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Tampa Retirement Planning Professionals

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

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

  • 19 years in business
  • 1 hire on Thumbtack
Julie B.
Verified review

My husband and I recently consulted with Eric from Expanse Financial for financial coaching to help us better understand our current financial picture, identify our goals and map out a plan of how to achieve them. His feedback was invaluable! He gave us the tools we needed to implement a plan and even a framework of time in which we would be able to start reaching our short term and long term goals. No judging, no guilt, no insulting our intelligence, just straightforward, easy-to-understand guidance and advice. We believe the tools we were given are the keys to unlocking our future financial success, both personally and professionally. Ever since our meeting with Eric, we have shared our experience with a number of friends who also need to restructure their finances to achieve their goals and recommended that they too, reach out to Expanse Financial as a step in their journey to success.

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!

John E. Calhoon, CPA, LLC
5.0
from 4 reviews
  • 28 years in business
  • 9 hires on Thumbtack
Marrion C.
Verified review

John Calhoun has been my CPA for over 5 years. He makes certain I have nothing that IRS would question while making certain I can claim all deductions possible. He makes certain I have backup for all my deductions. I have a tri-plex and live in the top level. John makes certain I only take deductions for repairs in the two lower apartments. He also takes into account all my already paid taxes and all income. Some years I have experienced a refund and some years I have to pay more taxes which is my own fault for not having taxes taken from my social security income. I would recommend John to anyone as their CPA and tax consultant. Marrion S. Cantu

  • 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.

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.

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.

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.

    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.

    About

    Serving Sarasota, FL, and the outlying areas, Russ Williamson of Platinum Planning, Inc. is offering the services including, but not limited to, the following: wealth management, financial advisor, retirement planning, estate taxes and investing.

    • 14 years in business
    About

    Cory Boyas has built his practice on the cornerstone of education, founded on integrity and exceeding client service expectations. Cory's vision of working with a hand-selected team of senior analysts and advisors, coupled with a premiere, five-star experience, equates to a level of knowledge and service that is simply unparalleled by other organizations. His goal is to create long-term relationships with his clients, matching world-class products in the marketplace while serving as an industry leader in our community. Cory works with a network of financial professionals, offering a full line of holistic risk and financial services, including the following: * Financial Planning (Basic Needs Analysis, Comprehensive Personal and Business Analysis) * Retirement Planning (PDIAs and Annuities) * Health Coverage (On Exchange, Off Exchange, Short-Term, Fixed and Major Medical) * Medicare (Medicare Part C HMO, RPPO, PPO, PFFS, Part D, and Supps Specialist) * Dual Special Needs Plans * Supplemental Coverage (Dental, Vision, Accident, Critical Illness, Cancer, and Hospital Confinement) * Business Planning (Key-Man, Buy-Sell, and DOE) * Education Planning * Insurance Solutions (Term and Whole Life, Disability, Long-Term Care, Mortgage Protection, and Final Expense) Cory Boyas is quickly becoming one of the most recognized names amongst independent professionals and small business owners in the great state of Florida.

    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.

    About

    I am a financial professional providing services and products assisting individuals with their financial planning needs.

    About

    Services offered: - Retirement planning - Estate planning - Insurance planning (life, disability, and health) - Brokerage accounts management - Fundraising for charities

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