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San Francisco Retirement Financial Services

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

Top Pro
  • 5 years in business
  • 49 hires on Thumbtack
  • Top Pro on Thumbtack
Leonard J.
Verified review

My long-time CPA/EA retired, and I was in need of a new Tax Preparer on short notice. Also, this was the year I transitioned to Retirement, so lots of one-time items. Jay reviewed all the documents and prepared for e-file. Jay gave a very good explanation of everything, especially the unique items that had concerned me. Expecting this to begin a long-term relationship.

Top Pro
  • 28 years in business
  • 33 hires on Thumbtack
  • Top Pro on Thumbtack
Brad E.
Verified review

Charlotte is knowledgeable, friendly, resourceful and charges reasonable rates. Will definitely continue to work with her for taxes and retirement planning.

  • 14 years in business
  • 25 hires on Thumbtack
Nancy S.
Verified review

We hired TMB to do some clean up work after our last bookkeeper. What was supposed to be a quick assignment, quickly turned into a long term relationship. Tamika-Marie, was prompt and thorough in her assessment of our financial status, help us switch to a better accounting platform and mitigated our expenses by adding apps instead of the 12 different systems we were using. I recommend her to any small business looking to re-evaluate the operations.

  • 58 years in business
  • 11 hires on Thumbtack
Melanie R.
Verified review

I am very pleased with my financial planner. She has covered everything that I needed from planning a perfect budget to fit my lifestyle to investing in stocks as well as planning my retirement. With her friendliness and patience to help me learn the tools to my investing goals; I would not hesitate I'm recommending her to my family and friends!

  • 9 years in business
  • 2 hires on Thumbtack
Calvin L.
Verified review

The team at Twin Peaks has been managing and advising my finances for several years now. I like them as people, I trust them, they're smart, and they care. Couldn't ask for more.

Northwestern Mutual
5.0
from 3 reviews
  • 3 years in business
Anders N.
Verified review

Doug has always been extremely responsive and professional during our work together. I appreciated his advice and guidance as I navigated my financial and insurance needs. Great experience!

  • 5 years in business
Adina D.
Verified review

Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.

Lois C.
Verified review

I worked with JWR for almost two years She would be my very first choice as an attorney that specializes in trust and financial matters. I would give her a five star rating in every category. She is knowledgeable cooperative patient with very difficult matters detail oriented prompt in responding to emails, etc. easy to understand and helpful in every regard possible She worked with a mother/daughter trust matter that was very complicated. Additionally assisted (along with a financial advisor) the setting up of a reverse mortgage.

  • 15 years in business
  • 4 hires on Thumbtack
Marian S.
Verified review

I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!

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.

    • 17 years in business
    • 1 hire on Thumbtack
    Julie L.
    Verified review

    I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.

    About

    I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.

    About

    Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development

    About

    Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning

    About

    Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis. Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare. Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.

    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, families, business owners, trusts and estates. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

    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 providing our sound financial information.

    About

    After graduating from Sonoma State University, I have 20 years of experience on any bookkeeping/accounting and financial needs. Contact me.

    About

    Waddell Reed is 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 financial decisions by utilizing our financial planning process.

    About

    Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.

    About

    Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.

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