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Browse these retirement planning services with great ratings from Thumbtack customers in Lancaster.
Jim did our taxes for the first time this year. The biggest thing we needed from a tax pro was planning advice for 2018, which he provided. He was incredibly patient with the million questions we had and he was accommodating to our schedule. He did our taxes quickly and on time. We will definitely be working with him moving forward!
Tony understood my concerns. He came up with a long term tax solution and helped me understand the importance of implementing a new plan. Tony was the first accountant to actually sit down with me and explain "why" we need to do the things we need to do. Tony provided a detailed and comprehensive plan that will help me achieve my personal as well as business goals.
I was looking for someone to help me figure a reasonable budget and advice on how to reduce credit card debt....so far Money Etiquette has been wonderful to work with, prompt, and provided very helpful planning strategies! I feel hope about this area of my life for the first time. Looking forward to continuing this process with them!
Working with Pam has been great. She has shown us some ways of getting ourselves on the right track. She has shown us great choices, in Life insurance, Retirement funds and such. Pam works with you and doesn't force you to do anything you are not comfortable with.
My experience with Tammy at HW Financial was GREAT! She was very patient with me gathering all of my documents, and provided a great deal of knowledge. She was able to help me save $5,000 with her tax planning service. Very Professional and well organized.
Knowledge, friendly, and prompt. I would recommend Andrew to anyone, especially if you are experiencing any sort of life changing event such as the birth of a child, retirement, moving, or a death in the family.
I've been working with Davita for a few years and couldn't be happier. She is extremely organized and knowledgable. She makes tax time a breeze. In fact the first meeting we had wirh Davita she saved us estimated taxes right off the top. This was a hugr relief for me trying to make ends meet. She works from the heart so she develops a deep understanding of your situation and is able to provide advice that is right on. We use her for financial planning also and she's been able to provide me independence to pursue my passion of working with animals. Thank you.
Met with Nick and he was quick to offer advice and putting together a plan. His professionalism and thoroughness is very impressive.
Very personable, and he helped us get the best price on our cars and our homeowners insurance. Definitely recommended
I only meet with Kirk for one hour a year to discuss the plan for that year. I highly recommend him, he is to the point and doesn't wast your time. I'm not going to get to detailed b/c personal finance is personal but to date I have seen a 9% return on my investments. My investment style is simple and conservative which focuses on paying off debt.
Serving Hunt Valley, MD, and the outlying areas, Jonas Nicholson of National Financial Legacy Group is offering the following services.
Too often, financial advisors only talk about money. We believe this disregards the most critical part of financial planning: understanding you! We've developed a distinct way of communicating your goals, identifying your resources, and managing your investments, which we call The McCann Wealth Strategies process. McCann Wealth Strategies offers services such as financial planning, insurance annuities, securities, estate planning, and wealth management and accumulation. The McCann Wealth Strategies process is a comprehensive and systematic method to enjoy your life, enhance your personal and financial well-being, protect your wealth, and skillfully transfer your assets when the time comes. At McCann Wealth Strategies, Inc., we believe purpose drives sound investment choices. Our special ability is to assemble a multidisciplinary team to develop and execute a crystal-clear plan for your financial success. Since 1994, we've been collaborating with clients across Pennsylvania and multiple states throughout the country to assist them in planning, staying on track, and avoiding expensive errors. We offer an unprecedented level of access and service to our clients via our team of exclusive and well-respected professionals throughout the country. With all these support, you can finally give more of your life to living. We are helping clients build, protect and preserve their assets.
What sets Educators First Financial apart from other service providers? We work primarily with educators.
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!
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
Gerri Diamond and Diamond Wealth Management have a distinguished tradition dating back over 30 years. We are a full-service financial planning organization. Unique to our industry, we believe that our planners are our most important partners in the delivery of quality solutions to the financial needs of our clients.
Go To Financial Center for Right Information, Right Solutions. Specializing in retirement income planning and distribution.
We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.
I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.
Rodgers & Associates is a fee-only financial planning firm composed of financial planners who support their clients with investment advice, financial strategy, tax strategy, asset protection, and more. We specialize in financial planning for individuals nearing retirement or who are already retired.