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Greeley Retirement Planning Professionals

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

Top Pro
  • 12 years in business
  • 139 hires on Thumbtack
  • Top Pro on Thumbtack
Theodore N.
Verified review

All of the above plus just a very nice person with a wealth of experience and knowledge, would recommend to friends and family, plan on going back next year.

Top Pro
  • 5 years in business
  • 87 hires on Thumbtack
  • Top Pro on Thumbtack
Brandon W.
Verified review

Sandra was great! She was able to answer all my questions about my retirement plan and how much I'll get taxed if I take out my funds to early.

LP Consulting, LLC.
4.8
from 39 reviews
  • 17 years in business
  • 84 hires on Thumbtack
Brandon H.
Verified review

Very informative and flexible with his scheduling! Definitely plan on rehiring next quarter!

  • 13 years in business
  • 5 hires on Thumbtack
Lenny M.
Verified review

Howard has special skills in business planning, marketing, improving sales and SMM. Better yet, he is a pleasure to work with.

Maia Wealth
5.0
from 10 reviews
  • 8 years in business
Brian R.
Verified review

In today's world I have found it difficult to find financial service providers that are both competent and caring. I am very happy to have found both in Scott Marek, my financial advisor at Maia Wealth, as well as in the other staff members with whom I have interacted. Maia Wealth has met or exceeded all my expectations, and provides personalized service that is also most effective in meeting my financial goals. Due to the financial plan put into place by Maia Wealth, I was able to retire 5 years earlier than I thought would be possible, while meeting my financial goals in retirement. Maia Wealth has my highest recommendation.

L. James & Associates, LLC
5.0
from 9 reviews
  • 26 hires on Thumbtack
Stephen C.
Verified review

We are very pleased with our tax experience with Lou and plan to have him do our taxes next year. Steve & Carol St. Peter

Colorado Wealth Group
5.0
from 9 reviews
  • 8 years in business
  • 5 hires on Thumbtack
Kelli S.
Verified review

I worked with Steven to help my mom, who is retired, get set up for financial success in selling her current home and purchasing a new one. Along with this big purchase, we wanted to do a "health check" on her current financial situation. In just one hour, Steven collected the information he needed, gave us a price range to look for that new home, and a general financial plan for what to do with the liquidity she acquired from selling her current home. My mom has never been to a financial advisor in her life but Steven's professionalism and thorough breakdown of his financial recommendations set her at ease. Steven even referred us to a realtor and mortgage broker he's worked with previously. He's gone above and beyond for us and I look forward to working with him in the future.

Anthony Fichera
5.0
from 6 reviews
    Tia S.
    Verified review

    Anthony was able to provide our family guidance in the area of college savings. He advised on plans that would best accommodate our needs and align with our future goals for providing an educational path for our children. He made getting started easy and we are happily contributing to our children's futures!

    Colorado Wealth Group
    5.0
    from 6 reviews
    • 3 hires on Thumbtack
    Charlie M.
    Verified review

    Colorado Wealth Group is a genuine group of advisors who put your retirement interests first and work strenuously on a financial plan that fit your overall financial goals. With a broad range of expertise within the office, Chris Barker was able to strategically help me set and plan out my retirement goals with confidence. Whether it's real estate, tax efficiency, or your retirement goals, Colorado Wealth Group has all the pieces of the puzzle to help you plan correctly for the future. I highly recommend at least attending a meeting to see what they can do for you!

    Top Pro
    • 16 years in business
    • 8 hires on Thumbtack
    • Top Pro on Thumbtack
    Thumbtack Customer
    Verified review

    Steve really knows accounting and is very professional. He can cover schedule E taxes as well as numerous other extras! He is quick and always on time. I plan to use Steve again this yearn and would highly recommend him!

    Dana Johnson
    5.0
    from 4 reviews
    • 2 years in business
    AōH O.
    Verified review

    She was really really helpful and direct me into where I need to go to purchase a home. She took the time out of her day to come meet me in a location where I was that, and even though we play phone tag she took the initiative to make it happen being as busy as we both are. This is definitely the way I'm going to go to get a home, and I am really going to suffer if she decides to retire thank you. Aōh

    Colorado Wealth Group
    5.0
    from 3 reviews
      Todd B.
      Verified review

      John and the crew at Colorado Wealth Group helped get my wife's and my finances in order and on the right road to retirement. Total pro group, very happy with our decision.

      A.F. Gebauer and Company
      5.0
      from 1 review
        Cindy S.
        Verified review

        Ryan Gebauer is the best CPA I have ever used. He has great ideas and advise on tax planning including ways to lower my taxes. I would highly recommend him to anyone looking for tax or accounting advice.

        About

        We are a Registered Investment Advisor firm committed to helping people pursue their financial goals. We are a fee-only firm. We do not accept commissions from the sale of financial products. Our services to individuals and business owners are charged either by the hour or on an advisory fee basis. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

        About

        In today's marketplace, directing investment capital towards businesses that offer solutions to some of the world's most pressing environmental and social challenges is not only possible but has become increasingly common. Better World Investments is a full-service financial planning firm, specializing in sustainable investments. We can help you invest your money, review your financial plan or assess your insurance needs in a way that fits both your financial and social goals.

        About

        Serving Arvada, CO and the outlying areas, Les Madson of Premier Financial Services Group is offering the following services not limited to: financial planning, tax management, retirement advisor, investment management and insurance.

        About

        Financial Advisor, Financial Planning, Retirement Planning

        About

        You're in good hands (R). The same company that brings you protection against "Mayhem" (R), offers complete life, retirement and education planning planning right here in Denver. Personal Financial Representative-Seth Luera can help you with investments, IRA accounts, life, health and disability insurance as well as college planning.

        About

        Kosmicki Investment Services provides investment advice and products for individuals and small businesses. Whether you are planning for your retirement, needs assistance with your IRA or 401K Rollver, needs assistance with a 1031 Exchange or want to develop your own financial plan, we are here to assist you. We can answer your investment questions and provide you with an investment plan custom fit to your needs.

        About

        We offer full-service wealth management: financial and investment planning including estate planning utilizing attorneys focused on estate planning. We have 26 years of experience. We have a CFP since 1993. Some existing client relationships date to pre-1985. Law degree allows special attention to estate planning matters. Clients appreciate the amount of care in their plan's success and the work completed to accomplish this.

        About

        Serving Boulder, CO and the outlying areas, Gary S. Bedford and the associates of Bedford Wealth Advisors are offering the services including, but are not limited to the following: financial advising, investment planning, retirement Planning, wealth management and portfolio administration.

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