Chicago, IL
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Chicago Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Chicago.

Top Pro
Tax Busters
4.6
from 37 reviews
  • 13 years in business
  • 74 hires on Thumbtack
  • Top pro on Thumbtack
Lynn H.
Verified review

I was at a loss as to how to find a good accountant for tax season that wasn't in a big box chain, and just stumbled onto Thumbtack through a Google search. What luck, because Thumbtack put us in touch with Gerald with Tax Busters, and he was excellent. Gerald was very personable and took time to walk me and my husband through our tax return and explain exactly why we owed what we did. He also advised us on changes we could make to our retirement planning that would positively impact our tax situation. His knowledge and customer service are excellent and I would absolutely recommend him to anyone who is looking for tax help.

Top Pro
  • 20 years in business
  • 30 hires on Thumbtack
  • Top pro on Thumbtack
Mark P.
Verified review

We met with Pat this morning, and he finished our taxes this evening! We felt very comfortable with Pat, and it was obvious he know his stuff. We will definately use Cambridge Financial Services again!

Cofield Advisors
5.0
from 8 reviews
  • 1 year in business
  • 6 hires on Thumbtack
Jeff B.
Verified review

Cofield Advisors has assisted me with a few financial literacy presentations and offers great advice! Cortlon truly cares about his clients and always has their best interest in mind. If you're looking to enhance your wealth, I would highly recommend reaching out to Cofield Advisors.

  • 60 years in business
  • New on Thumbtack
Melissa P.
Verified review

My experience working with First Command and my financial advisor, Bryan Parrish, was professional yet also laid back. I like to think I know a little about investing and personal finance, but I still have much to learn. Bryan took the time to clearly explain terms and ideas I was not familiar with. At no point during our meeting did I feel judged or that my business was insignificant. I am excited to work with Bryan on opening an IRA outside my work retirement account and helping me identify and choose funds that work within my level of risk tolerance.

  • 9 years in business
  • 11 hires on Thumbtack
Jillian C.
Verified review

I worked with Frank when I had to file Chapter 7 Bankruptcy. I was actually pretty ashamed that I had gotten to that point & was TERRIFIED of going through it. It took a LONG time to even come to the decision to file in the first place, but sometimes life kicks you when you are down and you're left with limited options. Frank was recommended to me by a mutual friend and I could not have been happier with his services. He was assuring and compassionate and really helped me realize that I not only needed but DESERVED a fresh start! He really knew what he was doing and made the entire process so much simpler than I had anticipated it being. He was there for me every step of the way and made sure I understood what was going to happen and how I should handle it. He is also VERY AFFORDABLE!! I HIGHLY a recommend Frank Vosholler to ANYONE in financial crisis! He will help you make the right decision for you and will expertly guide you through the entire process. You will breathe a sigh of relief when it is all over, when the weight of the fear and frustration lifts off your chest, and you know that you not only made the right decision financially, but in your choice of attorney as well.

Emmett Financial Services
5.0
from 2 reviews
  • 33 years in business
  • 11 hires on Thumbtack
Victor L.
Verified review

Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.

Hoopis Group
5.0
from 1 review
  • New on Thumbtack
Matthew A.
Verified review

Justin has helped me make financial decisions that will make a positive impact now and in the future. I recommend his services if you are interested in investments and savings.

  • 9 years in business
  • New on Thumbtack
About

We offer a straightforward fee. BFM never accepts third-party commissions, as that would compromise the integrity of our advice. BFM has a flat-retainer fee structure (typically $200-$500 per month). There are no account-size minimum. We are not brokers. We are an independent firm, not pushing banks/insurance financial products. You can keep control on your accounts. We can meet in person or by phone/Skype. The founder has more than 20 years of true investing (not financial sales) experience.

