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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
  • 57 hires on Thumbtack
  • Top Pro on Thumbtack
Rachel B.
Verified review

I took an online interactive bookkeeping course with EMD. I enjoyed this experience. The classes were thorough and informative. Great instructor too! Definitely recommend.

  • 63 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.

  • 1 hire on Thumbtack
Marguerite B.
Verified review

Such a helpful and wonderful experience

Tonoff Financial Services
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!!


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


    We are a full service Financial Firm, working in all areas of Insurance and wealth management. We are a one stop shop focused on Educating, Planning, and Advising our Clients.


    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.

    • 35 years in business

    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.


    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.


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


    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.


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


    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


    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!


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


    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.

    • 1 year in business

    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.


    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.


    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.


    Serving Haddon Township, NJ, and the outlying areas, David Chalmers of Haddon Financial Solutions is offering the following services, but not limited to: * Insurance * Investing * Retirement * Estate planning * Wealth preservation * College savings plan These are offered to help clients reach their financial goals.

    Hire skilled professionals for absolutely everything.