Norwalk, CT73 Retirement Planning Professionals near you

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Norwalk Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
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.

ACE Advisory Management LLC
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

Overcoming Obstacles
from 29 reviews
  • 9 years in business
  • 130 hires 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
from 10 reviews
    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.

    • 7 years in business
    • 8 hires on Thumbtack
    Bryant A.
    Verified review

    Schemia is an awesome advisor to work with! Has a profound knowledge of financial, insurance and investment service and aims to educate her clients and who she works with! Will undoubtedly go the extra mile to serve and help the best way she can! She has a phenomenal work ethic that is uncanny!

    Northwestern Mutual
    from 3 reviews
    • 6 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.

    Oppenheimer & Co.
    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.

      • 18 years in business
      Whitney C.
      Verified review

      Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.

      David A. Ranegan
      from 1 review
      • 11 years in business
      • 2 hires 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
      from 1 review
      • 4 years in business
      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.


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


      I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.


      I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.


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


      Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Metro Financial Services Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.


      We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.


      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.


      Caliber Financial Partners is an independent financial planning and investment advisory firm offering a comprehensive set of financial products and services to individuals, small- to mid-sized businesses and nonprofit organizations. We tailor our planning approach to meet the specific needs of every client, and we will work in collaboration with your other trusted advisors, your attorney or CPA for example, to help you reach your goals.

      • 2 hires on Thumbtack

      I am a CPA with over 25 years serving small and medium businesses and individuals with accounting, tax and financial planning services.


      Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

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