Woburn, MA105 retirement financial services near you

Where do you need the retirement financial service?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Woburn Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Woburn.

NGG Tax Group, Inc
4.8
from 68 reviews
  • 13 years in business
  • 93 hires on Thumbtack
Zoie P.
Verified review

Nicole was quick and responsive with my small business and personal income tax returns. She is very knowledgeable and professional. She explained taxes to us in a way we could understand and she informed us about deductions we were not aware of. I would definitely recommend her to anyone in need of tax services.

Eddy Company, LLC
4.9
from 48 reviews
  • 4 years in business
  • 91 hires on Thumbtack
Paul B.
Verified review

I hired Brian to do my 2015 taxes which included sale of property, sale of an investment and several other factors. He reviewed my previous years' tax filings, worked hard to accurately apply and leverage the tax code and handled the whole process very thoroughly. He did a great job and I will look to Brian for future financial services.

  • 21 years in business
  • 59 hires on Thumbtack
Cheryl T.
Verified review

Wonderful professional who can take complex tax situations and explain them in layman terms. Mr. Zielonka is extremely detail orientated, extraordinarily knowledgeable and patient. His follow-up is also outstanding. We would recommend Zielonka Financial Services unconditionally.

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
Bri H.
Verified review

I had a great experience working with Adeel! I am very happy I decided to reach out for help, specifically with financial planning and my own finances. I was interested in making my own investments but I had no idea where to start! Adeel helped me make a plan. He even helped me with find a detailed plan/solution for my credit card debt. With my credit card debt out of the way I can look into things I didn't imagine would be possible for a long time, like a car and a house. He was very clear and through, he personalized the plan to fit my income, life style, and savings. He was great at working with me in areas that I needed help in and at my own pace. Awesome!

Keith R. Clark, CPA
5.0
from 12 reviews
  • 10 years in business
  • 3 hires on Thumbtack
Beth F.
Verified review

Our old CPA was awful! We have been very pleased with the service since we have hired Keith. He is always providing tax saving ideas as well as retirement and financial planning tips

  • 19 years in business
  • 15 hires on Thumbtack
Nancy S.
Verified review

I had been in a tenant/landlord lawsuit for months-- horrible and costly-- and was referred to Paul when my attorney suffered a family crisis. Paul took on my case and all the attorney's other cases, in addition to his own pending cases. It took him ONE day to resolve my conflict and let me move on with my life. I wish, wish, wish I had met him sooner, but I know that I can be saved again, any time I need, by calling him first!

  • 8 years in business
  • 2 hires on Thumbtack
Joe D.
Verified review

As a young professional early in my career, Caleb's financial guidance has been incredibly valuable in setting me up for a successful future. He has always worked hard to provide me with thoughtful responses to my many questions so I feel empowered to make choices that will support my goals. Not only is Caleb very knowledgeable, his professionalism and transparency make him a financial advisor that I can trust. I look forward to working with him for many years to come.

Brian Forrest & Associates
4.5
from 10 reviews
  • 33 years in business
  • 19 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.

  • 30 years in business
  • 6 hires on Thumbtack
Amanda G.
Verified review

Sam was extremely helpful and on the ball with my our very complicated tax return. He was also so genuine and easy to talk to. He took his time with us to make sure we understood all the ins and outs and gave us really great suggestions for our financial future. We also plan to consult him with rebuilding credit for a mortgage approval as he was also very knowledgeable in that area. I would HIGHLY recommend him and will continue to trust him with all of our finance needs.

Ameritax Newton
4.1
from 9 reviews
  • 44 hires on Thumbtack
Geraldine K.
Verified review

Bob responded almost immediately. He was available to see me within 24 hours. His quoted rate was the lowest although the actual cost was a little higher. However I have a small business so the returns were more complicated. He was extremely pleasant and a genuineerson. He also recommended a few good books to help me with financial issues and local group meetings where I could meet others in my profession. Definitely will use his services again.

Law Office of Daniel Gindes
5.0
from 5 reviews
  • 21 years in business
  • 7 hires on Thumbtack
Nancy G.
Verified review

My husband and I consulted with Dan about some financial problems we were having. It was a very embarrassing time for us. Dan treated us with dignity, and gave us good advice. We hired him to represent us as we went through a foreclosure and bankruptcy. Dan was always just a phone call or an email away, and he answered all of our questions in a timely manner. After everything was finalized, there was a creditor who kept harassing us with phone calls. Dan put an end to that quickly for us. We highly recommend Dan Gindes’s services. He knows the laws, and he’s professional, while being compassionate. Sincerely, Nancy and Mike Godin

Financially Speaking
5.0
from 4 reviews
  • 4 hires on Thumbtack
Amy P.
Verified review

Jim helped me review my current financial portfolio to see if they were areas in which I could do better. There absolutely were, and he very patiently walked me through the steps I could take to improve my situation. I know my limitations and am not very financially savvy, and recognize the need for outside help. I never felt he was talking over my head or talking down to me, for which I was grateful. Jim is extremely knowledgeable in this area and his background makes him a perfect candidate for this type of work. I most strongly recommend him.

Nashawaty & Rand
5.0
from 4 reviews
  • 6 hires on Thumbtack
Lorraine P.
Verified review

Everything about Attorney Nick and his staff is superb and I would most definitely use his services in the future. He is the best attorney that I have ever had the pleasure to meet. All the best, Lorraine P. Palm, Abington, MA

  • 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.

Nicholas Bracy
5.0
from 3 reviews
  • 1 hire on Thumbtack
Maurice R.
Verified review

As a Property and Casualty Insurance agent I help protect a client's physical assets. Nick has provided our clients with the invaluable option of protecting their financial assets. We have received numerous calls thanking for referring Nick due to his professional, knowledgeable manner. Maurice Rubino TYG Insurance Agency, Inc Arlington, MA

  • 2 hires on Thumbtack
Jose V.
Verified review

Ha is diligent, knowledgeable, and very helpful in all areas of personal finance. She helped me learn about several portfolio investment options without any urgency or pressure to have me make a choice. She helped me select an appropriate investment option that works for my needs and budget. I highly recommend her for anyone getting into investment options and personal finance planning. I'll definitely work with her again soon.

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.

  • 32 years in business
  • 20 hires on Thumbtack
Wilfredo L.
Verified review

Walter has guided me every step of the way when it has come to making sure that my business is registered correctly federal and locally.

Gateway Financial, LLC
5.0
from 1 review
  • 5 years in business
  • 1 hire on Thumbtack
About

Gateway Financial is a family owned advisory located in Norwell, MA. Gateway Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We pride ourselves in recommending options for investing and managing retirement funds tailored to the needs and goals of each individual client/family. Gateway emphasizes ideas rather than specific financial products. We believe that with the right combination of strategies and concepts in helping you make sound financial decisions, you may be better positioned to achieve your financial goals.

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.

Hire skilled professionals for absolutely everything.