Bridgeport, CT54 Retirement Planning Professionals near you

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Bridgeport Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 46 reviews
  • 67 hires on Thumbtack
  • Top pro on Thumbtack
Lisa W.
Verified review

We asked Paul to help us figure out how to maximize our retirement income. He was very thorough and professional, offering options for investment and an overall assessment of our financial health.

  • 6 years in business
  • 33 hires on Thumbtack
Candice H.
Verified review

My decision to hire StarAct LLP to handle my bookkeeping and to provide guidance to help maintain the overall health of my business, is one of the best decisions I have made since opening my business two years ago. I have had two other accountants who made huge mistakes with my books, were afraid of technology or were just plain unresponsive. Roland reached out to me right away when I posted my request on Thumbtack. He had positive reviews and a background check which are excellent signs. I am a Thumbtack vendor so I KNOW what to look for. He even went so far as to drive to my location in New Jersey from the Bronx to show me that he was serious about gaining my business. Roland got to work right away on assessing the condition of my books and had solutions within days. He is extremely knowledgeable about all aspects of bookkeeping and tax preparation and has already helped me save money! StarAct uses the latest technology which makes it so easy for me to do my small part in the bookkeeping process. Within three weeks, StarAct had my 2015 books cleaned up and ready for tax time AND Roland came out to my location once again to review the books with me. The partners in this firm are all very well-educated and have a thriving accounting firm. Yet, they treat every client the same and make you feel like you are their most important client. They pride themselves on their level of service and responsiveness. Their rates are reasonable and fair. Based on StarAct's level of service, knowledge and responsiveness, my husband and I have decided to retain StartAct to handle our personal tax preparation and my husband plans to use StarAct for his own business as well. I would give StarAct 10 stars if I could!

DiPaola Financial
5.0
from 10 reviews
  • New on Thumbtack
Maria S.
Verified review

Ryan handles all my insurance plans, personal, home and car and always gets me the best price, answers all my questions and handles everything involved. He is knowledgeable, professional and a pleasure to work with. Best of all he always makes himself available and returns my calls asap. I recommend him to everyone I know.

  • 5 years in business
  • New on Thumbtack
Mary W.
Verified review

This team is amazing! They put my business plan together in time for me to present to some lenders. Thanks again.

Sapient CPA LLC
5.0
from 3 reviews
  • 4 years in business
  • 9 hires on Thumbtack
Michelle S.
Verified review

Jo-Ku Tang is extremely knowledgable, professional and accommodating. He took his time to thoroughly explain my complicated tax returns and made recommendations for tax planning moving forward. I look forward to conducting more business with him in the future. I recommend him without reservation.

Northwestern Mutual
5.0
from 3 reviews
  • 4 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

  • New on Thumbtack
Rachel D.
Verified review

Rollin was very professional and knowledgeable. When we sat down for our meeting he really went over the information in a way I understood and we chose a plan that suited my needs and financial situation. Excellent Service. -Rachel

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 1 hire on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

Cuji Payroll
5.0
from 1 review
  • 4 years in business
  • New on Thumbtack
Annette D.
Verified review

I've worked with Ms. Ratzel since April 2014. She's done over 1000 payroll checks for me. I've never had any problems with nor complaints on her work. I plan on utilizing her services again. She doesn't disappoint.

BGA Financial Consulting
5.0
from 1 review
  • New on Thumbtack
Natasha D.
Verified review

Brendan has been my financial consultant for over a year now, and has assisted me with multiple projects both personally and professionally. He has helped me consolidate all of my financial assets and advises me on how to invest my money to achieve my long term goals, He is very knowledgeable about the markets and wealth management, and I am very comfortable with his recommendations, Furthermore, I consult with him on my independent business that I recently started. Not only does he know how to start a business, but he also put together my business plan, created a budget & pricing model, and forecasted my growth and revenues. We speak on a regular basis about ongoing operations and he is always happy to help when I need it. His experience from Morgan Stanley and start up endeavors is very clear and brings me confidence in my financial decisions.

  • New on Thumbtack
About

MDIC is a unique financial service company that specializes in mutual fund selection for individual and corporate investors. Whether conservative or aggressive, MDIC will design and implement an investment strategy to help achieve specific financial goals. In addition, we continually monitor investments and reallocate assets as market conditions or financial goals change.

  • New on Thumbtack
About

We know that you have a choice of financial services agencies in the area and we appreciate your consideration. Our hope is that you'll feel confident in our ability to meet all of your expectations and know that our clients are always our number one focus. We have gained the experience of being able to provide nearly any type of financial planning and insurance and financial products that you require. However, if you don't see exactly what you're looking for here, please contact us and we will do everything we can to satisfy your needs. Please take a moment to browse through our site to learn more about our company and how we can show you the Yergan Agency difference. If you have any questions or comments, please feel free to contact us. We look forward to hearing from you soon. We're conveniently located on the upper east side of Manhattan, NY and serve the surrounding areas. We want to make your experience as convenient as possible, which is why we offer tax preparation services, insurance services, retirement planning and comprehensive financial planning. Visit our office which conveniently located on the Upper East Side, on East 89th Street, between 2nd and 3rd Ave.

About

I can teach you all about financial planning, the basics of the stock market, and about retirement planning. I have worked with retirement plans for many years. If you have a 401k, IRA, etc. and is very confused about these things, I can explain it to you, so you do not lose out on your company's retirement plan. Feel free to reach out to me with any questions

  • New on Thumbtack
About

Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

About

As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to pursue your goals. Such planning is not a single event. It's a process. As your life circumstances change, so must the investment strategies I use to keep you on course towards meeting your objectives. This is why I work with you, one on one, to focus on your specific goals.

  • 2 hires on Thumbtack
About

I am a CPA with over 25 years serving small and medium businesses and individuals with accounting, tax and financial planning services.

About

We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.

  • New on Thumbtack
About

I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.

About

We are professional supply chain, B2B,consulting, lean six sigma services, management consulting and notary services.

About

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Metro Financial Services Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

  • New on Thumbtack
About

MDIC is a unique financial services company that specializes in mutual fund selection for individual and corporate investors. Whether conservative or aggressive, MDIC will design and implement an investment strategy to help achieve specific financial goals. In addition, we continually monitor investments and reallocate assets as market conditions or financial goals change.

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