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York Financial Planners

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

  • 21 years in business
  • 34 hires on Thumbtack
Bill G.
Verified review

My previous account made me feel like I was bothering him every time I contacted him for an issue that related to my growing business. Jason is a refreshing change in his ability to answer a question directly and his ability to see the long term ramifications of tax planning, while not making me feel like I am imposing on him. His guidance through some pretty tricky tax issues as I transitioned from an LLC to an Scorp has made me feel confident in his knowledge of tax law and financial planning. I would recommend Jason if you have a small business or even a simple tax situation, he makes you feel like he values you as a client.

Money Etiquette
5.0
from 9 reviews
  • 6 years in business
  • 14 hires on Thumbtack
Dominic J.
Verified review

At one point my wife and I considered ourselves to be pretty good money managers and skeptical about other people being involved in our financial matters. The one thing we weren't good with was decreasing our debt. After working with Money Etiquette since February 2016 we've literally seen our combined debt decrease rapidly within a short period of time. One of our engagement gift loans was completely paid-Off and another wedding expense loan almost gone within a few months. On top of that we were able to see a consistent surplus of cash flow for savings and hobbies that we didn't even know we had. We now have a financial adviser that makes the time to listen to us and make adjustments even when our financial situation went through changes. Long story short, this program really works for my family's financial goals and we plan to continue working with Money Etiquette for our major financial life decisions as well. Money Etiquette is certainly worth it.

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

  • 2 hires on Thumbtack
Andrea R.
Verified review

We usually do our own taxes using TurboTax or TaxAct, but this year when we entered everything into the programs, our return looked crazy (possibly due to 1099s, multiple W2s, living in one state and working in another, new home purchase, etc.). After clearing out and re-starting multiple times, it told us that we owed $6,000 (!!!), which is when we called for help and Kinton offered his services. He was super diligent about getting all of the necessary information about income and expenses, he has incredible attention to detail, and he got everything done for us with no hassle and in a timely manner. He also helped me navigate my research-related expenses, my grad school funding, and other complicated things, which ended up making a huge difference on our return. All told, we owe a mere $21. He also sent us some tips about how to adjust the way we claim exemptions to avoid a similar fiasco in 2017, which is much appreciated. We highly recommend Be More Financial Services!

H.W. Financial Group
5.0
from 3 reviews
    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!

    CrossCheck Bookkeeping
    4.5
    from 2 reviews
    • 2 years in business
    Marie L.
    Verified review

    I was in desperate need of help getting back on track, data entry, organization. Just guidance on how to do what I needed for my business to remain up to date and to have a clear financial picture! I will continue to use them for reconciliation and invoicing to help ease my mind. Thank you!

    Endless Possibilities Group
    4.5
    from 2 reviews
      Lindsey L.
      Verified review

      Endless was instrumental in my raising my credit score and saving money. I finally have a budget - and I am following it. They saved my financial life.

      About

      We help our clients take full control of their money. You can guarantee yourself of the following: - Greater R/O/I than any bank will pay - Keep your principal and tax-deferred growth - Create your own lifetime income and pension - If qualified, live tax-free during retirement (Yes, the IRS permits this!)

      About

      Through principled excellence, we provide families with financial strategies that may lead them toward greater financial freedom.

      About

      HFS Financial has a network of about 120 Banks, Credit Unions, Private Equity companies that we work with

      About

      Our mission is simple. We help families from all financial backgrounds become properly protected and financially independent.

      • 9 years in business
      • 1 hire on Thumbtack
      About

      I help Main Street Families become Properly Protected, Debt Free and Financially Independent by providing Financial Solutions In ways no other company can.

      About

      One size does not fit all. Each financial plan I create is based on a customer's needs, requirements, and available monies. Safety is of the utmost importance.

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

      • 28 years in business
      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.

      About

      As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

      • 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!

      About

      Park Financial Services is an accounting firm in Mechanicsburg, Pennsylvania that provides small business accounting and tax preparation as well as bookkeeping and payroll services. Enjoy personalized and professional services whenever you meet with our experienced certified public accountants.

      About

      As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

      About

      We focus on helping our clients develop a holistic, cohesive financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. Contact Water Street Financial LLC today.

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