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Sanford Retirement Planning Professionals

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

Tax and Financial IQ
4.9
from 14 reviews
  • 17 years in business
  • 17 hires on Thumbtack
Debrade M.
Verified review

Mary has been doing my taxes for over 16+ years with great professional work ... I am a professional with a side business of 4 rentals for my retirement... she has always given me a great value and advise !

Evolve Group
5.0
from 4 reviews
  • 19 years in business
Shayla M.
Verified review

Outstanding service!!! Tanya took the time to find the right plan for me and my financial situation. She was dedicated in making sure I fully understood the entire process and is always available to address any questions I may have.

  • 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.

  • 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.

Mobile Services
5.0
from 2 reviews
  • 23 years in business
Nicole N.
Verified review

Very knowledgeable professional. Listened to my needs, devised a plan of action and had a fast turnaround time! I definitely recommend Yvette to any individual or small business that may need a tax preparer or bookkeeper.

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.

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.

Excel Tax & Wealth Group
5.0
from 1 review
  • 5 years in business
Lauren D.
Verified review

Carlos goes above and beyond to answer and ask questions. He has helped prepare my family for retirement and possible long term care expenses.

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!

Wealth Realm
5.0
from 1 review
    Isabel C.
    Verified review

    Jeff really took the time to help me understand how investing works,and the common pitfalls to avoid. He offers a free website for financial planning which is invaluable, and I hired him for his in depth planning and investing services. Highly recommended!

    • 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

    Graunke & Hentz Wealth Management, LLC is an independent full-service financial planning firm committed to helping people pursue their financial goals. Here at Graunke & Hentz, we offer a wide range of financial products and services based on each individual client's goals and objectives. We are happy to help educate you about the basic concepts of financial management, show you more about who we are, and provide fast, easy access to market performance data.

    About

    Breen Financial Management is an independent financial planning firm dedicated to helping you achieve your financial, retirement, tax and estate planning goals. We take the time to get to know you, listen to what it is that you want to accomplish and then use our experience and expertise to help you achieve those goals. We work with you every step of the way and your financial best interest always comes first.

    About

    When can you afford to retire? How much can you spend each year during retirement and not run out? How do you manage your assets once you are retired? We will provide you with powerful, yet simple answers to your questions. We create financial plans for our clients that work specifically for them. Often, people retire with sizable savings but little knowledge of what to do and when to do it. When you don't know what to do, confusion leads to doubt and ambiguity. We replace confusion with knowledge, which can lead to understanding, confidence and optimism. We work as a team. We love it when clients refer to us as "my team". We earn their trust by speaking truthfully, by caring and by following through - doing what we say we will do.

    About

    I work on consumer finance, building awareness and providing self-help tutoring to improve consumers' financial situation.

    About

    Stonebridge Financial Planning Group, LLC offers a wide variety of services to meet the financial objectives of individuals and families. We work closely with each client to help him/her identify his/her goals and objectives. Then from this base, we are able to recommend suitable strategies and actions to achieve them. Our services include the following: * Insurance issues * Retirement planning * Estate planning * Tax review and preparation * Investment management * Divorce analysis Stonebridge Financial Planning Group, LLC is committed to helping you address your financial challenges and realize your financial dreams. We do this through long-term relationships based on understanding, excellence and integrity. At the heart of these relationships is maintaining open communication and regular interactions with each of our clients. Our clients are our friends, and they refer us to their friends. Securities are offered through Triad Advisors, Inc. We are members of FINRA/SIPC. Our advisory products and services are offered through Stonebridge Financial Planning Group, LLC, a registered investment advisor in Florida.

    About

    I offer personal finance made easy. I give retirement and investment advice, business consulting for rapid and stable growth, and financial statement analysis.

    About

    Integrity Financial Group is an independent Orlando financial planning firm located in the Lake Nona area with a very unique approach. Often, we can help our clients accomplish their goals with no additional out-of-pocket or risks.

    • 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.

    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

    David J. Blount, CFP, founded Investment & Insurance Planning services, LLC in 2005. He earned the certified financial planner designation in 2007, allowing him to provide a broad range of financial advice. He has served as the guest financial expert on Orange Television.

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