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Atlantic City Financial Advisors

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

Top Pro
  • 23 years in business
  • 77 hires on Thumbtack
  • Top Pro on Thumbtack
Jonathan L.
Verified review

Elliot responded extremely quickly to my unique tax situation, and within a week of my request he had delivered my completed return (along with a significant tax refund!) I highly recommend Elliot for anyone dealing with a complex tax situation!

  • 64 hires on Thumbtack
Andrew L.
Verified review

David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!

  • 3 hires on Thumbtack
Susan C.
Verified review

I definitely recommend US Tax and Financial Services LLC. They were friendly, helpful, and time effiecient. I will be using their services again next year.

The Sentarus Group
4.6
from 5 reviews
  • 7 years in business
  • 8 hires on Thumbtack
Brian W.
Verified review

Years of financial services, The Sentarus Group has always been available when needed providing outstanding services for all of my financial needs.

  • 8 years in business
Cristen L.
Verified review

All of the advisors at Lane Hipple are extremely helpful and knowledgeable. They always have your best interest at heart. Darek has been a pleasure to work with and especially trustworthy. I would definitely recommend him and the firm for all your financial needs!

Tonoff Financial Services
5.0
from 1 review
    Don A.
    Verified review

    Mark was superb over the entire process. he diligently checked to get me the best rate and I am delighted with the rate I obtained, thanks to Mark's hard work!!

    • 1 hire on Thumbtack
    Marguerite B.
    Verified review

    Such a helpful and wonderful experience

    About

    Hempstead & Co., Inc. is a financial consulting firm with over 30 years of experience offering business valuations for estate planning and valuations for bankruptcy, shareholder buyouts, shareholder’s rights, matrimonial matters, stock options, and financial reporting. We can also assist with purchase price allocations for mergers and goodwill impairment studies.

    • 35 years in business
    About

    I am a financial advisor specializing in retirement and retirement 'income' planning with an emphasis on tax planning, all while utilizing 'safe money' strategies. In other words, you never risk your principal.

    About

    We are a full-service financial 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. 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 service companies, so if we don't have a product or service, we know a group that does.

    About

    Our recommendations are tailored to accelerate the goals of the client. We redefine the retirement! Rarely does our clients need to do more than reposition current allocations. Our recommendations have zero to do with commissions or fees; and involve minimal, to no, risk. Our recommendations are sustainable plans that provides both return of investment and return on investment and operate in spite of our client. We love when our clients have AHA moments. For the most part, it's watching them learn that planning does not have to create a deficit in household or business cash flow. For first generation middle to upper class families and small business owners, they rarely have the generational education necessary to understand how to position themselves related to their earnings. There is often a need for a paradigm shift from what they know to be true about how money works. We exist to help our clients realize that, right information about finances, can add more to their net worth than a lifetime of work!

    About

    Our areas of focus are the following: * Estate Planning Strategies * Tax Planning Strategies * Cash Flow Management Strategies * Charitable Giving * Domestic Partner Planning * Wealth Preservation Strategies * Insurance * Retirement Planning Strategies * Investments * Retirement Plan Distribution * Family Finances * Sustainable Responsible Investing * Executive Compensation and Benefit Strategies * Business Retirement Plans

    About

    We cover every area of financial services, from bankruptcy to credit repair, life insurance, and investments.

    About

    We provide financial planning, securities and insurance services to help clients define and achieve their reasonable financial goals.

    About

    Cooney Financial Advisors Inc. is an independent, privately owned pension advisory and financial planning firm THAT IS committed to helping people pursue their financial goals by providing unbiased advice. We are dedicated to helping you, through education and advice, save for retirement by using your 401K plan and IRA accounts to your best advantage. Our mission is to provide the kind of information and knowledge that will let you get maximum benefit out of your 401K plan and IRA savings.

    About

    My services include; credit repair service, credit counseling, credit report, credit score, electronic credit monitoring account, and credit education.

    About

    Since 1981, we have helped many people take control of their finances. We work primarily with retirees and pre-retirees to plan up to and throughout retirement.

    About

    If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. Everything we do is enjoyable by ensuring that our clients and customers get the results they expect

    About

    We are providing honest, intelligent, successful financial solutions for exceptionally affluent clients around the world.

    • 1 year in business
    About

    We are a bookkeeping business that puts your needs first. We have cloud based capabilities that allow you to access your information from any location on any device. Let us take the time to manage your books so you can take the time to grow your business. We, at MAC Financial Group, strive to ensure prosperous businesses large and small by putting them at the forefront of competition. Seeing your business thrive gives us genuine enjoyment and motivates us to continually find ways of improving our clients' quality of life.

    About

    We are pleased to offer an Array of Protective Financial Services to Fortify Your Family's Economic Foundation. Services include: Credit Restoration, Wills, Trusts, Powers of Attorney, Life Insurance, Financial Literacy Events for Adults and Kids!

    Hire skilled professionals for absolutely everything.