Watsonville, CA22 Retirement Planning Professionals near you

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Watsonville Retirement Planning Professionals

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

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.

  • 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.

Hayes Accounting Solutions
from 6 reviews
  • 9 years in business
  • 28 hires on Thumbtack
Jerry M.
Verified review

We hired Daniel more than 2 years ago to straighten our QuickBooks program. Daniel completely remapped QuickBooks and got our financials straightened out. We have retained Daniel to assist us in all aspects of our accounting, including preparing our taxes. Since he is a QuickBooks expert, we have been able to drop the QuickBooks support plan, saving us a substantial amount of money. Whenever we have a question or a problem, Daniel always promptly gets us back on track. Whenever we are considering a new program that interfaces with QuickBooks, we always ask Daniel to review the program before we implement it. We are very happy with Daniel, and hope to have a long professional relationship with him.

  • 14 years in business
Joyce E.
Verified review

Emily is an excellent tax accountant. She has been doing my taxes for the past 3 years. She is knowledgeable with the new tax laws and regulations. She also helps me with tax planning, retirement accounts and even with refinancing. I would highly recommend her.

Cornerstone Financial
from 1 review
    Christine C.
    Verified review

    I finally found a financial advisor that truly cares about how my finances are handled! Ever since I decided to work with Mr. Drew Krake and trust him with helping me make the most out of my retirement plans it has been the best decision I have made! Not only am I finally making money towards my retirement savings, but Drew continues to reach out and keep me updated on new options that can also help me increase my savings! I wish I would have done this much sooner, but I am very happy with the service and professionalism the Mr. Drew Krake has shown me and I highly recommend his services!!!!! It is never too late to make changes to better your future and your families!!!

    • 11 years in business

    We offer the following services: * Tax Preparation * Tax Planning * Financial Planning * College Planning Thank you for your interest.


    Maria has in over 25 years of experience in accounting for construction and property management business. Let her help you. She can also work with all subcontractors -- HVAC, plumbers, electricians, landscapers, etc. Send your email today with a description of what your needs are, and we will be happy to customize a working schedule for your business. If your business is suffering, we will analyze your current situation and provide a plan to recover and become profitable again.


    What I like best about my job is being able to help take care of my clients families and friends as well as meeting their financial goals. I found that many of my clients have become some of my best friends. I love meeting new people all the time.


    We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."


    I am an independent professional advisor, working only for you, the client. I don't work for a bank, insurance company, or broker. I will customize a financial plan that's right for you and provide you one on one advice, feedback, and guidance. Unlike a robo advisor, or remote advisor (in another state or country), I will personally meet with you several times per year. Like most of my clients, I too worked in tech for 25+ years so I know how difficult it is to find time to track investments, analyze complex products, and stay on top of changing markets. Let me help you get your financial house in order, and accomplish that goal you've been struggling with (retirement, buying a house, college savings for kids, maybe starting your own business). Compare my background and how I make money to the other advisors on this site. Come to me for truly objective advice, and to work with someone who gets you.


    Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multidimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy. As your financial advisor, Jeffery will coordinate the financial planning process for you. He will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. His specialties are comprehensive financial planning, private wealth management, retirement plans for business owners, business succession planning, and account aggregation. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r) -- Certified Financial Planner (TM) and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.


    Insurance and annuity products, Financial Planning, Retirement Planning


    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


    We are dedicated to helping families reach financial independence by creating a blueprint for their financial life. We figure out their goals in life and where they want to be, so we can create a plan to head them towards the direction they want to be. We develop tax-saving strategies and programs to help families save money!


    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.


    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.


    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.


    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.


    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.


    A boutique CPA firm caters to closely held businesses and individuals. The firm has offers in compromise, tax research and compliance.


    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.

    • 4 years in business

    1 1

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