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San Diego Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in San Diego.

Top Pro
  • 3 years in business
  • 103 hires on Thumbtack
  • Top Pro on Thumbtack
May R.
Verified review

From the initial phone call and in-person consult, John had a very calm, nonjudgmental demeanor. I talked to a few other attorneys prior to deciding to work with John. Bankruptcy is a difficult, embarrassing, and sometimes confusing process. As a single practitioner and small business owner, John gives his clients the personalized attention that I think is needed for bankruptcy. He was readily available via phone, email, and even in-person meetings to explain the process and set expectations, answer any questions, and alleviate our concerns. He even helped with slightly unrelated financial/legal issues (tenant/landlord issues, rental security deposit questions, etc.) Other larger bankruptcy firms seemed to not care so much about the individuals they were serving and often advertised the bigger, well-known attorneys to reel clients in but actually had less experienced attorneys or even paralegals/interns do the majority of work on their cases. Some firms don't even have an attorney attend the bankruptcy hearing with you, which I would imagine to be nerve-wracking for the client. You want to make sure the paperwork is completed and filed correctly, you are well-prepared for your hearing, and that the process runs seamlessly, so you can have a quicker path to a fresh financial start. I would not have felt as confident about the outcome if I were to go through this process alone or have a junior level attorney or intern work on my case. John was great to work with, and I would highly recommend him to anyone considering making such a tough decision. It is a very impactful decision, so while there are bankruptcy attorneys available for a fraction of the cost, I think it is worth the larger investment to have a caring, accessible, and experienced attorney like John on your side to ensure a higher chance of having a positive outcome and seamless process to restarting your financial future. We began the process in December, attended our hearing in January, and received notification of our discharge in March. We are already working to rebuild our credit, which John also provided advice on how to best go about the post-bankruptcy rebuild. Thank you, John!

Crabb Tax Services
4.8
from 18 reviews
  • 33 years in business
  • 25 hires on Thumbtack
Pete H.
Verified review

I have been using Crabb Tax Services for both my corporate and personal taxes for several years. Chris is competent, knowledgeable, accessible, and he has competitive fees. I would recommend him to all. Pete Hohnemann Help-U-Sell Horizons Real Estate

Lori A. Riccardi, CPA
4.9
from 14 reviews
  • 3 years in business
  • 19 hires on Thumbtack
Kelly S.
Verified review

Ms. Riccardi is the best! I came to her because I own a small business and have been keeping the books myself since opening about 6 months ago. I wanted to make sure I was on top of everything. I was not. Ms. Riccardi helped me get my books cleaned up and did a superb job with my financial reporting needs and had excellent tax advice for me for 2015. I tend to have high standards when I am paying someone for something I think I can do myself, but Ms. Riccardi met each of my expectations. She is professional, accessible, and knows her field well. I thought I could save money by taking care of my companies accounting and tax needs myself, but after working with Ms. Riccardi, I will be using her services instead.

Top Pro
  • 7 years in business
  • 12 hires on Thumbtack
  • Top Pro on Thumbtack
Lourdes M.
Verified review

Jose Gonzalez was amazingly efficient and kind with me. He gave me an appointment the same week I contacted him. When we talked, I felt secure my taxes return was in good hands. Everything ran easy and clearly at a reasonable price. I am satisfied I chose Jose as my accountant this year hoping will be the same for next. I highly recommend Jose Gonzalez (Neza Financial &Insurance Services) as accountant for taxes issues.

Uhart Tax & Financial
4.9
from 8 reviews
  • 20 years in business
  • 10 hires on Thumbtack
Anthony W.
Verified review

Angela has been taking care of my Income Tax returns for many years, both Personal and Business. I have found her to be exceptionally professional, courteous and efficient. She meets all deadlines and ensures that all of my information is processed and evaluated correctly. I would most highly recommend her services to anyone looking to simplify their tax situation. These services are most reasonably priced for the work provided

Gutierrez & Associates
5.0
from 4 reviews
  • 9 years in business
  • 3 hires on Thumbtack
John C.
Verified review

I have referred multiple clients to Janet and she has helped them save their homes from foreclosure. I would recommend her to anyone who is in trouble with a mortgage or needs help to get out of a difficult financial situation.

