Oceanside, CA
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Oceanside Retirement Planning Professionals

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

  • 7 years in business
  • 1 hire on Thumbtack
Mark N.
Verified review

Been working with Wendy and the Jagtax crew for years handling my business and personal taxes. Initially found Jagtax running scared from IRS and state tax issues. After putting out back tax fires using staff and legal resources, realized Jagtax had more hands on corporate experience and business services allowing me to free up time to concentrate on making my business grow. Have started two additional companies with Jagtax guidance. Prior to formation, we discussed legal and accounting advantages of choosing proper corporate structure. Chose to start companies as S corp(s). Jagtax did everything else. They offer extensive accounting, bookkeeping and tax planning services which I think are overshadowed by their tax relief programs. Wonderful people to work with. Highly recommend.

  • 5 years in business
  • New on Thumbtack
Jacquelyn H.
Verified review

I am very pleased with the services Donell provided me in finding affordable policies that fit my needs and retirement goals. He also presented me with an opportunity in the financial services business to be my own boss but have a team of people help teach and guide in helping others. This opportunity has changed my life.

Transamerica
5.0
from 3 reviews
  • 58 years in business
  • New on Thumbtack
Kate R.
Verified review

Mr.Meinecke helped me move an old 401k to a retirement account. He made the process so easy and was very knowledgeable. I would recommend him to anyone.

Uhart Tax & Financial
4.7
from 8 reviews
  • 20 years in business
  • 10 hires on Thumbtack
Scott C.
Verified review

Angela Ledwedge is very thoughtful, tenacious, and one to offer alternatives when it coming to tax planning and preparation. I have a somewhat complex return to prepare and she manages to find more ways for me to keep what I've made :-). Have been a customer for several years and plan on going back!!

  • New on Thumbtack
Roxana H.
Verified review

My husband and I just got married last June and we now have a beautiful, four month old baby girl. We were in dire need for help with our financial plan and getting protection in place. We immediately contacted Kyle so that we could get together and look at our specific options. He was beyond accommodating and took an in-depth approach to get us exactly what we needed. We could not be happier with where we stand today knowing our family is protected and our financials are in the hands of someone who cares about our well being. Sincerely, The Hansen's

  • 6 years in business
  • New on Thumbtack
Sheehan K.
Verified review

Kevin is an honorable, trustworthy and knowledgeable CFO (Consultant) who is not only extremely outstanding in numbers but also business planning, management and (both oral and written) communication. He has the exceptional ability to communicate financial matters to people who have no such backgrounds and also the ability to drill down into details while still seeing the whole picture. He is the BEST CFO you can ever find! Highly recommended!!!

Khristine Paustell
5.0
from 5 reviews
  • 2 years in business
  • 1 hire on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

Finances Comes First
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
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

ATS, a financial services firm, specializes in planning of multi-generational estates. We have a dedicated team of financial professionals who proudly stand by our hallmarks of knowledge, integrity and service in our mission to exceed your highest expectations. ATS is committed to helping people learn about advanced strategies and implement these strategies in to most effectively manage as well as pass on their wealth. We are committed to education, and we offer a wide range of seminars, workshops and presentations; one of which is "The Seven Biggest Mistakes Trustees Often Make", our signature workshop.

About

We are a financial advisory firm not employed by any financial institution or product manufacturer or distributor. We provide objective, independent assessment and planning and implementation of financial, tax, and estate planning needs. We also provide private fiduciary services, unlike any other financial advisor.

  • New on Thumbtack
About

I have an MBA in finance from Wall Street. I am experienced in doing financial planning analysis, corporate finance, debt equity investments, retirement planning, investment banking, personal trust and corporate spreadsheet planning.

  • New on Thumbtack
About

We offer full-service financial planning. We will define your destination and navigate you to get there. Our service is based on education and communication.

  • New on Thumbtack
About

Relationships are built on trust. This is paramount to our success in working together.

  • New on Thumbtack
About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.

  • 4 years in business
  • New on Thumbtack
About

Our service stands out because we look beyond the solutions offered by every other firm and are able to provide financial strategies that really work - both in good markets and bad! We also provide detailed income strategies for retirement that give our clients the ability to "sleep at night" knowing that they will never run out of money.

About

We offer formal financial and retirement planning, both on the accumulation and distribution phase. We have 27 years in business and no complaints of any kind. We offer high-touch and high-tech personal relationships. We are fee or commissioned based, fully disclosed and the clients' choice. We specialize in small business owners. My 10 largest and long-standing clients are women. In addition, I do special needs planning, having a 28-year-old son with down syndrome and operate two non-profits in this area.

About

Our services include wealth preservation strategies and income planning now or in the future when you retire. We provide a variety of services including annuities and Life Insurance to accomplish our clients’ goals.

About

We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.

  • New on Thumbtack
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

Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.

  • New on Thumbtack
About

I am a financial advisor and work closely with business owners and individuals looking for financial planning, both investment planning and retirement planning services. I am a former CPA and attorney from Germany, and I live in Newport Beach, serving customers in Orange County.

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