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Browse these retirement planning services with great ratings from Thumbtack customers in Lancaster.
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.
I was contacted by Rachel a few minutes after I posted a request on Thumbtack. Through our email and phone conversation, Rachel is very responsive and set up an appointment with me on Saturday for an hour free consultation, although it was a weekend. Rachel answered most of my questions on tax related issues, and also gave a lot of useful advice on the overall person finance planning. Rachel is a very efficient and knowledgeable financial professional, I am looking forward to work with her in the future.
Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.
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!
Kipley Lytel has been amazing in every way in helping with planning my family's retirement, increasing my assets, devising tax efficient strategies and thinking about how to mitigate my risks. Recommend highly.
I am a Florida resident formerly of New York City. VER came highly recommended by an old friend of mine for a few services I was in need of. After a brief consultation and review of what they had to offer I figured I'd give them a shot. Even though they weren't the least expensive they came highly recommended, appeared to be very trust worthy & professional. Besides that I've always believed that you pay for the quality you receive. So far, I have worked with the VER team for the past few years taking advantage of a number of their services from Identity Theft credit restoration (raising my credit scores 200pts in less than 60 days), individual & business tax services, business planning, marketing, legal compliance and business consulting. In my first year in business under the guidance of the VER team, and my chief advisor J.Cole, my organization grossed more than $200,000.00 Not bad for a single Mom who was a first time entrepreneur and had been a full time student just the year prior. Overall I have been completely satisfied with the professionalism, knowledge, and reliability of Mr. Cole and the entire VER Team. They continuously go out of their way exceeding my expectations. Very good service at an reasonable rate.
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.
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.
Cam is great. He is very much forward looking in his tax strategy and plans accordingly. He proposed new tax efficiency solutions that I was never communicated by my X CPA. Highly recommend.
Our long time tax man retired due to health reasons. At the last minute, Tax Rush made time for us and prepared our taxes in 2 days. They did an outstanding job, and their fees were more than reasonable. HIGHLY RECOMMEND this team!
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!
Walter is a highly intelligent individual. I will most definitely do more business with him in the near future. I’ve learned so much from him that starts from a professional standpoint to even everyday life. Walter comes highly recommended by myself and my business partners that have worked with him in our joint venture. He was completely honest about everything and his plan was spot on in helping us achieve our goals.
The progress went very well and I was very happy with my final decision. Mac was very helpful in every step of the process and succeeded to educate a novice like me to make the best decision. He was always prepared with his insight and knowledge to answer questions.
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.
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.
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 financial planning, insurance, investment and business planning, money basics, tax saving, and estate planning.
Financial Planning - Everything from the basic building a budget to retirement planning. Money Management - We discover risk tolerance, employ risk tolerance in a diversified portfolio then monitor and rebalance the portfolio as needed. At Plan B, we offer a different way to invest.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
SAVINGS GROWTH SECURITY RETIREMENT LIFE BUILDER Plans for Kids (Tax Free) RETIREMENT BUILDER Plans for Adults (Tax Free) LEGACY Life Plans for Parents/Grandparents Retirement Income Plans (IRA/401K Conversions) Cremation, Funeral & Cemetery Plans Medicare, HMO / PPO Scroll down for descriptions of services LIFE BUILDER PLANS for Kids (Tax Free) Build savings with an affordable plan. Savings are fully accessible for life. May be used for college, weddings or emergencies. No penalties for anytime withdrawals. Your savings and Interest growth is protected. There is a Death Benefit if a tragedy should strike. You may draw income at time of retirement (tax free). Get an early start to maximize growth. Call for a savings plan review. RETIREMENT BUILDER PLANS for Adults (Tax Free) Save money for retirement. Call us for an IRA/401K comparison. Your savings are protected. There is Guaranteed minimum interest growth in down markets. Maximum savings and interest growth in good markets. All of the gains. None of the risk. Your money is accessible if needed. Savings may be used for life events, family or emergencies penalty free. Retirement income is guaranteed from age 65 to 100 TAX FREE. There is also a sizable death benefit for your family. Call for a savings plan review. RETIREMENT INCOME PLANS for Retirees (IRA/401K Rollovers) If you are getting ready to retire? Family Insurance Partners offers fixed annuities to help you get on the road to a financially secure retirement. The biggest fear for Seniors is running out of money before running out of life. Planning now can help you meet your retirement needs in the future. You may need to roll over your IRA or 401K into an income producing plan. Earn market gains without market losses. Billions of dollars are transferred every year to fixed and indexed annuities. Many plans offer guaranteed lifetime income. Critical Illness, Long Term Care, and Terminal Illness may be concerns for you. People today are living longer. Persons reaching 65 have a life expectancy of 18 additional years (83). Are you retirement ready? Call for a review. LEGACY LIFE PLANS for Parents/Grandparents Life insurance protects families and businesses against the death and financial burden of the bread winner, family member or to build cash that can be utilized to meet financial goals later in life. A solid financial plan cannot be considered complete without serious consideration to the amount and type of life insurance that is right for an individual's specific situation. Types of Life Insurance include: Term Life, Universal Life, Whole Life and Return of Premium Term Life Insurance. A life insurance policy can offer the protection you need at a price you can afford. Call for a savings plan review. CREMATION, FUNERAL AND FINAL EXPENSE PLANNING Final Expense Plans set aside funds for end-of-life expenses. Early planning assures your wishes and desires are aligned with your financial circumstances and your family is protected from financial hardship. Options include Burial, Cremation and Funeral. Cemetery, Funeral and Insurance plans are available. CALL FOR FREE PLANNING GUIDE. AFFORDABLE HEALTH CARE (Obamacare) The affordable care act was designed to help families gain better access to healthcare. Standard benefits specified by Covered California allow you to make informed decisions about what health insurance plan satisfies your needs and meets your budget. For many financial help is available as long as they purchase their health plan from Covered Californias marketplace. The less income you earn, the more financial assistance you can receive. MEDI-CAL HEALTH PLANS Family incomes hard hit by the tough times may qualify you and your family for FREE health insurance for Medi-Cal. Pre-existing conditions will not prevent you from receiving coverage. Call for Free coverage review. MEDICARE Medicare Advantage plans provide Seniors with additional health insurance benefits not available through traditional Medicare Parts A or B. A Medicare complete plan includes hospitals, doctors, services and prescriptions all in one plan. We are approved with many of the best plans in Southern California. Find out which plan would work best for your health. WILLS, TRUSTS & ESTATES Keeping an up-to-date Will or Trust is vital to protecting the people you love. You can name guardians for your children or pets, Leave a legacy, Manage the distribution of your estate and Leave instruction for Medical and Financial Powers of Attorney. CONTACT We can help you meet your goals in the area of financial planning, retirement planning and tax reduction. Just contact our offices to setup a no-obligation appointment. Affordable Health and Retirement Solutions for Families
Waddell & Reed brings exceptional passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process.