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Monroe Retirement Financial Services

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

Taylor & Morgan CPA PC
5.0
from 18 reviews
  • 36 years in business
  • 40 hires on Thumbtack
Daniel A.
Verified review

My fiance and I recently had a financial meeting with Craig and couldn't be more pleased with the results. He was able to be flexible with his schedule and meet us on a Saturday at our time preference. He went through our detailed monthly expenses to provide us with several financial plans to take place over the next 6 to 18 months. He was very easy to talk to and was sincerely interested in helping us make informed decisions on several important topics such as renting/buying a home, paying off student loans, initiating an IRA, and future savings. He never rushed us through the appointment and was very open to us asking questions. Later that same afternoon, he emailed us a detailed summary/breakdown of all the plans that we had gone over so that we could discuss and keep for our records. Overall we feel that Craig well surpassed any expectations that we had. Our meeting and his work was outstanding and we would highly recommend him and his company for any financial assistant.

Transamerica
5.0
from 11 reviews
  • 15 years in business
  • 1 hire on Thumbtack
Thumbtack Customer
Verified review

Roy was very patient and truly cared about my families financial security. Looking forward to working with him in the future and referring my clients to take advantage of his expertise.

Blaine La/Car Associates
5.0
from 3 reviews
  • 36 years in business
Imani C.
Verified review

Brooke is phenomenal at what she does. She's been such a great help as we transitioned from doing taxes as single people, to a married couple, to parents, and now as business owners. Each stage requires different tax information and it's a great thing to trust your accountant. It's even better to work with someone who answers all of your questions and teaches you so much about the financial state you're in versus working with someone who doesn't communicate with you, does your taxes impersonally. I would recommend Blaine La/Car Associates to anyone! ( And I do every chance I get) - Imani Coles

  • 6 years in business
  • 5 hires on Thumbtack
Lauren V.
Verified review

Where to even begin... I was going through an extremely tough separation and custody battle for over 2 years. When I called Bill I had already been through 3 different lawyers all of which did nothing for me and charged me through the roof. I met with Bill after my call to him in Oct. 2015 we sat down came up with a plan and worked to execute it. Within 4 months of working with Bill Hunter my custody agreement was done and signed off on by the judge. Not only did Bill work diligently with my case, he was by far the best communicative lawyer I've ever worked with. Last but definitely not least Hunter & Hein were reasonable and worked with my financially. I truly cannot say enough about the 2 of them and how over pleased I was with my experience using them. If your looking for a lawyer who is on top of his game, continuously updating you, very responsive, reasonable with fees, and who truly has your best interest at heart - I would not hesitate to give Bill Hunter a call!

Lisa W.
Verified review

Brittney is both engaging and thorough, and is really good at going into the details of her insurance products. She helped me understand the nuances of how they work, and also how they contribute to the overall financial planning picture.

Leah Hanrion
5.0
from 1 review
    Brian W.
    Verified review

    Top notch financial advisor. Leah really took the time to get to know me and my financial goals, in order to customize a portfolio to fit my needs. I feel that she truly had my best interests in mind, and I highly recommend her to anyone looking for life insurance, investment, retirement planning, and/or tax reduction services.

    Carolyn G.
    Verified review

    I hired Marlene to help me set up and clean up my company books. She was very knowledgeable, patience and very understanding. She made it very easy for me to understanding the financial statement among other things. I highly recommend her service.

    About

    IRA 401K, Fee-Based Planning, Investments, Financial Planning, Retirement Planning

    • 8 years in business
    About

    Because we are a small business, we can take the time to really get to know our clients and analyze their specific needs in an in-depth way unlike some of the larger corporations. Plus, since we work with other sole proprietors specializing in the restaurant industry, we can build a team to work with each client and unique concept, rather than re-creating the same model each and every time.

    About

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

    About

    Serving Cornelius, NC, and the outlying areas, Danielle Maggs at National Financial Services Group is offering the following services: investment strategies, insurance needs, financial counseling, financial services and business financial planning.

    About

    Serving Fort Mill, South Carolina, and the outlying areas, David Macaulay of Macaulay & Associates offers the following services: risk management, retirement planning, estate planning, education planning and investment advisory services.

    About

    We specialize on credit repair, financial advising, credit lines, and boost credit. We offer 100% money-back guarantee on all of our services.

    About

    My specialty is helping my clients navigate the maze of retirement. From income planning to insurance needs, I can help you find the answers you need.

    About

    Financial planning including 401K review, self-employed retirement options, 529 plans.

    About

    The Business Credit Builder Program and your personal certified coach will provide you with a system and support to successfully establish your business credit and ensure you can obtain lines of credit. With this foundation, businesses will be able to establish trade and vendor credit and build their business credit scores to the highest level possible. Our financial consultants will provide advice on how best to leverage your business credit asset to obtain the cash and trade credit to help your business grow and thrive.

    • 1 hire on Thumbtack
    About

    I am able to perform wedding ceremonies and marriage counseling. I can also help in personal business and financial planning.

    About

    I am a financial adviser with Edward Jones. I chose this profession to be able to help others with improving their financial situation over time. I do this through a consultative approach, always putting my client's needs first. Whether it's starting an IRA or doing a full retirement plan, I partner with my clients every step of the way.

    About

    Providing bespoke financial solutions for individual requirements.

    About

    About

    Charlotte Financial Planner Pros helps clients structure superior financial and retirement plans that are completely tax free, 100% safe from market declines and crashes, have unlimited contribution limits, excellent growth and are completely private, liquid, and creditor proof. Our fees are the lowest in the industry by far. Call or click today to find out more and schedule your free 15-minute analysis call.

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