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Lakeland Retirement Planning Professionals

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

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

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

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.

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.

Mojo Design
5.0
from 2 reviews
  • 5 years in business
  • New on Thumbtack
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.

Success Wealth Management
5.0
from 3 reviews
  • 16 years in business
  • 3 hires on Thumbtack
Thumbtack Customer
Verified review

My husband and I just had our first visit with Jorge the financial planner and to say the least his service was spectacular and very informative. Dropping knowledge on our domes, we truly feel we got a great first time experience with tons of useful information that we will take to heart. Using great analogies we were capable of understanding every insightful suggestion offered by Jorge. Going forward, Jorge will be our guy for all our financial planning needs.

  • 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

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • 33 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
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!

  • 4 years in business
  • New on Thumbtack
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.

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!

  • 2 years in business
  • New on Thumbtack
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.

  • 21 years in business
  • New on Thumbtack
Christine H.
Verified review

I was able to get the guidance I was looking for!!! Extremely professional and educational experience from an advisor that truly has my best interests in mind! Highly recommend

  • 96 years in business
  • New on Thumbtack
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.

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