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Browse these retirement financial services with great ratings from Thumbtack customers in Saint Paul.
David is amazing. Not only is he a professional but it is also very obvious he is passionate about his work. He was very responsive & took his time to explain everything. We will most definitely continue with Vaca Tax & Financial Group, not only for taxes but also with other financial endeavors as well.
Deb was great to work with. She fit me in on short notice (2 days before the tax filing deadline on a Sunday afternoon), and was responsive by phone and email. She answered my questions, was professional, agreed to review my 2012 returns, and made a recommendation for a financial planner in her network. I'd definitely see her again for tax preparation in the future and recommend her to anyone else seeking this service in the Twin Cities!
John has been my family's tax preparer for three years and has always provided accurate, timely and professional service. Each tax return is thoroughly explained, and he follows-up throughout the year with information and planning help. What makes John's service especially useful to me is that he also serves as my family's financial advisor. Having that kind of complete service is incredibly valuable to me. I recommend John to anyone looking for tax preparation services.
Jon is an excellent and passionate financial planner, with the heart of a teacher. Very knowledgeable and fun to work with. He helped me to improve so many different areas of my finances, I honestly didn't even know this was possible. People need to meet with Jon ASAP!
Natalie does a great job on our retirement planning.
Great advice. Very professional.
Mr. Burns was very professional and courteous he has helped me tremendously in preparing for my future retirement.
Insurance Planning, Stocks and Bonds, Retirement Planning
I am a semi-retired businessman with over 35 years of accounting and financial experience from the bookkeeper to the CFO level of small to medium sized companies. I currently work part-time as a business consultant and as a tutor for Sylvan Learning Centers. I provide two services: 1) I am a retired businessman with over 35 years experience working for small and start-up companies. I provide bookkeeping, accounting, tax preparation for individuals and partnerships and financial analysis and reporting. I am proficient in both Quick Books Pro (for businesses) and in the use of Excel. Please see my LinkedIn profile for my work history and skill sets. I have both a CPA (currently inactive) and a MBA (in accounting). I am available by the hour and for project oriented work. My contract rate per hour is $50. 2) I am also a certified Sylvan Learning Center tutor. I tutor middle school, high school and college students in both accounting and math courses (consisting of Pre-Algebra, Algebra I & II, Geometry, Trigonometry and Pre-Calculus.) I offer homework support , test preparation, project assistance and ACT preparation in the four areas of Reading, English, Science and Math. My tutor rate per hour is $40.
We help our clients build financial confidence & clarity with our financial planning process. Most of our clients are between the ages of 45-75.
Rich Dunn and Chris Neu are the proud owners of Dunncreek Advisors, a fee-only, fiduciary, and financial advisory firm, where we enjoy serving agricultural producers, those who serve them and those who love them.
Serving Excelsior, MN, and the outlying areas, Mark Cockrane of Cochrane Financial, LLC is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation.
Zigler and Associates is an independent and privately owned firm with deep roots in the community. We do not have a whopping marketing budget and depend on referrals from our clients to expand our business, so we're directly motivated to please every client we serve. As you go through life, you make many transitions, both planned and unexpected. These transitions require decisions and adjustments that have financial implications. We help you navigate through these challenges and opportunities, helping keep you on course to accomplish what is most important to you. When you earn, spend and invest in ways that are compatible with your values and priorities, you will find a sense of purpose and experience freedom in your life. As an independent financial services firm, we choose financial products that are suitable for you, unbiased by sales quotas and demands that could be set by a corporate owner. Our entire focus is on developing and managing a comprehensive strategy that meets our customer's unique needs. There are no hidden agendas.
Services are as follows: * Financial Advisor * Financial Planning * Wealth Management * Investment Advice * Financial Advice * Financial Planning and Investments * Retirement Planning * Tax Planning
We help your business by supporting the back-office operations. As a business owner, if youre buried in accounting and administration, youre losing sales and profits.
The financial management process at Sorensen Financial Services begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
Serving Red Wing, MN and outlying areas Jim Loqual and associates are offering the following services but not limited to: financial planning, investment advisory and management, income distribution, risk management and insurances to help clients reach their financial goals.
We work to help clients reach their financial goals through investments, insurance, and financial planning.
I began my career in financial services by assisting clients on the verge of default. There is a great satisfaction helping others in their success with various aspects of their business in accounting and financial services and tax prep. I assist in financial reporting and analysis, payroll, AP, AR.I am dedicated in helping you in accomplishing your success.
NCompass Financial is a full-service financial planning, investment advisory, and corporate benefits firm. We help clients create, preserve, and protect wealth for their families and their businesses. NCompass provides customized solutions for the following: Professional athletes Affluent business owners Executives Individuals Retirees We build relationships.