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Westerville Financial Advisors

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

  • 9 years in business
  • 17 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.

Scioto Accounting & Tax LLC
5.0
from 11 reviews
  • 6 years in business
  • 13 hires on Thumbtack
Shaunna B.
Verified review

Very personable and informational service.

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.

  • 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

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

Robin Crace
5.0
from 1 review
  • 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

Lifetime Financial Growth
5.0
from 1 review
  • 22 years in business
  • New on Thumbtack
Ilker A.
Verified review

Got us on the right track, thanks!

  • 5 years in business
  • 1 hire on Thumbtack
Angela A.
Verified review

Ms. Debbie...really helped me revamp my resume and this week I started a new job! She also gave me some sound advice on how I could start cleaning up my credit. Thank you again!

  • New on Thumbtack
About

We offer financial services with strategies. We provide answers to your questions which help you get where you want to go successfully.

About

Our Mission Statement at Primerica, is to help families earn more income and become properly protected, debt free and financially independent. We educate families on how money works in it's entirety, and how to make their money work for them. The services we provide include insurance, investments, debt resolution, legal protection and more. The great thing about our business, is that we are a "needs-based", "main street" company. This means we're always looking to do what's best for the Client and their needs, and not what's most lucrative for the Producer. We're a "Main Street" company which means, we are looking to provide the average income American with the financial planning and assistance that's usually reserved for upper income individuals, or the "Wall Street" group. However, the greatest aspect of our company, in my humble opinion, is that we are always willing and looking to bring on motivated and ambitious people to help us in our mission. It's truly gratifying to see someone who couldn't see a light at the end of their tunnel, and help them achieve and live out their financial dreams.

  • 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.

  • 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.

  • 16 years in business
  • New on Thumbtack
About

Finoptima Solutions, LLC offers financial advisory services. They also assist in the preparation and creation of effective business plans. Inquire about their rates and consult now.

About

For financial planning services, hire this company. They also provide tax preparation services in a professional manner. Check out their rates today.

  • New on Thumbtack
About

I am a bookkeeper. I provide financial and business analysis. I have Excel and Access experience. I am willing to listen to any issues.

  • 13 years in business
  • New on Thumbtack
About

As a leading provider of financial education and services for more than six years, we take pride in our ability to finesse your fiscal future. We are dedicated to serving the needs of our clients each and every day. We have experienced Business Consultants, Paralegals, Tax Preparers, Freelance Writers and Financial Professionals to assist you in improving your financial future. So, whether you are looking for a job, bidding on a new project, contemplating bankruptcy, purchasing your first home, been a victim of identity theft, credit illiterate, unable to manage your household budget, starting a business, don't have money for an attorney retainer, applying for a grant, going through a divorce, receiving collections calls and letters or having trouble deciphering a Request For Proposal - WE CAN HELP YOU!

About

We specialize in helping families create a "Money GPS" to define where they're at, where they want to go, and the most efficient way to get there. We help families get out of debt, become properly protected, and financially independent.

  • 16 years in business
  • New on Thumbtack
About

What we do at World Financial Group (a Transamerica company) is build and protect wealth for families. We provide customized financial solutions that deliver piece of mind for our clients and associates. We champion the cause of families and empower them to achieve their goals and dreams! We stand out mainly because we are a non-captive firm. We're the broker dealer for well over 100 financial institutions (i.e., Voya, Nationwide, Transamerica, Pacific Life, etc.). So, we'll customized the right solution and elicit the right company for your specific needs.

About

We provide comprehensive financial planning and investment advising. No account or client is too small, as I believe I can help people of all ages, demographics, and stage in life to reach their respective financial goals. Just as no two people are alike, no two financial plans or recommendations should be the same. If you need help with your customized financial plan, contact me today!

About

If you are a small business owner with lots to do. We are professional bookkeepers with experience serving entrepreneurs to help.

  • New on Thumbtack
About

We are a full-service financial planning firm committed to helping people pursue their financial goals. We have strategic relationships allowing us to provide a wide range of financial solutions and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by utilizing a sound financial planning process.

  • 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.

  • New on Thumbtack
About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

  • 18 years in business
  • 1 hire on Thumbtack
About

Providing customized solutions for accumulating, preserving and transferring wealth. We offer wealth management solutions which include individual securities, SMAs, life insurance and annuities. Our comprehensive approach gets you access to the best products in the industry at the lowest cost.

About

We provide the following services: * Accounting - Contract Accounting - Reconciliations - Financial Statements (personal bank loan and student financial aid) - Special Reports - Internal Controls (analysis and evaluation) - Bookkeeping Services * Consulting and Management Advisory Services Practices (MASP) - Cash Flow (analysis and projections) - Credit Analysis - Financial (forecasting/presentation/projection and management) - Profit (planning and budgeting) - Debt Management - Business Valuation - Venture Feasibility and Sourcing - Business Plans and Grant Writing * Recruitment Practices - Executive Search (all levels staff through senior management) - Staffing and Recruitment Hello. I'm Mark E. McIntyre, managing director of financial and accounting professionals. I am an accounting practitioner and business consultant specializing in accounting/tax matters, personal and business consultation and financial placement, search, staffing and recruiting. About our firm, Financial & Accounting Professionals (F & AP) is an accounting/tax, consulting and financial recruit practice. Our accounting/tax and consulting practice are primarily concerned with helping our clients achieve their financial and internal operating goals, while the recruit practice works to see that our clients have the right tools in human assets in place to achieve those goals. The mission of the firm is to serve our clients by combining the elements necessary to complete an assignment (accounting/tax, consulting or recruit) in a cost-effective and time-effective manner. With the marketplace becoming increasingly competitive, identifying and securing good management talent and securing resources is critical to protecting and increasing market share. We welcome the opportunity to discuss the specific parameters of our process and gain a deeper understanding of your organization during a personal meeting. Let's talk about it.

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