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Browse these retirement planning services with great ratings from Thumbtack customers in Pomona.
June was excellent! I like how she sits with you and inputs your taxes and gives you feedback. I will be going to her for a long time. My last tax person had retired and I am fortunate to replace her with June!
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!
Kelly was great!! Very knowledgable and friendly as well. She is very easy to get a hold of and was punctual in our meeting. I definitely plan on working with Kelly again.
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.
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.
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!
I recommend. The firm's advisors has been real helpful for my family's financial well fair. I have a detailed retirement plan, assets invested in diversity with stable returns, educational accounts for kids, ongoing advice such as refinance house, tax efficiency strategies, etc.
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!
Alyssa helped me not only with my life insurance for myself, husband, and three 3 kids, but went over estate planning with me as well. I loved that it was online, because it allowed me to take my time with my husband to really plan out what we wanted our will and trust to cover. She makes everything super easy!
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
We specialize in financial planning, insurance, investment and business planning, money basics, tax saving, and estate planning.
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.
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.
We Specialize in:maximizing need and merit based aid from colleges, focusing on three key areas of college planning: College and Career Selection, College Financial Planning and the Application Process.
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
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.
We offer a full range of financial products and services for individuals, business owners, and professionals. Investments and insurance products (CA insurance #0687464) are offered through our affiliation with Centaurus Financial, Inc., a member of FINRA and SIPC. Our areas of specialization include investment planning, investment selection, investment implementation, and investment management, as well as retirement planning.
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.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
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.