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Lakewood Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Lakewood.

Neill P. Flate, CPA
4.9
from 89 reviews
  • 34 years in business
  • 161 hires on Thumbtack
Krista B.
Verified review

Neill was so easy to work with. As new entrepreneurs, he was willing to meet with us to sit down and discuss the finances of our business. Not only was he timely in getting our tax return done, but he was very patient with all of our questions and concerns. We appreciate you, Neill!

Loren J. Randall, Attorney
4.7
from 77 reviews
  • 20 years in business
  • 217 hires on Thumbtack
Danielle L.
Verified review

Tracey is amazingly helpful. She was informative and very understanding of my situation. This company is also very passionate in providing great service to their clients. I would recommend anyone to go to them.

Top Pro
  • 5 years in business
  • 87 hires on Thumbtack
  • Top Pro on Thumbtack
Melody F.
Verified review

I found Sandy through Thumbtack and she was immediately personable and extremely accommodating. She has a brilliant personality and it was a pleasure to work with her. She did both mine and my partner's taxes in one evening, scheduling our appointment at our convenience. Sandy works extremely hard and you can tell that she cares about her clients and creating a professional yet friendly environment. I highly recommend Sandy for any financial work as she not only works on taxes but helping people with their personal financial situations. Her services were beyond outstanding!

  • 8 years in business
  • 65 hires on Thumbtack
Scott B.
Verified review

To Whom It May Concern: I would like to take this opportunity to recommend the skills and expertise of Shanah Shaffer and Absolutely Advanced Accounting to other small businesses who require bookkeeping and accounting services. Shanah has a terrific attitude, is energetic, aggressive toward the accuracy of Brush Strokes Painting’s bookkeeping and using QuickBooks, which she has expert knowledge of both using and purchasing the correct product for the applicable company’s use and application. She has an understanding of the construction business and the intricacy’s it brings to both accurate bookkeeping as well as billing and collecting revenue for the business. Being a small business and relatively new in the Denver area, I am very lucky to have found Shanah Shaffer and Absolutely Advanced Accounting to handle our bookkeeping. If you require any further information please don’t hesitate to contact me (720) 398-9689, Scott Bergman Founder & President of Brush Strokes Painting Regards, Scott

  • 30 years in business
  • 16 hires on Thumbtack
Tasha D.
Verified review

Darlene is very professional. Her services were quick and reliable. I'd recommend her to everyone I know. I received the most money back on my tax return this year than I have ever received in previous years! I can't say enough great things about Darlene's services.

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.

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.

Financial Life Coach
4.8
from 9 reviews
  • 11 years in business
  • 13 hires on Thumbtack
Rhonda G.
Verified review

If you need financial advice this chick knows it all!! If you want a budget that can make you a millionaire give her a try!!!you will not be disappointed !!

Timothy A Jones, CPA/PFS
4.6
from 7 reviews
  • 9 hires on Thumbtack
Chuck M.
Verified review

I found Tim through Thumbtack and we engaged him for personal tax service. We are thrilled with the service we received. Tim is a consummate professional. Speedy, detailed, tech-savvy, and a great communicator. 5 stars! I would definitely recommend Tim!

Ruthy Perez
5.0
from 4 reviews
  • 12 years in business
  • 5 hires on Thumbtack
Thumbtack Customer
Verified review

Very Helpful in any questions I had to ask and had great patience. I would reccomend hiring her for any financial assistance you may have trouble with.

Clark Accounting Service
4.0
from 4 reviews
  • 28 years in business
  • 14 hires on Thumbtack
John S.
Verified review

This is the first time that we have used a professional tax service. In 2015 our return was much more complicated with 401K roll overs, capital gains, retirement distributions, and real estate sales. Mr. Clark spent time with me going over these actions making me feel comfortable. He and his team quickly professionally prepared both federal and state returns in a very short time. I will use Clark Accounting Service again and would recommend them to anyone needing help with their return.

  • 4 years in business
Kaitlyn N.
Verified review

Kelcy has been extremely great to work with. I did not know a lot about investments, retirement plans, or life insurance and Kelcy really helped teach me. She also helped me figure out what I need to plan for my future and on top of that she helped me figure out what I could afford and how to maximize my plans and contributions to fit my budget. I would highly recommend her to anybody looking for financial assistance!!

Scott Gillespie
5.0
from 1 review
  • 1 hire on Thumbtack
Pamela P.
Verified review

Scott is the best of the best. I have worked with him for over 10 years. He currently assists our firm with QuickBooks challenges, reviews reconciliations, prepares financial statements, interacts with outside CPA's/auditors and provides support for us after our Compliance officer moved. He has banking, trust and brokerage experience which gives him an excellent knowledge base as well as being personable and dependable.

About

We offer the following services: * Personal finance planning - comprehensive "cradle to grave" plans * Debt and budget coaching * Tax preparation * IRS representation * Offers in compromise * Notary public

About

Knowledgeable about GAAP, SOX, ERP Systems. Financial data timely so it is relevant. Willing to go the extra mile for Clients. Available 24/7 to accommodate what the client needs.

About

Located in Lone Tree, CO,. Moszer Insurance & Financial Services, Inc. is a full-service insurance agency in Lone Tree, Colorado. We offer auto insurance, homeowners insurance and much more.

  • 1 hire on Thumbtack
About

I am here to help with you Accounting needs. I am a Quickbooks user but also have experience with many ERP systems. Expert in reconciliations and data processing.

About

Estate planning involves more than just tax planning. Estate creation, income replacement, and the orderly transfer of property from one generation to the next, continue to be the primary objectives of most estate plans. Estate planning provides for the care of minor children, disabled children and elderly parents. It is also important to be certain there are enough life insurance proceeds, liquid assets, and other sources of income to maintain the family’s current living standard.

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

Wealth preservation, Insurance, Investing, Retirement Planning, Estate Planning

About

I offer project management, professional services, financial services, auditing, and accounts payable, and I am also a tennis instructor.

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