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Lakeland Retirement Planning Professionals

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

RockWall Advisors, Inc.
4.8
from 18 reviews
  • 29 years in business
  • 10 hires on Thumbtack
Suzi W.
Verified review

I have used Rockwall Advisors for my Federal Tax Return for the past 9 years. Everything about the company is spot on. I will never go back to H&R Block or those others, once I found I can get a CPA to do my return for a MUCH lower price with no hidden fees. Also I was able to schedule a free consultation with Rhoda and now have my retirement accounts with someone I can trust to watch out for my financial needs. Thank you Rockwall for all you do for so many. Earlene C.

  • 4 years in business
  • 5 hires on Thumbtack
Z M F.
Verified review

I have been receiving services provided by Sisse for almost 10 years. She has always been very professional, honest and realistic with my financial planning. I do not trust anyone else. I highly recommend her!!!! Z. Franklin

Market Tax & Accounting
5.0
from 6 reviews
  • 1 hire on Thumbtack
Richard B.
Verified review

I had a great experience with Star Nsurance while trying to find a health insurance plan for myself. Their friendly and knowledgeable agents thoroughly explained all of my options to me and helped me make the choice the was best for me which cost far less than I was expecting! I was shocked to find out that Star offers a full line of insurance products including life and auto. My agent told me that they also do tax returns so I'll be back again during tax time. If you want to deal with great down to earth people who really know the business I definitely would recommend Star Nsurance in a heart beat!

  • 17 years in business
  • 8 hires on Thumbtack
Alicia R.
Verified review

Professional and friendly. The appointment was on time. No waiting

Success Wealth Management
5.0
from 4 reviews
  • 16 years in business
  • 3 hires on Thumbtack
Tom D.
Verified review

Jorge is extremely knowledgeable and has helped me create a long-term financial plan that I'm very happy with. Prior to working with Jorge I felt lost trying to navigate saving for retirement, planning for big purchases (wedding, house), and how to handle equity compensation. Jorge does an excellent job for explaining complex financial topics in a way that's easy to understand. Two additional qualities that I love about Jorge are his patience and responsiveness. I will be working with Jorge for a very long time!

  • 41 years in business
Vanessa M.
Verified review

Excellent service and professionalism. He clarified all my doubts and made the process much easier with his charisma and positivism. I will definitely recommend his services to anyone. Now We have our future plans organized. Thanks Daniel.

MJBiz Consulting LLC
5.0
from 3 reviews
  • 3 hires on Thumbtack
John Z.
Verified review

We're just starting to work together, but so far so good. We brought Martin in to help with bookkeeping and realized that there are many areas where he can help our business - operations, planning, strategy and more.

  • 96 years in business
Alton M.
Verified review

Howard has helped me get my financial life on track. I'm 33 and I had all but given up hope that I would be in a good place financially. But through Howard's help, I have hope, a budget and found fans to pay down debt and also pay toward retirement. Howard has help my family near and far. I tell him I have family that needs help he calls and shows up. Howard came to my church and talked to us and when I tell you he was able to help so many people even our college students.

  • 2 years in business
Clarence L.
Verified review

I wish I had learned about building my own private bank concept earlier. Now I am in the 4th year of building my own bank. However, I was able to finance a car last year already if I wanted to. The system is amazingly simple to follow and it makes so much sense for real wealth building and preservation. It provides more than recovering the interests and cost of the car and any major purchases; it also provides many instant tax-favored benefits I did not have before. I am not only using the system for car purchase, I am also building my own bank for emergency cash reserve, liquid cash for other investment opportunities, my retirement savings, etc. I wish I had started the system much earlier.

Ewles Wealth Management
5.0
from 2 reviews
  • 3 years in business
  • 1 hire on Thumbtack
Danielle M.
Verified review

Tyler and his team have provided me with unbelievable service. They walked me through planning for my future, and making sure I was taken care of now. After meeting with Tyler, I finally feel comfortable and safe with finances and my retirement.

