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Atlanta Retirement Planning Professionals

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

  • 4 years in business
  • 316 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.

Mary McDuffie CPA
5.0
from 12 reviews
  • 34 years in business
  • 22 hires 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.

Kiran Hussain Assani
5.0
from 11 reviews
  • 10 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.

  • 20 years in business
  • 10 hires on Thumbtack
Nedra C.
Verified review

AEI Accounting & Tax Service has been preparing my tax return for over the past four years. They are very professional and work diligently in explaining your tax return. Their business environment is very welcoming. I would recommend anyone who is looking for accounting and tax service to choose AEI.

BestU4Life LLC
5.0
from 5 reviews
  • 2 years in business
Vanessa Y.
Verified review

Mrs. Kirk is very professional and knoweldgable. She makes it a point to know what goals you want to reach and helps you map out a plan to succeed.

  • 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!!

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.

John W Walker II CMFC, CRPS
5.0
from 4 reviews
  • 26 years in business
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.

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.

  • 1 year in business
  • 1 hire on Thumbtack
Janice C.
Verified review

Corbin Cook has supported me now for over 15 years with personal financial management. I have known him to provide thorough supportive services for the entire time especially when I was seeking a complete holistic approach to managing my investments as well as life planning strategies. He has often gone out of his way to be sure all of my concerns and needs are met in a timely manner. He can be trusted and will take steps to ensure the best for his customers.

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 ...

Winford Financial, LLC
5.0
from 1 review
    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.)

    About

    We offer the following services: Incorporations - We assist you in setting up your corporation or LLC, and help you stay compliant with quarterly and annual documentation and filing requirements. Accounting/Payroll - We can handle your monthly bookkeeping needs, in addition to payroll processing and tax filings. Retirement Planning/Wealth Management - Benefits for you and your employees are important, and we can make certain all of these are kept current. We work with multiple 401(k) plans in addition to offering professional money management services. We do the books, so you can run your business.

    About

    We are a full-service financial firm committed to helping people pursue their financial goals. We offer 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

    Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

    • 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

    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! It is very rewarding to help people achieve the retirement that they dream of achieving. Simplifying the sometimes confusing path to retirement is a passion. Helping people get a plan and then helping them along the way to stick to it is so important. Getting to know our clients is very important to be sure the investments that they own are right for them and their situation.

    About

    I am serving Atlanta, Georgia and outlying areas. Cindy Skaggs offers the following services to help her clients reach their financial goals: * Retirement planner * Financial planner * Investment advisor * Estate planning * Risk management * Employee benefits * Cash management

    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

    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.

    About

    Wealth preservation, Estate Planning, Investing, Insurance, Retirement We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

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