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Newport Financial Planners

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

NGG Tax Group, Inc
4.8
from 68 reviews
  • 13 years in business
  • 93 hires on Thumbtack
Jennifer B.
Verified review

Nicole is a lifesaver! I received a letter from the state regarding my 2011 taxes, and when I tried to resolve it myself the state made me cry. They were horrible! Finally, I found Nicole, after a Google search for tax preparers in my area led me to Thumbtack. Unlike her competitors, Nicole did not just provide me a blind quote to do my current year's tax returns. She emailed me a questionnaire, which I completed, and then she quoted me a price. I knew that if she was going to be that thorough about providing me a quote, then she would do a thorough job on my returns. In addition to my current returns, I also needed help with a 2011 state tax issue. While handling the state issue for me, Nicole found a federal one too, and she prepared both amended returns, as well as both of this current year's tax returns. My tax returns are complicated because they involve dividends and self employment income, so having to amend and prepare them is no easy task. Whenever I had a question I just emailed Nicole and she usually emailed me back within the hour, but always the same day, which is amazing during the tax season. Day or night she was always easily accessible both by email or by appointment. I didn't have to take personal time from my job to get my taxes done, which was a huge bonus! Nicole was also very compassionate both about the reason surrounding my past tax issue and my current financial situation. She provides added value to her service by maintaining a vested interest in saving her clients from paying excessive fees and penalties whenever possible; as she says there are no guarantees. The point is that she is not afraid to advocate for her clients. My state tax issue caused me months of anxiety; Nicole made that disappear with a few phone calls and an amended return. Now I can move on with my life and not worry about the state lurking around in the shadows. Oh and the best part - Nicole will keep all of your tax returns and supporting documents for 7 years and her clients can access their information on a secure electronic portal. For someone like me who isn't great about keeping their documentation, this is an immense added value to Nicole's service. See you next year Nicole!

Brian Forrest & Associates
4.4
from 9 reviews
  • 17 hires on Thumbtack
Marc C.
Verified review

I had a very good experience with Mr. Forest. I was under a time crunch and he went out of his way to provide the info I needed quickly. I highly recommend him for any tax and or financial planning needs.

Brian Rocha, CFP(R)
5.0
from 2 reviews
  • New on Thumbtack
Shaun F.
Verified review

Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.

  • 42 years in business
  • New on Thumbtack
Kathy M.
Verified review

Great company. These guys really know their stuff.

About

I offer a full array of products and services from over 80 companies to help you through life's challenges and achieve financial freedom.

  • New on Thumbtack
About

Our services include the following: * Life insurance * Biweekly mortgage payments * Annuities * Disabilities * Taxes Bala Financial Services can provide most financial needs. The goal is to build a road map for the clients for a better future for the entire family and eliminate worries.

  • 41 years in business
  • New on Thumbtack
About

We teach people the basic principles of how money works. It slows down the process, but our track record shows that by doing so, our clients can make informed decisions about how to manage their finances. And the best part, it's all for free!

  • 25 years in business
  • New on Thumbtack
About

I am in my 27th year of being in the Financial Services business. I am a Certified Financial Planner, a Certified Kingdom Advisor and I am a Christian Financial Consultant & Advisor. I am an Investment Advisor, and am a Certified Fund Specialist. I am certified in Long Term Care and I am fully licensed in Insurance and annuities. I specialize in Investment Management and Retirement Planning, but can help with any financial need. I love serving people. I listen carefully to the cares, concerns, needs and objectives of my clients and personalize solutions to help people achieve their goals and objectives. I have the heart of a teacher and strive to make sure you understand your options and choices and get all your questions answered. Securities and Investment Advice are offered through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC. 101 Normandy Road, Casselberry, FL 32707

About

We have more than 35 years of combined experience consulting families in financial and estate planning.

  • 1 year in business
  • 1 hire on Thumbtack
About

Provide Fee-Only Comprehensive Financial Planning to assist people in making better financial decisions and leading to a more secure financial life.

About

We are serving New London, CT and the outlying areas. Thomas Crawford of The Financial Workshop, Inc. is offering (but are not limited to) the following services: * insurance * investing * retirement * estate planning * wealth preservation

  • New on Thumbtack
About

Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.

About

Retirement questions are answered. I help individuals and small business owners with their retirement challenges and answering their preretirement and postretirement income questions. Utilizing individual analysis, each plan is structured to the desired income needs.

About

I offer in home-consultations free of charge. Matters of financial importance or family security are much easier discussed in the comfort and privacy of your own home.

  • 8 years in business
  • New on Thumbtack
About

As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.

  • New on Thumbtack
About

Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance

  • 28 years in business
  • New on Thumbtack
About

We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.

About

Victor G. Moffitt d/b/a Moffitt & Associates, LLC was established in August, 2001. We are independent advisors, so we are able to make the best decisions for our valued clients. We offer specialized and customized service to each of our clients. Please call our office to set up a complimentary initial consultation or visit our website for more information about our company.

  • New on Thumbtack
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 that you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.

  • 20 years in business
  • New on Thumbtack
About

Helping families become properly protected, debt free, financially independent and how to increase their cash flow and doing it free of charge to my clients.

About

Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Retirement Income.

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