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Browse these financial services with great ratings from Thumbtack customers in Lacey.
I retained Bill's services when I received a notice from the IRS last year. It said I owed money from a property I neglected to include in my tax return due to a pending divorce. I had no idea which of the property my former spouse has acquired that generated the amount due with the IRS, but like a forensic accountant, Bill was able to figure out which property "owed" money and even better, came to the conclusion the IRS was in error. To me, that was a better result than anyone can hope for. Bill and his staff will be my "go to" accounting firm from now on. Bill is very, very adept at what he does and I feel extremely confident with his ability to handle all my financial dealings.
Great experience in terms of a quick review of my current financial status and how I can take steps to reduce taxes (short term and long term).
Melanie has always provided me with sound financial and accounting advice. I had a small personal photography business and whenever I needed help, no matter how big or how small, she would ask appropriate questions and look at all the info before making decisions. Thank you!
He has done a fantastic job.
Serving Tukwila, WA, and outlying areas, Richard Artura of RJA Financial Services Inc. and associates are offering the following services but not limited to insurance, investment, retirement, estate planning and tax management.
Lance has provided financial guidance to individual clients since 1996. His primary focus is on tax advantaged investment vehicles, asset protection strategies and family wealth management. He has helped hundreds of families and institutions work toward the achievement of their financial goals. His commitment to being an active participant in his client's financial decisions is what sets him apart from other financial advisers.
I am a Certified Financial Planning professional dedicated to serving the financial planning needs of my clients. I work with a team of experienced professionals to build a comprehensive financial plan and customized asset allocation strategy to help you achieve your goals. As a fiduciary, it is our duty to provide recommendations that are in your best interests. If you are in need of financial planning advice, please feel free to reach out and we would be happy to schedule a free initial consultation.
Sherif J. Awad is a Certified Financial Planner professional. He is licensed by the International Board of Standards and Practices for Certified Financial Planners. I specialize in retirement planning and income distribution plans, individual financial planning, asset management, corporate retirement plans and 401(k), stock/bond/mutual fund investments, annuities, and life insurance.
Get out of debt and create wealth. Richard L. Harter, CPM, CSM, CRES, President/CEO and founder of MDRP Marketing Services, Inc., has an extensive background in the production of financial analysis for major corporations, start-up companies, and all sizes of real estate projects in the area of development and management. Mr. Harter, the architect of the Lifestyle Equity Builder, has now brought the decision matrix and reporting systems from corporate America and made them available to families, on a level which has never been available before. The premier product developed has become known as the most comprehensive financial management tool for families in the United States. MDRP Lifestyle Equity Builder's S.M.A.R.T. system looks at all aspects of building equity through the elimination of all debt and saving of interest, with a full budgeting system, chart of accounts, and variance reporting capability that helps families stay on track and develop good money management skills for life.
I am a Bellevue-based financial planner. I work in estate planning/wealth transfer, retirement planning, tax planning, risk management, and business planning. Money is a topic that most Americans avoid like the plague, but it is a subject that we all have to deal with. Nobody wants to be told about all the financial mistakes they have made in the past; all we really want to know is where we stand and the best moves to make going forward. I help take the stress out of financial planning - giving my clients a clear roadmap to their financial success.
Our mission is to provide superior financial, retirement and estate planning consultancy to the public in a highly ethical fashion with the lowest feasible price. The Legend Group is a comprehensive financial, retirement and estate planning consultancy. Our services are comprehensive in terms of offered products (insurance, mutual funds, equities, retirement planning, and estate planning) as well as in terms of depth of research. The up-front cost to do in-depth research into prospective investments and possible options for the client will be eclipsed by a long-term relationship that is likely to be established out of earned respect.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals and objectives.
My name is Jordan Comfort, and I am a recent graduate with honors from Oral Roberts University with a Bachelor of Science in Accounting. I have almost two years of experience as a Corporate Accountant. Currently, I work in public accounting at one of the top firms in the Pacific Northwest. I look forward to adding my recent experience in accounting to better serve your needs. I provide basic financial and accounting services.
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. Let's talk, It's complimentary. I enjoy the relationships I have with my clients and their families. It's a good feeling to give our clients confidence, peace of mind, and make a difference in their lives.
I take the time to listen!!! I will never make you feel like I have something more important to be doing.... because I don't! I will provide a personal level of service and building lifelong relationships. I love meeting new people, saving them money, and helping them prepare for the future.
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 you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
Cents of Peace takes great pride and pleasure in assisting you through the process of managing your monthly finances. Through continued collaboration with you, we will help you organize your personal finances, so you don't feel overwhelmed by life's challenges. Our goal is to help you come up with a system to free yourself from bad debt. We will help hold you accountable so that you can realistically reach your goals. We'll create and manage your budget, so all you have to do is put your money in the budgeted places.
I have been a pro in this industry with over 15 years of experience in accounting, tax, and business start up. I am here to walk you through each step as I meet your needs. Taking the stress of financial reporting off clients hands so they can continue to run their businesses with my help is both exciting and satisfying. I enjoy being able to give insight that allows owners to make more informed decisions and grow their operations.
We are serving Seattle, WA and outlying areas. Roseann Pinciotto of Waddell Reed is offering the following services: * Financial planning * Investments * Retirement strategies * Estate planning and insurance * Annuities These services are to help clients reach their financial goals.
"Making sense of your retirement puzzle." As an investment advisor representative with independent broker/dealer KMS Financial, I can offer a broad range of retirement planning products to meet the unique needs of each of my valued clients. I strongly believe in the benefit of saving for retirement via tax-deferred vehicles like 401(k)s, 403(b)s, simple or SEP IRAs, as well as traditional and Roth IRAs, and feel compelled to clearly educate those benefits to the clients I'm fortunate to work with.
I purposely left the traditional financial services industry to help people with their money in a more personable, down-to-earth way. You don't need a 100-page financial plan to tell you what to do; you need education and conversation, and UNDERSTANDING about the financial principles behind implementation. I can calculate how long it will take you to get to retirement, but the real magic is coordinating ALL areas of finance for a cohesive, individualized road map to getting you where you want to go, both NOW (especially now) and in the future.