Roswell, GA
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Roswell Retirement Planning Professionals

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

  • 4 years in business
  • 300 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 73 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
  • 73 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.

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.

  • 15 years in business
  • 8 hires on Thumbtack
BERNIE B.
Verified review

Excellent tax preparation service. I really enjoyed my experience. knowledge, professionalism, and excellent customer service. Highly recommended!!!!

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.

  • 3 years in business
  • New on Thumbtack
John M.
Verified review

They came to me, met with me personally, laid out a tangible plan, explained to me exactly what all was going on with my credit and how to fix it then told me to sit back and follow a few steps. It was the most painless and professional experiences I have ever had especially when it comes to credit, because people can get a little restless about that. My credit jumped over 100+ points since I started working with them and I even bought a new car simply because they did what they said they would do. I continue to use their services and will even after I hit a perfect score. Thank you for everything, seriously. I have already recommended them to family members and friends. Absolutely amazing!

  • 20 years in business
  • 7 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.

  • 17 years in business
  • 3 hires on Thumbtack
Thumbtack Customer
Verified review

This group of folks helped me and my family with getting our financial plan in order and gave unique ways to pay down all our debts. They did not try to sell me more life insurance like the other one did.

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 ...

  • 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!!

  • New on Thumbtack
Shafaat K.
Verified review

Anila was great at planning my bridal shower. She was patient, caring and responsive to my event requests. Although she worked from home, she put in her 100% and I can say that I had a great event. I didn't have to worry about anything because everything was taken care of and there was no fuss. I recommend Anila for any events or parties, I'm definitely going to be asking her to coordinate any other parties that I want to have in the future.

David D.
Verified review

Finel is very polite and articulate gentlemen. He did a very good job giving me the most life insurance coverage and investment account for a very affordable price. I started an investment account for 25$ a month and half a million of life insurance coverages enforced and normally investment companies won't even bother working with the middle America. I feel very fortunate. God bless you and thank you for all you do.

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.

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.)

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!

  • 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.

  • 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.

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

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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