Lakewood, OH16 Retirement Planning Professionals near you

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Lakewood Retirement Planning Professionals

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

Top Pro
Matthew Stroia
4.9
from 12 reviews
  • 11 years in business
  • 17 hires on Thumbtack
  • Top Pro on Thumbtack
Eric R.
Verified review

Nice to know that we have a true professional looking out for our business and personal taxes! They stand behind their work and charge accordingly, no surprise bills or delayed work while they put more important people ahead of us. They make us feel like our business matters to them. We also have Matt handling all of our retirement planning after he did such a great job getting my mother where she needed to be to retire early!

PFS Investments
5.0
from 6 reviews
  • 41 years in business
  • 19 hires on Thumbtack
Caleb M.
Verified review

Mark freed up over $900 a month for my wife and I. The great thing about it is, that I went from paycheck to paycheck with no emergency savings, to having a growing and healty emergency account - I learned how to become my own credit card! My wife is a stay at home mother of two and she almost had to go back to work part time... Also, Mark put us on track for a comfortable retirement and started college funds for my two little kids! Mark Lunn really knows what he's talking about, and if you are reading this and considering an adviser...consider no more. You found the right person right here.

Manos & Company
5.0
from 6 reviews
  • 2 hires on Thumbtack
Terry G.
Verified review

I meant Mike in August of 2014 and i plan on us working together for many more years, He`s always learning something new, he works very hard and he has a drive to be successful, He will fit into any position you put him into

Aspelin Financial Coaching
5.0
from 3 reviews
  • 2 years in business
  • 4 hires on Thumbtack
Brad M.
Verified review

Scott's financial planning and coaching advice was superior to our previous planner's. He created a plan that further diversified our assets while increasing our expected returns. He has put us on an improved financial trajectory with hopes of experiencing financial independence sooner in life. Thanks Scott!

Focus on Finance
5.0
from 1 review
  • 1 year in business
  • 2 hires on Thumbtack
About

I care about you. I've been there. I believe in you. I've done that. I'm doing that. Do as I say, did, and am still doing. Helping others reach their financial goals and change their family legacy

About

Michael Sidoti of Blu Dot Financial, LLC located in Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: * Tax Management * Retirement Strategies * Investment Management * Estate Conservation * Insurance Planning

About

I'm a financial adviser who loves to help people become debt free, prepare for retirement, and gain the financial freedom they have always wanted.

About

Michael Sidoti of Blu Dot Financial, LLC, located Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: tax management, retirement strategies, investment management, estate conservation and insurance planning.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.

About

IRA retirement guide Lynn Shepherd is a certified financial planner professional who specializes in helping conservative Ohio and Florida residents manage risk, protect assets, and create lasting income. You will benefit most from Lynn's services if you are over 55, are planning for retirement, are recently retired, or have experienced a career transition. You are looking for objective advice about 401(k) rollovers, Roth IRA conversions, IRA distributions, and retirement-income planning. If you are single, widowed, or divorced, she has the insight and experience you are looking for. "My focus is provide you with tax-efficient IRA distribution planning during your lifetime and IRA legacy planning for your loved ones," says Lynn. Her SWAN360 process is designed to help you set your goals, reduce unnecessary risk, define your values, and control taxes as you prepare for and experience retirement. Since 2004, Lynn Shepherd has served as a retirement planning and elder care instructor for the Ohio Treasurer's Women and Money workshops. In 2011, she was invited back to teach retirement planning for the expanded Ohio treasurer's financial workshop, now called Smart Money Choices. Claim your retirement guide and SWAN360 Retirement Newsletter by visiting our website.

About

Attention to detail and a passion for my work

About

I provide the following services: * Corporation, partnership and personal tax preparation * Tax and financial planning * Business analysis * Bookkeeping I'm a money coach and proactive tax strategist.

About

At Sumay Financial Group, we are a full-service financial firm committed to helping people attain their financial goals. We have access to a wide range of financial products and services which we can offer to individuals and business owners. We believe that our sound financial advice will help you identify your goals and make sound financial decisions for your future.

About

Stratos Wealth Partners is an independent, partner-owned and operated Registered Investment Advisory (RIA) firm that places client interests at the forefront of every decision made and action taken. Services include executive compensation solutions, estate planning, cash management services, business succession planning, retirement plan, insurance and risk management, education plan solutions, tax strategies estate planning, fee-based personal financial planning, etc.

About

Focused on Financial Planning: Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of becoming successful. We believe doing the right thing with your money is not exclusive to which investments you should use. Priced For You: Our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something. We committed to offering services that fit you. Our goal is to help you become financially successful and plan for the future life you want. We pay for our lives on a monthly basis, so why wouldn’t you pay for your financial planner monthly?

About

Daniel's Financial Group is a relationship-driven financial service firm dedicated to providing its clients with needs-based solutions to their long-term financial services objectives.

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