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Wilmington Retirement Financial Services

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

  • 6 hires on Thumbtack
Gigi G.
Verified review

Robert helped me to file my 2014 taxes. I own rental property which added a level of complexity I have struggled with. I have used Turbotax for several years now. He was willing to evaluate my current situation as well as what I had done over the course of several years of owning the property to determine any possible deductions I may have overlooked. He was not only able to reduce my tax liability from what I had determined using Turbotax but he patiently educated me in better managing my overall tax/financial situation, and all in an efficient and timely manner. I am totally happy with his services.

Piner Business Solutions
from 1 review
  • 2 hires on Thumbtack

Bookkeeping, tax, and financial consulting is what we do. We can educate business owners as to how to read and interpret financial data and plan for the future. We can determine the business' value and negotiate mergers and acquisitions as well as structure for the best tax impact. If your business is planning a sale in the future, start getting ready now. Know the value of your company and start pondering the tax structure to minimize income tax exposure. Make sure that your business is in compliance with tax laws, both federal and state, the due diligence process should begin right now. If you are planning to buy a business, calculate the value and make sure that it is in compliance with tax laws before you sign. Remember, you can do whatever you want, but my way is better! Ron Piner, CPA

Beverlyn B. Jones
from 1 review
  • 8 years in business
Shelby J.
Verified review

Beverlyn is a very hard worker that really values the relationships she makes with her customers. She is very attentive and genuinely wants to better your financial future.

Ameriprise Financial

New To Thumbtack


    •FIVE STAR Wealth Manager1, 2014 •Ameriprise Circle of Success, 2008, 2009 • American Express Financial Advisors Inc. President's Recognition Award, 2005 .

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