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Philadelphia Affordable Financial Services

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

Monique Brino Hellings, CPA
4.9
from 54 reviews
  • 22 years in business
  • 114 hires on Thumbtack
Gary P.
Verified review

The work was done in a timely and professional fashion. I will absolutely use Monique again for tax services and will recommend her highly to others in the area.

Accounting Pro Now
5.0
from 10 reviews
  • 9 years in business
  • New on Thumbtack
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!

SCOTT LEIBER
5.0
from 1 review
  • 40 years in business
  • New on Thumbtack
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

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.

  • New on Thumbtack
About

We specialize in safe money wealth management solutions for individuals and business owners. We help people avoid losing money unknowingly and unnecessarily. We deliver increased returns and tax efficiency with significantly reduced risk for you and your family. Ideas are free! Call us today for a complimentary in-person or web-based meeting at your convenience. Take control of your finances, and request a free retirement ready-or-not analysis.

  • New on Thumbtack
About

Business Plans, Life Insurance, Retirement Planning

About

We offer general financial consulting, accounting write ups, taxes (personal and corporate - C. corps, sub S, partnerships), insurance, and banking.

  • 30 years in business
  • New on Thumbtack
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

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

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

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.

  • New on Thumbtack
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.

  • New on Thumbtack
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

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

  • New on Thumbtack
About

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

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.

  • New on Thumbtack
About

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

  • 29 years in business
  • New on Thumbtack
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

Since 1981, we have helped many people take control of their finances. We work primarily with retirees and pre-retirees to plan up to and throughout retirement.

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