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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.

Mt Diablo Tax Pros
4.9
from 26 reviews
  • 10 years in business
  • 34 hires 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!!!

  • 28 years in business
  • 34 hires 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.

  • 10 years in business
  • 24 hires on Thumbtack
Shirley B.
Verified review

Michael, does not come off intimidating and self-important as some Financial Planners and Tax Specialists can. He is very down to earth and explains the "why" in his recommendations. I chose him from an office of 10 Financial Planners, because of his easy communication style, his fast responses to my emails, keeping you informed to the changing market place and really for his overall personality. I like to work with people, I would also enjoy socializing with and Michael is that kind of person. What would make Michael better? I can't think of anything right now.

  • 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.

RCO Tax
5.0
from 8 reviews
  • 7 years in business
  • 13 hires on Thumbtack
Yvette P.
Verified review

Rostambek and Co. has helped me more than any other accounting firm I've ever used. They consistently provide excellent, detail oriented, and timely tax return service for me. Not only that, but they have helped me make better financial decisions with my small business. I feel secure with their high level of attention to detail and professional expertise. I feel that they care about me and my small business. I recommend them to my friends every chance I get!

Top Pro
  • 58 years in business
  • 11 hires on Thumbtack
  • Top Pro 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.

Hayes Accounting Solutions
4.8
from 6 reviews
  • 9 years in business
  • 28 hires on Thumbtack
Jennifer Z.
Verified review

Daniel is very fast responding customer's need. We talked through the phone and hired him immediately. I enjoy working with such a professional accountant.

Northwestern Mutual
5.0
from 4 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.

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.

    • 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!

    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.

    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

    Every decision we make and every action we take has one purpose, to be here when you need us. Our company builds relationships with clients beyond a financial/transactional basis. We act with integrity and humanity. We cover multiple topics ranging from investment advisory, tax qualified investment products, business-to-personal asset allocation, protection products, to full-on comprehensive financial planning. We are deeply committed to partnering with you on your journey to financial independence, and our entire team derives enormous satisfaction from the way in which our work enriches our clients’ lives.

    About

    We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.

    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

    At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors.

    About

    I customize people's financial systems so they have a joyful experience managing their finances!

    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.

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