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Browse these retirement planning services with great ratings from Thumbtack customers in Union City.
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.
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.
Thank you Marc. You have provided me the ability to retire and receive an income that I did not know was possible.
Mikkel Jensen created and designed my website. It was for a brand new company I started. He is also in charge of creating a social media plan for my business, using Facebook and Twitter. He listened to the requirements I had for my website and incorporated them into his ideas. He also has creative ideas to draw attention to my social media pages and to create more activity on the sites, all things I was unaware of when starting the business.
Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.
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.
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!
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.
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 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.
I'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.
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. My greatest achievement is the next business I touch that sees improved process, function and profitability.
I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.
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 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 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. Helping people!
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.