Mason, OH
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Mason Family Financial Services

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

Essex & Associates
4.8
from 10 reviews
  • 15 years in business
  • 31 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.

Quik Tax
4.8
from 15 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.

  • 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!

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.

  • 7 years in business
  • New on Thumbtack
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.

Hayes Financial Coaching
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Anjoli H.
Verified review

I have been coached by Hayes Finacial coaching for years. Her knowledge is helpful and genuine in approach. She is a hiden gem. The resource is just amazing when applied. I am grateful for the advise and consern to get me to the road of Finacial success. Sincerely, Anjoli

Primerica
5.0
from 1 review
  • New on Thumbtack
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.

  • 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”

100 Degrees Consulting
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
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.

About

We are a full-service financial firm committed to helping individuals, businesses and families pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

  • 19 years in business
  • New on Thumbtack
About

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

  • New on Thumbtack
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.

  • 4 years in business
  • New on Thumbtack
About

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

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

About

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

  • New on Thumbtack
About

Serving Milan, IN and the outlying areas, Todd Gobel of Gobel Financial, Inc is offering the following services but not limited to: - Insurance - Investing - Retirement and Estate Planning - Wealth Preservation

About

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

  • 8 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
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

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