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Atlanta Retirement Planning Professionals

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

  • 23 years in business
  • 75 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.

Hussain Assani
5.0
from 6 reviews
  • 8 years in business
  • 4 hires on Thumbtack
Sadiq N.
Verified review

Hussain has been a great help to me and my family. He has expertise in financial planning and has educated me to manage my finances.

CFO Management Services LLC
4.8
from 74 reviews
  • 10 years in business
  • 107 hires on Thumbtack
Jeremy L.
Verified review

I started a new business that I setup as an LLC S-CORP. I hired Allan to advise with the corporate filing requirements, as well as consult on how to manage the taxes to maximize my return for 2016. Allan also helped us to develop a personal financial plan and budget to put us on track to meet our personal and business-related goals. Allan proved to be very knowledgeable in helping us sort out our tax and financial situation. He also has proved to be a valuable consultant for our business as we begin to grow and look into hiring employees and attaining various assets. We'll continue to use Allan in the years to come.

  • 1 year 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.

  • 4 years in business
  • 311 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.

  • New on Thumbtack
About

Serving Atlanta, GA, and outlying areas, Martin Halberg of Halberg Financial Associates is offering the following services: - Tax management - Investment management - Retirement strategies - Estate conservation - Insurance and annuity products

STAMI Group
4.8
from 5 reviews
  • 13 years in business
  • New on Thumbtack
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.

Top Pro
Mary McDuffie CPA
5.0
from 12 reviews
  • 34 years in business
  • 22 hires on Thumbtack
  • Top pro on Thumbtack
Deon D.
Verified review

Mary is very knowledgeable, and was able to show me how I could dramatically reduce my tax liability with strategic investment planning.

  • 29 years in business
  • New on Thumbtack
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.

SouthSpec Inc.
5.0
from 4 reviews
  • 29 years in business
  • 1 hire on Thumbtack
Dee B.
Verified review

I worked with Phil in two areas of our business. One being our installation of a brand new ERP system. Phil's experience helped us tremendously in the months of preparation leading up to our installation. Giving valuable insight in setting up a timeline for the project as well as noting potential problem areas that could come. The other area where I received valuable help from Phil was at the CEO level working on a business planning matrix. Phil was a tremendous help to me with his insight into developing an Operational plan for our organization. Phil is also very enjoyable to work with.

A.C. Mills Group, LLC

New To Thumbtack

  • New on Thumbtack
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.

John W Walker II CMFC, CRPS
5.0
from 4 reviews
  • 26 years in business
  • New on Thumbtack
Harry M.
Verified review

My wife and I have invested virtually all our savings and retirement as John Walker has advised us. Though diverse and in different forms our investments have grown and are giving us a monthly subsidy plus a trust for our future. We trust John's guidence.

Timothy P. Evans, CPA
5.0
from 3 reviews
  • 33 years in business
  • New on Thumbtack
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 ...

Winford Financial, LLC
5.0
from 1 review
  • New on Thumbtack
Melinda S.
Verified review

Chandra put a budget together for our business. We were please with the first assignment which gave us details on our current position and our future's potential. Later, we called Chandra again to get her more involve in setting up our new location. We were most impress by Chandra's timely fashion, her commitment to confidentiality, meeting deadlines and bring reports when promised. Chandra met with me face to face and spoke with clarity; she returned every phone call, text and e-mail. Her current follows up are awesome keeping us focus and on track to complete the task at hand and moving forward to accomplishing some of our online goals. We appreciated the passion and energy she demonstrated when discussing details about our business plans. It would probably be on my part to improve on my technology skills. Maybe she can teach a class on technology on certain programs and software that would be most beneficial to her clients' needs or recommend her clients get trained/educated in the areas which will help them run a proficiency business. ( ie.: Software and programs you need to know.)

  • 9 years in business
  • 6 hires on Thumbtack
Coretta M.
Verified review

I would like to thank Pittman Financial Services for once again preparing my taxes. If you're looking for Top Notch Professionals then look no further. You have found the right one. Wishing your company continued SUCCESS!!

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