Waterbury, CT13 Retirement Planning Professionals near you

Where do you need the Retirement Planning Professional?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Waterbury Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 46 reviews
  • 67 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.

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.

  • 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.

  • 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.

BGA Financial Consulting
5.0
from 1 review
  • New on Thumbtack
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.

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.

  • 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.

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.

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.

Hire skilled professionals for absolutely everything.