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Browse these retirement planning services with great ratings from Thumbtack customers in Clifton.
I havent hired Tom yet, but find him to be kind, understanding, knowledgeable & empathic. Those are great qualities that I appreciate in a coach. Tom values communication & uses several tools so that clients can reach him quickly. I highly recommend Tom as a coach & plan to hire him soon.
My decision to hire StarAct LLP to handle my bookkeeping and to provide guidance to help maintain the overall health of my business, is one of the best decisions I have made since opening my business two years ago. I have had two other accountants who made huge mistakes with my books, were afraid of technology or were just plain unresponsive. Roland reached out to me right away when I posted my request on Thumbtack. He had positive reviews and a background check which are excellent signs. I am a Thumbtack vendor so I KNOW what to look for. He even went so far as to drive to my location in New Jersey from the Bronx to show me that he was serious about gaining my business. Roland got to work right away on assessing the condition of my books and had solutions within days. He is extremely knowledgeable about all aspects of bookkeeping and tax preparation and has already helped me save money! StarAct uses the latest technology which makes it so easy for me to do my small part in the bookkeeping process. Within three weeks, StarAct had my 2015 books cleaned up and ready for tax time AND Roland came out to my location once again to review the books with me. The partners in this firm are all very well-educated and have a thriving accounting firm. Yet, they treat every client the same and make you feel like you are their most important client. They pride themselves on their level of service and responsiveness. Their rates are reasonable and fair. Based on StarAct's level of service, knowledge and responsiveness, my husband and I have decided to retain StartAct to handle our personal tax preparation and my husband plans to use StarAct for his own business as well. I would give StarAct 10 stars if I could!
The team is incredible at Tax Help Network. They were very attentive to my unique situation created by my former employer. They explained every step of their plan to me to resolve my situation. They stepped up when no one else would and I’m so grateful to all of them for their expertise, professionalism and genuine compassion that they afforded to me. Thank you, thank you, thank you. I highly recommend THN!
Ryan handles all my insurance plans, personal, home and car and always gets me the best price, answers all my questions and handles everything involved. He is knowledgeable, professional and a pleasure to work with. Best of all he always makes himself available and returns my calls asap. I recommend him to everyone I know.
really helped with getting my retirement funds in order . They did a great job of working with my budget and helping me find the right portfolio.
As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.
I worked with Ed to help me with a few items. I needed help creating a budget and saving for retirement. He was very knowledgeable about avoiding taxes and did a great job at explaining this. He showed me multiple options and never made me feel pressured. I also got some life insurance. He looks at all the different companies so you know you are getting the best price. It was also cheaper than I thought it would be. I referred him to my sister.
I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!
I've worked with Ms. Ratzel since April 2014. She's done over 1000 payroll checks for me. I've never had any problems with nor complaints on her work. I plan on utilizing her services again. She doesn't disappoint.
Thank you Marc. You have provided me the ability to retire and receive an income that I did not know was possible.
I am passionate about helping people avoid "crashing and burning" (ending in financial failure, outliving their assets). I work closely with clients to help them achieve their goals.
I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Metro Financial Services Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.
We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.
We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.
I'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.
I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.
I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.
We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.
We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.
As a financial adviser with Eagle Strategies LLC, a registered investment adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.