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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 60 reviews
  • 9 years in business
  • 90 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.

RYKAT Financial
4.8
from 15 reviews
  • 10 years in business
  • 33 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 12 reviews
  • 3 years in business
  • 9 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.

Busy Wills, Inc.
4.9
from 10 reviews
    David S.
    Verified review

    Elizabeth is extremely knowledgeable in her Estate Planning expertise, keeping costs down while showing a keen affinity for working with multicultural clients in a home setting. I feel fortunate to have Elizabeth on my financial Planning team. David Sentance CLU,CHFc

    Crossroads Planning LLC
    5.0
    from 9 reviews
    • 3 years in business
    • 3 hires on Thumbtack
    Alba G.
    Verified review

    Tony was great and very helpful in answering all the questions we had. He was fast and accurate. Recommend him to anyone needing financial services .

    • 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!

    • 6 years in business
    • 20 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!

    • 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.

    Emil Estafanous, CPA
    4.6
    from 8 reviews
    • 28 years in business
    • 6 hires on Thumbtack
    Chris A.
    Verified review

    After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

    Transparity Group
    5.0
    from 6 reviews
    • 22 years in business
    • 1 hire on Thumbtack
    Vance S.
    Verified review

    My wife and I started our business in 1998. For the first year we did our best to make ends meet and keep our business going. We contacted Mike in January of 1999 and by the end of the same year with Mikes Financial understanding we increased our business sales by 120% and our profit margin by over 50% with no added sales force. Mr. Sisk not only understands the financial side of our business, but also marketing and how to get our customers to send more business to our location. I would recommend Mr. Sisk to any business looking to streamline your financial goals and keep your customers coming back to you for years to come. Matter Of Degrees Pro Shop

    • 3 years in business
    Josie G.
    Verified review

    Having Alyssa as my financial planner is like having my own personal tutor in how money works. She keeps it simple and lets me decide on what’s best for my financial goals by giving me the pros and cons to every option.

    • 1 year in business
    About

    I enjoy helping individuals and families organize their finances, project the results of their savings and investments so they can see how well prepared they are for retirement, emergencies and wealth building. This helps them make decisions with their money that will help them reach their financial goals as efficiently as possible.

    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

    About

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

    About

    College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

    About

    If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.

    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

    I educate families on their finances across the kitchen table.

    About

    We offer all types of life insurance to protect your family. We also show our clients how life insurance can be a financial tool that can help manage the risks of everyday life. Give us a call so we can talk about the living benefits of life insurance.

    About

    We do internal financial controls/general accounting procedures/P&L responsibility. We are a highly accomplished financial controller and tax accountant with extensive experience in financial management across diverse industries. We are able to deliver strong and sustainable financial gains through cost reduction, cash flow improvement, and asset management. We have outstanding analytical, problem solving, leadership, technology, and communication skills. We have expertise in introducing and implementing accounting systems, practices, and processes. We are bottom-line-oriented with a consistent record of exceeding standards and expectations in making a favorable impact on financial performance. We have a proven track record for delivering strong financial results. Our core competencies include the following: * Financial Plans and Policies * Accounting Practices and Principles * GAAP Compliance * Financial Analysis and Reporting * Human Resources Administration * Foreign Tax and Exchange Loss Analysis * Multi-level Partnership Tax Preparation * Internal Accounting Controls * Reconstruction of General Ledger * Financial Compilation and Review

    About

    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.

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