Milford, CT21 Retirement Planning Professionals near you

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Milford Retirement Planning Professionals

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

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.

Top Pro
Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 129 hires on Thumbtack
  • Top pro 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
  • 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.

  • 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.

  • 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.

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.

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.

Oppenheimer & Co.
5.0
from 1 review
  • New on Thumbtack
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.

  • 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.

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.

  • New on Thumbtack
About

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

  • 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.

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

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.

  • 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.

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