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New Haven Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 48 reviews
  • 69 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.

Oppenheimer & Co.
5.0
from 2 reviews
    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.

    Linda L.
    Verified review

    Andrèa is the go to person for all your financial needs. She will sit down with you and plan out a specifically tailored financial plan special for each ones needs. For all your financial goals short and longterm I highly recommend Andrèa to meet all your needs. Linda Lonergan Senoir Clinical Nutritionist, Writer and TV Host to Welcome to Wellness.

    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.

    BGA Financial Consulting
    5.0
    from 1 review
      Natasha D.
      Verified review

      Brendan has been my financial consultant for over a year now, and has assisted me with multiple projects both personally and professionally. He has helped me consolidate all of my financial assets and advises me on how to invest my money to achieve my long term goals, He is very knowledgeable about the markets and wealth management, and I am very comfortable with his recommendations, Furthermore, I consult with him on my independent business that I recently started. Not only does he know how to start a business, but he also put together my business plan, created a budget & pricing model, and forecasted my growth and revenues. We speak on a regular basis about ongoing operations and he is always happy to help when I need it. His experience from Morgan Stanley and start up endeavors is very clear and brings me confidence in my financial decisions.

      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

      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.

      • 1 hire on Thumbtack
      About

      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

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

      About

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

      About

      Based in Hauppauge, NY, United Financial Planning Group LLC is a trusted name in financial and retirement planning services for individuals, families, retirees, business owners, executives, and independent professionals. We work collaboratively with clients to devise customized strategies based on each individual's unique financial situation, risk tolerance level, and objective. Individual Financial and Tax Planning Enjoy the comfort and assurance only attainable from certified professionals who understand financial management, along with the legal and tax ramifications of each decision. Our fee-only policy means counsel is delivered in an independent and unbiased manner consistent with your best interest. Our experienced certified public accountants (CPA) and certified financial planners (CFP) help clients understand the ideal time for retirement. We also ensure retirees don't outlive their assets and have enough money to maintain a comfortable lifestyle. We'll draft budgets to incorporate retirement plan distributions with ensuing tax ramifications. United Financial Planning Group can help individuals explore long-term care insurance options and plan for any Medicare shortcomings. We further assist in developing estate and life insurance planning techniques to protect you, reduce taxes, and ensure assets are passed-on as you see fit. Investments and Wealth Management Once we determine your goals and objectives, we can develop multiple investment strategies that can provide income and capital appreciation during retirement. Our passive investment strategy is founded on a diversified asset allocation approach using your personal goals, risk tolerance, and contribution timeframe. As independent and fee-only professionals, our compensation is derived solely from our client, and our clients pay no commissions, kickbacks, trailers, or hidden fees. You always come first and are free from conflicts of interest that are common among other firms. We choose from only the best investment solutions and financial products on the market at some of the lowest rates attainable and never limited by proprietary investment or firm-specific products. Business Accounting and Tax Planning Our experienced accountants provide accounting, tax, and financial management services for the needs of our small business clients. As CPAs, we are trained to provide an independent third-party view of your business. Our goal is to find ways to improve your business efficiency, lower costs, reduce taxes, and protect the business owner. As CPAs, we are required annually to maintain a high level of continuing education hours in order to understand tax law changes and comply with industry-specific guidelines.

      About

      We are serving Huntington, New York and outlying areas. Susan Pearlman of New York Life is offering the following services: financial planning services, retirement income, college planning, long term care insurance, estate planning, investments and wealth management to help clients reach their financial goals.

      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

      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

      I am a financial adviser in East Hampton and service the Long Island metro area. I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

      About

      As a physician, you may be at a disadvantage when it comes to personal financial management. Even if you received the best medical education in the world, chances are your training did not provide you with the tools necessary to address the business realities of the practice of medicine or your financial well-being. The results of poor planning not only affect the doctor's family but also their professional relationships with colleagues, partners and hospitals. Physician Financial Services was formed to bring a complete package of insurance and investment products and services to members of the medical profession.We understand that you are very busy with professional and personal obligations and need reliable answers from someone that you can trust. Through access to a network of experienced professionals in all areas of financial services, we can help make recommendations that are appropriate for your needs together with quality products from a range of independent companies to help you achieve your financial goals.

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