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Browse these retirement planning services with great ratings from Thumbtack customers in Des Plaines.
I usually use Turbo Tax to file my corporate and personal taxes. This year I had opened a new corporation and I pretty much messed up the book keeping to the point where I didn't feel comfortable doing my own taxes this year. Shiamal listened carefully during our first interview and his assistant took meticulous notes. He understood exactly the situation and was able to finish both of my returns on time. I plan on using his service again next year. I'm very happy with the service and the returns that he filed for me.
CFS provides excellent tax preparation service. CFS performs quality work in a timely matter. Not only does CFS prepare taxes but they provide sound investment and financial planning advice. I would highly recommend CFS to anyone looking for financial advisement and tax preparation.
Required some advice/planning on a complex international tax situation. I am greatly satisfied with the help provided by Fernando from Global Tax and Financial Solutions. I will be doing business with them again.
I am in grad school and balancing several part time jobs, including my own small business, while accruing student loan debt. I was never really taught how to manage my finances and have always felt overwhelmed when it came to savings and making smart financial decisions. I just had my first financial counseling session with Dani and it was great! She totally put me at ease and didn't make me feel embarrassed or stupid about my financial situation. In fact, she was very positive and looked for the things I was doing right first. Then we moved on to the areas I was less confident in, like retirement savings, tax planning, and income. We discussed each area in depth and made several SMART goals together that I will accomplish by our next session. It feels like I am starting to make progress on tackling something that has been a looming shadow for my entire 20's. I'm relieved to be taking care of this now instead of continuing to put it off until "someday when I have my dream job." I would highly recommend her services to anyone who feels like they need some guidance and support when it comes to managing their money, even if they aren't where they thought they'd be financially. The time is now to make a change!
Jackie help me setup my retirement account. She helped answer a lot of questions that I had and gave me some valuable insight to help me make the right decisions.
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.
Since 2016, Michael G. from Halloran and Reilly has been a tremendous help in navigating my tax returns while I've been living overseas. He has also assisted me in establishing my foreign residency status while living in Ningbo, China, and contiues to provide regular feedback on current personal finances and retirement planning. In my experience, Michael is reliable and especially conscientious of all steps required in filing and investing from overseas to maximize available benefits. Whether it is a question of my salary, monthly allowances, annual bonuses, loans, or personal savings, Michael works very hard to accurately document and thoroughly explain often obscure tax situations. I highly recommend his services to anyone.
Adam helped me get on track to reach my financial goals. He answered all my questions on a timely matter and helped me construct a custom financial plan specific to my situation. Adam is the best!
As leaders, you know firsthand that the #1 rule of personal finance, no matter your level of wealth, is to be in business with the right people. While locating your next “Financial Professional” is not easy, it is worth it... to you personally, your family, and your bottom line. That’s why I am extremely privileged to be writing this letter to recommend Celeste Bermejo as your next Financial Service Professional. Celeste is an extremely talented individual and harmonizes the needs of her clients, yet creates the safest, most enjoyable environment while dealing with a very personable, stressful topic and that’s your money / future!!!! She commands an inspirational character and professional enthusiasm that you’ll find sincere, honest, straight forward, refreshing and energizing. Celeste develops and offers alternatives to traditional financial planning and checking methods by developing individual real life scenarios based upon your needs, thus creating them into a valuable realistic achievable goals. She is aware of the importance of ownership and accountability in her financial relationships. When you meet Celeste in person, you’ll see her role model this through her willingness to listen / collaborate her financial thinking and her strategic execution that drives results! In short Celeste will be open, honest and see you all the way to the finish line. I encourage you to spend time with Celeste and you will immediately realize she is passionate about developing a financial teamwork relationship that will last for years. Celeste has put me back on track and given me hope and realistic expectations of my financial future. Before that I felt overwhelmed and nothing but anxiety. In closing I recommend without reservation Celeste Bermejo as your next Financial Service Professional. I stand behind 100% of everything I’ve stated in this letter.
While I remain convinced I'm still fairly ignorant about money, the two things I now have is a game plan and confidence. My conversation with Randy was the best 20 Minutes I could have asked for. He was professional with his advice, he didn't claim to know everything (since no one does), he validated everything I have been attempting to learn and achieve over the last few months (boosting my confidence), AND he confirmed with me that if I keep up with what I'm currently doing (+ a few suggestions extra) I will be more than able to retire comfortable an easy 5 years earlier with or without Social Security. My current goal is set at 70. Randy's value to me, is worth any future fee someone in his industry could ask for.
PM Consulting is very dedicated to providing excellent service. They provide a comprehensive plan supported by sound research to help you achieve your goals!
Ryan understands that each client has unique investment advice needs, and tailors his services to meet those needs. I needed help setting up investments after rolling over a couple retirement accounts, and Ryan provided prompt and thorough answers to my questions.
Doing business with Larry was a GREAT experience. He helped me with financial planning for my business and personal taxes during the year so I got back money or didn't have to pay any extra tax at year end. Smart guy!!! Plan on telling all my friends to give Larry a go for Tax planning and tax returns for now and forever. Great job Larry as always. Hope to be associated with you for a long time to come. Thanks for all your help! i will be talking to you during the year with question regarding tax planning and the sort and see you next year for tax returns. Everyone should give Larry a try to see what he can do for you. He's helped me so much. Keep up the good work!
Marc gave me a very useful consult that solved many of my issues. While I do not have a need for a full time accountant at this time, I do plan to utilize Marc's expertise from time to time to address specific questions that will inevitably arise in my small business. Marc was professional, un-rushed and was able to provide thoughtful responses to my questions. Highly recommended.
Jasmyn provided us with a great business plan with a quick turnaround time! She was very attentive to our needs and gave us a lot of useful information that helped us establish our business. I recommend her and Divine Success Business Planning for your business start up needs!
Independent, Fee Based Financial Planning and Wealth Management Services
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Once your goals have been established, we will customize appropriate strategies to suit your vision.
At Planning Legacies Financial Group, we believe that the cornerstone to financial success is a carefully thought-out plan -- a plan that has specific goals and objectives and is funded and/or insured by the appropriate vehicles for helping to meet these goals. This type of plan is best developed by you and a team of highly qualified and dedicated financial professionals -- the kind of professionals affiliated with Planning Legacies Financial Group. Being an Independent Planning Legacy Financial Group representative means we are free to recommend only those products and services that meet our clients' needs -- that is no quotas or pressure to sell proprietary products. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
Financial Advisor, Financial Planner, Investing, Retirement Planner, Investment Advisor
Serving Northfield, IL, and the outlying areas, Alon Pintel of Pintel Financial Inc. is offering the following services, but not limited to, insurance, investing, retirement, estate planning and wealth preservation.