Lodi, CA
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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
4.8
from 27 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!

Top Pro
Mt Diablo Tax Pros
4.8
from 26 reviews
  • 10 years in business
  • 34 hires on Thumbtack
  • Top pro 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!!!

  • 10 years in business
  • 23 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
  • New on Thumbtack
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.

How Money Works
5.0
from 1 review
  • New on Thumbtack
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!

Odyssey LD
5.0
from 1 review
  • New on Thumbtack
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.

Cheng Amanda Tran
4.0
from 1 review
  • 8 years in business
  • New on Thumbtack
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 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

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

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

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.

  • New on Thumbtack
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.

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.

  • 9 years in business
  • New on Thumbtack
About

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

  • 29 years in business
  • New on Thumbtack
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

Searching for experts who offer retirement financial planning services in San Jose? Check out this enterprise. They also provide life insurance services.

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