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York Financial Advisors

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

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.

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!

    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.

      • 17 years in business
      CWilliams W.
      Verified review

      A few years ago a friend referred me and my husband to Tabb Accounting Tax & Financial Services. We have been very pleased with their services and professionalism. Tabb Accounting Tax & Financial Services prepared our income taxes for several years. Recently my husband had questions regarding his pension and Tabb Accounting Tax & Financial Services was able to provide the guidance we needed to make intelligent and wise decisions on what to do. Their professionals continue to provide the honest and straight forward advice we need and can trust. C Williams in Maryland

      About

      HFS Financial has a network of about 120 Banks, Credit Unions, Private Equity companies that we work with We make the loan experience so simple, easy and the consumer can have their money is 48 hours.

      About

      I am an independent financial sevices professional in the Reading, Pa area. My firm specializes in retirement planning, but we offer financial planning in all of the following areas: * Investment Planning * Life Insurance * Estate Planning * Tax Preparation Please feel free to call for an appointment or visit my website. Thanks!

      About

      Bala Management Associates, Inc. is a financial management company based in metropolitan Baltimore, Maryland. Bala provides entrepreneurs, owners, investors, developers and selected individuals with a wide range of financial management services that are necessary to administer investments by providing: - Financial Accounting Services - Management Accounting Services - Tax Return Management Services - Asset Management Services - Property Management Services Since its formation in 2002, Bala has been the financial manager for over 400 entities (corporations, limited liability companies, partnerships and trusts) that have over 250 different individuals who invested in a variety of real estate projects and other investments. If you are a real estate entrepreneurial owner, investor, developer or high-net-worth individual who needs the services of an experienced real estate financial management professional, please take a moment to visit my company's website. If you would like to see how Bala Management Associates, Inc. can assist you or your clients with your real estate accounting requirements, please feel free to contact me. Thanking you for this business opportunity and looking forward to discussing and implementing it with you, Peter J. Balaguer President

      About

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

      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!) Helping clients to feel more positive about living comfortably during retirement. Helping young children families accumulate thousands of free $ for higher education.

      About

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

      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

      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. I provide products that are safe, guaranteed, logical, and adaptable for future needs. A financial plan that addresses future issues is important for everyone.

      • 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

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

      About

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

      About

      I love the fact that I can help relieve the burden that money and finances creates for those who are overwhelmed and just plain tired of having to deal with their finances and all that goes along with it. When I see the relief in my client's face and see the freedom my personal service brings to them, it is worth every moment of my time and there is a friendship and trust being built as we work together.

      • 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

      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. Estate Planning, Life Insurance, Retirement Planning, Investments, Business Succession Planning

      • 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. I love watching people's eyes light up when they finally realize how simple it can be to win the Money Game just by understanding a few simple life changing money concepts. I feel like it's a breath of fresh air for most people to get a complimentary, blue chip education in personal finance through a fun, educational lesson.

      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.

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