Creative Back Office
5.0
from 3 reviews
  • 2 hires on Thumbtack
Brian M.
Verified review

Creative Back Office put my start up on track. The financial knowledge and services they provided went above and beyond all of my expectations. I couldn’t have asked for anyone better to handle my companies accounting and budgeting. Thank you for everything!

  • 5 years in business
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
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.

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

About

At Following Seas Financial, we provide our clients with many high-quality financial services: * Income tax preparation * College planning * Income in retirement planning * Private reserve strategy * Financial strategies for income protection * Legacy planning and many others We serve your financial needs.

About

ONYX Financial & Insurance Services is an independent insurance broker focused on the construction industry. ONYX’s commitment to all of our clients is to work under a set of common values that begin with honesty, integrity, and an unwavering commitment to excellence. With every insurance policy we write, our team, first and foremost, is dedicated to client satisfaction and delight. We are licensed in multiple states and can add more states at any time. No matter what your state, we’d like to earn your business. Combined with our extensive knowledge of the construction industry and the unique risks of your trade, we can provide you with the right coverage at the best rates. We offer the following: * Same-day issue of your certificate requests * State-of-the-art technology provides you with immediate and accurate delivery of your certificates and insurance needs * Flexible financing options * You have direct access to the president, customer service, and your personal surplus lines insurance agent * Hassle-free insurance quotes provided on request

About

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

About

People want guarantees and protection. People seek financial solutions that won't lose value and can help their money go the distance. Planning for retirement is not a do-it-yourself project. Many now recognize that they need guidance to set a more predictable path towards a successful retirement. In fact, when we asked clients what they thought were the greatest benefits of professional financial advice, they told us that understanding long-term goals and having greater peace of mind are five times more important than strategies for making money quickly. We offer money workshops monthly in many locations.

About

I provide bookkeeping, accounting and financial management services. I am an experienced bookkeeper, accountant and senior-level financial management professional offering a range of services to small- and medium-size businesses in North San Diego County. Over the course of my career, I have worked for companies ranging in size from start-ups to companies with over $175 million in annual revenue. My industry experience spans manufacturing, wholesale distribution, health care, technology and professional service firms. Whether you need basic bookkeeping services, more advanced accounting and financial management services or assistance with special projects, I have a proven record of working with business owners and management teams to achieve successive levels of growth and performance. What differentiates me from others? I can support you with accounting and financial management services through every stage of your company’s growth. I will meet your highest expectations for your current needs at a competitive market rate. As your company grows and your accounting and business needs become more complex, I can leverage my extensive corporate background and experience to support your company with uninterrupted, higher-level services such as representative budgets, financial/operating plans, sophisticated modeling, financial analysis, cash-flow projections and capital budgeting. Pay for what you need now; and have the expertise of a seasoned chief financial officer on call when you need it.

About

We believe that relationships with our clients should start with the development of a written financial plan, the basis on which we build for your future financial success.

  • 4 years in business
About

Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation – exemplifying his commitment to he highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.

About

Certified Tax Coach is a membership organization of accountants and financial professionals. CTC teaches members how to do advanced tax planning for their clients in order to build a higher-fee/higher-profit business. In addition, CTC teaches members how to market their services more effectively.

About

Military Financial Advice LLC is owned by James Rudd, an entrepreneur, veteran, investor, personal finance expert and the founder and CEO of the company. Military Financial Advice LLC specializes in providing financial coaching for the military and veterans involving in-depth knowledge about debt, saving money, investing, loans, credit cards, budgeting and earning extra income.

  • 11 years in business
About

Pure Financial is what happens when you bring together a group of highly qualified and credentialed financial professionals passionate about helping people get the most out of their finances. Pure always does what is best for the client.

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.

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