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Philadelphia Family Financial Services

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

  • 63 hires on Thumbtack
Andrew L.
Verified review

David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!

Accounting Pro Now
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.

Rooney and Hodgens LLC
from 9 reviews
  • 5 years in business
  • 6 hires on Thumbtack
Wanda T.
Verified review

I have nothing but positive things to say about my entire experience with Rooney & Hodgens LLC. To make a long story as short as possible...I was referred to Bernie after having a number of bad accountant experiences. What Bernie & Norma have done for me and my business (in a span of months) has been so much more than the 3 accounting professionals I have dealt with in the past (over a span of years) combined. The team at Rooney and Hodgens are very competent and proficient in their craft. In the past, I have been made to feel with previous accountants that my business was not as important to them because I don't run a multi-million dollar corporation. I have never received that type of treatment from the team at Rooney & Hodgens. It's very comforting to know that if you are a small business you will still receive the same level of care of large business. I would highly recommend Rooney and Hodgens LLC to anyone who is seeking professionals who not only care about your business but care about you as a person.

Alfredo Gonzalez
from 5 reviews
  • 41 years in business
  • 1 hire on Thumbtack
Gladis S.
Verified review

Alfredo was very knowledgeable and friendly when coming to give us financial advice. He was very helpful and I wish when contacting any company everyone will be like him. Thank you so much.

  • 15 years in business
Carin T.
Verified review

The team at Lane Hipple won our trust immediately because they took the time to truly get to know our financial needs and goals for the future. We feel very valued by them and their communication and proactivity is excellent. I would highly recommend Lane Hipple for your financial management.

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.


I love helping people build a life time of financial success. I will show you how to reduce risk


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.


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.


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.


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


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.


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.


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.


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


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.

  • 30 years in business

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.


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


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.

  • 29 years in business

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.

  • 4 years in business

I was recently named one of three finalists in the 2015 CFO of the Year Awards sponsored by the Lehigh Valley Business Journal in the Best Turnaround Specialist category. This award was in recognition for the work I completed at First Presbyterian Church in Allentown as Executive Director for Finance and Administration. My strength lies in creating organization and efficiencies out of disarray. Let me create a system that works for you and your needs.

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