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Thornton Retirement Planning Professionals

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

Top Pro
  • 5 years in business
  • 88 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.

OneSource Accounting
5.0
from 9 reviews
  • 18 years in business
  • 5 hires on Thumbtack
Steve F.
Verified review

Dave prepared my state and federal tax returns. His service was very professional, complete and prompt. I plan on utilizing Dave’s service for my tax preparation in the future and will recommend his service to others as well.

Moser Professional Services
4.9
from 8 reviews
  • 19 years in business
  • 8 hires on Thumbtack
Lamar N.
Verified review

Bob's service was outstanding. Our taxes were complicated due to various retirement plan contributions issues, multiple W2s and income levels which Bob reworked numerous times to get our tax liability as low as possible. Although the process was more time consuming than planned, Bob kept a sense of humor throughout making the process enjoyable. As a result of this we are meeting again to devise a retirement plan to help us reach certain goals. Very satisfied with Bob. Lamar

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!

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!

    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!

    • 43 years in business
    • 4 hires on Thumbtack
    Armann H.
    Verified review

    I have used Mr. Johnson for the past 3 years for my tax returns. He has always been prompt, professional and more affordable than your traditional big firms. I highly recommend. Looking forward to going back soon when I am ready for some investment advice.

    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.

      • 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!!

      • 1 hire on Thumbtack
      Beverly M.
      Verified review

      Oak Street Investment has exceeded my expectations. I have a budget which is periodically updated and am pleased with the investment advice. I highly recommend the company. I will be able to retired soon!

      Van Pelt Coaching, LLC
      5.0
      from 1 review
      • 1 hire on Thumbtack
      Trish D.
      Verified review

      Cody was respectful of our time & he made us feel very comfortable, not judged when we shared our financial picture with him. He was very knowledgeable and clear about every step from beginning to end, and provides great support in helping you reach goals & milestones with your action plan! I absolutely recommend his service for anyone looking to make the most of their finances in whatever stage of life you're in! He can definitely help!

      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

      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

      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

      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.

      Hire skilled professionals for absolutely everything.