Massapequa Park, NY28 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
Luis Barreto
5.0
from 10 reviews
  • 11 years in business
  • 18 hires on Thumbtack
  • Top pro on Thumbtack
Nazaret G.
Verified review

The services provided to us by Luis Barreto were absolutely amazing. He was able to help my newly wed wife and I immemsely even considering the tight time constraints we were under and the fact that we were able to find exactly what we were searching for within such short notice. Luis was available to us through thumbtack with just three weeks to our wedding and his extensive experience was a great help as he provided ideas and was open for any input and feedback. Communication was great and he was always very punctual. Very friendly personality and exceeded our expectations in finding a great fit as an officiant to our Christian wedding.

  • 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.

Tax Help Network
4.9
from 12 reviews
  • 7 hires on Thumbtack
Ellen T.
Verified review

John and the team from Tax Help Network are not only good at what they do, they very passionate about helping people fix their tax debt issues.

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!!!

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 47 reviews
  • 68 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!

Suozzi Accounting & Tax
4.9
from 7 reviews
  • 5 years in business
  • 13 hires on Thumbtack
Jessica B.
Verified review

Peter was knowledgeable and transparent about the tax filing process while working with my husband and I on our 2016 taxes. He was very responsive to all our questions and made the process pretty smooth while charging a fair price for his services. Thanks again!

Pro Legal
5.0
from 3 reviews
  • 18 years in business
  • 2 hires on Thumbtack
Susan H.
Verified review

Fast and affordable complete legal service. I highly recommend them.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 1 hire on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

  • 15 years in business
  • New on Thumbtack
Catherine C.
Verified review

Vin was a pleasure to work with at Cornerstone. He provided ample information in regards to the services they offered, and was able to match the best fit to my needs. He has my highest reccomendation

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.

Northwestern Mutual
5.0
from 3 reviews
  • 4 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.

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!

Geoffrey Dancziger & Co.

New To Thumbtack

  • New on Thumbtack
About

Robert Dancziger CPA PC, a public accounting firm located in Soho, Manhattan, provides a wide variety of accounting, financial, and tax management services that are tailored to suit the needs of our personal and business clients. At Robert Dancziger CPA PC, we are dedicated to providing you with accounting services that help make your job easier and help you to focus on building your business. Our mission is to understand your total business and personal financial needs, so we can assist you in achieving your most-immediate and future goals. Robert Dancziger CPA PC is committed to providing close personal attention to all our clients. Although we are a small firm, we have highly qualified and experienced accountants. We believe that your success is our success. Each client relationship we have is a valued relationship. We exist to help you succeed.

BMD Advisors

New To Thumbtack

  • 8 years in business
  • New on Thumbtack
About

Experience with more than 250 clients. Each engagement results in improved financial results. I will remain with the client until the objectives are achieved. References are available

  • New on Thumbtack
About

Blue Chip Financial Corp. offers quality financial services and insurance products, often reserved for the wealthiest investors, to individuals, public and private businesses, and not-for-profit organizations regardless of the size and status.

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