Bridgeport, CT57 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 48 reviews
  • 69 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.

ACE Advisory Management LLC
4.8
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Madi M.
Verified review

I havent hired Tom yet, but find him to be kind, understanding, knowledgeable & empathic. Those are great qualities that I appreciate in a coach. Tom values communication & uses several tools so that clients can reach him quickly. I highly recommend Tom as a coach & plan to hire him soon.

  • 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
    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
    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.

    Northwestern Mutual
    5.0
    from 3 reviews
    • 6 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.

    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

    Oppenheimer & Co.
    5.0
    from 2 reviews
      Eric S.
      Verified review

      Thank you Marc. You have provided me the ability to retire and receive an income that I did not know was possible.

      David A. Ranegan
      5.0
      from 1 review
      • 11 years in business
      • 2 hires 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!

      BGA Financial Consulting
      5.0
      from 1 review
        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.

        Cuji Payroll
        5.0
        from 1 review
        • 4 years in business
        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.

        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.

        About

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

        About

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

        • 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.

        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.

        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.

        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.

        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.

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