College Park, MD179 retirement financial services near you

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College Park Retirement Financial Services

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 109 reviews
  • 3 years in business
  • 197 hires on Thumbtack
  • Top Pro on Thumbtack
Jack M.
Verified review

Jofi did a great job on our 2014 taxes. He kept to his 48 hour turnaround time. He also gave me advise on our retirement planning and starting a 529 Plan for our daughter. Jofi is also redoing my 2013 taxes so we can maximize our refund. I will use Jofi next year as well for my tax needs. I recommend Jofi to anyone looking fr tax preparation services. Jack and Sandra Washington DC

Top Pro
Holly Musselman Law
4.9
from 87 reviews
  • 23 years in business
  • 218 hires on Thumbtack
  • Top Pro on Thumbtack
William M.
Verified review

both eric and holly were very professional and understanding of my financial situation and made everything very easy.

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 hires on Thumbtack
  • Top Pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

Meridian Law, LLC
4.6
from 22 reviews
  • 8 years in business
  • 37 hires on Thumbtack
Judy R.
Verified review

Attorney Stein is very good ... if you need legal financial services we HIGHLY recommend Aryeh, he will get the job done !! He is very efficient and friendly ... if you have questions, he returns Emails promptly and He is extremely helpful. Again, if you need legal services of a financial nature (especially bankruptcy) ... Call or Email Aryeh Stein at Meridian Law, LLC !!

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

  • 12 years in business
  • 8 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
Diana B.
Verified review

Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.

Ian Smith
5.0
from 6 reviews
    Brenda A.
    Verified review

    Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

    Adams Law Office, LLC
    5.0
    from 6 reviews
    • 15 years in business
    KarenLynn B.
    Verified review

    I cannot express enough my extreme satisfaction and joy in working through my bankruptcy process with the kindest of guidance, integrity and superlative legal expertise provided to me by the Adams Law Office, LLC in general, and Ms. Ericca Pearson, Esq., in particular. Attorney Pearson has to be, hands down, the most knowledgeable, personable and dedicated legal representative in the metro area who consistently demonstrated her commitment in getting me easily through the process and discharge, and supported my desire for a fresh start and a much brighter future! I'm now looking forward to enjoying more improved financial stability and solid progress ahead.

    Business Help, Inc.
    4.7
    from 6 reviews
    • 23 years in business
    • 5 hires on Thumbtack
    Giselle P.
    Verified review

    Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

    • 8 years in business
    • 3 hires on Thumbtack
    Adevia H.
    Verified review

    Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

    Hope Financial
    4.8
    from 5 reviews
    • 1 year in business
    Rohit C.
    Verified review

    Productive experienceI I highly recommend Hope Financial as a financial adviser.

    • 58 years in business
    Rebecca S.
    Verified review

    Mark was extremely helpful. He reviewed all of my accounts and proposed some great ideas on how I can make my retirement dollars last for my lifetime and create a legacy for my grandchildren

    • 9 years in business
    • 4 hires on Thumbtack
    Renee D.
    Verified review

    I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

    Obra Services
    5.0
    from 1 review
      Juliet A.
      Verified review

      He helped me to plan for retirement and also educated my husband and I how money really works in todays economy.Im glad he came along because i really learned a lot from him that i wouldnt else where. Im not confident about my retirement.

      Sylvia N.
      Verified review

      We do much phone talking which is better than emailing all the time especially what has been going on this past year

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

      About

      I am a seasoned professional. I care about the needs of my clients and put their needs first.

      About

      We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

      About

      I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

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