JZ Lyfe Investment
5.0
from 2 reviews
    Travail E.
    Verified review

    Superb job!!! Exceeded expectations! Well thought out course of action plan!!! Highly recommended! Outstanding experience!

    Mojo Design
    5.0
    from 2 reviews
    • 5 years in business
    Andrew G.
    Verified review

    They are great consulting firm. They helped me plan my future and open a business, 6 month later we now have 40k in monthly revenue.

    Matthew H.
    Verified review

    My small business has grown to the point where I'm ready to pay myself a W2 and I needed the paperwork and accounts set up to report and pay the required taxes to the Fed and Fl. I interviewed all 5 bids from Thumbtack. I'm not a small service provider of Marriage Counseling in with less than 20 transactions a month. David took a real interest in my business and my goals as the owner. He had suggestions right away that would save me money and help me use my business to serve me instead of me feeling like I had to serve the business. I felt overwhelmed at at the tax submittal paperwork and he made it sound simple. I met his staff and he explained how he would service me and help me grow. He gave me a fee for the job, not an hourly rate. He was more expensive than the cheapest bid, but the value I got was outstanding. I felt so relieved after I committed to investing in his plan to set my business up. My quarterly maintenance plan was less than if I wanted to pay for Quickbooks online and do the work myself! It was really a no brainer. Every business is different, but if you are a smaller business that is looking to grow, David is the guy for you. Give him a call and tell him what you want. You will be amazed at what he can make your business do for you!

    Wiley Advisors
    5.0
    from 1 review
      Roger C.
      Verified review

      Joe Wiley of Wiley Advisors was extremely helpful assisting my wife and I plan for retirement. He focuses his services to the client’s requirements as opposed to a canned, impersonal approach. Joe sat with us on a Sunday afternoon, getting to know us, our concerns, and what we wanted or expected retirement to look like and to develop a pre-retirement strategy. We discussed this strategy, and he helped us understand options in ‘our’ language, carefully reviewing pros and cons of various action steps - all in plain language, easily understood by my wife and I. Although Joe took deep dives into our finances, and he helped plan our pre-retirement decisions based on this information, our discussions didn’t get overwhelmed with the details – just carefully thought out suggestions on what can be done and how to reorganize and manage finances for the next several years.

      IdeaVibe
      5.0
      from 1 review
      • 6 years in business
      • 1 hire on Thumbtack
      Mark J.
      Verified review

      Excellent work. First class business plans and deal books. Work delivered on time. Exceeded expectations. The IdeaVibe team was on point on all aspects during the process. They brought additional value add to the process that was completely unexpected.

      • 4 years in business
      Michelle D.
      Verified review

      As a small business owner, it's overwhelming wearing many hats while trying to run a profitable business. I love this firm because they are personable. They take time to educate me and understand my needs. I started with them last year with outsourced CFO service and have since added on tax planning and prep because of the solid relationship we've built. It was important for me to build a great relationship with anyone that's handling my finances. This is the third CPA firm I've contracted because I wanted to work with a firm that take the extra time to understand my company, ask me the right questions and return my call in a timely manner.

      About

      We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by us, providing sound financial information.

      About

      Waddell Reed is a full-service financial planning firm. Since 1937, we have been dedicated to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process. We call this approach investing, with a plan.

      • 33 years in business
      About

      I have over 25 years experience as a professional business consultant. Now that I am semi-retired I can provide my services at a very reasonable cost because I don't have the high overhead that other consulting companies have.

      • 5 years in business
      About

      My role is to help clients to understand their financial needs and opportunities and create a plan to work toward the financial future that they desire. No pressure - we work together. I have 17 years of experience in financial services with major banks, ING, Ameriprise and now my own independent financial advisor firm. I enjoy the challenge of solving problems and that has been my role during most of my working life. When clients are on the road to financial success, that is a great source of satisfaction.

      About

      I take the stress out of the financial aspects of business and life. Instead of worrying about accounting, taxes, financial planning, and payroll, you can focus on living your life.

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