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Taunton Retirement Planning Professionals

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

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.

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

Top Pro
In Need Solutions LLC
4.9
from 14 reviews
  • 6 years in business
  • 19 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!

  • 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”.

  • 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!

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.

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!!

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.

  • 5 years in business
  • 3 hires on Thumbtack
Ashley C.
Verified review

James truly is a professional when it comes to financial planning. He goes through everything that you may need for your future, and takes into consideration of what you can’t handle budget wise. I loved all of his suggestions and I truly appreciate his work ethic, punctuality and quick to respond with any questions I had! I recommend James to be your next financial planner.

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.

    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

    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

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

    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.

    About

    effective, efficient and clear

    • 98 years in business
    About

    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

    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

    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.

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