Durham, NC10 Retirement Planning Professionals near you

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Durham Retirement Planning Professionals

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

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.

  • 15 years in business
  • 66 hires on Thumbtack
Alisha T.
Verified review

Laurie is knowledgeable, fairly priced and extremely efficient. I would definitely recommend her and will be hiring her again next year. Filing our taxes has always been a little bit of a head ache for us, and it was especially difficult this year. Laurie did a great job and the whole process went very smoothly.

Top Pro
Bottle Cap Bookkeeping, LLC
5.0
from 14 reviews
  • 1 year in business
  • 17 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 8 reviews
  • 1 year in business
  • 2 hires on Thumbtack
Jennifer Y.
Verified review

Michael was easy to talk to and made sure I understood all my finances. He helped me create a budget that worked for my situation and evaluated it with me over our sessions. We also went over my 401k at work and other retirement investments as well as reviewed my insurance coverage. I now feel in control of my money!

JRL Financial Group
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.

  • 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

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.

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.

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