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McKeesport Financial Advisors

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

Top Pro
  • 12 years in business
  • 106 hires on Thumbtack
  • Top Pro on Thumbtack
Kimberly M.
Verified review

Mark delivered value and great service. We went through my data and files first and he gave me an overview, then, later he found additional credits that were less obvious. I have worked in the financial services industry for over 17 years; Mark is in this professional service for all the right reasons. PLUS, he gave me some "what if" scenarios documents to help me budget and plan for 2018. So helpful. I look forward to working with Mark next year.

John Craig
4.8
from 23 reviews
  • 6 years in business
  • 33 hires on Thumbtack
Chuck D.
Verified review

Great tax and investment services I would recommend John to anybody needing these services he also sell life insurance at a very reasonable rate

Roczko & Associates LLC
5.0
from 7 reviews
  • 5 years in business
  • 1 hire on Thumbtack
Carolyn C.
Verified review

We found Nick to be knowledgeable, professional and prompt when providing us with accounting and tax services. His fees were very reasonable.

spFinancial Services, Inc.
4.7
from 7 reviews
  • 13 hires on Thumbtack
Leslie W.
Verified review

Steve of SP Financial Services has been handling my accounting for the past 3+ years. I became a freelancer at that time, and was really worried about keeping all of my finances and taxes in order in that new endeavor. Steve and his team have been available during every step to answer questions, consult, and guide me in the right direction. I trust him to handle everything I have going at the time, and I hope I'll need him one day for payroll and the other services he offers for expanding businesses. If you want to put your accounting in the hands of a very experienced, passionate, and skilled person, Steve is the only one I would recommend. (I even moved out of state and am still using him!)

Leah K.
Verified review

I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.

Starre Financial LLC
5.0
from 1 review
  • 2 years in business
  • 1 hire on Thumbtack
Jaclynn E.
Verified review

A very nice man very knowledgeable and came to my home had taxes done within an hour it was awesome I also put review on YELP

About

Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

About

Inspira is dedicated to providing retirement professionals with IRA rollover solutions that meet your unique needs. We strive to bring our partners IRA programs that eliminate work and expense while facilitating increased revenue and profitability. Inspira offers automatic rollover services, voluntary rollover services, and plan termination services. All of our IRA rollover services include complete participant outreach.

About

I do personal and business multidiscipline financial planning practice covering real estate, finance, insurance, tax, business succession and marketing.

About

The Speakman Financial Group is a relationship-oriented financial service firm dedicated to helping clients achieve long-term financial goals. We do this by providing our clients with financial solutions, quality investments, creative ideas and guidance, and unsurpassed customer service.

About

I do a total financial plan for free even if they are only doing simple business with me. I personally feel that everyone needs to know how to make it to their goals.

About

I love to help families to be financially well. I have a great passion for what I do!

About

Our goal is to protect yours. We enjoy helping families with their final expenses, income replacement, and retirement protection! We would love to come and visit you!

  • 5 years in business
About

I can quickly asses the situation and get up to speed immediately. Whether it is filling in for key financial personnel or in a Troubled Company Situation.

About

Serving Pittsburg, PA, and the outlying areas, David Schleis of DS Financial Advisors, Inc. is offering the following services, but are not limited to: retirement planning, investment advising, estate planning and cash management.

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.

About

We offer the following: * Investment Planning * Tax Planning * Insurance Planning

About

Serving Robinson Township, PA, Dennis Morton of Morton Financial Group is offering services, but are not limited to the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

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.

About

Let’s face it, there is no “one size fits all” strategy to financial advice. Each person, family, and business is unique in their needs, hopes, and dreams. From the relationships I have developed over the years, I have seen firsthand the need and desire for sound financial advice. My team and I prioritize getting to know our clients on a personal level and serving as a Financial Coach for their lives.

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