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Lancaster Financial Advisors

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

Top Pro
  • 2 years in business
  • 22 hires on Thumbtack
  • Top pro on Thumbtack
Wayne T.
Verified review

SCN Investments is as professional as they come. Ms Shaleena answered all my questions and did all the hard work. I'll use SCN again and refer her to all my family and friends. OUTSTANDING!

About

Serving Media, PA and outlying areas, Morris Kaufman and associates are offering the following services, but are not limited to: * Insurance Products * Annuity Products * Tax Planning * Investment Planning * Retirement Planning

About

We offer accounting, income taxes, payroll, QuickBooks assistance, bookkeeping, and any other type of accounting services. We provide payroll processing, check printing, direct deposit, payroll tax deposits, and quarterly payroll taxes. We offer certified payroll registers and unemployment and worker's compensation reports. Our payroll processing is tailored to each business' needs. We provide all taxation services for individuals, corporations, partnerships, LLCs, trusts and estates, and non-profits. We also prepare PA inheritance tax returns and gift tax returns. Our accounting services include financial statements, write-up services, asset depreciation maintenance, 1099 recording and reporting issues, general business consultation, and profitability enhancement consultation. We are also QuickBooks Pro Advisors. We specialize in small businesses.

About

Our services include: - Commercial property management - Bookkeeping and financial reports - Annual budget creation - Rent collection and lease enforcement - Routine and emergency maintenance and management services - Development planning - Commercial sales and leasing - Seller/landlord representation - Buyer/tenant representation

  • New on Thumbtack
About

We provide affordable, reliable, and professional services ranging from maintaining basic financial records to performing strategic assessments of your business performance for your board and/or investors. MD2Associates can perform your company’s accounting tasks and "free" you up to run your company. MD2Associates can manage your tax compliance issues and eliminate tax headaches for you. MD2Associates can provide you with the financial advice and counsel that have helped many businesses achieve their success goals.

  • New on Thumbtack
About

Park Financial Services is an accounting firm in Mechanicsburg, Pennsylvania that provides small business accounting and tax preparation as well as bookkeeping and payroll services. Enjoy personalized and professional services whenever you meet with our experienced certified public accountants.

About

One size does not fit all. Each financial plan I create is based on a customer's needs, requirements, and available monies. Safety is of the utmost importance.

H.W. Financial Group
5.0
from 3 reviews
  • New on Thumbtack
Kelley M.
Verified review

I have an online business and my accounting information for my business was a nightmare.. I was recommended to H.W. Financial Group by a friend and was VERY happy with the service provided. We have hired Tammy for our bookkeeping, and tax preparation. We are happy with our service.. Very timely, and provides value!

  • 22 years in business
  • 5 hires on Thumbtack
Cristina S.
Verified review

I used to do my taxes using Turbo Tax and thought that having a CPA to do my taxes is not cost-effective. I thought, how much more money can they really save me. I decided to use Excellence Tax Services in 2011 to do my taxes based on a recommendation and I got more than $1,000 more on my taxes!!! I couldn't believe it!!! They asked good questions and helped me assess what things are tax-deductible based on my situation. I referred them to a friend who was so happy that she went to Excellence Tax Services. She found out that H&R Block filed her taxes incorrectly. Excellence Tax Services filed her taxes correctly that year and also amended her previous tax return for a fraction of the cost...she saved over $2,000! They are very professional, honest, intelligent, and provide excellent quality services! Ask for Priscila when you go in...she's the best!

About

I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

About

We provide website development services for our customers. We also provide website design and business logos. Business Development, Project Management, Virtual Office Assistance, Customer Services, Telemarketing/Appointment Setter and After hours phone services. Supporting small businesses, Lawyers, Doctors Offices, Authors, Actors.

  • 28 years in business
  • New on Thumbtack
About

We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.

  • 2 years in business
  • 1 hire on Thumbtack
About

Are your books a mess? Do you feel overwhelmed by keeping them up to date? We can provide affordable bookkeeping services on a one-time or on-going basis for a variety of platforms. We love working with start ups too!

About

Richard H Hoffman & Gregg W Hoffman with Hoffman Financial Services, provides financial services and strategies to help clients pursue their financial goals and protect what they have worked to build. Specializing in retirement plans and retirement planning, we are located in Palm, Pennsylvania serving the eastern Pennsylvania area.

About

We offer commercial collections. We approach customers with the following intentions: * bringing them back as a productive paying account * settling disputes * offering financial solutions * listening and problem solving We have our customers' respect through our hard work and honesty. We are giving them a weekly update on each account placed with our office. Our skills are our knowledge, aggressiveness, decisive action and attorney representation in forty states.

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