Financial Advising near Farmington, CT

12 locations found near Farmington

“Greg was a total professional, even while helping me deal with the ups and downs of starting a small business for the first time. He took the time to help me understand what exactly was being done with my taxes and bookkeeping. Talk to Greg - you won't be disappointed!”

5 Superb15 Reviews

“I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure approach.”

5 Superb37 Reviews

“Have been going here for years to get my taxes done and have nothing but good things to say about everyone. They are kind, professional, knowledgeable, and always put the client first.”

4.9 Superb30 Reviews

“I had a bicycle stolen from me when I was a kid in front of this building as a kid. As an adult I’m very impressed with way it has been transformed into a
New York style bank in West Hartford Connecticut.”

4.4 Superb31 Reviews

“Laurie and her staff are great at what they do. They are the real deal when it comes to being Quick Books experts, bookkeeping and organization. I cannot say enough about how valuable they are to helping a business with all your bookkeeping needs. They are extremely skilled and knowledgeable. They are also super pleasant and professional. Thank you for providing such great service and skill to our office and the community.”

5 Superb16 Reviews

“Billy has gone above and beyond for anything that I ever need. He has helped me with creating accounts for my grandaughter Olivia as well as my stepfather. I would not hesitate to recommend his services!”

5 Superb5 Reviews

“I would rate my experience at Sunrise Accounting as excellent...service and friendliness is just perfect. Miguel and his staff are very professional and prompt about keeping their appointments. I completely trust sunrise with all my tax needs, they are by far the place to go!”

4.2 Good22 Reviews

“This review comes from my heart.. I am a partially disabled air force vet. Since the covid 19 struck i have had the worst luck you can imagine. I am 61 years old and have led my life with integrity!!!! I was laid off from my job over 6 months ago. I have no money at all. I was being evicted from my apartment and have no one to turn to for help. I am not used to asking for help. 211 referred me to Unite CT.. This is where I met Sherese. She is such an amazing person. Sherese takes her job very seriously!. She cares so much about helping people. Without her i would be homeless now. I insisted on thanking her publicly. She deserves all the kudos in the world. I just cant thank her enough. Now i understand why she is the supervisor. I wish i could do more for her. Thanks to Sherese i have a roof over my head tonight!!!!!!”

4.2 Good5 Reviews

“Paul Giliberto has done my taxes for over 20 years. Always trusted him and never looked elsewhere. Tax year 2021 was different all thanks to Covid19. I received my taxes late this year but at least I know it's done right. Thank you, Paul.”

3.6 Good24 Reviews