Lakewood, CO23 retirement financial services near you

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Lakewood Retirement Financial Services

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

Top Pro
Neill P. Flate, CPA
4.8
from 86 reviews
  • 34 years in business
  • 156 hires on Thumbtack
  • Top pro on Thumbtack
Curate D.
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!

Top Pro
Loren J. Randall, Attorney
4.7
from 72 reviews
  • 20 years in business
  • 213 hires on Thumbtack
  • Top pro 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
  • 86 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!

  • 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.

Colorado Wealth Group
5.0
from 9 reviews
  • 8 years in business
  • 4 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.

Darryl T Perkins CPA
5.0
from 6 reviews
  • 32 years in business
  • 1 hire on Thumbtack
Luke B.
Verified review

I wasn't quite sure where I stood financially for retirement, so I asked Darryl if he could could review my assets and help me create a retirement and investment plan. After spending an afternoon with me, he was able to clearly explain my current position and the adjustments I needed to make to reach my retirement goal. It was a big relief having him explain step-by-step what I could do with my retirement accounts to ensure I'd have enough.

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
  • New on Thumbtack
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.

  • 18 years in business
  • 1 hire on Thumbtack
Carlinda S.
Verified review

I had some issues with back taxes, and I was facing an audit. Business & Financial Management Services worked quickly and efficiently to reduce the amount I owed and resolved the problem for me in no time! I highly recommend!

Boulder Books LLC
1.0
from 1 review
  • New on Thumbtack
About

Our services include: - Monthly reconciling of bank accounts, credit cards, and lines of credit - Managing accounts payable - Tracking accounts receivable and deposits - Online sales tracking and downloading to Quickbooks - Payroll - Managing cash flow - Colorado sales tax filing and licensing - Financial reporting - profit and loss, balance sheets, etc. - Year-end bookkeeping and financials for taxes Have a new company? We can apply for a federal tax ID number, LLC in the state of Colorado, payroll and sales tax licenses, plus a set-up of your Quickbooks file. We primarily use and recommend Quickbooks for Macs or PCs, but also work with Quicken & MYOB. Business Assistance - Organizing and filing - whether your filing system needs an update or a complete overhaul, we can help. - Running errands - bank, post office, etc. What do you need? We provide services tailored to your life and business. If we can't do it, we can recommend the best through our vast network of personal and business contacts. We offer a free introductory consultation, allowing us to get to know each other while building a familiarity with work style and procedures.

  • 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.

  • New on Thumbtack
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.

  • New on Thumbtack
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

  • New on Thumbtack
About

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

  • New on Thumbtack
About

We are a company much like Merrill Lynch or Schwab, but instead of only working with the wealthy, we primarily work with Middle America. We take an educational approach toward money and never talk over anyone's head. We specialize it creating a safe retirement plan that never puts our clients money at risk and at the same time provides upside potential of the market.

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.

  • New on Thumbtack
About

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

  • New on Thumbtack
About

I provide financial advice services. I work for the 3rd largest financial advising company in the United States. I never charge a broker fee (there's no catch—I will absolutely never charge you). I'm happy to review your finances and give you advise. Feel free to call with any questions or to set up an appointment. P.S. Below it says I accept Cash. This site makes you pick at least one form of payment, but I absolutely never charge my clients.

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.

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