Philadelphia, PA21 Financial Advisors near you

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Philadelphia Financial Advisors

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

Driscoll & DeSimone, LLC
5.0
from 15 reviews
  • 9 years in business
  • 11 hires on Thumbtack
Gregory G.
Verified review

As a thumbtack user myself I was pleasantly surprised to see how useful and easy it is to find a service you need when you are on the other end! Mike is a very friendly and down to earth guy and made the entire process of hiring an accountant for our business very relaxing. He was beyond courteous, and treated us with the utmost respect even though we had no idea where to start. Glad to say he turned a very nerve racking and intimidating situation into something that turned out to be very easy.

  • 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
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.

  • 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.

  • 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.

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.

  • New on Thumbtack
About

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

  • 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

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

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

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

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

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.

  • 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

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

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

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.

  • 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.

Actual Requests

See other requests for financial advisors in Philadelphia

Need Financial Services and Planning

Brooklyn, NY

  • Service type
    General financial planning, Retirement
  • Career Stage
    Mid-level
  • Details
    Specifically interested in someone who has experience working with newly married couples and young clientele (age 28)
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