Marietta, GA6 Retirement Planning Professionals near you

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Marietta Retirement Planning Professionals

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

  • 4 years in business
  • 308 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.

CFO Management Services LLC
4.8
from 74 reviews
  • 10 years in business
  • 106 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.

  • 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.

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.

  • 20 years in business
  • 8 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.

Hussain Assani
5.0
from 6 reviews
  • 8 years in business
  • 3 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.

  • 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
  • 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.

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.

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.

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 ...

Wells Fargo Advisors
5.0
from 2 reviews
  • New on Thumbtack
Bob O.
Verified review

Blair is both patient and kind! He worked carefully with us to identify both our plans and dreams, and then helped us create a sound financial strategy. We have worked with Blair for over 10 years, and we never make a single financial decision without his guidance and input. He is always there, no matter the time or the circumstance. It is great to have someone like Blair on our team. I strongly recommend him as a part of your team!

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.)

  • 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.

  • 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.

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

  • New on Thumbtack
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

  • New on Thumbtack
About

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

  • New on Thumbtack
About

We are the highest rated full-service financial services company in America by JD Powers for 2015. We provide full-service brokerage services, financial advising, landing for retirement, educational savings and preparing for the unexpected. All of my clients receive personal one-on-one attention. My clients are welcome in my office, or if more convenient for them, I will travel to them. Give us a call and discover what world-class service in your own backyard feels like.

  • New on Thumbtack
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.

  • New on Thumbtack
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.

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