About

Our services involve helping families plan for college for all of their children without leaving the parents without the ability to retire comfortably. We help position students to get into the college of their dreams. Then our job is to assist the families in being able to pay for their students' college education. This process involves a comprehensive financial review, insurance review, and estate planning review to ensure that all of the pieces of the college funding puzzle work in harmony for the family. One of our student's parents wrote this, "I want to thank you so much for all of your help and guidance in the college search and application process. I don't believe that Catherine would be attending USC if it hadn't been for your guidance and advice. She is so thrilled to be heading to California for college! Thanks again for all of your help. We really do appreciate it!"

About

I work with a variety of individuals and families, including recipients of sudden wealth. I provide comprehensive goal-based financial planning services, including retirement, investment, insurance, and estate planning. I am a fee-only financial planner and wealth manager. This means that I only get paid directly by my clients, not any other third parties. I am able to make objective recommendations and, as a fiduciary, I work only in my clients' best interest. My goal is to understand my clients at a deep level, which enables me to build and implement a financial planning strategy that allows them to achieve their specific short and long term goals.

About

We educate families and business owners of the financial fundamentals and develop and implement practical plans based on these fundamentals. We leverage the expertise of our strategic partners to deliver the best services possible to our clients.

About

Alamo Insurance & Financial Service provides quality insurance of auto, commercial, property, health, life, and contractors. When you're in need of quality insurance, you need to look no further than Alamo Insurance. Call, or stop in to get a great quote for your insurance needs.

  • New on Thumbtack
About

Buy term and sell the difference! Our coined term to recommend our firm and proven investment belief system of keeping your insurance plans and financial investments separate.

  • New on Thumbtack
About

Services we offer are: - Accounting and financial analysis services for clients ranging from small business entrepreneurs to Fortune 100 multinationals - Cloud based accounting system development and maintenance across various software platforms - Business and personal tax filings preparation for small businesses - Tax and financial planning consultation for emerging and developing enterprises

About

We specialize in helping small businesses with all their accounting needs at an affordable rate. Including, but not limited to, bookkeeping, sales and payroll returns and income tax preparation. We can provide personal tax preparation as well.

About

We help our clients save money, make money and get out of debt!

  • 7 years in business
  • New on Thumbtack
About

Helping clients achieve financial security. We offer various insurance and retirement plans to help you meet your goals.

About

I am a broker whom can provide you a variety of good companies, not just one brand, which may be A+ rated, just like many of mine.

About

Leonson Financial Services LLC is an accounting, auditing and tax firm that focuses on adding value to businesses, organizations and individuals. Our services include tax and accounting services across a broad range of clients in the Chicago area and beyond. In brief, you should know the following about us: Our specialty is providing top-tier income tax and accounting services in Rockford and Chicago, Illinois. Our main office is located in the Rogers Park neighborhood of Chicago. We also operate a "mobile office," which means that we can also come to you to perform our services. Our client base includes clients in various neighborhoods and suburbs. We have performed tax preparation services for clients in the following areas: - Evanston - Edgewater - Andersonville - Uptown - Lincoln Park - Lakeview - Niles - Park Ridge and other areas of Chicago and the surrounding suburbs If you are not familiar with our company and your first contact with us is online, we would be pleased to hear from you! For any questions concerning the site or the services offered, please contact us by filling out the form on our "Contact" page. Our regular customers particularly value our attention to client detail, and the value we place on our client relationships. Please contact us today to set up an appointment! Leonson Financial Services LLC P.O. Box 06262 Chicago, IL 60606 U.S.A.

  • New on Thumbtack
About

Serving Elmhurst, IL and outlying areas, Laura Pesek and associate are offering the following services not limited to: Investments, Financial Advisor, Disability Insurance, Life Insurance and Retirement Planning.

  • 13 years in business
  • New on Thumbtack
About

There are a lot of financial service providers out there these days. The way I bring value to my clients is by listening as much as (or more than) I speak, being available to address questions and concerns seven days a week and making folks feel like they're people and not account numbers.

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