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Browse these retirement planning services with great ratings from Thumbtack customers in Santee.
Karlo Salgado is extremely professional with a keen eye for attention to detail when it comes to his clients. His passion for people makes him easy to work with and his knowledge in financial literacy is extremely extensive. He truly makes a difference in the lives of others.
Angela Ledwedge is very thoughtful, tenacious, and one to offer alternatives when it coming to tax planning and preparation. I have a somewhat complex return to prepare and she manages to find more ways for me to keep what I've made :-). Have been a customer for several years and plan on going back!!
Shirlene is a wonderful person and works with her clients with the utmost integrity. Her knowledge about financing with short and long term goals is extremely beneficial. I am extremely glad that I consulted with her to get my future on track for retirement. Jana P.
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.
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.
Conner was/is the best payroll rep I've ever had. He proved himself to be true to his word, by doing what he promised, which is so refreshing now-a-days! He was also very professional. I have had several bad experiences with payroll companies not understanding our cafeteria 125 plan and Conner went above and beyond to make sure it was handled correctly. I also love the ADP website. It's very user friendly. I am so glad our office made the change to ADP and would highly recommend Conner.
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
Great guy, very charismatic. Pleasure to work with and I recommend for anyone wanting quality financial help with someone they can trust. [Set me up with an Annuity, Budget, and Retirement Plan]
I am a retirement planning specialist, financial literacy advocate, and life insurance and certified college funding adviser.
We are a financial advisory firm not employed by any financial institution or product manufacturer or distributor. We provide objective, independent assessment and planning and implementation of financial, tax, and estate planning needs. We also provide private fiduciary services, unlike any other financial advisor.
ATS, a financial services firm, specializes in planning of multi-generational estates. We have a dedicated team of financial professionals who proudly stand by our hallmarks of knowledge, integrity and service in our mission to exceed your highest expectations. ATS is committed to helping people learn about advanced strategies and implement these strategies in to most effectively manage as well as pass on their wealth. We are committed to education, and we offer a wide range of seminars, workshops and presentations; one of which is "The Seven Biggest Mistakes Trustees Often Make", our signature workshop.
What makes my work stand out is the time and dedication that I give you to make sure you are on the path towards your goal. I genuinely want to help every family achieve their goals and not have to stress on knowing when they are going to be able to retire.
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.
We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.
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.
We focus on financial planning and retirement income strategies for all individuals and business owners. Advisory services include allocation planning for stocks, bonds, mutual funds, annuities, and REITs, along with setup and service of 401(k) plans and trusts, IRAs, and 401(k) rollovers, as well as insurance and mortgage services. We have over two decades of experience in providing investors with a unique opportunity to be associated with an individual, not a bank or wire house, who is always available and dependable. Our clients financial goals are serviced, but consideration is also given to the protection of their family and their future.
Hall Private Wealth Advisors is uniquely positioned to help our clients achieve their financial goals. We have over 100 years of combined experience. Hall Private Wealth Advisors is uniquely positioned to help our clients achieve their financial goals. We have over 100 years of combined experience. Address: 462 Stevens Ave Solana Beach, CA 92075
With over 30 years of financial planning experience, our team has a passion for strong advice-based relationships with our clients. We develop detailed, comprehensive, and personalized financial plans tailored specifically to each client’s need, and provide clients with financial advice and solutions at every stage of their life which, according to Vanguard and Morningstar, can help increase expect portfolio return by as much as 3% and income in retirement by 20-30%. Over time, we help individuals and families turn their dreams – such as sending children to college, providing for retirement, buying a home, reducing taxes, or simply accumulating wealth – into attainable, real, and executable solutions that can improve their lives. By building personalized plans supported with strong investment products, we enable our clients to not only identify their goals, but take consistent action towards achieving them. Our clients rely on us for ideas, support, and results. When it comes to having the right resources, there is no better source. Our company, Waddell & Reed, is one of the most enduring asset management and financial planning firms in the nation since 1937 and ranked among the top ten long-term performing investment firms since 2008. We provide proven wealth management and financial consulting services to successful professionals, families, and businesses to help them grow and protect their wealth, and gain financial security. Using a holistic, long-term approach, we build long-lasting relationships with our clients to provide them with the best service possible.