Virginia Beach, VA26 family financial services near you

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Virginia Beach Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Virginia Beach.

Top Pro
TFG, LLC
5.0
from 20 reviews
  • 17 years in business
  • 30 hires on Thumbtack
  • Top Pro on Thumbtack
Chris W.
Verified review

Quick, Easy, Friendly! Would recommend his services to any of my friends. Very flexible to meet and quick turn around. Will definitely use again next year.

PIM Tax Services, LLC
4.9
from 14 reviews
  • 3 years in business
  • 16 hires on Thumbtack
Seth A.
Verified review

If you live in the Hampton Roads area and need a competent and reliable tax professional, but do not want to pay inflated commercial fees, then go see Paul Allen at PIM Tax Services, LLC. Paul handled mine, and another family member’s complex tax returns from multiple states. He was professional, available, knowledgeable, but most importantly, he was more than fair on the price. Paul is a former service member and well experienced in dealing with our military member’s tax returns. As a military member myself, I found that Paul also empathizes with our budget and TIME constraints. If you go to one of the many commercial tax services that only come around during tax season, be prepared to pay a lot of money for a impersonal, hurried experience. This is the exact opposite with Paul. At PIM Tax Services, you will get a one-on-one consultation with honestly assessed charges, and Paul will make himself available to fit into your schedule. I found Paul on thumbtack, and he was quick to reply with pertinent questions that both helped him assess how complicated my return would be, and helped me weed through the tax professionals that were only after my cash!.... Strangely enough, Paul actually enjoys the intricacies of the tax structure, so I was happy I found him. I met with him, provided my documents through his secure and user-friendly process, corresponded with him over email a few times, signed my forms, and got my returns. It was that easy! Do yourself a favor and at least give Paul Allen a call or email. You will find that he will make the stresses of tax season easy on your mind and wallet. We will be using Paul for as long as he is in business!

iLiVEFit
5.0
from 10 reviews
  • 6 years in business
Gina B.
Verified review

I learned so much about life as well as health and wellness. More than how to change physically. Mental barriers were realized and overcome.

  • 9 hires on Thumbtack
David W.
Verified review

Having started a new small business this past year making jewelry and having not submitted Schedule C before, we requested D&B Financial and Consulting Services review our tax return for correctness. Duane and Beatrice were perfect advisers for us. Besides being very friendly and approachable, they took great care to understand our needs and particular situation, answer our questions in a manner we understand, and make recommendations that are legally sound and in our best interest. Their personal experience with their own small businesses gave us something in common, making it very easy to work with them. We appreciate their enthusiasm and their desire to help new business owners.

  • 27 years in business
  • 5 hires on Thumbtack
Micke W.
Verified review

Justin is not only very good at what he does but he is extremely personable. He is willing to meet you to exchange information if you are unable to get to his office during hours. I would recommend Lance Financial to anyone!

Elizabeth K.
Verified review

Emily helped me plan for, and set up a plan for my daughter's financial future. She was extremely patient, knowledgeable, thorough and kind. I was overall very pleased with my experience with her and the outcome of her work.

Primerica
5.0
from 5 reviews
  • 41 years in business
  • 3 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.

  • 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!!

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.

  • 7 years in business
About

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

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. I take great pleasure in making comprehensive financial plans for clients.The satisfaction know you have paved the way for financial security for individuals and/or families.

About

Life Insurance, Disablility Income, Pension Plans, Estate Planning, Retirement Serving Virginia Beach, VA and outlying areas Alan Manzie of Manzie Financial Group, Inc offers the following services; Insurance, Investing, Retirement, Estate planning and Wealth Preservation to help you pursue your financial goals

About

My business comes to you.,picks up and deliver at your convenience. Saving customers money by charging low hrly prices and flat rate.

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! I like finding dollars, and saving my clients big by applying the Law!

About

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

  • 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. Helping others without high fees, everyone deserves the chance for the life they want. I enjoy working with the families that I can relate to, the middle income working class. We work hard for our money so why not learn ways to make our money work hard for us.

About

Retirement Planner, Estate Taxes, Investing, Financial Advisor New Point Financial Advisors offers financial planning, investment advice, and investment products that assist the individual and corporate investor pursue their financial goals.

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.

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. WE ENJOY HELPING INDIVIDUALS AND BUSINESS UNDERSTAND TAXATION. WE HELP INCREASE INCOME, DECREASE EXPENSES, REDUCE TAXES.

About

I help people and businesses become properly protected, debt-free and financially independent. I do debt management, budgeting, investing, etc.

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