Union City, NJ83 Retirement Planning Professionals near you

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Union City Retirement Planning Professionals

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

Top Pro
George Dimov, CPA
5.0
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Jeremy P.
Verified review

Extremely impressed with the services received. I would highly recommend and will continue to use George for all my tax preparation needs in the future. Extremely helpful as well as professional. A GREAT job through and through!

  • 6 years in business
  • 33 hires on Thumbtack
Candice H.
Verified review

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!

Tax Help Network
4.9
from 12 reviews
  • 7 hires on Thumbtack
Deanne E.
Verified review

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!

DiPaola Financial
5.0
from 10 reviews
  • New on Thumbtack
Maria S.
Verified review

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.

  • 15 years in business
  • New on Thumbtack
Andrew A.
Verified review

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.

  • 7 years in business
  • 7 hires on Thumbtack
Bryant A.
Verified review

Schemia is an awesome advisor to work with! Has a profound knowledge of financial, insurance and investment service and aims to educate her clients and who she works with! Will undoubtedly go the extra mile to serve and help the best way she can! She has a phenomenal work ethic that is uncanny!

Northwestern Mutual
5.0
from 3 reviews
  • 4 hires on Thumbtack
Nichole H.
Verified review

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.

Edward Giuliano
5.0
from 3 reviews
  • 2 hires on Thumbtack
Carrie J.
Verified review

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.

  • 18 years in business
  • New on Thumbtack
Whitney C.
Verified review

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.

Cuji Payroll
5.0
from 1 review
  • 4 years in business
  • New on Thumbtack
Annette D.
Verified review

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.

About

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.

  • New on Thumbtack
About

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.

About

We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.

About

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.

  • New on Thumbtack
About

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.

About

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.

  • New on Thumbtack
About

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.

About

I'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.

About

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.

  • New on Thumbtack
About

I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.

About

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.

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