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Suffolk Financial Planners

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

iLiVEFit
5.0
from 10 reviews
  • 6 years in business
Pawesome P.
Verified review

Frederick is a master of conveying a message and helping people put together plans to make improvements in my facets of life. He is the epitome of what a good life coach can be.

  • 9 hires on Thumbtack
Marisha W.
Verified review

Duane and Beatrice set up my LLC and provided great support in making me feel comfortable with the process. I cannot wait to continue with my business and accounting services with them as they truly make you feel like family and are dedicated to helping small business owners like myself succeed. I would highly recommend them!

Alex B.
Verified review

Emily was very helpful throughout my entire process. She answered all of my questions and was able to work around my schedule to provide me with the best service possible. I would definitely recommend to anyone looking to plan for their financial future.

  • 7 years in business
Tracy B.
Verified review

Angie is Awesome to work with planning for our financial future. She is very knowledgeable and able to point us in the right direction during all the different seasons of our lives. She is also very patient with us and trust me ..... we are High Maintenance HAHA. Thank You Angie. We appreciate YOU!!

Primerica
5.0
from 3 reviews
  • 41 years in business
  • 2 hires on Thumbtack
Christian A.
Verified review

My experience with Primerica representative Amadeojose Velasquez has been positive and outstanding. Amadeojose is nothing short of a professional and his expertise in Financial planning has helped me and my family tremendously in becoming better prepared and educated in the area of Finance. Through his services with Primerica and coaching, I have been able to obtain a valuable Financial plan that allowed me to protect my family with proper insurance, eliminate debt, save more efficiently for retirement, and even help me become a homeowner. I would highly recommend Amadeojose Velasquez to anyone looking to take control of their financial future.

Sanira Tax
5.0
from 1 review
  • 16 years in business
Ann S.
Verified review

My husband and I needed to get our taxes done so we visited Sanira Tax in Norfolk VA. Upon our visit we were greeted with a bouncing smile. Then the receptionist ask how can she assist us. We wanted to get (2) years tax return done. So she said she will let us know if she can get it done immediately and that would give us great joy because we were in a slight rush. They were able to get it done today. They were fast, efficient and in expensive. I would recommend this company because my experience was fulfilled.

  • 17 years in business
About

I believe in understanding the individual and seeing exactly where they are trying to go. I am about the mission of helping others. Retirement planing, Life Insurance, Long Term care, College planning...etc. If one understands how these work they are better equipped to make the best decision for their family.

  • 34 years in business
About

You know how people want to start businesses but don't know where to begin, and how business owners always want more customers but don't know how to get them, and how people want to get their taxes done but don't know where to start; well, all those problems are eliminated with our proprietary easy-to-use and apply systems. We provide the "easy button" for businesses and taxes.

About

I deliver hands on comprehensive financial security plans. I commit my time to ensuring every financial plan has been tailored specifically to my clients.needs. My clients needs range from life/disability insurance to SEP IRA's, 401K rollovers and etc.

About

We are an Insurance and Financial Services Agency who puts our clients first. We focus on customer service, and always being fiduciary.

About

Life Insurance, Disablility Income, Pension Plans, Estate Planning, Retirement

About

My business comes to you.,picks up and deliver at your convenience.

About

When it comes to finances, how much do you know? If you're like most people, you probably know little about personal finance. Perhaps you think long-term security is impossible on your income. But, the truth is, no matter what your income level, you can achieve financial security. You just have to take the time to learn a few simple principles about how money works. Primerica creates a free financial needs analysis to help you reach financial success.

About

Retirement Planner, Estate Taxes, Investing, Financial Advisor

About

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs, so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills, or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

  • 7 years in business
About

Because I am always working and I don't let anyone out work me

About

Spire Financial Consulting specializes in tax preparation and resolution, with supporting accounting, bookkeeping, budgeting, and financial planning services, to reach your personal and and business goals. Military Spouse owned and operated!

About

New Point Financial Advisors offers financial planning, investment advice, and investment products that assist the individual and corporate investor pursue their financial goals.

About

I am providing notary services. I will come to you, or you can come to me. I also provide financial services. I offer free one-on-one financial counseling. I use the best products for my clients based on their needs.

  • 23 years in business
About

CERTIFIED, BONDED 25 YEARS EXPERIENCE IN ALL ASPECTS OF INDIVIDUAL AND BUSINESS FINANCIAL MANAGEMENT INCLUDEING INCOME TAX PREPARATIONS, REPRESENTATIONS, ACCOUNTING SET UP.MANAGEMENT. BUSINESS FORMATIONS, CAPITIALIZATIONS. HEALTH INSURANCE COMPLIANCE AFFORDABLE CARE ACT, ACA CERTIFIED AGENTS. FULL SERVICE ENROLLMENT INDIVIDUALS, BUSINESS FEDERAL PREMIUM TAX SUBSIDY AND MAJOR HEALTH INSURANCE PROVIDERS.

About

I am a tax professional with over 30 years of experience. I offer a full range of tax planning, handling of audits and tax return preparation as well as financial advice and planning.

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