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Trenton Financial Advisors

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

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!

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 20 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

Alfredo Gonzalez
5.0
from 5 reviews
  • 41 years in business
  • 1 hire on Thumbtack
Gladis S.
Verified review

Alfredo was very knowledgeable and friendly when coming to give us financial advice. He was very helpful and I wish when contacting any company everyone will be like him. Thank you so much.

  • 15 years in business
Carin T.
Verified review

The team at Lane Hipple won our trust immediately because they took the time to truly get to know our financial needs and goals for the future. We feel very valued by them and their communication and proactivity is excellent. I would highly recommend Lane Hipple for your financial management.

Arlene B.
Verified review

My husband and I have used Gregory Elia who is with Kerith Brook for approximately 30 years for our tax preparation and other tax related issues. You cannot find a more professional and personable person. He is very trustworthy and detail oriented. On a personal note he is also a very compassionate person. We are very fortunate to have Gregory handle our tax matters.

  • 18 years in business
Whitney C.
Verified review

Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.

  • 1 hire on Thumbtack
Marguerite B.
Verified review

Such a helpful and wonderful experience

SCOTT LEIBER
5.0
from 1 review
  • 40 years in business
Cathy L.
Verified review

Scott really listens to his clients -- their dreams, anxieties, and realities. His superior wisdom combined with his patient attitude make him a 5-Star Financial Advisor.

  • 30 years in business
About

Tax Preparation, Investment Advisory Services and Planning. After spending several years with a major brokerage firm left and started a private practice to better serve clients in a way that is not compromised by company driven policies which compromised results.

About

As a financial adviser with Eagle Strategies LLC, a registered investment adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

  • 8 years in business
About

I go out of my way to help not only my clients, but anyone in the community.

About

Serving Media, PA and outlying areas, Morris Kaufman and associates are offering the following services, but are not limited to: * Insurance Products * Annuity Products * Tax Planning * Investment Planning * Retirement Planning

About

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

About

I am a financial advisor. I offer lifelong-term care, disability, investments and annuities. MetLife has 140 years of insurance and investment experience.

About

We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.

About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

About

Richard H Hoffman & Gregg W Hoffman with Hoffman Financial Services, provides financial services and strategies to help clients pursue their financial goals and protect what they have worked to build. Specializing in retirement plans and retirement planning, we are located in Palm, Pennsylvania serving the eastern Pennsylvania area.

  • 13 years in business
About

Please check out this description of our business philosophy on our website.

About

Focused on building long term trusting relationships with each individual I work with, and focus on taking a wholistic planning approach that is geared towards, and specified towards each, each individuals unique situation, goals, and concerns.

About

Casper J. Meijer has been in the Financial Services industry for over 20 years and independent since 2007. Specializing in Comprehensive Financial Planning and providing clients with personalized advice.

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