Meriden, CT20 Retirement Planning Professionals near you

Where do you need the Retirement Planning Professional?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Meriden Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 47 reviews
  • 68 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.

Halpern & Associates, LLC
5.0
from 24 reviews
  • 37 years in business
  • 50 hires 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.

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.

Morris Armstrong, EA
5.0
from 5 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.

KWH Operations LLC
5.0
from 1 review
  • 3 years in business
Keith H.
Verified review

This is from Keith. I am an semi-retired wall street accountant looking to startup a consulting business to help financial and other businesses organize their financial reporting needs for all aspects of their business. This would include startup companies and businesses winding down operations.

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

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

About

We offer retirement planning, financial planning, asset management, wealth management, and investment. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information.

About

We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

  • 8 years in business
About

We are a New Media Financial Services Company and our specialties are in Credit Repair, Business Loans, and Marketing Packages. In our experience, being able to help people in these key areas creates an overall improvement that helps society thrive as a whole. Good credit gives you major options, Loans help business to grow, expand, & hire, Marketing generates exposure so that the economy continues to run in a healthy manner. In summary we are a catalyst to fuel economic growth for all. The satisfaction of hearing the excitement from clients when I notify them that their credit score is now over 750. It feels good to know that due to the fact that the funding we've provided to xyz company has allowed them to hire multiple new employees which also helps lower the unemployment rate.

About

If you are searching for quality pre retirement planning services, hire this business. They have experienced pros who will complete the job with ease.

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 so many people have, when picking their 401k investments take one look at it and pick the ones that stand out that sound STRONG and POWERFUL not realizing that these might not be the best choices for them. What we do is take a look at your portfolio and make sure to pick the best options for long term growth and ones that make sure you have a great path towards a happy retirement.

About

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

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

As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.

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.

About

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

About

If you are in need of experts who offer quality retirement planning strategies in Shelton, consider this company. They are always available for interested clients.

Hire skilled professionals for absolutely everything.