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Bethlehem Retirement Planning Professionals

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

John Barrett
5.0
from 6 reviews
    Bethany S.
    Verified review

    John gave a full assessment of our financial state. He reviewed our debt to income ratio and helped us project how much income we will need to live comfortably after retirement. He reviewed our insurance policies for home and auto to make sure we are getting best products to fit our needs for the best price. Helped us choose the best products for our retirement goals. He is knowledgeable, friendly and sincere. We highly recommend him if you are in need of a personalized financial game plan.

    Alfredo Gonzalez
    5.0
    from 5 reviews
    • 41 years in business
    • 1 hire on Thumbtack
    Tammy G.
    Verified review

    The service was excellent. I always planned to get some insurance. I never understood all different policy's. I sat down with Mr. Gonzalez, he took his time and explain everything I needed to know and more. He explained the importance of having life insurance. Not jus for me, but my entire family. It's blessing to know my son's wont have to worry. Im planning to buy house later this year . Im looking forward to working with Mr. Gonzalez with planning for my new home, and my retirement. I would like to thank Mr. Gonzalez for giving me and my family a piece of mind. Thanks again Tammy Graves

    Tax Eturn
    5.0
    from 5 reviews
      Jason F.
      Verified review

      Howard has provided me with both personal and professional tax services. He is clear on tax procedure, planning and best practices. He offers insight and strategy that compliments the business and personal taxes respectively. I highly recommend using Mr. Loonan for my tax services.

      Beneficial Wealth
      5.0
      from 3 reviews
        Doug B.
        Verified review

        Steve and Jeff helped me put together an affordable retirement plan. Would highly recommend.

        Beneficial Wealth
        5.0
        from 3 reviews
          Ryan S.
          Verified review

          Stephen is very personable, knowledgeable and extremely helpful. He listens and he breaks down and explains strategies so it's easy to understand. With his guidance, we were able to put together a plan that increased my overall retirement income by close to 40% and it addresses all my concerns that I had. I've recommended him and continue to recommend him.

          Financial Advisor
          5.0
          from 2 reviews
          • 3 hires on Thumbtack
          Paul N.
          Verified review

          Met with Nick and he was quick to offer advice and putting together a plan. His professionalism and thoroughness is very impressive.

          Raymond Stetser
          5.0
          from 1 review
          • 8 years in business
          Terrelle B.
          Verified review

          Excellent and very affordable also offers payment plans cheaper then any competitor

          The Tax Reduction Network
          5.0
          from 1 review
            Ryan J.
            Verified review

            The Tax Reduction Network, have been doing my taxes for the past 10+ years. David Warrick is a highly skilled enrolled agent who works diligently to provide me with personal, world-class tax services. Specializing in all aspects of tax planning and tax return preparation, I know that David always has my best interest at heart. He is incredibly astute and knowledgeable. I highly recommend the services of The Tax Reduction Network

            Northwestern Mutual
            5.0
            from 1 review
              Ashley M.
              Verified review

              Eric is extremely knowledgeable and really understood our unique situation. I would highly recommend Eric for you retirement and estate planning needs

              About

              Serving Media, PA and outlying areas, Morris Kaufman and associates are offering the following services, but are not limited to: * Insurance Products * Annuity Products * Tax Planning * Investment Planning * Retirement Planning

              About

              I provide businesses that I represent accounting and proper business procedures, tax planning for both the companies and the companies owners, partners and/or shareholders. I prepare corporate, partnership, Schedule C and individual income tax returns for federal, state and local governments. I work with local banks in obtaining working capital, business asset financing and leasing and individual financing.

              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.

              About

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

              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.

              About

              Hi, my name is Stephen Cagnassola. I am a licensed financial professional in Netcong, NJ. I work with several financial partners, and we specialize in helping people actualize their retirement dream while protecting your nest egg from the retirement nightmare. My philosophy is that there are no "one-size-fits-all" plans when it comes to financial planning. I don't sell a single product or service, rather I work with you to design a financial plan that is both sound and comfortable for you. If you've lost money in the recent stock market crash, or if you're looking to get off this roller-coaster ride, then call me today and schedule a no-obligation consultation. I'll give you an hour of my time, and we'll discuss the different options open to you. I promise to explain your options in plain English -- no hiding behind Latin mumbo-jumbo or financial jargon. You can also take a look around my website and register to see some of the eye-opening reports I have on 401(k)s, IRAs, CDs, and taxes. Give me a call today for a free 30-minute consultation! Sincerely, Stephen Cagnassola

              About

              Our goal is to help clients! We provide a full complement of wealth preservation, asset protection, investment advisory, and tax planning services. When we form a relationship, we will have a series of meetings in order to understand your situation, needs, goals, feelings and family dynamics. Then, we will develop a customized and comprehensive set of wealth and tax planning strategies specific to those needs and goals. We then work with “your” advisors to coordinate these strategies, or we can refer you to advisors as needed. These advisors may include: Estate planning attorneys or CPAs. Our approach is all-encompassing and includes: Tax planning - As our office has been preparing tax returns for 20+ years, we believe we are qualified to make recommendations based on your prior tax returns, resulting in potential savings opportunities. Retirement planning - Our office will review your retirement plans both at work and individual retirement plans. Through the use of our online wealth management platform, we integrate these plans so that you may see, and our office can make sure these investments are properly allocated within your risk tolerance. Assess your current retirement plan - If you are a business owner, we will review your current retirement plan, and if worthwhile, suggest alternative strategies, striving to increase your tax savings and preserve your company’s income. Wealth preservation - Consider and present strategies for potentially increasing and preserving your wealth. Titling of assets - Review the titling of your assets -- investments, real estate, and business assets to make sure that there is ample access during your lifetime at any incapacity, or to facilitate correct and tax-efficient distribution at death. Portfolio analysis - Aligning your risk tolerance and goals to your investment strategy. I strive to provide a customized set of investments, which will be in sync with your stated goals. Debt analysis - Analysis of your current debt structure and liquidity needs. Insurance assessment - Our risk analysis will take into account your need to lower risk via death, disability, long-term care, and your property/casualty and business insurances. Educational funding - Evaluation of educational funding alternatives via College Savings Plans (529 Plans), UGMA or Educational IRAs. Estate planning - Planning for the distribution of assets to your family or charity.

              About

              I am an independent financial sevices professional in the Reading, Pa area. My firm specializes in retirement planning, but we offer financial planning in all of the following areas: * Investment Planning * Life Insurance * Estate Planning * Tax Preparation Please feel free to call for an appointment or visit my website. Thanks!

              About

              What sets Educators First Financial apart from other service providers? We work primarily with educators.

              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

              Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. - Registered IRS Tax Preparer with valid PTIN - 5+ years of public accounting, tax and wealth management experience - Graduate of the NYU School of Financial Planning - Bachelor's Degree in Accounting from Monmouth University I will assist with any and all individual and corporate tax matters including, but not limited to preparing individual and business federal, state, local and franchise taxes. I will also help your business get to the next level by helping you with corporate bookkeeping, financial reporting, internet marketing, branding, and small business strategy consulting Personal financial planning services including reviewing and evaluating your income, assets, investment portfolio, tax exposure, estate planning, and insurance. I'll help you to establish and prioritize your financial goals, develop strategies to address weaknesses, build strengths, protect and grow your assets, create and preserve financial independence for your retirement.

              About

              Serving Philadelphia, PA and outlying area, Jason Thompson of McAdam, Financially Advanced is offering the following services, but are not limited to financial advisor, investments, financial planning, retirement planning and life insurance.

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