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Browse these retirement planning services with great ratings from Thumbtack customers in Somerville.
Nicole did an excellent job in preparing my tax returns. Very responsive, quick turnaround time and without lots of back and forth.
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!"
Nice and professional, planning on hiring for fiancial advisor
Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!
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.
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
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.
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!!
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 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.
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.
Great company. These guys really know their stuff.
Chris helped me plan for upcoming student loan payments and helped me invest in my future.
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.
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.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - 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 DFM's focus is to provide our high net worth clients with the organization, coordination, and expertise needed to simplify the complexities of managing and transferring their wealth. Our highly experienced and knowledgeable professionals are proactive and flexible in providing each client with the guidance necessary to navigate the obstacles in this ever-changing financial and investment environment.
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 like that every case is different and requires me to think outside the box to help them develop a plan that will work for them that they can stick with over a period of time. My job requires creativity in crafting solutions for people and constantly needing to learn. I am required to keep up on insurance, taxes, investments, estate planning, Long Term care, education funding and more. The more I know the better able I am to help my clients.
effective, efficient and clear People are very happy with my work. I add value and clarity.
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.
I provide small business, corporations, LLCs, partnerships, individuals with tax consulting, IRS representation, tax planning and complete business planning.