Bristol, CT
11 Retirement Planning Professionals near you
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Bristol Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 43 reviews
  • 66 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.

  • New on Thumbtack
Robert A.
Verified review

Needed Life Planning Give that paralegal Karen a raise!!! Professional,thorough,complete & satisfying. Everyone with any assets and net worth should do this plan. We were educated & comforted doing this plan makes you think of things and avoids heartache for love ones after you’re gone.

Top Pro
Halpern & Associates, LLC
5.0
from 23 reviews
  • 37 years in business
  • 50 hires on Thumbtack
  • Top pro on Thumbtack
Harris A.
Verified review

Halpern & Associates are experts at accounting, tax, and planning. The staff is incredibly knowledgeable and friendly. I highly recommend them for all of your tax, planning, and accounting needs.

Morris Armstrong, EA
5.0
from 4 reviews
  • 11 years in business
  • 7 hires on Thumbtack
Christine B.
Verified review

Morris did my taxes for me for the past two years. My return was done timely and professionally. He gave me some projections for next year too. I plan on using him again as it was very stress free.

  • 26 years in business
  • 1 hire on Thumbtack
Charmaine T.
Verified review

I have had nothing but positive experiences at Carrington Financial, LLC. Larcina is very professional and knowledgeable. She is up to date with all tax changes and she offers sound advise on investments. She is easy to talk to and makes you feel comfortable throughout the application process. I like the dual monitor because you get to see your tax results as she works on your forms.

Merrill Lynch
5.0
from 1 review
  • 1 hire on Thumbtack
Julie L.
Verified review

Harrison was very knowledgeable and exhibited a sincere concern for me as a potential client. He has an obvious passion for his work.

Murray Tax Services
5.0
from 1 review
  • 9 years in business
  • New on Thumbtack
Diane M.
Verified review

Could not be any happier with the professionalism and great service we receive from Murray Tax Service! Highly recommend!

  • New on Thumbtack
About

We are wholly dedicated to the financial success of a selected group of families. Our goals are the same as theirs; to achieve financial independence, assist in the education of children and grandchildren, and to provide protection from the financial risks in life we face. We help families develop a long-term financial plan, to help create wealth which can benefit their family for generations. The work that we do is lasting, meaningful and significant. Successful financial planning is not a commodity, but is part of a lifetime relationship. Therefore, client relationships are the primary source of our strength and their development is the primary endeavor of our practice.

About

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

About

Serving South Windsor, CT, and the outlying areas, Todd Becker and the associates of Becker Financial Solutions, LLC are offering services including, but are not limited to the following: estate conservation, risk management, investment planning, retirement planning and financial planning.

  • 28 years in business
  • New on Thumbtack
About

We are an independent financial advisory firm providing solutions for growing, managing and preserving your wealth. We provide comprehensive financial planning, retirement income strategies, wealth management, estate planning, asset allocation solutions, and protection planning.

About

As a Certified Financial Planner ™ I specialize in comprehensive financial planning services for a fee - creating a robust financial plan tailored to you.

About

As a registered investment advisor, we are held to a higher fiduciary standard than many advisors. We are paid using a fee-for-service model that is fully transparent to clients. I love working with people and helping them manage their finances. My practice has a very limited number of clients that I get to know well. I enjoy the experience of seeing business relationships that also become friendships.

About

Searching for a team that offers reliable business investment consulting and retirement planning services? Try Greenwoods Financial Services. They have been in the industry for over 20 years.

  • 8 years in business
About

Are you planning to hire experts who offer financial planning for retirement in Hartford? Try this company. They also provide marketing services.

About

If you need pros who provide effective retirement planning advice, let this team help you. These experts will surely meet your preferences.

About

We have more than 35 years of combined experience consulting families in financial and estate planning.

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