Washington, DC
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Washington Retirement Planning Professionals

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 106 reviews
  • 3 years in business
  • 191 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

Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 97 hires on Thumbtack
James R.
Verified review

Fidelis, was very professional in handling our taxes. It did take some time but in all we were happy with the information he provided us. This time if the year is very busy and confusing for all as well as the people preparing tax returns. I believe consideration needs to be taken into account that Fidelis is not only servicing one person but several people at one time. As a result time does go by fast but our tax returned when filed was correct.

Top Pro
Fi-Tech Business Solutions
4.9
from 33 reviews
  • 28 years in business
  • 109 hires on Thumbtack
  • Top pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

Top Pro
Hearn & Associates, LLC
4.8
from 30 reviews
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Mary Z.
Verified review

Hearn & Associates did an awesome job with my taxes, which was no easy task! Super glad I chose Hearn and Associates for my income tax preparation.

  • 25 hires on Thumbtack
Tasha S.
Verified review

I just needed some help to remove dead trees, shrubbery, and leaves from my yard. Not only did Adrian help with the labor part, but he also provided some great ideas to help us clear the yard more efficiently. He said they also do cleaning and organizing and I plan on hiring them to help organize and clean my basement.

Manna Wealth Management
5.0
from 10 reviews
  • 56 years in business
  • New on Thumbtack
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!

Chesapeake Tax Advisors
5.0
from 12 reviews
  • 9 years in business
  • 16 hires on Thumbtack
Allison R.
Verified review

Jim did our taxes for the first time this year. The biggest thing we needed from a tax pro was planning advice for 2018, which he provided. He was incredibly patient with the million questions we had and he was accommodating to our schedule. He did our taxes quickly and on time. We will definitely be working with him moving forward!

Agog Financials
4.6
from 20 reviews
  • 21 hires on Thumbtack
Michelle W.
Verified review

Agog Financials was extremely helpful in organizing our business financials and preparing our tax returns. Karan Malhotra, President of Agog Financials, personally took on our project. He was extremely professional and always responsive to answer our questions. We are continuing to work with Karan and his team at Agog Financials for our business accounting needs. Hire them! You won't be disappointed.

  • 5 years in business
  • 14 hires on Thumbtack
John S.
Verified review

They will be doing my tax preparation on a yearly basis at a very reasonable price.

  • 58 years in business
  • New on Thumbtack
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

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

Sera Capital
5.0
from 6 reviews
  • 28 years in business
  • New on Thumbtack
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.

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Ivonne R.
Verified review

I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.

  • New on Thumbtack
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

Obra Services
5.0
from 1 review
  • New on Thumbtack
Juliet A.
Verified review

He helped me to plan for retirement and also educated my husband and I how money really works in todays economy.Im glad he came along because i really learned a lot from him that i wouldnt else where. Im not confident about my retirement.

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.

  • New on Thumbtack
About

As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our highly customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together. We work closely with you to develop, implement, and monitor a personal action plan for growing and protecting your wealth. We will help you with your investments, retirement planning, estate planning, and tax planning/preparation. Call us today for a complimentary, no-pressure consultation.

  • New on Thumbtack
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

We offer investment management, financial planning, and economic analysis for individuals and non-profit and for profit firms.

About

  • 5 years in business
  • New on Thumbtack
About

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