Revere, MA
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Revere Retirement Planning Professionals

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

NGG Tax Group, Inc
4.8
from 67 reviews
  • 13 years in business
  • 92 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!"

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

Nice and professional, planning on hiring for fiancial advisor

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

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

Top Pro
In Need Solutions LLC
4.9
from 13 reviews
  • 6 years in business
  • 17 hires on Thumbtack
  • Top pro 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!

Brian Forrest & Associates
4.4
from 9 reviews
  • 17 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.

Lynne M Hudson, CPA
4.9
from 8 reviews
  • 31 years in business
  • 3 hires on Thumbtack
Sarah M.
Verified review

Lynne has been a great resource to us and I would recommend her for tax and estate related financial planning

The Budget Coach
5.0
from 5 reviews
  • 9 years in business
  • 10 hires on Thumbtack
Sherry B.
Verified review

I was extremely happy with her service! She was quick, efficient, explained everything to me in detail! I will definitely have her do my taxes again next year and urge anyone reading this to give her a try! She's great and very nice also!!

RP Tax Services LLC
4.8
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

A&I Financials
5.0
from 11 reviews
  • 1 year in business
  • 7 hires 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!

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
  • New on Thumbtack
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.

  • 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.

  • 28 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
About

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

  • New on Thumbtack
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.

  • New on Thumbtack
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

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.

  • New on Thumbtack
About

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

About

effective, efficient and clear

  • 32 years in business
  • New on Thumbtack
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

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