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Freeport Financial Advisors

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 49 reviews
  • 70 hires on Thumbtack
  • Top Pro on Thumbtack
Johnny J.
Verified review

I had a great experience with Paul. He did an awesome job with my taxes. I will definitelly come back next year. In addition, I may will be getting some additional services from him as my finance planning. I highly recommend Paul!

ACE ADVISORY MANAGEMENT LLC
4.8
from 47 reviews
  • 28 years in business
  • 55 hires on Thumbtack
Joakim J.
Verified review

This is the second year I hired Mr. Otobo's services for filing my taxes, and I will continue to hire him for as long as I'm living in US. As a foreigner, filing your taxes here, compared to Sweden is different and quite a bit more complex. Mr Otobo has been very helpful and service-minded about explaining how everything works and taken care of everything for me. He shows up during office hours to personally deliver your papers and talk things through. A true professional that I can't recommend enough.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

DiPaola Financial
5.0
from 10 reviews
    Barney F.
    Verified review

    Ryan is one of the most personable and conscientious, hard working people I know. He works extremely hard at making your insurance or financial decision making process a comfortable and educated experience. If you ask a question and he does not know the answer he will find out and get back to you in short order. In these volatile times in the financial world it is extremely important that you make an educated decision as it is in the insurance world. Ryan will have the right answers and the best advice on how to approach a particular strategy. He is there to protect you and your family and your business. He works with you and follows up with everything. His work ethic extends beyond the personal line of business. He is professional, respectful, courteous and diligent in his approach to the business line. You will be well served with Ryan on your team. He gets two thumbs up from me.

    • 7 years in business
    • 8 hires on Thumbtack
    Marshay W.
    Verified review

    Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

    The Towles Group Inc.
    5.0
    from 5 reviews
    • 16 years in business
    • 14 hires on Thumbtack
    Keyon J.
    Verified review

    Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

    RDT Advisors, LLC
    4.2
    from 6 reviews
    • 2 hires on Thumbtack
    Rich S.
    Verified review

    RDT advisors were very professional and knowledgeable. Kim Tong was very helpful and answered all my questions regarding my personal portfolio and potential tax implications. I would recommend RDT to anyone seeking financial advice. I look forward to working with them again in the future.

    MYOC
    4.6
    from 5 reviews
    • 3 years in business
    • 4 hires on Thumbtack
    Nina E.
    Verified review

    Rowena is one of the most patient individuals that I know. Our company is years behind on our taxes and working with Rowena to get things in order has been terrific. We didn't have any accounting in place so she set us up with quickbooks online and is teaching us how to use it and is keeping us updated on her progress. We have a lot of accounts, bank and credit cards that we use for both personal and business so it was time to get a financial software. We are very pleased with quickbooks on line! We had to file an extension again but we know this will be the last time and we are so happy. Rowena is very professional and fair. Her commitment to her clients is very admirable! She's also very knowledgeable about all types of businesses (we are an NFP). We are learning daily from her and she's not one of those people who is concerned about billing someone for monies. I think she's a good fit for anyone looking to rebuild their company or brand from scratch or even looking for re-structure and on-going support. It feels so good to have peace of mind and know that our company is growing! Hire her! You won't regret it! Nina Elton - Doing Art Together NYC

    Northwestern Mutual
    5.0
    from 4 reviews
    • 7 hires on Thumbtack
    Nichole H.
    Verified review

    As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

    • 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.

    S Fishman Accounting
    5.0
    from 1 review
    • 38 years in business
    Richard D.
    Verified review

    He was hired to clean up the books after the prior person left abruptly, he did a great job and now the books are up to date and correct. All taxes and financial statements are up to date and flowing. His knowledge and per servereance got us through a very bad time and now we are smiling. He is an older gentlemen with a wealth of knowledge and can learn your business in a flash, if he does not already know it. When he is asked to dome something, it is done immediately, not pushed off. This accountant has a great knowledge of Quickbooks and many other software programs required in todays business world.

    • 3 years in business
    Nathan M.
    Verified review

    MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!

    About

    We provide all types of property repairs, appraisals, leasing and sales. We also offer court representations for violations and evictions. We can help you, soup to nuts.

    About

    We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.

    • 9 years in business
    About

    Fast professional service

    • 11 years in business
    • 1 hire on Thumbtack
    About

    Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.

    About

    B&M Financial Management Services, LLC is a full service accounting services provider. Our team of professionals understands the unique challenges that businesses face, from managing day-to-day operations to sales, marketing, finances and beyond, we're here to assist you in establishing effective ways to conduct better business.

    About

    Southport Wealth Management (SWM) was founded in 2006 by Dennis G. Boyd who began providing investment advice in 1986 to institutional investors. SWM was formed to provide individuals, families and small businesses portfolio management, financial and estate planning, insurance, mortgages, and most importantly, the coordination of these financial matters.

    About

    I am passionate about helping people avoid "crashing and burning" (ending in financial failure, outliving their assets). I work closely with clients to help them achieve their goals.

    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.

    Hire skilled professionals for absolutely everything.