South Gate, CA80 Retirement Planning Professionals near you

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South Gate Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in South Gate.

Top Pro
Accounting Services
5.0
from 60 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top Pro on Thumbtack
Lorin K.
Verified review

My experience with Burhan is above and beyond my previous experience with another accountant whom I worked with for years. When I got to the point of total frustration with my original accountant ( questions unanswered, fees increasing, constant fines from different agencies for late filings), I saw Thumbtack and requested proposals from a number of their accountants. It was Burhan that responded immediately. The other accountants were comparable in price, but it was Burhan that rescued me by assuring me that he would do his very best to assist me with my financial needs. So far so good, my taxes are almost done (I made a few additions so their was a delay), he is also able to assist me with financial planning and payroll needs. Don't hesitate to give him a call, I am sure he will be able to help you too! Thank you Thumbtack.

Carlsen Financial
4.9
from 17 reviews
  • 20 years in business
  • 43 hires on Thumbtack
Qian Y.
Verified review

I was contacted by Rachel a few minutes after I posted a request on Thumbtack. Through our email and phone conversation, Rachel is very responsive and set up an appointment with me on Saturday for an hour free consultation, although it was a weekend. Rachel answered most of my questions on tax related issues, and also gave a lot of useful advice on the overall person finance planning. Rachel is a very efficient and knowledgeable financial professional, I am looking forward to work with her in the future.

  • 33 years in business
  • 45 hires on Thumbtack
Will B.
Verified review

Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.

RYKAT Financial
4.8
from 15 reviews
  • 10 years in business
  • 33 hires on Thumbtack
Margaret L.
Verified review

June was excellent! I like how she sits with you and inputs your taxes and gives you feedback. I will be going to her for a long time. My last tax person had retired and I am fortunate to replace her with June!

On the Go fitness Training
5.0
from 13 reviews
  • 8 years in business
  • 10 hires on Thumbtack
Corinne Z.
Verified review

Carman is very professional and knowledgeable. He puts together a detailed plan that includes diet as well as exercise needed to achieve what his clients want to achieve. In addition, he tailors a plan to help clients to maintain what they have worked so hard to achieve. He is a great personal trainer!

Kelly Clubb Consulting
5.0
from 12 reviews
  • 4 years in business
  • 39 hires on Thumbtack
Jessica S.
Verified review

Kelly was great!! Very knowledgable and friendly as well. She is very easy to get a hold of and was punctual in our meeting. I definitely plan on working with Kelly again.

Ver Management
5.0
from 9 reviews
  • 12 years in business
  • 2 hires on Thumbtack
Nata G.
Verified review

Mr. Cole and his team are very professional, transperant and able to take your concept to reality. I have worked with them on various projects from new start up, credit development, tax solutions and business planning. I have always been satified with what I have received from Mr. Cole.

Crossroads Planning LLC
5.0
from 9 reviews
  • 3 years in business
  • 3 hires on Thumbtack
Marlene M.
Verified review

I really enjoyed the professionalism I encountered with Crossroads planning. Tony was responsive and prompt when I called and answered all my questions. It was my first time filing taxes and I was really lost on what to do. Tony really helped me understand what was needed and even gave me diagrams and drew out pictures for me. He is really caring and looks out for his clients and their best interest. I will come back for financial planning questions!!! I really enjoyed their service.

  • 5 years in business
  • 12 hires on Thumbtack
Kaitlyn W.
Verified review

Adam did an amazing job at listening to what’s important to me. He helped me with my life insurance and retirement planning. I would highly recommend Adam to anyone because he will go above and beyond for you!

  • 9 years in business
  • 3 hires on Thumbtack
Robin S.
Verified review

Cameron is one of the best financial advisors in the business and for the last ten years, I have fully trusted him with all of my finances. Cameron has handled multiple 401K rollovers, my severance package when I was laid off, and when my mother died saved me tens of thousands of dollars regarding my inheritance and in legalities. He has given invaluable guidance and has set me up with a plan to get the highest return while minimizing risk. He is available anytime I'd like to discuss my earnings and when we meet comes prepared with a forecast of my accumulated profits for the next 30 + years. Cameron keeps an eye out for any opportunities that are suitable for me and provides spot-on recommendations. I've referred him to business colleagues, friends and family and everyone is just as satisfied as I am.

Emil Estafanous, CPA
4.6
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
Chris A.
Verified review

After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

Newport Wealth Advisors
5.0
from 7 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

  • 9 years in business
Rene J.
Verified review

I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.

Khristine Paustell
5.0
from 5 reviews
  • 2 hires on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

Rush Tax Resolution
5.0
from 4 reviews
  • 9 years in business
  • 10 hires on Thumbtack
Matthew A.
Verified review

Our long time tax man retired due to health reasons. At the last minute, Tax Rush made time for us and prepared our taxes in 2 days. They did an outstanding job, and their fees were more than reasonable. HIGHLY RECOMMEND this team!

  • 7 years in business
  • 1 hire on Thumbtack
Mark N.
Verified review

Been working with Wendy and the Jagtax crew for years handling my business and personal taxes. Initially found Jagtax running scared from IRS and state tax issues. After putting out back tax fires using staff and legal resources, realized Jagtax had more hands on corporate experience and business services allowing me to free up time to concentrate on making my business grow. Have started two additional companies with Jagtax guidance. Prior to formation, we discussed legal and accounting advantages of choosing proper corporate structure. Chose to start companies as S corp(s). Jagtax did everything else. They offer extensive accounting, bookkeeping and tax planning services which I think are overshadowed by their tax relief programs. Wonderful people to work with. Highly recommend.

Sean Smith
4.7
from 3 reviews
  • 2 hires on Thumbtack
Josue C.
Verified review

Sean knows what he is doing when it comes to financial planning. He has helped many people in my family with all aspects of finannced. Definitely Recommend working with him!

Sebastian & Lailah V.
5.0
from 2 reviews
  • 9 years in business
  • 3 hires on Thumbtack
John V.
Verified review

I inquired for a life insurance review and as soon as I spoke with Sebastian & Lailah, I immediately felt comfortable because I could tell they were experts in their field. They reviewed my currently policy and helped to align my policy with my retirement goals. I recommend them for all life insurance, 401k, IRA, Annuities, financial, and retirement planning needs in California.

  • 6 years in business
Sheehan K.
Verified review

Kevin is an honorable, trustworthy and knowledgeable CFO (Consultant) who is not only extremely outstanding in numbers but also business planning, management and (both oral and written) communication. He has the exceptional ability to communicate financial matters to people who have no such backgrounds and also the ability to drill down into details while still seeing the whole picture. He is the BEST CFO you can ever find! Highly recommended!!!

  • 3 years in business
Natalie P.
Verified review

Alyssa helped me not only with my life insurance for myself, husband, and three 3 kids, but went over estate planning with me as well. I loved that it was online, because it allowed me to take my time with my husband to really plan out what we wanted our will and trust to cover. She makes everything super easy!

Finances Comes First
5.0
from 1 review
  • 5 years in business
Jason R.
Verified review

I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again

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