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Browse these retirement planning services with great ratings from Thumbtack customers in Fountain Valley.
My experience with Burhan is above and beyond my previous experience with another accountant whom I worked with for years. When I got to the point of total frustration with my original accountant ( questions unanswered, fees increasing, constant fines from different agencies for late filings), I saw Thumbtack and requested proposals from a number of their accountants. It was Burhan that responded immediately. The other accountants were comparable in price, but it was Burhan that rescued me by assuring me that he would do his very best to assist me with my financial needs. So far so good, my taxes are almost done (I made a few additions so their was a delay), he is also able to assist me with financial planning and payroll needs. Don't hesitate to give him a call, I am sure he will be able to help you too! Thank you Thumbtack.
Kelly was great!! Very knowledgable and friendly as well. She is very easy to get a hold of and was punctual in our meeting. I definitely plan on working with Kelly again.
She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.
I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.
I recommend. The firm's advisors has been real helpful for my family's financial well fair. I have a detailed retirement plan, assets invested in diversity with stable returns, educational accounts for kids, ongoing advice such as refinance house, tax efficiency strategies, etc.
Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!
Carman is very professional and knowledgeable. He puts together a detailed plan that includes diet as well as exercise needed to achieve what his clients want to achieve. In addition, he tailors a plan to help clients to maintain what they have worked so hard to achieve. He is a great personal trainer!
I inquired for a life insurance review and as soon as I spoke with Sebastian & Lailah, I immediately felt comfortable because I could tell they were experts in their field. They reviewed my currently policy and helped to align my policy with my retirement goals. I recommend them for all life insurance, 401k, IRA, Annuities, financial, and retirement planning needs in California.
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
Michael is very informative and professional. I did not know much about life insurance and didn't think I needed it. Talking to Michael not only made me realize the importance of having life insurance when planning financially but also that starting young is the best. He took time to review my statements and gave me a piece of mind.
We needed some direction with our finances. Alex helped us devise a good solid plan to invest in our future. He worked with us on getting life insurance and planning for long term investments. Since we recently moved to LA we also needed some recommendations for other services like CPA and a family lawyer. His recommendations have been stellar and we are thoroughly glad that we chose Alex to help us. Can't say enough how great he is, he will go above and beyond for his clients and it shows in all his actions.
I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again
Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.
Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.
We offer a full range of financial products and services for individuals, business owners, and professionals. Investments and insurance products (CA insurance #0687464) are offered through our affiliation with Centaurus Financial, Inc., a member of FINRA and SIPC. Our areas of specialization include investment planning, investment selection, investment implementation, and investment management, as well as retirement planning.
We Specialize in:maximizing need and merit based aid from colleges, focusing on three key areas of college planning: College and Career Selection, College Financial Planning and the Application Process.
Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.
We help people make more money, save more money, and understand how to make money work for them instead of working for it.