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Cape Coral Retirement Financial Services

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

  • 32 years in business
  • 13 hires on Thumbtack
Rick P.
Verified review

Mr Canty was responsive, very knowledgeable, professional, and thorough. I enjoyed working with him and his firm. The best CPA/tax advisor I've worked with over the years. I look forward to using his services in the future. I highly recommend Bill Canty, CPA.

MOISE ADVISORY GROUP
4.5
from 6 reviews
  • 36 years in business
  • 5 hires on Thumbtack
Stephanie B.
Verified review

I felt that Mac was truly paying attention as I expressed my concerns for my future financial stability. The plan he prepared for me addressed both my short-term and long-term goals. He is extremely well-informed in his field, and above all I admire his ethics. Mac has earned a place in my small circle of trusted advisors.

Sylvia Erleen Staton
5.0
from 4 reviews
  • 3 years in business
  • New on Thumbtack
LaCreis K.
Verified review

Sylvia is very professional. She helped me to holistically restructure my financial projections so I may eliminate my credit card debt in a few years and retire extremely early. She also helped me to pay off $30,000 worth of debt in 18 months. I highly recommend her financial expertise. She believes in you and has a strong passion to educate you about your finances. I recommend her without any hesitation!

  • New on Thumbtack
Kathy H.
Verified review

Robert is an a very professional and experienced accountant. His skills include indepth financial analysis, planning and forecasting. Robert is efficient and a pleasure to work with. His work at North Naples United Methodist Church was excellent and we would highly recommend him.

  • 6 years in business
  • New on Thumbtack
Stephen D.
Verified review

I have been responsible for my nephews inheritance since his father passed 11 years ago. When I found out that his money wasn't performing as well as we wanted, I called Brad Leibe and Peter Casciotta at KK&B Financial Services for Seniors. They helped me find an investment that was safe and had excellent upside potential

Northwestern Mutual
5.0
from 1 review
  • New on Thumbtack
Barbara B.
Verified review

Ms. Reeves was instrumental in helping us plan for our retirement. We have a disabled daughter and she was able to set up a plan for us to have a program so she would be taken care of when we are gone. Ms. Reeves was so nice to work with and she explained all the plans available to us. We were able to pick a plan that works for us and our daughter. We are grateful we were referred to her.

  • New on Thumbtack
About

Stratos Wealth Partners is an independent, partner-owned, and operated registered investment advisory (RIA) firm, that places clients' interests at the forefront of every decision made and action taken. Our services include: * Executive Compensation Solutions * Estate Planning * Cash Management Services * Business Succession Planning * Retirement Plan * Insurance and Risk Management * Education Plan Solutions * Tax Strategies Estate Planning * Fee-Based Personal Financial Planning and More

About

Our focus is building long-lasting relationships with our clients to ensure the best service possible.

About

We are a certified public accounting firm providing tax, business and financial consulting to the general public. We specialize in "tax-advantaged asset protection" for our clients. Our firm has CPAs and CFPs (certified financial planner).

  • 10 years in business
  • New on Thumbtack
About

Why Choose the Phoenix group? Clients tell us that our service exceeds their expectations. This pleases us, as it means our strategy of delivering a new standard of service to community associations in Southwest Florida is working. This service level is the result of the core philosophies we employ in our business. We are pleased to share them with you, and we will always be held accountable to them in our relationship with you.

About

My business is personalized. It's a service that can help many people from the busy business person, the disabled and the aged population, especially those who don't live near their loved one.

About

I provide in-person, professional advice and guidance on how to invest your retirement plan to optimize your results.

About

D. Gates Wealth Management is an independent, privately held firm that helps individuals, business owners, professionals and their families build wealth and create financial legacies through financial planning, investments, and insurance planning.

  • 12 years in business
  • New on Thumbtack
About

My appraisal, brokerage experience and business ownership allows me to clearly understand where the value lies in a business so it can be protected and maximized when it is time to transition.

  • New on Thumbtack
About

Ragain Financial is a full service CPA firm that works only for small business owners. We have packages that fit any budget. Each of our business owner packages include: - Bookkeeping and Financial Statement Preparation - Payroll and Payroll Tax Returns - Tax Return Preparation (both business and personal) - Tax Plan and Projection each Fall - Unlimited phone, email, Skype, webchat communication - ProHub360, our state of the art portal and vault - RF Business Accelarator, our marketing program to help grow your business. Small Business Owners need a team. Each client is assigned a RF Pod. Your Pod consists of a CPA, bookkeeper, tax accountant, business growth coach, and Pod Manager. You will have team meetings with the group each month to discuss your accounting and marketing, and so we can partner with you in growing and managing your business. We put our pricing right on our website, so there is never a question or surprise. Take your business to the next level and tell Ragain Financial you are ready to get started. Try us Free for 30 days by going to our website. Mention Thumbtack and get another 30 days free.

  • New on Thumbtack
About

Investment Management, Retirement Planning, Life Insurance

  • New on Thumbtack
About

Serving Bonita Springs, FL, and the outlying areas, Evelyn Knapp of Knapp Financial Services is offering the following services, but not limited to: tax management, investment management, retirement strategies, estate conservation and insurance and annuity products to help clients reach their financial goals.

About

Global Wealth Consultants LLC has professional financial advisors who provides quality financial planning services in the Naples, Fl area.

  • New on Thumbtack
About

We provide the following services: * Commercial real estate acquisition and management --managed portfolio of 2,500 units * Business brokerage -- have transacted over $300M in business sales * Business consulting -- advised businesses, from small to the largest corporations * Expense control services -- have reduced operating expenses of small businesses by over 50% * Marketing services and social media -- web-based marketing programs for small- to mid-sized companies.

  • New on Thumbtack
About

Don't calculate it alone; lean on us. We offer a number of different services to help you figure out your most viable financial options. We will work with you to help you make educated decisions about what to do with your money to ensure you have a comfortable future. Knowing that every client has assets, limitations and dreams, our job is to understand your unique needs, so that we can formulate a plan that works perfectly for you. Whatever your financial situation is, we'll help you make the right decisions to reach your goals. Choose from a variety of services concerning: life insurance, disability insurance, long-term care insurance, health insurance, medicare supplements, annuities, generational wealth, tax strategies, business succession and exit strategies, college funding, debt management, and financial coaching. We provide a complimentary consultation.

  • 35 years in business
  • New on Thumbtack
About

The Flint Financial Group offers you: - Family team dedicated to you for the long term - Access to the extensive global resources of UBS - Wisdom and insight that come from decades of experience - Core values that extend from a faith commitment

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