Fall River, MA36 Retirement Planning Professionals near you

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Fall River Retirement Planning Professionals

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

NGG Tax Group, Inc
from 68 reviews
  • 13 years in business
  • 93 hires on Thumbtack
Raimund B.
Verified review

Nicole did an excellent job in preparing my tax returns. Very responsive, quick turnaround time and without lots of back and forth.

  • 21 years in business
  • 59 hires on Thumbtack
Theresa H.
Verified review

Nice and professional, planning on hiring for fiancial advisor

In Need Solutions LLC
from 15 reviews
  • 6 years in business
  • 19 hires on Thumbtack
Fabian T.
Verified review

Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!

Keith R. Clark, CPA
from 12 reviews
  • 10 years in business
  • 3 hires on Thumbtack
Beth F.
Verified review

Our old CPA was awful! We have been very pleased with the service since we have hired Keith. He is always providing tax saving ideas as well as retirement and financial planning tips

Brian Forrest & Associates
from 10 reviews
  • 33 years in business
  • 19 hires on Thumbtack
Marc C.
Verified review

I had a very good experience with Mr. Forest. I was under a time crunch and he went out of his way to provide the info I needed quickly. I highly recommend him for any tax and or financial planning needs.

Ameritax Newton
from 9 reviews
  • 44 hires on Thumbtack
Samantha D.
Verified review

Bob was extremely helpful, friendly, and extremely knowledgeable. I would highly recommend him to others. I will certainly use him going forward to help with tax preparation.

Financially Speaking
from 4 reviews
  • 4 hires on Thumbtack
Lisa S.
Verified review

I needed some financial coaching, particularly around saving for retirement and Jimmy was very helpful, as well as a good listener. He gave me clarity around my investing needs, especially my confusing mix of old 401Ks and IRAs. Even more importantly, he lessened my anxiety and gave me confidence that I was making sound financial decisions. I'm quite grateful for the help he gave me and I'd recommend him to anyone.

Brian Rocha, CFP(R)
from 2 reviews
    Shaun F.
    Verified review

    Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.

    Concord Wealth Management
    from 1 review
    • 5 years in business
    Marisa C.
    Verified review

    Chris helped me plan for upcoming student loan payments and helped me invest in my future.

    • 42 years in business
    Kathy M.
    Verified review

    Great company. These guys really know their stuff.

    Pam A.
    Verified review

    Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.

    • 98 years in business


    Our firm offers high quality financial and retirement planning services to our clients. Our comprehensive and multidisciplinary planning services strive to coordinate all relevant areas of financial planning into a sound and integrated approach to your planning. Our qualifications, background, and experience make us the firm of choice for your retirement and financial planning needs.


    Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.


    The DFM Advantage INDEPENDENT AND EXPERIENCED DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions


    We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.


    I provide small business, corporations, LLCs, partnerships, individuals with tax consulting, IRS representation, tax planning and complete business planning.


    effective, efficient and clear


    As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.


    Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance


    College Funding, Retirement Planning, Investment Planning

    Hire skilled professionals for absolutely everything.