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Lynn Retirement Planning Professionals

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

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.

Eddy Company, LLC
4.9
from 46 reviews
  • 4 years in business
  • 90 hires on Thumbtack
Robert A.
Verified review

I initially contacted Brian to discuss my retirement funds as my company was closing and I needed to decide what to do with my 401k funds. Brian was quick to respond, knowledgeable and most of all, patient and understanding of my personal situation and concerns. He provided insightful information and I feel comfortable with him handling my retirement funds. He is responsive and personable and I would highly recommend him to any one looking for help with their finances. Brian certainly goes above and beyond. I feel "safe!"

  • 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 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!

Top Pro
A&I Financials
4.9
from 13 reviews
  • 1 year in business
  • 8 hires on Thumbtack
  • Top Pro on Thumbtack
Nicole H.
Verified review

Adeel helped me with sorting through my Personal Finance as well as Financial Planning. I wanted to save for my car and pay my credit card debt. We sat down and made a plan to do it all. He looked at all my expense and income to see if we are in positive or not. Also, we worked on where we need to save money. Now, my credit card debt is gone and I am on my way to buy a car soon!

  • 8 years in business
  • 1 hire on Thumbtack
Scotland H.
Verified review

Caleb is the utmost professional and so helpful with financial planning and advice. I highly recommend him!

RP Tax Services LLC
4.9
from 9 reviews
  • 5 years in business
  • 10 hires on Thumbtack
Anna G.
Verified review

Ravel was very professional and knew the tax rules and regulations. We were very pleased that he came to our house to pick up our papers and completed and returned them in just a few days. He has a pleasant demeanor and charged a reasonable rate. In addition to that, he gave us a discount as new clients. We plan to call him for next year's taxes. Anna Greeme

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.

  • 3 years in business
  • 11 hires on Thumbtack
Judy T.
Verified review

Clarissa just spent 3.5 hours figuring out why my Quicken accounting system was such a disaster, with huge disparities between what the bank and credit card statements showed and what was reflected in my Quicken register . She analyzed and identified all the problems, straightened them all out, and now everything is in perfect order. I am so grateful, The last time I tried to get a book keeper to help me, it was incredibly stressful, and the problem was never identified or resolved. Clarissa is very pleasant and arrived punctually to my home. and was at ease with my dogs. The fee she charged was quite reasonable. I plan to have her come and tidy my accounts up every quarter going forward, so that it does not devolve into such a mess. She also apparently likes to do all sorts of administrative tasks. I am holding onto her number, because I think I have found a really great resource in her.

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.

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.

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.

  • 1 hire on Thumbtack
Angel and Gail F.
Verified review

We were very pleased with all the options that Abby presented to us and then worked hard to make them fit our circumstances. She helped us to find plans that will help us in the years to come.

About

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

About

Serving Spencer, MA, and the outlying areas, George Cox of Cox Wealth Management is offering services, but are not limited to the following: insurance planning, investing, retirement planning, estate planning and wealth preservation to help clients reach their financial goals.

About

effective, efficient and clear

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

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 offices offer comprehensive financial services. We are committed to help you improve your long-term financial success. We have customized programs that are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service. We are dedicated to providing advice, strategies, information, and access to products and services for clients to assist them in the accumulation, protection, preservation and transfer of their assets.

About

We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to a wide range of financial products and services to individuals and business owners. We believe that the information we provide will better enable you to e to identify your goals and make sound decisions to help reach them.

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