taxes for 20 years now. Gary will give it to you straight. He makes suggestions if he feels it's in your best interest. I have recommended he to my friends and family. Great service at a fair price.

    Pam A.
    Verified review

    Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.

    • 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

    Eaglerock Financial is a full-service financial consulting firm. We provide a range of comprehensive, quality programs for individuals, families, and small businesses. We are experienced and versatile, and can counsel you on an array of financial matters. We provide wealth management and tax preparation, and we can help you make decisions about long-term care insurance and other key subjects. With this wide-ranging perspective, we can devise programs that take into account your entire life. From this, we can build a holistic plan and customize it to your needs, knowing the nuances of your financial picture. This seamless planning is designed to help grow and conserve your wealth.

    • 9 years in business
    About

    We do QuickBooks, payroll and tax services for small businesses. Our service is available 24/7 to answer any questions or concerns.

    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.

    • 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.

    • 6 years in business
    About

    It all starts with a conversation. We strive to really understand our clients' situations, and create an individualized plan that can evolve over time with changing circumstances to help them reach their personal and financial goals. We excel in planning for retirement, extended care planning, and special needs planning. I enjoy guiding people through a process that helps them reach their goals, educating them on all the options available, and helping them to act decisively. I enjoy learning about the varied life stories and circumstances of my clients, and keeping in touch.

    About

    Financial Advising, Retirement Planning, Education Planning Serving Lowell, Ma and outlying areas Glenn Mello of New York Life is offering the following services but not limited to: Retirement Planning, Financial Advising, Life Insurance, Estate Planning, Education Planning to help clients reach their financial goals.

    • 8 years in business
    • 2 hires on Thumbtack
    About

    True Fee-Only Financial Planning & Investing. We advise. We don't sell you anything. We uphold a fiduciary standard putting your needs first and provide objective advice not tied to the sale of any investment or insurance product. Clear View Wealth Advisors, LLC, was formed in 2010 and operates out of offices in Amesbury and Wilmington serving individuals and businesses. We offer flexible planning solutions and can prepare comprehensive plans as well as limited-scope projects that answer your key questions or issues. We offer on-going support for financial or investment issues and work with DIY investors. We are supported by a network of insurance, tax and estate planning professionals. Steve Stanganelli is the principal planner with more than 20 years of financial services and banking experience. He is a Certified Financial Planner (tm) professional and holds designations in retirement and estate planning. He has specialized training and experience in the areas of tax planning, college funding, divorce analysis, and retirement income planning. We Don’t Sell. We Advise. Clear View Wealth Advisors, LLC is a fee-only registered investment advisory firm that provides advice and consulting on a broad range of financial, estate and tax planning issues as well as personalized money management services. We don’t sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest. We offer clients an objective, independent and qualified resource in retirement income, pre-sale tax analysis, college funding, elder care and low-cost index investing.

    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.

    • 1 hire on Thumbtack
    About

    Controllership experience but with an hourly rate! Helping startups and entrepreneurs with their accounting experience/problems.

    • 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

    Term Life Insurance, 401(k), Life Insurance, Estate Planning, Retirement Income The Best Insurance is Our Policy!, Term Life Insurance, 401(k), Life Insurance, Estate Planning, Retirement Income

    About

    Estate Planning, Risk Management, Wealth Accumulation We are dedicated to helping clients accumulate, grow, protect and distribute their wealth through our independent advisory consulting and our unique processes.

    • 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.

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