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Browse these retirement financial services with great ratings from Thumbtack customers in Woburn.
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.
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.
Working with Zielonka Financial Services was an absolute pleasure! From the moment I found Nate on Thumbtack, he was attentive to my needs and concerns about my tax returns. I was filing in multiple states and Nate made sure to walk me through each part of the return and answer any and all questions I had. He was very careful to ensure that I was receiving the most money back and ensured that I was in the loop throughout the entire process. I couldn't recommend him higher!
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 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!
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.
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.
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!
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.
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.
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.
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.
I am a financial service professional. I get involved with personal and business financial and insurance planning. I work with clients to protect assets, accumulate wealth, and plan for a fruitful retirement. I am an accomplished agent, and I continue to grow my practice. My customers are impressed by my personal attention and customized planning skills.
Helping families become properly protected, debt free, financially independent and how to increase their cash flow and doing it free of charge to my clients.
We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
I offer financial advising. I help clients with free advice on what they should do when it comes to investing, life insurance, retirement planning, education planning, and more. My advice is free. I earn money if you choose to take my advice and invest with me.
We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better in identifying your goals and making sound decisions to help reach them through our sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
We are independent and experienced. DFM is privately owned and staffed by professionals who are experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice that is free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions. Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan designs, stock options, employment negotiations, tax consideration, insurance, and estate issues.
Controllership experience but with an hourly rate!