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Pittsburgh Retirement Planning Professionals

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

Top Pro
  • 12 years in business
  • 103 hires on Thumbtack
  • Top pro on Thumbtack
Marissa C.
Verified review

Mark was fast and efficient, processing three years worth of taxes including multiple localities and time as a student in less than two hours and for a reasonable price. He was quick to set up an appointment and respond to emails and was very understanding during the filing process. He also processed good returns on every year. He's willing to travel which also makes him a convenient choice for tax filing. I would definitely go back for future tax resources or financial planning (another service he offers).

  • New on Thumbtack
About

Serving Robinson Township, PA, Dennis Morton of Morton Financial Group is offering services, but are not limited to the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

About

Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

  • New on Thumbtack
About

I do personal and business multidiscipline financial planning practice covering real estate, finance, insurance, tax, business succession and marketing.

  • New on Thumbtack
Leah K.
Verified review

I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.

John Craig
4.8
from 23 reviews
  • 6 years in business
  • 33 hires on Thumbtack
Kathy S.
Verified review

This was the best experience ever. John Craig was extremely knowledgeable about taxes. I had gone to H&R Block a week earlier and my financial advisor informed me that they didn't fill my tax forms out correctly. Thank goodness I hadn't payed them yet. That's when I searched Google for a tax preparer and found thumbtack, and that lead me to john Craig. Please do not hesitate in having him do your taxes. He is also a financial planner, an investor and a retirement planner. I will definitely go back to him. Thank you John! Kathy. Another added benefit is that he comes to your house

About

I am a business advisor, financial planner, and business assistant, and I offer credit restoration services (accredited by the Better Business Bureau).

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