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Pittsburgh Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Pittsburgh.

Top Pro
  • 12 years in business
  • 105 hires on Thumbtack
  • Top Pro on Thumbtack
Erik R.
Verified review

Patient, knowledgeable, and easy to work with, Mark so far has been a real help. I'd highly recommend him for any type of tax work. I'll be talking to him about financial planning in the future and will update the review then.

John Craig
4.8
from 23 reviews
  • 6 years in business
  • 33 hires on Thumbtack
Kathy S.
Verified review

This was the best experience ever. John Craig was extremely knowledgeable about taxes. I had gone to H&R Block a week earlier and my financial advisor informed me that they didn't fill my tax forms out correctly. Thank goodness I hadn't payed them yet. That's when I searched Google for a tax preparer and found thumbtack, and that lead me to john Craig. Please do not hesitate in having him do your taxes. He is also a financial planner, an investor and a retirement planner. I will definitely go back to him. Thank you John! Kathy. Another added benefit is that he comes to your house

Roczko & Associates LLC
5.0
from 7 reviews
  • 5 years in business
  • 1 hire on Thumbtack
Danielle Z.
Verified review

Roczko & Associates LLC has been an excellent local accountant. When I started working with Nick, my business had recently become an LLC. He made the process of setting up payroll and navigating taxes so easy. He's also always patient and responsive with my random tax and business questions. I highly recommend hiring Roczko & Associates!

spFinancial Services, Inc.
4.7
from 7 reviews
  • 13 hires on Thumbtack
Leslie W.
Verified review

Steve of SP Financial Services has been handling my accounting for the past 3+ years. I became a freelancer at that time, and was really worried about keeping all of my finances and taxes in order in that new endeavor. Steve and his team have been available during every step to answer questions, consult, and guide me in the right direction. I trust him to handle everything I have going at the time, and I hope I'll need him one day for payroll and the other services he offers for expanding businesses. If you want to put your accounting in the hands of a very experienced, passionate, and skilled person, Steve is the only one I would recommend. (I even moved out of state and am still using him!)

Starre Financial LLC
5.0
from 1 review
  • 2 years in business
  • 1 hire on Thumbtack
Jaclynn E.
Verified review

A very nice man very knowledgeable and came to my home had taxes done within an hour it was awesome I also put review on YELP

About

Serving Pittsburg, PA, and the outlying areas, David Schleis of DS Financial Advisors, Inc. is offering the following services, but are not limited to: retirement planning, investment advising, estate planning and cash management.

About

At Capital A Financial & Insurance Associates, we see uncertainty as an opportunity. Whether your goals are short or long term, our team of advisors will help you construct a financial blueprint specific to your needs.

About

I love to help families to be financially well. I have a great passion for what I do!

  • 5 years in business
About

I can quickly asses the situation and get up to speed immediately. Whether it is filling in for key financial personnel or in a Troubled Company Situation.

About

Our goal is to protect yours. We enjoy helping families with their final expenses, income replacement, and retirement protection! We would love to come and visit you!

About

I establish a financial plan based around protection, savings, and growth that enables my clients to be financially secure up to, and through, retirement.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

About

Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

About

Inspira is dedicated to providing retirement professionals with IRA rollover solutions that meet your unique needs. We strive to bring our partners IRA programs that eliminate work and expense while facilitating increased revenue and profitability. Inspira offers automatic rollover services, voluntary rollover services, and plan termination services. All of our IRA rollover services include complete participant outreach.

About

I do a total financial plan for free even if they are only doing simple business with me. I personally feel that everyone needs to know how to make it to their goals.

About

Serving Robinson Township, PA, Dennis Morton of Morton Financial Group is offering services, but are not limited to the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

About

The Speakman Financial Group is a relationship-oriented financial service firm dedicated to helping clients achieve long-term financial goals. We do this by providing our clients with financial solutions, quality investments, creative ideas and guidance, and unsurpassed customer service.

About

We offer the following: * Investment Planning * Tax Planning * Insurance Planning

About

I do personal and business multidiscipline financial planning practice covering real estate, finance, insurance, tax, business succession and marketing.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

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