Burlington, NC13 Retirement Planning Professionals near you

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Burlington Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Burlington.

Top Pro
W. Clay Blue, Jr., CPA
4.9
from 79 reviews
  • 19 years in business
  • 150 hires on Thumbtack
  • Top Pro on Thumbtack
Nick I.
Verified review

Clay prepared our taxes for the 2016 tax season. He is knowledgeable in all aspects of tax and financial planning. We liked his patience, timeliness and his professionalism. We plan on using him in the future, and will certainly use again in 2017.

Top Pro
Bottle Cap Bookkeeping, LLC
5.0
from 14 reviews
  • 1 year in business
  • 19 hires on Thumbtack
  • Top Pro on Thumbtack
Pat M.
Verified review

Rachel helped our family set up a budget for our future with outstanding professionalism! Would recommend to anyone that is looking to hash out financial details in budgeting and planning!

Financial Coaching RDU
5.0
from 9 reviews
  • 1 year in business
  • 3 hires on Thumbtack
Darren P.
Verified review

10/10

JRL Premier Wealth Planning
5.0
from 4 reviews
  • 8 years in business
  • 3 hires on Thumbtack
Troy F.
Verified review

Reid's focus on educating me on the potential pitfalls of retirement planning won me over. And the fact that he was upfront in telling me JRL wasn't the place for aggressive investments sealed the deal. For people looking for safe, tax-efficient growth of their retirement savings...Reid is the man to talk to.

  • 4 years in business
  • 1 hire on Thumbtack
Richard G.
Verified review

I have always imagined being a tax professional serving individuals could be trying. I presented myself as one of those individuals to Mr. Rukosky's firm, and despite the complexity of my needs and my much less than perfect organization, Mr. Rukosky was able to guide me through the process and produce the necessary product quickly, efficiently and at a price I found quite satisfactory. I needed federal and state returns completed for a deceased parent Mr. Rukosky, myself and my parent's place of residence where all different...getting this done across those distances and jurisdictions was not a problem. The one thing I would have liked to have seen go better...would be my ability to properly organize the necessary documents to complete this project. I recommend Mr. Rukosky's service without reservation.

About

I am a financial professional providing services and products assisting individuals with their financial planning needs.

About

Serving Greensboro, NC and the outlying areas, David Mehler and associates are offering services including, but are not limited to the following: retirement planning, estate taxes, financial advising, and wealth management.

  • 13 years in business
About

I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.

About

We provide financial services and planning for the 21st century. Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references. Our firm provides strategic financial planning and support to business owners, professionals and high-net worth individuals. We employ a multidisciplinary approach, integrating our input with that of other financial advisors and counsel. We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit-oriented employee benefits and innovative planning strategies incorporating sound tax principals. As the financial industry attempts to provide multidisciplinary solutions and one-stop shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs. We offer in-depth product knowledge, without product bias, as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented. Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations. Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning. Open and frequent communication is the hallmark of our client relationships. Please call us toll free for a no-obligation initial meeting.

About

I provide financial planning and analysis services. I can assist with budgeting, forecasting and performance analysis. I use cost-volume-profit analysis to help managers and business owners understand the relationships among cost, volume and profit. Cost-volume-profit analysis is a vital tool in many business decisions. These decisions include what products and services to offer, what prices to charge, what marketing strategy to use, and what cost structure to maintain. I provide a practical approach to analyzing business operations and maximizing profitability.

About

We offer hourly-only financial planning. We have no commission products or asset management fees. We just offer sound advice from a certified financial planning practitioner. We evaluate what you are doing well and what needs improvement and provide you with action steps to address any issues. Since we are hourly only, you control the cost.

About

Serving Greensboro, NC and outlying areas, David M. Tuxhorm of Southstone Financial is offering the following services, but not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

About

I specialize in providing a proactive investment management services to my clients. This allows them to participate in intermediate and long-term market trends and protects their principal when market trends weaken. Additonally, I provide holistic financial planning services, which enable me to recommend the most beneficial financial solutions to help my clients achieve their financial goals. I enjoy helping people achieve and enhance their financial goals! The holistic financial plans that I provide to my clients are the "master plans" or blueprints for achieving their goals. We then monitor the progress frequently to keep our clients on-track toward achieving these goals.

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