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Athens Retirement Planning Professionals

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

  • 4 years in business
  • 315 hires on Thumbtack
Mary B.
Verified review

Outstanding product and amazing support. I highly recommend Sterling Rose Consulting Corp for business plans and marketing plans. I feel like we are partners and Vlad is genuinely interested in my success.

  • 23 years in business
  • 76 hires on Thumbtack
Rebekah B.
Verified review

We've worked with Andrew for the past 2 years for tax preparation. He's made the process easy for us! Andrew is always responsive, very knowledgeable and straightforward with his advice. He's been a big help in not only getting our current tax year affairs in order but also in proactive planning for the next year.

  • 10 years in business
  • 1 hire on Thumbtack
Jason D.
Verified review

Their staffs are very professional. Very knowledgeable about tax laws and able to help me with my taxes and assisted me with tax planning for the next tax season. Thank you so much THT Tax Group!

STAMI Group
4.8
from 5 reviews
  • 13 years in business
Juwana J.
Verified review

I was new to the nonprofit sector and unclear about the financial documents required by the federal government. Mr. Mizell simplified the complex document language, and he educated me on the best approach to tackle all of the requirements. He worked closely with me to understand my vision for the organization, and he created a financial plan that matched my vision and met federal requirements. Eight years later, I still use the plan as the organization's model.

Timothy P. Evans, CPA
5.0
from 3 reviews
  • 33 years in business
Stan B.
Verified review

I have personally worked with Tim for over 15 years. His expertise in all-things accounting / financial planning related is OUTSTANDING!!! My net worth is substantially greater than it would have been, had Tim not helped me!! He's the BEST ...

  • 16 years in business
  • 1 hire on Thumbtack
Annalisa R.
Verified review

Money matters can be really complicated, especially when you're reaching out for help and you're not a millionaire. I was really impressed with how quickly Mark responded to me, and how easy it was to talk to him about my particular tax issues. As it turns out, he is a holistic, full service financial planner - he was kind enough to provide several key insights and make recommendations to me, which included how to find the best kind of CPA to help me - and this was at no charge in our initial call! I'd recommend Mark to those who need a comprehensive financial checkup, needs help getting to a major financial goal, or plan their estate - but especially those average Joes out there who are trying to build themselves a better future.

About

Handling your business is our job! My business has been established for 7 years, and we have a variety of services that range from: • Payroll • Estate planning • Tax resolutions • Financial services • Business setup/startup We're a company that have people on staff who have been in the military and have worked with government contracts and grant writers.

  • 29 years in business
About

Artisan Financial Services specializes in profit enhancement strategies to increase your bottom line. Artisan Financial is located in Duluth, Georgia and is convenient to Alpharetta, Johns Creek, Suwanee, Lawrenceville, Lilburn and Norcross. Maria Stoney is an Enrolled Agent and Certified Financial Planner; she is a Dave Ramsey-endorsed financial provider and has over 25 years of experience in helping small business owners keep more of what they make through various business strategies. Benefits of doing business with us: Free initial consultation to review your information We provide a quote for your customized needs during the appointment We focus on helping you increase your business' bottom line We give you ideas to help you save money on your taxes We look over the past 3-year tax returns to see if there are any opportunities to get back additional money Pricing Pricing varies depending on the project - our goal is for our fee to be less than the benefit you derive from using our services.

About

I help families plan and protect their financial future by providing professional advice regarding retirement planning, life insurance, annuities and estate planning.

About

We help individuals ages 35-65 to develop tax-sheltered strategies to better position their loved ones for college, for retirement, and for life.

About

We offer personilized financial services to help you reach your dreams and goals! Don't leave your retirement to chance! Let us help plan the retirement you want!

  • 6 years in business
About

Our key motivation is to teach true, stewardship to change not just people's behavior but their hearts about their finances. As a John Maxwell Team member, coach speaker and trainer. We offer workshops, seminars, speaking, and coaching to aid in personal and professional growth to individuals, organizations and companies.

About

We assist families with financial planning via free financial needs analysis. It is virtual – done over the internet and phone.

About

Serving Gainsville, GA and outlying area Mack Hales of Life Concepts, Inc is offering the following services but not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

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