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Herndon Financial Planners

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 109 reviews
  • 3 years in business
  • 196 hires on Thumbtack
  • Top Pro on Thumbtack
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 hires on Thumbtack
  • Top Pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

Manna Wealth Management
5.0
from 11 reviews
  • 56 years in business
Rob M.
Verified review

I have worked with David on my portfolio for the past 4 years. David is one of the most personable people I have met. He gives a true one on one experience in financial planning and advice. I would highly recommend Manna Capital Management for managing 401Ks / IRAs and other retirement benefit plans.

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.

  • 12 years in business
  • 8 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

  • 8 years in business
  • 3 hires on Thumbtack
Adevia H.
Verified review

Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

  • 9 years in business
  • 4 hires on Thumbtack
Renee D.
Verified review

I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

  • 58 years in business
Tom J.
Verified review

Working with this financial team was very easy. I wish I had known all the information I received in my 20's. Looking forward to our continuing relationship.

Joyce A.
Verified review

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
Ivonne R.
Verified review

I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.

Sylvia N.
Verified review

We do much phone talking which is better than emailing all the time especially what has been going on this past year

About

At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

About

I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

About

I & R Financial Services is capable of helping you navigate complex federal and state tax laws, establishing financial systems and safeguards and ultimately achieving your organizational goals. I & R Financial Services will complete a small amount of work at your office and the bulk of the work off-site. All on-site appointments are booked by the half day or full day to accommodate both you and the bookkeeper. You are assigned a certified QuickBooks ProAdvisor who is supported by a finance and administrative team to provide the following services: 1. The Engagement Service: All new clients must begin with this service, so that we can assess your needs and have clarity about the list of tasks and who is to do each task. 2. Simplicity Bookkeeping: By committing to a minimum service per month, our regular clients are guaranteed general bookkeeping, payroll processing, company banking and accounts receivable and payable management. 3. Intricate Bookkeeping: Once we have provided the engagement service on your organization and determined what your system requirements are, our certified QuickBooks ProAdvisor will complete the design, implement the set up, get your data up-to-date, and/or do any cleanup needed. 4. Premium Bookkeeping: Once your bookkeeping systems are consistently providing timely, accurate figures about your business behavior, we can help develop next-level tools to quantify your plans, evaluate your performance and see how you compare to other companies in your industry. 5. Consultation and Tune-Up: Some businesses do not need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up-to-date and provide a tune-up service. A tune-up is a smart and affordable way to get a handle on your business finances. This service is ideal for clients who have their own staff available to create and code transactions but who want a second set of expert eyes to check books monthly against the bank statements to ensure balances are correct and to review basic reports for potential errors. 6. Other Services: This includes clerical and data entry services as well as 1099 service, tax and audit preparations.

  • 14 years in business
About

Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

About

We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

About

I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

About

I am dedicated, efficient and an accurate with figures. I am loyal to my customers.

About

We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

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