Reading, PA
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Reading Retirement Planning Professionals

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

Monique Brino Hellings, CPA
4.9
from 54 reviews
  • 22 years in business
  • 114 hires on Thumbtack
Meghan H.
Verified review

After my accountant retired last year I was so lucky to find Monique! She was a pleasure to work with. I know nothing about taxes and Monique was so helpful and so quick to respond!

  • 28 years in business
  • New on Thumbtack
About

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.

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

  • New on Thumbtack
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.

Northwestern Mutual
5.0
from 1 review
  • New on Thumbtack
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

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

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

John Barrett
5.0
from 6 reviews
  • New on Thumbtack
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.

  • New on Thumbtack
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.

PFS
5.0
from 5 reviews
  • 41 years in business
  • New on Thumbtack
Mike S.
Verified review

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.

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.

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.

The Tax Reduction Network
5.0
from 1 review
  • New on Thumbtack
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

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.

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