Tell us what you need so we can bring you the right pros.
Receive quotes from pros who meet your needs.
Compare quotes, message pros, and hire when ready.
Browse these retirement financial services with great ratings from Thumbtack customers in Middletown.
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.
My wife Megan, was in some financial difficulty before we married. As a result dhe had to file bankruptcy. Tim was very professional and made the process very easy for her. It's never great being in a stressful situation like that but Tim lessened it to a degree and was with my wife through the entire process. He even petitioned the courts to allow her to pay her filing fee in installments which is something we were unaware she could do. Tim's fee was extremely reasonable and he didn't try to rip her off like other lawyers tried to. If you need a solid, professional attorney at a reasonable price, please hire Tim for your bankruptcy needs.
Rick Lopresti was informative and thorough with his presentation. He helped me set up a 529 college fund for my children. I wanted to start planning for their future now to help offset college tuition.. Hopefully i can stash away enough to cover it all but it is a great start. Rich was informative and layed out a great plan for me. I am also thinking about opening another retirement fund for myself.. He gave me many options for that as well.. i would recommend him to anyone who is looking for a smart way to invest your money..
Years ago we used to hire well known companies as well as professionals to handle our financial needs as well as our taxes. While we are professionals ourselves, we prefer to hire someone that is familiar with, and handles those activities on a regular basis. After a brief, but unpleasant experience with the IRS and by the recommendation of some accountant friends, we consulted with Nelsonanson, which we now consider to be one of the wisest decisions ever made on our part. As a matter of fact, Nelsonanson prepared our tax return forms for the last five years that we resided in the State of CT, and continued to handle for us anything that has to do with numbers up until now, even though we have been residing in Florida for the last ten (10) years. We recommend Nelsonanson without hesitation to any one who is looking for an honest, trustful and reliable accountant. Juan & Rosa Colon Clermont, Florida
I have been using AEM Financial Services for my tax needs for three years now. Ashleigh (the owner) has always been professional and courteous during all of our interactions. Her response time has been impeccable, she typically responds to my phone calls or emails within 24 hours. She has also gotten our returns done in less than a week. Ashleigh always makes sure to follow up several weeks after the return has been filed to make sure we have received our return and all of our questions and concerns have been answered. My husband and I will be continuing using AEM Financial Services in the future. I would recommend AEM Financial Services to anyone who needs tax preparation or bookkeeping services.
Could not be any happier with the professionalism and great service we receive from Murray Tax Service! Highly recommend!
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.
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.
Serving Wethersfield, CT, and the outlying areas, Mark Fiano of Voya Financial Advisors is offering the following services, but are not limited to: * Insurance planning * Investment planning * Risk management * Estate planning * Retirement planning
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.
We are serving New London, CT and the outlying areas. Thomas Crawford of The Financial Workshop, Inc. is offering (but are not limited to) the following services: * insurance * investing * retirement * estate planning * wealth preservation
I have over 20 years of experience in accounting/finance/budgeting. I have worked for both the mid-size and small companies and excel in small business world.
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.
I don't have a business, but would be interested in starting one in the financial consulting area. I have 35 years of experience in the investment/finance business, and also have earned a CFA designation. I am skilled at both verbal and written communication, and work equally well as an individual contributor or as a team member.
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.
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.
We are professional supply chain, B2B,consulting, lean six sigma services, management consulting and notary services.
I will provide financial advise to individuals or companies. I help with retirement planning and debt consolidation strategies. I do not charge a fee. My company will compensate me if I am able to meet your needs.
Southport Wealth Management (SWM) was founded in 2006 by Dennis G. Boyd who began providing investment advice in 1986 to institutional investors. SWM was formed to provide individuals, families and small businesses portfolio management, financial and estate planning, insurance, mortgages, and most importantly, the coordination of these financial matters.