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Philadelphia Affordable Financial Services

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

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.

  • 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.

  • 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!

Tonoff Financial Services
5.0
from 1 review
    Don A.
    Verified review

    Mark was superb over the entire process. he diligently checked to get me the best rate and I am delighted with the rate I obtained, thanks to Mark's hard work!!

    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.

    • 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

    I do accounting and financial consulting and planning. I am helping customers with their day-to-day accounting needs, periodical closing or adjustments and financial statements. I also work on bank loans or projects.

    About

    Our goal is to help clients! We provide a full complement of wealth preservation, asset protection, investment advisory, and tax planning services. When we form a relationship, we will have a series of meetings in order to understand your situation, needs, goals, feelings and family dynamics. Then, we will develop a customized and comprehensive set of wealth and tax planning strategies specific to those needs and goals. We then work with “your” advisors to coordinate these strategies, or we can refer you to advisors as needed. These advisors may include: Estate planning attorneys or CPAs. Our approach is all-encompassing and includes: Tax planning - As our office has been preparing tax returns for 20+ years, we believe we are qualified to make recommendations based on your prior tax returns, resulting in potential savings opportunities. Retirement planning - Our office will review your retirement plans both at work and individual retirement plans. Through the use of our online wealth management platform, we integrate these plans so that you may see, and our office can make sure these investments are properly allocated within your risk tolerance. Assess your current retirement plan - If you are a business owner, we will review your current retirement plan, and if worthwhile, suggest alternative strategies, striving to increase your tax savings and preserve your company’s income. Wealth preservation - Consider and present strategies for potentially increasing and preserving your wealth. Titling of assets - Review the titling of your assets -- investments, real estate, and business assets to make sure that there is ample access during your lifetime at any incapacity, or to facilitate correct and tax-efficient distribution at death. Portfolio analysis - Aligning your risk tolerance and goals to your investment strategy. I strive to provide a customized set of investments, which will be in sync with your stated goals. Debt analysis - Analysis of your current debt structure and liquidity needs. Insurance assessment - Our risk analysis will take into account your need to lower risk via death, disability, long-term care, and your property/casualty and business insurances. Educational funding - Evaluation of educational funding alternatives via College Savings Plans (529 Plans), UGMA or Educational IRAs. Estate planning - Planning for the distribution of assets to your family or charity.

    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

    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

    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 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

    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.

    • 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

    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

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

    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

    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

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

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