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Long Beach Financial Advisors

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

Overcoming Obstacles
4.9
from 32 reviews
  • 9 years in business
  • 140 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.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

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.

    Ryan McHale CPA
    4.1
    from 8 reviews
    • 7 years in business
    • 3 hires on Thumbtack
    Katie A.
    Verified review

    Ryan is absolutely the best CPA you could ask for! He has prepared and filed my Federal and State returns for several years. Ryan is incredibly knowledgeable, efficient, informative, and friendly. He has made the stressful and tedious task of getting my taxes done incredibly easy. He does everything he can to help you through the entire process. Ryan has an answer for all of your questions leading up to and during your tax preparation. He is quick to respond to emails and a pleasure to meet with, always making his clients feel incredibly comfortable. I am so lucky to have found him! It's so nice to work with someone that doesn't rush you in and out. Someone that makes it clear that each and every client is import to him. Please do yourself a favor and make sure you use Ryan as your CPA this tax season. You will definitely regret ever using anyone else once you meet him.

    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!!!

    • 5 years in business
    • 3 hires on Thumbtack
    Ingrid H.
    Verified review

    Frank was very instrumental with helping me with my bank reconciliation for my business. He explained and recommended the appropriate methods of recording transactions in Quickbooks.

    Abreu CPA
    5.0
    from 2 reviews
    • 16 hires on Thumbtack
    Scott H.
    Verified review

    Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

    Noel Financial Services
    5.0
    from 2 reviews
    • 1 hire on Thumbtack
    MCA B.
    Verified review

    Noel Financial Services provided exceptional financial services to my company. They were very efficient, timely and very professional. It was a pleasure doing business with you. Hope to do business again in the near future.

    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.

    • 13 years in business
    About

    Please check out this description of our business philosophy on our website. The satisfaction of my work is in working with people to achieve their goals. It's really that simple.

    About

    Financial services, financial planning . Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk.

    About

    We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.

    About

    Our website's personal financial management course (also known as a debtor education course or pre-discharge bankruptcy course) provides bankruptcy filers with an online version of the debtor education course (this is the second course). The course has been approved by the US Trustees Office to be administered in all 50 states and provides course takers and their attorneys with instant certificate generation. This no-fail, 2-hour timed course is available 24/7 and can be taken at your own pace. The following are the 3 easy steps on how to avail of the service: 1. Sign up now. The cost is only $11.95 for individual and $23.90 for joint. 2. Complete the course online. 3. Receive your certificate immediately.

    About

    We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

    About

    Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution. financial planning, financial advisor, wealth management, investment advisory

    About

    Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information, and should be read carefully before you invest or send money. An investment in a fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9, and its subsidiaries, including Foresters Financial Services, Inc. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters. Areas of Specialty: Mutual Funds • Equity • Fixed Income • Tax Exempt • Money Market Insurance Planning • Whole Life • Variable Life • Single Premium Variable Life • Universal Life • Term Life • Survivorship (“2nd to Die”) • Non-Medical Final Expense Annuities Planning • Fixed • Variable • Immediate Business Planning • Key Man Insurance • Buy-Sell Agreements • Simple IRAs • SEP IRAs • 401(K)/Roth 401(K) • Executive Bonus • Defined Contribution Plans • Profit Sharing Plans Planning for Organizations • 403(B)/Roth 403(B) Plans • 457 Deferred Compensation Plans • Electronic Payroll Services College Planning • Coverdell Education Savings Accounts • 529 Savings Plans • UGMA/UTMA Custodial Account Retirement Planning • 401(K) and IRA Rollovers • Roth IRAs • Traditional IRAS • Wealth Transfer • Income Distribution Planning • Fixed Income Vehicles • Revocable and Irrevocable Trust Funding • Pension Option Planning

    About

    Here at JKMN Financial Services. We want our consumers to have a bright and secure future. Getting Insurance could be and complicated process and this is why we are here. It is our goal help people to with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance. insurance, finance, financial planning, financial planners

    About

    WFG is a financial service marketing whose affiliates offer a broad array of financial products and services. Its associates are committed to offer you power of choice, flexibility and a wide selection of products and services to find the best fits to your needs and goal. WFG's solutions range from personal to business products and it believes that is no one should be left behind financially and let the money works for you to enjoy your life.

    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

    Since 1982, C&A Financial Group is driven with improving the planning process for our clients. Over the years, our most important lesson was that people we work with needed different solutions and strategies to build and protect wealth in today's uncertain times. Typical planning does not consider the unique effects of various taxes and wealth-eroding factors that are constantly changing. Assumptions in the planning process have to often been inaccurate, misrepresenting what the future might look like, creating a false sense of security. Out of our experience and insights, we created the responsible wealth process. This process is not driven by exotic financial instruments or complicated strategies. It is simply a way to ensure that the wealth you have built will grow, be efficiently protected and available to you and the people and communities you care about.

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