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Portland Retirement Financial Services

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

  • 7 years in business
  • 85 hires on Thumbtack
Joseph R.
Verified review

Collaborative Business Solutions has been a great partner for all my financial needs. They sit down and discuss what's going on with my business and what I need. They've been very professional and easy to work with. I'd recommend them to anyone.

Kevin R. Minkoff, CPA, PC
5.0
from 11 reviews
  • 32 years in business
  • 4 hires on Thumbtack
Frank R.
Verified review

Kevin Minkoff has provided excellent service, advice and financial guidance over the past 15 years I have known him and used his accounting firm. We have operated several business and needed quality advice. We got that every time. We needed tax filing and Kevin has completed the task each year and saved us a lot of money over the years. He has always been ahead of the pack in knowledge, research of latest tax benefits and models. His staff has also been excellent in followup to questions and concerns. I recommend Kevin for your accounting and business tax concerns.

Professional Accounting LLC
5.0
from 5 reviews
  • 2 hires on Thumbtack
Arash K.
Verified review

Professional Accounting staff can help any business prepare a highly reliable and accurate set of financial books. As a result we spent less time on tax preparation and taxes during the last tax season. Haitham who is the general manager of PA, LLC is a very experienced and senior accountant. He listens to his customer's business needs and prepares a solutions that meets a small time operation's budget. I have been pleased with his performance and what he has done for my business, and wouldn't hesitate to recommend him.

  • 7 years in business
  • 4 hires on Thumbtack
Adel S.
Verified review

MS Lindquist provided notarization services including will, self-proving affidavit, and durable financial power of attorney. She performed the job efficiently; she was clear, deliberate, timely yet personable. Intend to use her services again and recommended her to others.

Patrick S.
Verified review

Jeremy is the best in the business. I've never had a comprehensive plan like this one that gives me the confidence to follow the investment strategy and know it will get me where I need to go. We came up with some short and long term goals and are almost at our short term goal a year-and-a-half head of schedule. I couldn't be happier in knowing I now have a real plan of how to afford retirement and any other financial hurdle that might come along the way.

Waddell & Reed
5.0
from 1 review
  • 81 years in business
  • 3 hires on Thumbtack
Chris T.
Verified review

We are just beginning to work on our budget.

Lakeside Financial Group
5.0
from 1 review
  • 16 years in business
  • 1 hire on Thumbtack
About

We routinely save our clients money, whether it being saving them on a large tax bill, or reducing their tax liability. We offer a wide variety of options for our clients to work with us. We understand our clients lead busy and active lives. You can have your taxes completed without having to come into the firm, and all with the personal and direct communication of our full-time staff. We use high tech scanners, advanced software, 4 monitor work stations, all to help satisfy the changing needs of our clients.

  • 33 years in business
About

Our goal is to build and preserve our clients' wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day, we combine long-term vision with short-term focus to help you achieve resounding success!

About

Insurance and annuities, Financial Planning,Retirement Planning

About

We offer financial advisory services for the following: * Investments * Retirement Planning * Estate Planning * Stock Options * Portfolio Construction * Small Business

About

We offer the following: financial planning, registered investment advice, retirement planning, estate planning, 401k plan setup, and financial advice.

About

I'm a young, yet experienced Certified Public Accountant (CPA). I have a master's degree in financial analysis from Portland State University and a Bachelors degree in accounting from Eastern Oregon University. I've been working within the accounting/finance industry for over 5 years and have recently started providing financial consulting services. These services include bookkeeping, internal control design, financial analysis, and tax preparation. If you are looking for exceptional services at a great price, you are in the right place.

About

I have 25 years of home building and development, financial modeling, budgeting and business plans. I work with real estate owners to develop specific cash forecasts.

About

Getting to know each individual and business is what makes this as a great career.

About

We have over 30 years of financial and systems experience specializing in helping small businesses. We provide the following services: * Contract CFO * Project Management * System Implementation We also provide business plan services; we work directly with your lender in acquiring loans, and we provide monthly financial statement services.

About

I help businesses with financial services such as money transfers, bills payment, phone top ups, money orders, prepaid cards, check cashing systems, and general business services such as e-mails, faxes systems and the internet. I am also bilingual and bicultural in Spanish. Thus, I interpret and provide business documents in English and Spanish.

About

Alan Benson is a certified financial planner (TM) and practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession and insurance services to his individual and business clients. Alan takes a holistic financial planning approach to identifying and solving his clients' needs. Alan works with successful individuals, families, retirees and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certified, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP (R) certification process that includes demanding education, examination, experience and ethical requirements.

About

Mansur Financial is an independent financial advising that specializes in investing, financial and retirement planning, college savings and insurance. We take the time to get to know our clients in order to provide the best service possible. Our goal is not to push specific productions on clients but to listen to our clients goals and dreams and then to suggest ways to achieve those goals and dreams.

About

Serving Vancouver, WA, and outlying area, Angela Dockum of Waddell & Reed is offering the following services not limited to: * Long-Term Care * Financial Education * Financial Advisor * Life Insurance * Retirement Planning

About

For sound financial health, it takes in-depth analysis. It takes careful planning. It takes solutions, tailored to meet your unique requirements. At Lincoln Financial Advisors, we employ a disciplined, structured approach to planning which, by design, ensures that we incorporate all of your needs, goals and objectives in developing a plan that's appropriate for you.

About

We are an insurance and financial services agency; a family of experts devoted to empowering our customers deal with the risks of everyday life, recuperate from the unforeseen, and realize their dreams. We search for opportunities to develop innovative insurance and financial solutions making people's lives easier. It's our business to be an excellent neighbor in developing the condition of life in the communities where our customers live and work. We choose to provide world-class service. We are the gold standard!

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