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Columbus Financial Advisors

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

  • 9 years in business
  • 18 hires on Thumbtack
Conner H.
Verified review

Joshua was excellent to work with. He took the time to understand our questions and concerns and was able to resolve them very quickly. I especially appreciate how willing he was to find a solution that worked for us and didn't talk down to me while explaining what I needed to do. As a college student I ran into trouble with claiming credits correctly with varied sources of financial aid but Joshua sorted it out quickly. I would definitely consider working with Fair Winds Tax and Financial again.

  • New on Thumbtack
De S.
Verified review

Really helpful and stress fee accounting services! Great tax preparation services too, they allow me to electronically send all of my documents.

About

I offer the following services: - General accounting - Financial reporting - Financial analysis - Budgeting - Special projects I have former big 3, corporate controller and business ownership experience and am knowledgeable in QuickBooks and Excel.

About

Lowry Accounting Services always provides integrity, customer care, and technical knowledge. We offer a wide array of services that are continually growing as we grow with our customers. You can always expect competitive prices and excellent customer service.

About

Serving Chillicothe, OH and outlying areas, Adam Halm of Adam Halm Investment Services, LLC is offering the following services not limited to: Certified Financial Planner, Investment Advisor, Retirement Planner, Estate Planner and Life Insurance.

  • 12 years in business
  • 11 hires on Thumbtack
Mario D.
Verified review

As a first year small business owner, I was hesitant to do my own taxes (which I normally do). I reached out to Rosa Moreno with RSJ Accounting Professionals for assistance. Rosa was FANTASTIC..... She took care of every aspect of my personal and business taxes in a very personalized and professional manner! I will definitely be utilizing her again next year! Mario DiPenti

  • 4 years in business
  • New on Thumbtack
About

Sargis Consultant Group delivers an approach to this industry and level of professionalism second to none. Each client is treated with the same level of respect, effort, and attention regardless of loan size or situation.

About

We enjoy getting businesses off the ground and bringing peace of mind to business owners about the final progress of their business. Also, we enjoy bringing clarity to individuals about their tax situations and removing the doubt and fear of the IRS. We go the extra mile to bring the clarity to the business owner.

  • New on Thumbtack
Kristin C.
Verified review

I had a wonderful experience working with Robin. I reached out to her to make me a Wedding Board that I could use for my bridal shower and receptions. I was very please with her professionalism and quick turn around time. She fulfilled all my request and it was the main focal piece that everyone complemented me on. I couldn't be happier! A++ all around from pricing to quality. Would highly recommend and use her services again! KAC

  • New on Thumbtack
About

Serving Columbus, OH and outlying areas, M. Jonathan Will is offering the following services not limited to financial planning, estate planner, insurance planner, retirement planner and wealth management.

About

Save time on your taxes. Don't drive to an office on your day to wait hours for service. Get started today from the comfort of your home or office! Submit your documents securely online, have them prepared and then sign and review in person or online. You pick the time that works for you and get back to focusing on the important things in life!

J.C.Financial Concepts,LLC
5.0
from 5 reviews
  • 19 years in business
  • New on Thumbtack
Jerri M.
Verified review

My experience with J.C.Financial has been very valuable. They are very concerned about saving you money. They are up to date on newly information on tax returns. Personal attention is giving to every person, I was was giving the best care. I trust their judgment on serving my tax needs

  • 7 years in business
  • New on Thumbtack
About

Helping small business entrepreneurs with start up and continuing office administration work. while owners focus on their talents and skills I handle all clients financial, entry-level, bookkeeping, licensing, and consulting needs. Im willing to perform duties requested face to face , virtually, or as needed basis.

New Leaf Financial, LLC
5.0
from 10 reviews
  • 5 years in business
  • New on Thumbtack
John S.
Verified review

New Leaf financial is a great source of low pressure financial advice. Chris has been enormously helpful in helping my family plan our financial future.

  • 5 years in business
  • New on Thumbtack
About

We are a small company that builds custom financial and investment plans for our clients. We are fiduciaries to our clients, which means that we look out for their best interests first. We try to keep our costs and overhead down to lower costs for our clients while still investing in the best technology and tools for our advisors and clients.

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