West Haven, CT
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West Haven Retirement Planning Professionals

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 43 reviews
  • 66 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.

  • 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.

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.

Top Pro
Halpern & Associates, LLC
5.0
from 23 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.

  • 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!

Edward Jones Investments
5.0
from 8 reviews
  • 8 years in business
  • 5 hires on Thumbtack
Jack S.
Verified review

I'm really glad I found him here. I'm not too familiar with investing and financial planning and Zvi made everything easy to understand. He got to know me and took the time to explain my choices and investments in a way that I feel comfortable and safe with. I look forward to working with Zvi and to have him manage all my assets

Morris Armstrong, EA
5.0
from 4 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.

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!

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

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.

About

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

  • 9 years in business
  • 1 hire on Thumbtack
About

We offer independent financial planning services, which includes insurance (life, disability and long-term care), investments, retirement plans, estate planning, budgeting, savings, creation of web-based interactive financial plans, and college savings programs. Thomas Tilton CFP (president/owner) has 24 years of financial brokerage experience, and he presently holds the Certified Financial Planning TM designation, and offers comprehensive financial planning solutions to his clients.

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.

  • 1 hire on Thumbtack
About

  • 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.

  • New on Thumbtack
About

You work; we plan. We provide planning services for business owners and high-net-worth clients. The planning includes: * succession * wealth preservation * estate * retirement

About

We have more than 35 years of combined experience consulting families in financial and estate 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

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

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

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.

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