West Chester, PA
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West Chester Financial Advisors

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

Monique Brino Hellings, CPA
4.9
from 52 reviews
  • 22 years in business
  • 114 hires on Thumbtack
Rick S.
Verified review

This was our first year using Monique's services. After reading the other reviews online, we felt very comfortable with our decision. Needless to say, Monique did not disappoint. She is very friendly, caring, and informative. She kept us updated throughout the filing of our tax return. All tax refund and tax bill documents were very organized and well explained. The entire process was completely stress free! We will definitely be using Monique's services again and I would recommend her to anyone else!

  • 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.

H.W. Financial Group
5.0
from 3 reviews
  • New on Thumbtack
Kelley M.
Verified review

I have an online business and my accounting information for my business was a nightmare.. I was recommended to H.W. Financial Group by a friend and was VERY happy with the service provided. We have hired Tammy for our bookkeeping, and tax preparation. We are happy with our service.. Very timely, and provides value!

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.

Avalanche Financial
5.0
from 1 review
  • 16 years in business
  • New on Thumbtack
Joshua W.
Verified review

I've been working with Avalanche for the last couple of years and the progress has been outstanding. Chad has been able to right my financial ship and has even freed up a couple thousand dollars a month! If you are looking to turn the corner on your financial life but need some help with the execution, trust Avalanche Financial to help get you started!

  • New on Thumbtack
About

Business Plans, Life Insurance, Retirement Planning

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.

  • 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

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

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.

  • 2 years in business
  • 1 hire on Thumbtack
About

Are your books a mess? Do you feel overwhelmed by keeping them up to date? We can provide affordable bookkeeping services on a one-time or on-going basis for a variety of platforms. We love working with start ups too!

  • New on Thumbtack
About

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

  • 28 years in business
  • New on Thumbtack
About

We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.

  • 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

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

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

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.

  • 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.

  • New on Thumbtack
About

Investing, Financial Information, Financial Consultant,Wealth Management, Risk Management, 401k Management, 401k and IRA Rollovers, Estate Planning, Income Planning, Retirement Planning, Tax Planning, No-Risk Indexing, Active Stock Strategies

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