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Washington Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Washington.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 115 reviews
  • 3 years in business
  • 208 hires on Thumbtack
  • Top Pro on Thumbtack
Jack M.
Verified review

Jofi did a great job on our 2014 taxes. He kept to his 48 hour turnaround time. He also gave me advise on our retirement planning and starting a 529 Plan for our daughter. Jofi is also redoing my 2013 taxes so we can maximize our refund. I will use Jofi next year as well for my tax needs. I recommend Jofi to anyone looking fr tax preparation services. Jack and Sandra Washington DC

Top Pro
Holly Musselman Law
4.9
from 95 reviews
  • 23 years in business
  • 227 hires on Thumbtack
  • Top Pro on Thumbtack
William M.
Verified review

both eric and holly were very professional and understanding of my financial situation and made everything very easy.

Top Pro
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 99 hires on Thumbtack
  • Top Pro on Thumbtack
Devon G.
Verified review

I am amazed by OH!CPAs.Having just gone through the passing of my Mother and having a backload of things to be done, I needed a new tax accountant and financial adviser. The one we had had for over 30 years just wasn't working out. I looked on Thumbtack after looking elsewhere and not getting good results. Immediately had four or five replies. I picked Mr. Fidelis Ohiri because he actually responded the best and the most humanly. I felt like I wasn't just a client but a person. He came out to the house and got the material for the taxes. Believe it or not he's done and that was last week. Mr. Ohiri is amazing and has vast knowledge and explains things well to the client which one so needs re: taxes. I highly recommend him and this firm.

Top Pro
Fi-Tech Business Solutions
4.9
from 39 reviews
  • 28 years in business
  • 114 hires on Thumbtack
  • Top Pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

Meridian Law, LLC
4.6
from 22 reviews
  • 8 years in business
  • 37 hires on Thumbtack
Judy R.
Verified review

Attorney Stein is very good ... if you need legal financial services we HIGHLY recommend Aryeh, he will get the job done !! He is very efficient and friendly ... if you have questions, he returns Emails promptly and He is extremely helpful. Again, if you need legal services of a financial nature (especially bankruptcy) ... Call or Email Aryeh Stein at Meridian Law, LLC !!

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

Law Offices of Rick Todd
4.4
from 20 reviews
  • 28 hires on Thumbtack
Jasmine H.
Verified review

Rick Todd is the ultimate professional. He is knowledgeable and easy to work with. I recommend him for estate planning and financial planning without hesitation.

MANNA WEALTH Management
5.0
from 11 reviews
  • 56 years in business
Dushyanthi Z.
Verified review

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

Alton Dawsey
5.0
from 7 reviews
  • 5 hires on Thumbtack
Diana B.
Verified review

Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.

Denislav Dantev
5.0
from 6 reviews
    Venelin I.
    Verified review

    I had a great experience working with Denislav. He gave e a lot of great ideas and educated me on my options when I was looking into retirement planning. I highly recommend him to anybody looking for financial advice!

    • 5 years in business
    • 15 hires on Thumbtack
    Matthew M.
    Verified review

    be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

    • 4 years in business
    Jesse O.
    Verified review

    Literally she has saved me thousands of dollars and helped me secure a more solid financial and insured future. Can’t recommend her enough!

    Hope Financial
    4.8
    from 5 reviews
      Rohit C.
      Verified review

      Productive experienceI I highly recommend Hope Financial as a financial adviser.

      Ghion Financial Services
      5.0
      from 2 reviews
      • 15 years in business
      John S.
      Verified review

      Ghion Tax has been preparing my taxes for years in Falls Church, VA. Mehari in particular is a very professional, very educated tax preparer. They always spend the extra time to ask me the questions that will guarantee that I maximize my return....topics that H&R Block would never even broach because of their cookie cutter corporate approach. I'm now saving at least $200 extra on each return! The first time you go to visit them, you will find it challenging to locate their office within a congested strip mall; however you will be pleased that you made the decision to put yourself through the hassle because the service is first rate.

      • 58 years in business
      Rebecca S.
      Verified review

      Mark was extremely helpful. He reviewed all of my accounts and proposed some great ideas on how I can make my retirement dollars last for my lifetime and create a legacy for my grandchildren

      • 9 years in business
      • 4 hires on Thumbtack
      Renee D.
      Verified review

      I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

      About

      I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

      About

      We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

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