Ventura, CA
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Ventura Retirement Planning Professionals

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

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.

Top Pro
  • 33 years in business
  • 44 hires on Thumbtack
  • Top pro 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.

  • 18 years in business
  • New on Thumbtack
Trisha F.
Verified review

John offered me products that I can benefit from in retirement. He was quite thorough with explanations of how the products work. He has always been responsive to my inquiries which I appreciate.

  • 9 years in business
  • New on Thumbtack
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.

  • 15 years in business
  • New on Thumbtack
Rob C.
Verified review

I recommend. The firm's advisors has been real helpful for my family's financial well fair. I have a detailed retirement plan, assets invested in diversity with stable returns, educational accounts for kids, ongoing advice such as refinance house, tax efficiency strategies, etc.

  • 1 year in business
  • New on Thumbtack
Sara B.
Verified review

Cam is great. He is very much forward looking in his tax strategy and plans accordingly. He proposed new tax efficiency solutions that I was never communicated by my X CPA. Highly recommend.

  • 25 years in business
  • 24 hires on Thumbtack
Stan S.
Verified review

Don has been preparing my taxes for a good number of years now and I have always been very satisfied with his service. He is very knowledgeable in the area of tax planning and is quick and efficient in preparing the returns. He is also an excellent resource for tax questions mid year.

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!

LAK Consulting, LLC
5.0
from 4 reviews
  • 9 years in business
  • 2 hires on Thumbtack
BD N.
Verified review

Avianca helped me file some complex state and federal business taxes for my business in several states. She provided me with lots of valuable advice throughout the process and went over the tax returns in detail. This gave me peace of mind! I am very happy with her service and will be using her for tax planning services for the coming years. Thanks Avi!

One Wealth Management
5.0
from 2 reviews
  • 6 years in business
  • 2 hires on Thumbtack
Alexandria P.
Verified review

We needed some direction with our finances. Alex helped us devise a good solid plan to invest in our future. He worked with us on getting life insurance and planning for long term investments. Since we recently moved to LA we also needed some recommendations for other services like CPA and a family lawyer. His recommendations have been stellar and we are thoroughly glad that we chose Alex to help us. Can't say enough how great he is, he will go above and beyond for his clients and it shows in all his actions.

Mac Advisory Group
5.0
from 1 review
  • New on Thumbtack
Frank L.
Verified review

The progress went very well and I was very happy with my final decision. Mac was very helpful in every step of the process and succeeded to educate a novice like me to make the best decision. He was always prepared with his insight and knowledge to answer questions.

  • 27 years in business
  • New on Thumbtack
Debra D.
Verified review

I changed jobs and Thomas was very helpful with my 401K rollover. He actually improved the performance and I am much happier now knowing he is looking after my money so I don't have to. He was also able to help me with life insurance too. I feel so secure now that my financial house is in order. Thank you. Debra.

SagePoint Financial
2.0
from 1 review
  • 48 years in business
  • 1 hire on Thumbtack
About

We provide personalized financial solutions that take into account all aspects of your financial life. We do this by sitting down with you to help clarify your current financial situation. Then we provide you with ongoing advice to help you overcome many of the unforeseen roadblocks that could disrupt your comfortable lifestyle. When you work with us, we will help you gain more confidence about your personal finances and feel more secure about you and your families financial future.

  • 5 years in business
  • New on Thumbtack
About

I help families define their future (best of their dreams) and create steps to help them achieve their goals in this life. I represent over 200 different financial institutions. Based on your needs, I am confident that we can find a company that will work for you.

About

If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.

About

Serving Ventura, CA, and outlying areas, Leon Rousso & Associates are offering the following services not limited to: certified financial planning, investment advising, insurance and retirement planning and life insurance.

  • New on Thumbtack
About

Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.

About

College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

  • New on Thumbtack
About

As a financial representative at Northwestern Mutual, I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I not only rely on my own knowledge and experience, but I also call on the expertise of a team of specialists available through the network. Whether you're concerned for your own financial needs or those of your family or business, my team and I will work to understand your financial goals to provide the right solutions for financial security. This is sent from my iPhone.

About

We offer fee-only financial planning by Doug Michie, CFP. We offer everything from a review of a particular investment opportunity to comprehensive financial planning. We are a member of NAPFA.

  • New on Thumbtack
About

I am in Mission Hills. I started my business in 2009 after years of experience with many firms. I do bookkeeping, planning and tax and dealing with IRS notices. Saving money for my clients is my goal. I offer personal touch and answer questions with constantly changing tax laws.

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