Mount Vernon, NY
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Mount Vernon Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Mount Vernon.

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

George Kozarov has prepared and maintained the corporate accounting and provided consultant services for my company for a number of years. He has always done an outstanding, professional and courteous job. I feel that his rates are very fair and he provides a great value for the cost. During these years, George has become a trusted partner and business confidant, aiding in my financial management decisions. I recommend both George and his services whole heartedly.

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.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
James G.
Verified review

I have known Edgar Abreu for nearly 2 years. In my experience, he has been thoroughly honest and reliable in all my financial dealings with him. He has acquired an extraordinary number of certifications and licenses which attests to his intelligence and capability.

S Fishman Accounting
5.0
from 1 review
  • 38 years in business
  • New on Thumbtack
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.

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
Karen H.
Verified review

Rowena is an outstanding financial mgr! I'm a psychologist & my husband a photographer. We both work for the UN plus we also have private practices in Chicago. My husband documents my work as we travel through film & photography. Rowena manages both my medical practice & my husband's studio as well as our other personal accounts & our NFP with the UN. We hired Rowena 2 yrs ago when we were asked to establish the NFP. She's astute & very patient! She has a vast wealth of knowledge & we welcome her suggestions & her willingness to grow with us & guide us. We live a nomadic life style but she delivers on time & always keeps us informed of our current financial standing. Reaching us when we're in the field is sometimes difficult so she's also very patient & is a pro-active problem solver. She's respectful & trustworthy. We are very pleased by her work. Dr. Karen Hieu & Kalden Daley - President & CEO - K.Daley Photography

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

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.

  • 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.

  • 9 years in business
  • New on Thumbtack
About

Fast professional service

  • New on Thumbtack
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.

  • 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

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'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.

  • New on Thumbtack
About

We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.

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

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.

  • New on Thumbtack
About

I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.

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