West Haven, CT28 Retirement Planning Professionals near you

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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 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
Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
  • Top Pro 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.

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.

  • 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!

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
    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.

    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 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.

      David A. Ranegan
      5.0
      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!

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

        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

        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

        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.

        • 1 hire on Thumbtack
        About

        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

        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 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.

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