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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 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
  • 73 hires on Thumbtack
  • Top Pro 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.

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 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!!

Hearn & Associates, LLC
4.7
from 31 reviews
  • 60 hires 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.

Agog Financials
4.7
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.

Law Offices of Rick Todd
4.4
from 16 reviews
  • 25 hires on Thumbtack
Bradley D.
Verified review

Rick helped my wife and I get all set up with our estate planning needs. He is very professional and a caring family man who understands the needs of a growing family.

Top Pro
Chesapeake Tax Advisors
5.0
from 13 reviews
  • 9 years in business
  • 18 hires on Thumbtack
  • Top Pro 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!

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!

Cromwell & Associates, LLC
5.0
from 8 reviews
  • 11 years in business
  • 20 hires on Thumbtack
Joan J.
Verified review

I was very happy with the service. Mr. Cromwell is very responsive. I plan to continue to use his services for all my tax needs. I am so glad I found Tumbtack and thereby found Mr. Cromwell.

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.

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.

  • 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.

  • 2 years in business
  • 1 hire on Thumbtack
Jess L.
Verified review

I had a pray-away habit prior to working with Maggie and a total allergy to tracking and planning. Maggie helped me figure out my biz and personal priorities and create a system that allowed me to be extremely present with money. Prior to that, I had a very binge and starve mentality. Showing up consistently and being present with my money allowed me to build the systems to take care of it.

  • 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

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
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.

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
    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

    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.

    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

    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.

    About

    Serving Silver Spring, MD and outlying areas, Norman Scherer of Scherer Financial Advisors is offering the following services but not limited to retirement planning, educational planning, financial planning, investment planning and life insurance.

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