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Dayton Family Financial Services

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

Quik Tax
4.7
from 16 reviews
  • 20 years in business
  • 22 hires on Thumbtack
Celia & Eli R.
Verified review

We have been utilizing Quick Tax services for over 20 years now and would never go anywhere else. We are happy & grateful for the hard work and highly professional service, (while always making you feel like family) provided by Patti and her staff. Highly recommended if you are looking for someone who doesn't treat you like a number, but who listens and explains.

Essex & Associates
4.8
from 10 reviews
  • 15 years in business
  • 30 hires on Thumbtack
Lara W.
Verified review

We were thrilled to work with Wayne. We are a regular middle class family that had minor tax issues. Wayne willingly gave us first class service when other firms couldn't waste their time. I would highly recommend him to anyone...big or small. We always felt Wayne had our backs and things are working out better than we hoped.

  • 9 years in business
  • 3 hires on Thumbtack
Cheryl H.
Verified review

There is a personal touch at Broadway Financial. Good advice and taxes done fast (and right) !!!

  • 3 hires on Thumbtack
Aubrie O.
Verified review

It was for my mother. And yes he did a great job!

  • 7 years in business
Christine D.
Verified review

Clarence is an awesome advisor! He is knowledgable about the financial markets and keeps himself up to date on all current trends. He is also very thorough in working an issue and will always provide his clients with the best possible solution.

Artifex Financial Group
5.0
from 1 review
  • 12 years in business
  • 2 hires on Thumbtack
Brandon H.
Verified review

Doug is very knowledgeable and helpful. Top notch professional I will surely recommend to others.

Primerica
5.0
from 1 review
    Diane M.
    Verified review

    I was fulling expecting to be charged for the plan Tom provided as well as be "sold" on more services. Instead I had a warm and pleasant experience with Tom. He was truly concerned about my current financial situation. When he came back with my plan he described to me the programs the plan suggested and then put control of my finances back into my control. I am happy to refer Tom to anyone.

    100 Degrees Consulting
    5.0
    from 1 review
    • 3 years in business
    Brittney K.
    Verified review

    Working with Stephanie has allowed us to feel more confident in our financial reporting and freed up valuable staff time! Stephanie was able to step into our world, (a small non-profit that doubled in size twice in two years!) and help us adapt to the quick growth and set up systems in place to sustain the growth. I highly recommend Stephanie! She is great to work with and super knowledgeable. If she doesn't know, she will dig deeper and get back to you.

    • 1 hire on Thumbtack
    Milton M.
    Verified review

    “As a small, growing IT services company, we searched unsuccessfully for months to find a reliable accounting and bookkeeping service until we contacted Suzanne Mitchell of Mitchell CPA & ASSOCIATES. Suzanne started by meeting with the executive team to assess our financial situation and proceeded to promptly get our books in order with the accuracy and professionalism unmatched by any of the previous services we engaged. Our books and general accounting have been in pristine order ever sense. We highly recommend Mitchell CPA & Associates to businesses of any size. Dr. Milton Mattox, President, TeamLogicIT of Scottsdale”

    • 8 years in business
    About

    Having experience with start-ups and large multinationals in various countries provides a wealth of experience from which to draw on for business clients, or tutoring in business classes at the university level. Myself and my associates also provide Spanish training and translation including developing training manuals and power-points.

    About

    Matthew P Roth & Co. offers accounting, tax preparation and financial planning services for Cincinnati area residents.

    • 3 years in business
    About

    We focus on ideas and strategies to reduce expenses, acquiring affordable and necessary insurance, investing, and increasing your income. We are committed to your long-term financial success. We will help you understand what your relationship to money is. By acknowledging what financial background you inherited from your parents, we can sort through what works and what doesn't and chart a different course. It's not what you make, it's what you keep. When you work with me the focus is on moving from the current financial level to the next one: Survival to Stability Stability to Wealthy Wealthy to Affluent If you are not sure where you are currently, we'll work with you to establish and change that.

    About

    We provide our clients with fee-only wealth management services, which include comprehensive financial planning and investment management services.

    About

    I am a single-owner LLC that is helping businesses with financial and accounting needs. I have experience in setting up and running payable systems, filing systems, audit preparations, cash flow management, treasury and asset management.

    About

    Financial Consultants,Retirement Planner, Estate Planner

    • 19 years in business
    About

    We are financial fiduciaries, meaning we always put the client's interest above our own.

    About

    I help families become debt free, properly protected, and financially independent in as little as two to three meetings.

    • 4 years in business
    About

    My service begins with organization and automation of records and processes which leads to much more efficient financial/tax planning and compliance.

    About

    As an independent insurance broker, I help clients search and maintain the most competitive health and life insurance policies. My expertise lies with understanding the complexity of hospitalization and major medical insurance, Medigap, Medicare supplement and Medicare advantage plans, whole life, universal life and term life, dental, vision and accident insurance. I can provide clarity choosing the right plan, and walk you through step by step, and you can actually call my cell phone. I try to answer every call the first time.

    About

    Serving Dayton, Ohio and the outlying areas, Tom Kohnle of The Kohnle, Co. offers the following services: * Financial services * Insurance * Investing retirement * Estate planning * Wealth preservation to pursue your financial goals

    • 16 years in business
    About

    Independence is the key! Not locked in to any particular product. Customer service is the key when you are a small business!

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