Providence, RI
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Providence Financial Planners

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

NGG Tax Group, Inc
4.8
from 67 reviews
  • 13 years in business
  • 92 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!

Top Pro
  • 21 years in business
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Ornette N.
Verified review

Excellent service! Professional and very personable. Batel is exactly what we were looking for in a Tax preparer. In the hour we sat with him, we learnt way more from him than we did with the tax preparer we had for 8 years. We even plan to take the next step and have him be our Financial Planner. We are very happy. We recommend him.

Top Pro
In Need Solutions LLC
4.9
from 13 reviews
  • 6 years in business
  • 17 hires on Thumbtack
  • Top pro on Thumbtack
Fabian T.
Verified review

Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!

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.

Lynne M Hudson, CPA
4.9
from 8 reviews
  • 31 years in business
  • 3 hires on Thumbtack
Sarah M.
Verified review

Lynne has been a great resource to us and I would recommend her for tax and estate related financial planning

  • 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.

  • 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

I am a financial service professional. I get involved with personal and business financial and insurance planning. I work with clients to protect assets, accumulate wealth, and plan for a fruitful retirement. I am an accomplished agent, and I continue to grow my practice. My customers are impressed by my personal attention and customized planning skills.

  • 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.

About

Estate Planning, Risk Management, Wealth Accumulation

  • New on Thumbtack
About

We specialize in investments and estate planning. We are financial professionals.

About

We are independent and experienced. DFM is privately owned and staffed by professionals who are experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice that is free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions. Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan designs, stock options, employment negotiations, tax consideration, insurance, and estate issues.

  • 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.

  • New on Thumbtack
About

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

About

I help families and businesses as a resource through tax advantaged strategies for retirement, education, estate insurance, investing, disability, long term care, and health planning.

  • 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

We are a financial service 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

Concord Wealth Management prides itself on the following: Team-based Approach Our Commitment to our Clients -Trusted and Knowledgeable Advice -Personalized Approach -Proactive and Timely Service Long Term Relationships

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.

  • 1 hire on Thumbtack
About

I offer financial advising. I help clients with free advice on what they should do when it comes to investing, life insurance, retirement planning, education planning, and more. My advice is free. I earn money if you choose to take my advice and invest with me.

  • New on Thumbtack
About

We are a full-service financial firm that is 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 in identifying your goals and making sound decisions to help reach them through our sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

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