Lodi, CA20 Retirement Planning Professionals near you

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Lodi Retirement Planning Professionals

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

Top Pro
Allied Tax Planners
4.9
from 28 reviews
  • 45 years in business
  • 31 hires on Thumbtack
  • Top Pro on Thumbtack
Jeff J.
Verified review

We have used TurboTax to do our taxes previously and were planning to do so again for 2016, but we had more complicated returns to complete (four state taxes, rental unit, moving, home business, etc.) and were looking for a tax preparer. Dave was easy to work with, responded to e-mails/calls/texts quickly, and found many deductions that we had missed. He also gave us some good financial suggestions going forward and answered our questions in an approachable way. We had a great experience working with Dave!

Mt Diablo Tax Pros
4.9
from 26 reviews
  • 10 years in business
  • 34 hires 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!!!

Top Pro
Pointe Tax Advisory Services
5.0
from 15 reviews
  • 9 years in business
  • 15 hires on Thumbtack
  • Top Pro 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
  • 24 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

Asti's
5.0
from 6 reviews
  • 33 years in business
  • 8 hires on Thumbtack
Jodi S.
Verified review

Unbelievable. I cannot believe the talent, experience and skill that came from using thumbtack. I plan to work with Asti a lot moving forward and feel like I found a rare diamond. Thanks thumbtack!

  • 23 years in business
  • 3 hires on Thumbtack
Wilma W.
Verified review

It was refreshing to work with a tax preparer who offers more than tax prep services. Very knowledgeable in areas of retirement, etc.

Old Goat Capital, Inc.
4.5
from 2 reviews
    Greg S.
    Verified review

    Trent wrote an effective and well researched business plan for our project and I enthusiastically recommend his work. He is an effective communicator who is always responsive and thorough.

    Odyssey LD
    5.0
    from 1 review
      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.

      How Money Works
      5.0
      from 1 review
        Raymond R.
        Verified review

        Stephen was very knowledgeable and friendly. We learned a few things we didnt know and he helped us with our financial plan for the future. Highly recommended!

        Insight Wealth Strategies
        5.0
        from 1 review
        • 16 years in business
        • 1 hire on Thumbtack
        Ken M.
        Verified review

        I hired Insight Wealth Strategies to assist me with understanding when I can retire and with my current investment portfolio. The whole team at Insight did a great job of first listening and understanding my families situation and then creating a very detailed financial plan. They were not the cheapest of the three planners I interviewed, but they did want to help me with my agenda and not just sell me something like some of the other companies wanted to do. I liked the fact that they are independent and big enough to handle all of my needs yet not part of a huge company were you a just a number. Since hiring them, I have had 4 meetings and have 2 more scheduled. They have kept me well informed throughout the process and I like the fact that I knew the total cost of the project after meeting with them and prior to committing to hire them. For my investments, they have their own team of investment professionals which I was able to talk to. OK, they were a little nerdy, but I got the sense that they really know what they are doing. They did not promise me crazy returns, just helped me understand my choices and important investment concepts. Again they helped educate me instead of just selling me. Although I have just started my dealings with Insight, I am very pleased with their professionalism, knowledge and would recommend them to others.

        Cheng Amanda Tran
        4.0
        from 1 review
        • 8 years in business
        Miranda T.
        Verified review

        Amanda came over to look over my retirement plans and wanted to see if it could improve. What I like most about the my time with Amanda is that she is very detailed. I thought I was going to get a strategy to move forward with my retirement, but come to find out through the education I got. Amanda helped me find money that I didn't realize I had to contribute more and reach my goals faster so that I can retire earlier. Big thank you Amanda, appreciate all that she's helped me with. I still stay in constant communication with her because she is very knowledgable as far as tax sheltering, financial aid and college planning process, medicare supplement, disability. I only wish I knew her when I was 18 years, had more time to plan earlier.

        About

        I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works… and what doesn't, for people here in Sacramento,California. My clients can get instant updates on tax savings ideas anyone can use You will know things before even your financial advisor does! Be able to protect yourself and your family from bankers and advisors that hope you are uninformed You’ll be the one person in your group of friends and neighbors that really knows what’s going on

        About

        I am a CPA based in Sacramento who is providing tax advice, tax preparation, accounting (analysis and F/S preparation), and financial planning services. If you need an accounting/tax professional who is knowledgeable and who will work for your interest, I am that professional. My rates are competitive.

        About

        We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.

        About

        Serving San Ramon, CA and outlying areas, John Kim and associates of Sourjohn-Kim Retirement Solutions is offering the following services, not limited to: * retirement planning * financial planning * education planning * investments * retirement planning

        About

        Estate planning is an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40%); so at the very least, a will should be set up even if the taxable estate is not large.

        • 9 years in business
        About

        We listen to our clients and provide solutions that meet their needs

        About

        Serving San Ramon, CA, and outlying areas, Karen Babbar, a New York Life Agent, is offering the following services, but are not limited to, life insurance, long-term care insurance, retirement income, disability income insurance, annuity products and college education funding to help clients reach their financial goals.

        About

        Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.

        About

        Serving San Ramon, CA, and the outlying areas, Bruce Wilson of Crow Canyon Investment Financial Planning is offering services including, but not limited to, the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

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