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Norristown Affordable Financial Services

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

  • 63 hires on Thumbtack
Pat O.
Verified review

Excellent, fast and affordable services.

Accounting Pro Now
5.0
from 10 reviews
  • 9 years in business
Walter E.
Verified review

Felix Buriakovsky has been providing business and individual accounting/tax services for my business and employees of my business for several years. It was and is the best quality service performed expediently and with high competence. Felix's efforts are never limited to just minimum required job, he is always performing additional (often not required) work to achieve the best result for his clients.

Alfredo Gonzalez
5.0
from 5 reviews
  • 41 years in business
  • 1 hire on Thumbtack
Natalie O.
Verified review

Fred provided great service. He was very professional, informative and friendly.

  • 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!

  • 15 years in business
Michael M.
Verified review

Lane Hipple Wealth Management Group not only meets my financial needs, but exceeds expectations by providing innovative investment strategies which have helped accomplish short & long term goals.

Arlene B.
Verified review

My husband and I have used Gregory Elia who is with Kerith Brook for approximately 30 years for our tax preparation and other tax related issues. You cannot find a more professional and personable person. He is very trustworthy and detail oriented. On a personal note he is also a very compassionate person. We are very fortunate to have Gregory handle our tax matters.

SCOTT LEIBER
5.0
from 1 review
  • 40 years in business
Cathy L.
Verified review

Scott really listens to his clients -- their dreams, anxieties, and realities. His superior wisdom combined with his patient attitude make him a 5-Star Financial Advisor.

About

We offer "one-stop shopping" for financial and legal services to the small business and individual. We specialize in small business and individual financial needs in Pennsylvania and New Jersey. Our payroll services are more personal than the national companies' services and are tailored to your business' needs. We are a certified senior advisor, so we understand how to build effective relationships with seniors and have a broad-based knowledge of the health, social and financial issues that are important to seniors. We offer a full array of insurance, accounting, tax and financial services for small businesses and individuals. We offer experienced professional services for your financial concerns, whether simple or complex. Jacquey Dougherty has been a CPA for over 33 years, licensed in both Pennsylvania and New Jersey. We offer a dedicated and courteous staff.

  • 29 years in business
About

my firm is independently owned and operated meaning we are not confined to any certain products or services. We can utilize anything in the market and are fiduciaries. We are the only financial services company in delaware to ever be nominated or win the torch award for marketplace ethics.

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

Focused on building long term trusting relationships with each individual I work with, and focus on taking a wholistic planning approach that is geared towards, and specified towards each, each individuals unique situation, goals, and concerns.

About

We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.

About

I am a financial advisor. I offer lifelong-term care, disability, investments and annuities. MetLife has 140 years of insurance and investment experience.

About

I offer the following services: * financial consulting * property management * tax advisory * bookkeeping * maintenance and repairs * small construction projects

  • 30 years in business
About

Tax Preparation, Investment Advisory Services and Planning. After spending several years with a major brokerage firm left and started a private practice to better serve clients in a way that is not compromised by company driven policies which compromised results.

About

Hempstead & Co., Inc. is a financial consulting firm with over 30 years of experience offering business valuations for estate planning and valuations for bankruptcy, shareholder buyouts, shareholder’s rights, matrimonial matters, stock options, and financial reporting. We can also assist with purchase price allocations for mergers and goodwill impairment studies.

About

Scott Grande Veterans Financial focuses on serving veterans and their families for many years, and will do so for years to come. There are several extensive statements generated with regards to annuities. Anytime someone claims annuities aren't very good, they are really almost always telling you on the subject of a variable annuity. It's important that you watch the Scott Grande Veterans Financial video for updated information on finance.

About

As a financial adviser with Eagle Strategies LLC, a registered investment adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

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

Marathon Financial's collective capabilities and experiences, together with our ethical approaches, allow us to assess your financial situation and offer the most appropriate solution from a wide range of investment and insurance products.

About

I have over 18 years of financial and accounting experience. I can help develop long-term and short-term financial goals, debt consolidation consultation, expense tracking, analysis and reduction. I can help you get your financial house in order, so at any point in time you know the amount of your assets, purpose of those assets, amount of revenue per month/year as well as budgeted and actual expenses.

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