Fall River, MA35 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
4.8
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
4.9
from 14 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!

  • 3 years in business
  • 4 hires on Thumbtack
Lloyd A.
Verified review

We recently sold our rental property which had appreciated significantly in value over the past 20 years. What we did not take into account was how much our tax liability would be and how this sale would impact our retirement income. I contacted several accountants but was not able to get their full attention regarding what looked like a simple transaction but turned out to be extremely detailed. Couple of the other professionals I had contacted did not want to take on job after learning about the specifics. Then I came across an Amit Johar who really took the time to understand what I was trying to do. Amit was proactive in his approach to asking questions and went deep into the transactions. Right from our first meeting he set appropriate expectations with options and their implications. We met several times over the course of three months. In the duration he covered every aspect of our lives for the past 20 years. From switching jobs, to kids to retirement to second home and more. Life events that I had never even considered he took the time to discuss and understand. I was told by other accountants that I could end up paying out between $20k-$50k. We are both retired and don’t have those kind of resources. At the end we were both pleased with the outcome Amit provided us with. His strategy worked… The result that Amit delivered was far beyond my expectations. When all other professionals were unsure of the outcome, Amit delivered. I would urge anyone with nearly impossible situation to contact Amit. “He’s just “GOOD”.

Brian Forrest & Associates
4.5
from 10 reviews
  • 18 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
4.1
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
5.0
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)
5.0
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
    5.0
    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.

    About

    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

    About

    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.

    About

    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.

    • 98 years in business
    About

    About

    effective, efficient and clear

    About

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

    About

    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.

    About

    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.

    About

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

    About

    College Funding, Retirement Planning, Investment Planning

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