New Britain, CT19 Retirement Planning Professionals near you

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New Britain Retirement Planning Professionals

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

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
Halpern & Associates, LLC
5.0
from 24 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.

  • 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.

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.

KWH Operations LLC
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
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.

  • 23 years in business
  • 3 hires on Thumbtack
ANDI S.
Verified review

Very polite and well informed. I enjoyed meeting with him to discuss his pros for my business. I will definitely keep him on board for future reference. He is an asset to anyone who needs consulting. Thank you for your time and knowledge!

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!

About

Searching for one of the retirement financial planners in Wethersfield? Check out and try this individual. This professional also provides estate planning services.

About

Seeking a trustworthy and knowledgeable pro who does retirement financial planning? Try this registered investment advisor. This professional focuses on putting clients' satisfaction above profits.

  • 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 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.

  • 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.

  • 8 years in business
  • New on Thumbtack
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

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.

About

Searching for one of the retirement planning companies in North Haven? Try this business. They also provide asset management services.

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