Massapequa Park, NY221 Financial Advisors near you

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Massapequa Park Financial Advisors

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 48 reviews
  • 69 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
  • 51 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.

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!

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!

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.

  • 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.

  • 12 years in business
  • 5 hires on Thumbtack
Jason D.
Verified review

Anne is very prompt, through, and professional. I would recommend and utilize her services again.

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 13 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!!!

Northwestern Mutual
5.0
from 3 reviews
  • 6 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.

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.

About

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

About

We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.

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

Our company is here to help you get your credit back in good standing. We also help to make your purchase power bigger and greater than before.

  • 13 years in business
About

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

  • 18 years in business
About

SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.

About

I have over 20 years of experience in accounting/finance/budgeting. I have worked for both the mid-size and small companies and excel in small business world.

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