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Joliet Retirement Financial Services

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

Top Pro
Jim Beam Financial
4.9
from 47 reviews
  • 9 years in business
  • 78 hires on Thumbtack
  • Top Pro on Thumbtack
Johnathan C.
Verified review

Jim has met and very much exceeded our expectations. My wife and I contacted Jim for some guidance regarding financial roadmap and retirement planning. Jim walked us through his proposed solution in over 4 total 1hr meetings to make sure all three of us were on the same page. Jim explained a very detailed approach and the results it would produce as well as answered any questions we had. But perhaps what we like the most about Jim is that he is very personable and always has the best of attitudes no matter what time of day it is. We highly recommend Jim to any family looking for any financial planning/retirement services!

Top Pro
Cofield Advisors
5.0
from 8 reviews
  • 1 year in business
  • 9 hires on Thumbtack
  • Top Pro 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
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.

Esteban N.
Verified review

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!

New York Life
5.0
from 3 reviews
  • 1 hire on Thumbtack
Charlie M.
Verified review

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.

Hoopis Group
5.0
from 1 review
    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.

    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

    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

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

    • 13 years in business
    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.

    About

    Get your taxes done anywhere. Just set up a date and time, and we will be there. We also do CREDIT REPAIR

    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

    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

    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.

    • 7 years in business
    About

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

    • 7 years in business
    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 - Grant writing review and assistance (drawing from my Master's in NFP management)

    About

    I'm a financial coach. I educate families by empowering them with the information and tools they need for a better future. I educate them on the five gotchas of money.

    About

    Tax Management, Insurance, Estate Planning, Retirement

    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.

    • 9 years in business
    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

    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.

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