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Glendale Retirement Financial Services

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

Top Pro
Accounting Services
5.0
from 61 reviews
  • 9 years in business
  • 91 hires on Thumbtack
  • Top Pro on Thumbtack
Lorin K.
Verified review

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.

Top Pro
United Tax Service
4.7
from 18 reviews
  • 11 years in business
  • 42 hires on Thumbtack
  • Top Pro on Thumbtack
Leo D.
Verified review

As a Financial Advisor I need to rely on responsible and knowledgeable professionals to help my clients. Joan Williams is one of these professionals I often refer my clients for their income tax preparations and filling.

RYKAT Financial
4.8
from 17 reviews
  • 10 years in business
  • 35 hires on Thumbtack
Toshi F.
Verified review

I have received quick and excellent service from RYKAT. June has been very helpful in giving good tax advice, as well as providing fast and accurate filing and updates. I am very happy and highly recommend RYKAT for tax services!

Benari & Nguyen, LLP
4.7
from 14 reviews
  • 3 years in business
  • 10 hires on Thumbtack
Regi L.
Verified review

From start to finish attorney Chris Nguyen remained extremely responsive and professional. Every inquiry made by me was almost always responded to within minutes. Detailed explanations were provided every step of the process, all the way to the very end. This attorney was punctual for all required appearances, and every effort was made to ensure a smooth and successful conclusion to the case. I would most definitely recommend Benari and Nguyen for legal and financial services. You won't be disappointed.

  • 14 years in business
Rob C.
Verified review

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.

  • 6 years in business
  • 21 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

  • 5 years in business
  • 12 hires on Thumbtack
Kaitlyn W.
Verified review

Adam did an amazing job at listening to what’s important to me. He helped me with my life insurance and retirement planning. I would highly recommend Adam to anyone because he will go above and beyond for you!

  • 9 years in business
  • 3 hires on Thumbtack
Robin S.
Verified review

Cameron is one of the best financial advisors in the business and for the last ten years, I have fully trusted him with all of my finances. Cameron has handled multiple 401K rollovers, my severance package when I was laid off, and when my mother died saved me tens of thousands of dollars regarding my inheritance and in legalities. He has given invaluable guidance and has set me up with a plan to get the highest return while minimizing risk. He is available anytime I'd like to discuss my earnings and when we meet comes prepared with a forecast of my accumulated profits for the next 30 + years. Cameron keeps an eye out for any opportunities that are suitable for me and provides spot-on recommendations. I've referred him to business colleagues, friends and family and everyone is just as satisfied as I am.

HMA Law Group
5.0
from 7 reviews
  • 9 years in business
  • 3 hires on Thumbtack
Mario M.
Verified review

Harry at the HMA law Group represented me in a 24-month long divorce case involving real estate property and personal retirement funds. From beginning to end, Harry was able to successfully represent me throughout the complete process. Through his excellent work, knowledge and preparation, he was able to win my case and get the property and retirement funds awarded to me. I appreciate all the work he put into my case along this long and at times frustrating ordeal. I found Harry to be a of very high ethics, very knowledgeable and an excellent attorney. I am completely satisfied with all his service, and would not hesitate to recommend him, or call on him in the future if I am ever in need of legal services.

Narine T.
Verified review

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!

Finances Comes First
5.0
from 1 review
  • 5 years in business
Jason R.
Verified review

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

The RMV Company
5.0
from 1 review
  • 17 years in business
John P.
Verified review

The RMV Company provides outstanding service with absolute professionalism, integrity, skill and knowledge. Robert Villalobos is a highly intelligent documented financial and tax expert with the upmost consideration to his clients that instill trust and confidence for their financial and tax needs and conditions . His experience and advise has proven invaluable to my General contracting company over the past 10 years and has substantially affected the growth and success we enjoy today

Woods Financial Services
2.0
from 1 review
  • 13 years in business
About

I do income tax preparation (personal/business), document preparation, and small business accounting services. Thank you for your interest. Please do not hesitate to contact me for more details.

About

Andrew Eddy, AIF®,ChFC®,CLU®,CFP® Wealth Management Advisor Serving Professionals, Entrepreneurs, and Businesses I'm an active advocate for ethical practices in the financial community and feel passionately about helping people accomplish their goals with straightforward unbiased advice. As a leader of a wealth management advisory firm, I provide tailored comprehensive services to individuals and businesses in Los Angeles and across the country.

About

I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.

About

We do investment and insurance, such as FFIUL, long-term care, retirement plan, annuity, and so forth.

About

Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.

About

My agency focuses on Life insurance and Retirment Planning. My agency is not a quick fix. I'm here to build long lasting trusting relationships with my clients that last a lifetime.

About

We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.

About

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.

About

I help clients maximize shareholder value through financial transactions, including capital raises, debt restructurings, sell-side and buy-side acquisition projects and public equity offerings.

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