Renner Financial Strategist & Budget Coaching
Top Pro
contact for price
Service type
Responds in about 3 min
Introduction: Thank you for stopping by! I am brand new to Thumbtack but not new to helping you become financially independent. If you are looking for help with creating and managing a real working budget. Or you need help with what to do to grow your money but you can’t get help from the expensive Wall Street firms, I am here for you!
We focus on protecting, preserving wealth, increasing performance, reduce fees & taxes, and creating a plan to live a sound financial future.
Our Professional Services:
*Retirement Income Planning* Providing solutions for your income needs *Active Wealth Management* Strategic portfolio management for all growth & protection needs *Life & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected *Strategic Tax Planning* Strategic tax planning to minimize tax exposure *Social Security Optimization* Collect your social security at the right time to maximize payments *Financial Risk Assessment* Determine if your risk is in line with your goals *Fiduciary Adviser Services* Work with a registered fiduciary advisor
Current Top Pro
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Top Pros are among the highest-rated, most popular professionals on Thumbtack.
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2020
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2021
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2022
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2023
Overview
Current Top Pro
Hired 25 times
Serves Columbia, MD
Background checked
3 employees
3 years in business
Payment methods
This pro accepts payments via Apple Pay, Credit card, Google Pay, Square cash app, Venmo, and Zelle.
Social media
Featured Projects
5 photos
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
21 reviews
5
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Read reviews that mention:
Daniel G.
2 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Clearly Bobby is a leader in the professional Financial Services industry. I’ve never felt more comfortable discussing the challenges of building and managing wealth. I learned more about financial planning in our recent conversation, than I have in the last 2 years of research. Thank you Bobby!
Personal Financial Planning
John M.
2 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Bobby was very professional and straightforward. He will work with you and give you the best possible scenario on tackling your financial situation. Would highly recommend to anyone who’s in a financial hiatus and trying to get back on track!!!!!
Personal Financial Planning
Kathryn G.
2 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
I found Bobby on Thumbtack as a potential referral to a family member in need of basic budgeting, planning and saving. They were going back down a bad financial hole. I contacted several individuals and Bobby responded in such a way that displayed a very high level of professionalism, knowledge, eagerness to help and best of all, when interviewed by the family member - they clicked. Today, they are working together and I sense that our family member is so very pleased to have someone to help, advise, coach and plan for every day spending, emergency funds and a goal of retirement in 20 years. Baby steps towards financial freedom start with understanding and a plan! Thanks Bobby!
Personal Financial Planning
Debi C.
7 days ago
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Hired on Thumbtack
Hired on Thumbtack
Let me start by saying my husband and I have started our saving for retirement late. Bobby has helped us begin a plan to work toward. He is very knowledgeable and explains in detail the reason for choices being made as well as achieving our desired goal. I would highly recommend his services they are invaluable.
Personal Financial Planning
Brian M.
4 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Very professional and informative. Really inspirational to my wife and I to put the plan he provided us into action. Highly recommended.
Personal Financial Planning
Credentials
Background Check
Bobby Renner