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San Jose Retirement Planning Professionals

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

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
  • 33 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.

Top Pro
Pointe Tax Advisory Services
5.0
from 15 reviews
  • 9 years in business
  • 15 hires on Thumbtack
  • Top Pro on Thumbtack
Paul M.
Verified review

Ms Noella has been my go-to tax adviser for the past 4 years. I first worked with her when I was being audited by the IRS. She was able to work with me to resolve the issue and prepare me for the next year in terms of planning. She brings her experience from her work with the IRS to bear when tackling tax issues. My tax return is always fairly complex as it includes stocks, stock options, RSUs and other corporate incentives like bonuses and ESPP. The return also includes other personal stock and property investments. I have peace of mind with Ms Noella handling my taxes. I am extremely thankful about her ability to help me plan for the following year from a tax perspective. Anything to minimize any nasty surprises is always welcome.

  • 43 years in business
Jackie O.
Verified review

Comfortable experience for Uncomfortable Task Comfortable & easy. All our questions answered clearly. We had the feeling that we were protected,that our best interests were being looked after. We appreciate the fact that we can call with any estate planning concerns we have.

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!

Northwestern Mutual
5.0
from 3 reviews
  • 3 years in business
Max B.
Verified review

Doug specifically has been outstanding. When dealing with your hard earned money you want someone who genuinely cares about the person and not just the business aspect.. Doug embodies that. He has been patient, flexible, understanding and most of all...knowledgeable when I have questions or concerns regarding my investments. I’m a beginner and feel I have a guy on my side supporting my decisions and backs his support up with high quality data analysis to assist in those decisions. Doug has been great and I’ve found my financial family for life. Thank you Doug!!!🙏🏽

CarolynCarolyn L.
Verified review

Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!

  • 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.

    About

    Chrysalis Capital Group, LLC is a FINRA investment banking firm and broker/dealer, specializing in the purchase and sale of privately owned companies and investment properties with an emphasis on tax advantaged transactions. We help business and property owners plan for and complete a variety of complex transactions and then reinvest in the smartest and most effective way to preserve and increase their wealth.

    About

    I am a certified financial planner (CFP). I have been specializing in providing investment selection and management services to individuals since 1983. I assist with the selection and management of securities, insurance and annuities investments for personal qualified plans, such as IRA, SEP, 401k, 403b (TSA) and 457c (deferred compensation program) as well as for taxable personal wealth accumulation portfolios.

    About

    We provide comprehensive, personal service with the goal of assisting our clients with tax consulting, investment planning and personal financial guidance.We take a hands-on approach to assist you.

    About

    Serving San Jose, CA and outlying areas, Lori Ellingson and associates of Ellingson-Furler & Associates are offering the following services, but are not limited to, retirement planning, estate planning, insurance planning, education planning and employee benefits.

    About

    Make lots of money Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots

    About

    We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have. Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.

    About

    We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services: * Integrated Estate Planning WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. * Trust and Estate Administration WealthPLAN expedites the settlement of a decedent’s trust and/or estate. * Trust and Estate Litigation Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. * Trust and Estate Litigation WealthPLAN provides comprehensive tax planning and tax controversy representation.

    About

    Serving San Jose, CA, and the outlying areas, Tim Sherer of The Sherer Group, LLC is offering services including, but are not limited to the following: estate planning, retirement planning, insurance planning, financial planning and investments.

    About

    We are a fee only financial planning and investment management firm located in Santa Cruz County. We have helped people create and manage their wealth for over 25 years.

    About

    FarSun Communications: Business Plan Development I have many years of experience in developing business plans for start up ventures. Here is a brief summary. Please contact me to discuss your project. My rates are very competitive. Services offered include: * Concept Consultation * Funding Research and Strategy Development * Marketing Research * Competitive Analysis * Permit Research * Business Plan Narrative * Budgeting * Financial Projections For more information and samples: see FarSun website ------------------------------------------------------------------------------ FarSun Communications: Contract Grant Writing Services Raise your budget. 1. Save Development Costs: It is cheaper to contract a grant writer than supporting a salaried staff person. A contract grant writer saves organizations via workers comp, health benefits, employment tax, payroll costs, overhead and supervision. 2. Increase Quality of Work and Success Rate: As a professional contract grant writer, I can provide an exceptionally high quality application which contributes to higher success rates in funding. 3. Identify New Funding Sources: I have expertise in identifying funding sources to support the grant writing process. I have been able to locate many RFPs and other funding sources that many agencies are not aware of. For more information and samples: see FarSun website ---------------------------------------------------------------------------- FarSun Communications: Research, Technology and Academic Text Editing and Polishing We offer fast, inexpensive English editing and polishing services for academic theses, dissertations and research reports in the fields of high technology, solar energy, genetics, ecology, the environment, medicine and health, computer software and computer engineering. Our business is to help your manuscript get published with clear, professional language. We recognize that every detail is crucial. We are scientists and engineers like you. Contact us to discuss rates and deadlines. Payment via Paypal. Think of us as your personal assistants. All communications will be kept confidential. For more information and samples: see FarSun website

    About

    Serving San Ramon, CA and outlying areas, John Kim and associates of Sourjohn-Kim Retirement Solutions is offering the following services, not limited to: * retirement planning * financial planning * education planning * investments * retirement planning

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