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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 109 reviews
  • 3 years in business
  • 200 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 91 reviews
  • 23 years in business
  • 222 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
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 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.

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!

Sera Capital
5.0
from 6 reviews
  • 28 years in business
Elizabeth G.
Verified review

Carlos and Carl Sera did a complete review of my portfolio and put together a better option for my retirement goals. They did so quickly, walked me through all the steps of the transition, and explained their recommendations very clearly so I understood why the change made sense.

Ian Smith
5.0
from 6 reviews
    Brenda A.
    Verified review

    Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

    Alton Dawsey
    5.0
    from 6 reviews
    • 4 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.

    Business Help, Inc.
    4.7
    from 6 reviews
    • 23 years in business
    • 5 hires on Thumbtack
    Giselle P.
    Verified review

    Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

    • 5 years in business
    • 14 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!

    Chris B.
    Verified review

    Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

    • 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

    Joyce A.
    Verified review

    I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

    About

    I am a seasoned professional. I care about the needs of my clients and put their needs first.

    About

    My services include life and health insurance, retirement plans, college education plans, disability insurance, annuities, mortgage protection, and long-term care. I'm a certified senior financial advisor, tax consultant, and agency marketing director.

    About

    We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

    • 14 years in business
    About

    Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

    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

    I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

    About

    At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

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