Philadelphia, PA
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Philadelphia Family Financial Services

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

Monique Brino Hellings, CPA
4.9
from 53 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
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.

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

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 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.

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.

  • 4 years in business
  • New on Thumbtack
About

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.

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.

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

  • 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.

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.

  • 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

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

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.

  • 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.

  • 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.

  • 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

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.

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