Cupertino, CA
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Cupertino Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Cupertino.

  • 43 years in business
  • New on Thumbtack
Chris S.
Verified review

Great Estate Planning Services! Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.

Top Pro
  • 5 years in business
  • 49 hires on Thumbtack
  • Top pro on Thumbtack
Leonard J.
Verified review

My long-time CPA/EA retired, and I was in need of a new Tax Preparer on short notice. Also, this was the year I transitioned to Retirement, so lots of one-time items. Jay reviewed all the documents and prepared for e-file. Jay gave a very good explanation of everything, especially the unique items that had concerned me. Expecting this to begin a long-term relationship.

Top Pro
  • 28 years in business
  • 32 hires on Thumbtack
  • Top pro on Thumbtack
Brad E.
Verified review

Charlotte is knowledgeable, friendly, resourceful and charges reasonable rates. Will definitely continue to work with her for taxes and retirement planning.

Top Pro
Mt Diablo Tax Pros
4.8
from 26 reviews
  • 10 years in business
  • 34 hires on Thumbtack
  • Top pro on Thumbtack
Christina N.
Verified review

Jeffrey has fought my battles and won( old issues from my last tax advisor) He has helped my mom and friends. Honestly, his background and intelligence level reaches far beyond what he charges. I highly recommend him. My mom found him at HR Block 3 or 4 years ago. I have been self employed for over 10 years. Jeffrey helps me find ways (iras and quarterly taxes) to be successful on a yearly and retirement basis without ending the year paying a huge check. He is my hero!!! Call him!!!

Pointe Tax Advisory Services
5.0
from 13 reviews
  • 9 years in business
  • 15 hires on Thumbtack
Paul M.
Verified review

Ms Noella has been my go-to tax adviser for the past 4 years. I first worked with her when I was being audited by the IRS. She was able to work with me to resolve the issue and prepare me for the next year in terms of planning. She brings her experience from her work with the IRS to bear when tackling tax issues. My tax return is always fairly complex as it includes stocks, stock options, RSUs and other corporate incentives like bonuses and ESPP. The return also includes other personal stock and property investments. I have peace of mind with Ms Noella handling my taxes. I am extremely thankful about her ability to help me plan for the following year from a tax perspective. Anything to minimize any nasty surprises is always welcome.

  • 10 years in business
  • 23 hires on Thumbtack
Cass G.
Verified review

Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting

  • 58 years in business
  • 5 hires on Thumbtack
Heather W.
Verified review

It has been a pleasure working with Irina for our business and family insurance and financial planning needs. Her integrity and honesty are of the highest magnitude. Her kindness and compassion are an incredible addition to her knowledge and resourcefulness.

  • 15 years in business
  • 4 hires on Thumbtack
Marian S.
Verified review

I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!

Odyssey LD
5.0
from 1 review
  • New on Thumbtack
Lyndsey M.
Verified review

Tyler helped us pay off all of our debt! It seemed like we didnt have enough left at the end of each month. Now we have an emergency fund and a tax free retirement plan. Our returns are averaging about 12%. A true blessing to our family.

Orchid Wealth Management
5.0
from 1 review
  • 2 years in business
  • New on Thumbtack
Mehran F.
Verified review

Seth is very reliable and responsive. He reviewed my 401-K plan and gave excellent suggestions.

  • New on Thumbtack
CarolynCarolyn L.
Verified review

Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!

  • New on Thumbtack
About

I am a certified financial planner (CFP). I have been specializing in providing investment selection and management services to individuals since 1983. I assist with the selection and management of securities, insurance and annuities investments for personal qualified plans, such as IRA, SEP, 401k, 403b (TSA) and 457c (deferred compensation program) as well as for taxable personal wealth accumulation portfolios.

  • New on Thumbtack
About

We provide comprehensive, personal service with the goal of assisting our clients with tax consulting, investment planning and personal financial guidance.We take a hands-on approach to assist you.

  • New on Thumbtack
About

Make lots of money Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots

  • New on Thumbtack
About

We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services: * Integrated Estate Planning WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. * Trust and Estate Administration WealthPLAN expedites the settlement of a decedent’s trust and/or estate. * Trust and Estate Litigation Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. * Trust and Estate Litigation WealthPLAN provides comprehensive tax planning and tax controversy representation.

  • New on Thumbtack
About

Serving San Jose, CA, and the outlying areas, Tim Sherer of The Sherer Group, LLC is offering services including, but are not limited to the following: estate planning, retirement planning, insurance planning, financial planning and investments.

About

Serving San Jose, CA and outlying areas, Lori Ellingson and associates of Ellingson-Furler & Associates are offering the following services, but are not limited to, retirement planning, estate planning, insurance planning, education planning and employee benefits.

About

We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have. Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.

  • New on Thumbtack
About

FarSun Communications: Business Plan Development I have many years of experience in developing business plans for start up ventures. Here is a brief summary. Please contact me to discuss your project. My rates are very competitive. Services offered include: * Concept Consultation * Funding Research and Strategy Development * Marketing Research * Competitive Analysis * Permit Research * Business Plan Narrative * Budgeting * Financial Projections For more information and samples: see FarSun website ------------------------------------------------------------------------------ FarSun Communications: Contract Grant Writing Services Raise your budget. 1. Save Development Costs: It is cheaper to contract a grant writer than supporting a salaried staff person. A contract grant writer saves organizations via workers comp, health benefits, employment tax, payroll costs, overhead and supervision. 2. Increase Quality of Work and Success Rate: As a professional contract grant writer, I can provide an exceptionally high quality application which contributes to higher success rates in funding. 3. Identify New Funding Sources: I have expertise in identifying funding sources to support the grant writing process. I have been able to locate many RFPs and other funding sources that many agencies are not aware of. For more information and samples: see FarSun website ---------------------------------------------------------------------------- FarSun Communications: Research, Technology and Academic Text Editing and Polishing We offer fast, inexpensive English editing and polishing services for academic theses, dissertations and research reports in the fields of high technology, solar energy, genetics, ecology, the environment, medicine and health, computer software and computer engineering. Our business is to help your manuscript get published with clear, professional language. We recognize that every detail is crucial. We are scientists and engineers like you. Contact us to discuss rates and deadlines. Payment via Paypal. Think of us as your personal assistants. All communications will be kept confidential. For more information and samples: see FarSun website

About

We are a fee only financial planning and investment management firm located in Santa Cruz County. We have helped people create and manage their wealth for over 25 years.

About

We are a great place to get financial advice with more than 25 products that you can sell. Come, and be one of the top in your class.

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