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Glendale Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Glendale.

My AZ Lawyers, PLLC
4.2
from 59 reviews
  • 10 years in business
  • 201 hires on Thumbtack
James K.
Verified review

After costs incurred after my mother suffered from cancer, I was forced to declare bankruptcy in 2014. Having no legal experiences up until that point, I contacted MyAZLawyers. (I should mention out of the gate that this website really doesn’t do them justice and looks sketchy—they need a better web developer!) At any rate, the office staff and the attorneys are professional, thorough, and really, really know their stuff. They are busy people—but they’re on your side from the beginning. It is an absolute pleasure working with this law firm all the way from the administrative staff, to the legal assistants, to the attorneys themselves. I truly never expected to be taken care and to have my case handled the way it was. Recently (going on two years since my case/discharge), I received a call (which I now know to be a scam) from an organization claiming I had defrauded a financial institution, committed breach of contract, and committed theft by deception –referring to a 2010 payday loan application online (I’ve never taken out a payday loan in my life). This organization assured me that my case was going to court and that I was going to be served and that a formal complaint had been filed. Terrified, I contacted my attorney (Morgan McCain)—and he not only put my mind at ease immediately—but actually ended up calling said company to gather information about the “pending litigation” and, in a beautifully professional manner, ended up indirectly proving to me that they were a scam and that the charges and debt they referenced were not legitimate at all. (Think end-of-your-life mentality for 24-48 hours transforming into almost crying-laughing, joy, and immeasurable relief listening to the exchange between ultra-savvy and professional lawyer and fraudulent/unethical company.) It was something they likely deal with daily, but to me it was nothing short of superman coming in to save the day. Even after my bankruptcy was discharged, to them I was still a client and they took care of me. If you have an issue, go see these folks. (Especially recommend Morgan McCain if you get any say in the matter.) James K 12/2/2016

Top Pro
Tax Shark
4.9
from 28 reviews
  • 3 years in business
  • 47 hires on Thumbtack
  • Top Pro on Thumbtack
Katie P.
Verified review

Working with Wendy on my tax return was awesome! She is very knowledgeable, had a quick turn around, and gave great advice. I would definitely recommend her to anyone looking for assistance with financial services.

CFO On Call, LLC
4.8
from 24 reviews
  • 9 years in business
  • 60 hires on Thumbtack
Scott G.
Verified review

CFO On Call was great with our taxes and got us the maximum tax return. Nate is awesome and we will be using his services when tax season comes around again.

  • 17 years in business
  • 34 hires on Thumbtack
CYNTHIA S.
Verified review

I had Shoreline Financial help me with my taxes for 22016. They did aa superior job! The financial team was extremely courteous, fast and very knowledgeable. I will be using this firm in the future for my tax returns and the other financial services they offer.

Mietzner Solutions
5.0
from 10 reviews
    Freddie T.
    Verified review

    Mietzner Solutions has been a pleasure to work with. When we first started our journey to financial freedom we were both a little heistant of the idea of getting help management our finances ( from a financial coach). Fast forward to today...It’s been the best decision of our life. Colleen’s professionalism and punctuality make it easy to communicate with her. It's easy to open up to her about our finances and our goals. Her unconditional support with our question, helpful budgeting tips, excel sheets, tools has made this experience/transition very smooth. We strongly recommend the Mietzner Solutions ! The Torres family!

    • 11 years in business
    Dean M.
    Verified review

    The budgeting & financial planning documents Jerry created specifically for each of my business models (one set for planning / producing events and another for apparel production) made projections / actuals for both very digestible and efficient. I don't conduct any business without consulting him about the financial portion first.

    ProDBX Software
    5.0
    from 6 reviews
    • 6 years in business
    Matthew D.
    Verified review

    Van is one of the more remarkable individuals I have ever met. Not only is he incredibly capable in the world or finance, bankruptcy and restructuring, he is one of the most honest and ethical people I have met. I highly recommend his services. Matthew Dickerson, J.D.

    Pro Back Office
    5.0
    from 4 reviews
    • 6 years in business
    Denise J.
    Verified review

    Selecting and working with Pro Back office has been the smartest decision I have made in the past 4 years. The Pro Back Office team delivered a balance sheet in 30days! This is important because I had previously contracted with 'other' professionals to help me with my financials and after 3 years I still did not have a P&L. Thank You Christine, Vida and Patt!

