Long Beach, NY
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Long Beach Financial Advisors

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

Top Pro
George Dimov, CPA
4.9
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Floyd A.
Verified review

I could not have been more pleased with the services provided by George Dimov, CPA, especially because of the short amount of time I gave him to prepare my extended federal and state income taxes. My situation was difficult with very little time to resolve. He and I worked virtually - sometimes sending and receiving information into the early morning hours until the job was accomplished. He is dedicated to his customers needs, efficient and a very knowledgeable professional and that I would highly recommend to anyone who has a complex Income Tax situation or challenging accounting need. I will be requesting his services again for the 2016 tax 'season' - sooner than the last one.

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!

  • 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.

  • 7 years in business
  • 7 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.

J Joseph Maldonado, CPA
5.0
from 2 reviews
  • 23 years in business
  • New on Thumbtack
Henry K.
Verified review

Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

  • 18 years in business
  • New on Thumbtack
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.

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.

RDT Advisors, LLC
4.0
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
3.0
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

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.

  • New on Thumbtack
About

I help small and medium businesses with accounting, financial analysis and strategic planning. I am very experienced in QuickBooks. I have experience in numerous business environments and am very flexible.

About

I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.

  • New on Thumbtack
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.

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.

  • New on Thumbtack
About

I provide simple and effective methods for saving you money, without the run-around. especially cater to students who seek my help because the transition from high school to college or from one college to another can be costly. I'm even willing to work out payment plans to help them along.

  • New on Thumbtack
About

I provide financial consulting and German language services. I am experienced in international business, banking, and support for businesses between US and CEE.

  • 8 years in business
  • New on Thumbtack
About

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

  • New on Thumbtack
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.

  • New on Thumbtack
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

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

I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.

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