    Rios Financial Group LLC
    5.0
    from 2 reviews
    • 16 years in business
    John R.
    Verified review

    Thank you Rios Financial! Very knowledgeable, kind and they treat you with dignity and respect.

    About

    With Win Win Investment Planning, LLC, I have put together a team of professionals to help incorporate all of your financial needs to make sure that everything works together to help optimize your financial independence.

    • 16 years in business
    About

    Our services include the following: * Financial planning * Investment advisory * Life insurance * 401K rollover * Long-term care insurance * Disability insurance

    About

    I offer fee-based financial planning and investment management services. My work tends to be comprehensive and may include sophisticated life insurance transactions.

    About

    The Wealth Guardian Group PLLC is a privately owned, independent, registered, and fee-based investment advisor firm located in Gilbert, AZ. It is our aim to treat all our clients in every aspect that would offer for a rewarding financial planning experience. Each of our customers enjoys the attention to detail and time that will result in tactics that will boost efficiency in their financial journey. We commit the resources and time to stay up-to-date with the ever-changing laws, concepts, rules, and regulations that afford an outstanding financial planning experience. We will give our commitment through integrity, honesty, transparency, and ethical behavior. Our expertise focuses on financial tactics that support all financial stages of life. Some of our tactics include improved distributions, enhanced accumulation, wealth plan performance, asset protection, and multi-generational wealth transfer through legacy planning. Recommendations are made in a fiduciary capacity, solely in the interest of giving the highest benefit and value for each unique client's goals, risk toleration, time horizon and objectives. Jared R. Daniel, CFP, CRPC is our company's founder and president. He is committed to the industry of financial planning. He is a licensed financial planner, professional and has gained the rights to utilize the CFP symbol by the Financial Planner Board of Standards. This title is the outstanding marks in the financial planning community, expecting candidates to master over 120 financial planning ideas and abide by the added ethical standards. Jared is a chartered retirement planning counselor as well, which is given by the College for Financial Planning. Jared is a member of the National Ethics Bureau, an organization that promotes consumer confidence by offering a source to validate business ethics for financial and insurance advisors. Jared is also a Financial Planning Association member, which is an advocacy and leadership organization that links individuals who support, offer, and benefit from expert financial planning. FPA is the core of financial planning and embodies a guarantee of financial well-being, hoping to build a world where everyone grows and succeeds. Jared earned his BS in business finance with an extra major of business management from University of Phoenix.

    About

    Long Term Care Insurance, Retirement Planning, Financial Planning

    About

    Professional Army Veteran Tax Preparation Service. With the analysing skills to maximize your refund.

    About

    I will always do everything I can to help you get into a home or at least get you on the right track to home ownership! I am available 24/7

    About

    We offer insurance and financial services. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

    About

    Strategic Financial Partners has been built on the ideals of two financial services representatives -- David Escarcega and Darin Whittington. David and Darin developed their partnership in 2000, when a common vision and a strong work ethic brought them together. While providing retirement and estate conservation strategies, they and their associates can help you answer the questions you may have about a sound financial future.

    • 5 years in business
    About

    Capital Tax Service is a multifaceted financial services provider company. Unlike other major tax preparer competitors, our goal is to develop a long lasting rapport with our clients by offering a broad array of products such as tax preparation, tax planning, complimentary financial strategies, credit restoration and much more. We have many outstanding services that is offered to local and national clients with our easy access online tax forms and faxing options. We ensure the following: *No out of pocket expenses *Compared to other estimates, our clients average over $1200 more on their refunds *Maximizing available deductions to reduce your tax liability *Receive your refund within 1-3 business days *No more waiting on your W-2 Form. File with your last paycheck stub *Our professionals look for money that you are entitled to that the Government do not let you know. *We bring a personal experience to helping you receive the max Government would allow. Call today to receive your free estimate. If you like the numbers, then we can do business. Specialties Tax Strategies/Tax Planning, Financial Planning, Debt Management, Credit Restoration, Insurance (Auto, Health, Life, and Supplementary), Motor Vehicle Tag & Title Services, Immigration Paperwork Preparation/ Help, College Planning, Accounting & Payroll

    About

    I am a tax professional with over 20 years track record for preparing taxes (both individual and corporate), accounting, bookkeeping and financial preparations.

    About

    We specialize in wealth management and financial planning. We offer unique tactical investment strategies that focus on managing risks and limiting large downside losses, while participating in the upside.

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