Mesquite, TX28 Retirement Planning Professionals near you

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Mesquite Retirement Planning Professionals

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

Top Pro
Plano Tax Prep
5.0
from 69 reviews
  • 29 years in business
  • 145 hires on Thumbtack
  • Top Pro on Thumbtack
Andrew E.
Verified review

Plano Tax Prep worked on my federal and two state tax filings. The communication, planning and discussion were very easy and helped make the process very painless. I would highly recommend Plano Tax Prep for any individual or business.

Top Pro
“H. Tree Services “
5.0
from 14 reviews
  • 8 years in business
  • 16 hires on Thumbtack
  • Top Pro on Thumbtack
Thumbtack Customer
Verified review

They did a wonderful job and excellent pricing! I would recommend them to anyone and we plan on using them again!

Wealth Planner LLC
5.0
from 10 reviews
  • 17 years in business
HJ L.
Verified review

I have known Greg since 2008 and worked for him for almost four years. I have had the privilege of using the Wealth Planner Tool he developed. It is very comprehensive and well structured, with algorithms that automatically generate a clear view of financial circumstances and enable easy-to-follow financial planning once relevant baseline data is loaded into it. Before using the tool, I thought that I had a good handle of my personal finance, but after using it, I got substantially new insights into my current and future financial situation, through a complete review of my expenditure patterns, savings trends, investment/asset structure, wealth accumulation pace, and goal-setting for pre-retirement planning. I have also been able to use the tool to track my progress, view variance between actuals and budget, evaluate investment performance, and determine what changes I need to make to my financial plan. Greg has indeed developed a very powerful and valuable tool.

No Limit Bookkeeping
5.0
from 6 reviews
  • 7 years in business
Jean regis R.
Verified review

I work with Danielle on my business plan. She is very knowledgeable and was able to pinpoint what I was missing. Her work is very detailed and precise. She also helped me with my business registration and government remittances. She is very flexible and I can call her anytime, she always gets back to me. I completely trust her judgement and would recommend her to anyone.

Tay Whatley
5.0
from 5 reviews
    Daniela A.
    Verified review

    As a student in the forensic science field, my exposure to budgeting and finance has been minimal. As a result, I was in need of a person who could aid in my financial planning. As banking/finance major, I knew that Tay would be fit for this task. She was able to create a personal budget, tailored to my needs which I still maintain today. At the start of my budget, I was confused and unfamiliar with a successful way to save as much as I can as soon as I could; however, it is with the experience and knowledge that Tay encompasses that I have been able to continuously build my savings. Tay's patience, attitude, and willingness are some of the varying attributes to which I owe my financial success.

    • 9 years in business
    • 12 hires on Thumbtack
    David I.
    Verified review

    Master Plan Tax and Bookkeeping helped me finish my taxes and correct a few things I was filing incorrectly. They also found an exemption for a considerable fine I expected to pay. Everything was completed in less than a week.

    Incline Media
    5.0
    from 5 reviews
    • 19 years in business
    • 4 hires on Thumbtack
    Nicole S.
    Verified review

    I love working with people who are honest and don't try to sell me something my business isn't ready for. While I didn't hire them for the business plan I wanted, I hired them for what I need. Way better 😊

    • 1 hire on Thumbtack
    Shawn B.
    Verified review

    Jordan was very helpful in helping me set up a plan for my future retirement, he is very knowledgeable and I would recommend him to anyone looking for a financial advisor!!

    Trinity Tax Services, LLC
    5.0
    from 3 reviews
    • 3 years in business
    • 1 hire on Thumbtack
    Sheldon L.
    Verified review

    Thus far I have only talked with Trinity Tax Services. But I plan to use them for my upcoming taxes.

    Vestal Financial, Inc.
    5.0
    from 2 reviews
      Linda C.
      Verified review

      The most important aspect of finding the right financial advisor has to do with trusting the person as a good human being. Michael not only has helped me prepare for retirement, he has also become someone I trust, enjoy, and highly recommend.

      Eileen B.
      Verified review

      It is not very easy today to find a company that not only meets your expectations and standards, but also goes well beyond them. Lavera & Teresa do exactly that. They easily alleviate the stress & anxiety of organizing and managing your bookkeeping needs, while also offering so much more. They really do listen to help you understand so that you can make intelligent and comprehensive plans with your hard earned money and expenses. Additionally, their highly effective mobile services allows you to save you time and money. I would strongly recommend to talk with them before making changes or updating your bookkeeping needs. Howard B.

      Accu Tax Filer
      4.0
      from 2 reviews
      • 2 hires on Thumbtack
      About

      We prepare and file tax returns for individuals and businesses (partnership, LLC, S-Corp, and C-Corp). With attention to detail, we will cover every available tax deduction and tax credit, so your tax bill is the lowest possible. It is our goal to ensure compliance with the tax law while keeping your tax obligation at the minimum. Through extensive use of technology, we prepare and file taxes in the comfort of your home. Accu Tax Filer offers a comprehensive range of fully customizable and scalable tax, finance and accounting, and business advisory services to individuals and small and mid-sized firms. We are committed to providing customized solutions to suit your unique needs. Call us today for a free, no obligation consultation to know how we can help you We are passionately committed to helping small and mid-sized businesses grow. With our expert, professional, and customer-centric service, we manage your noncore functions and help you concentrate on your business operations. The more you focus on your core business, the faster your business grows. Also, our flexible engagement model will be more cost-effective than hiring full-time professionals to manage your noncore finance and accounting functions. We have the knowledge, experience, and expertise to manage the entire finance, accounting, and taxation functionalities for your business. We assume ownership and remain accountable at all times. With a structured process, we help small businesses measure, monitor, and monetize their performance.

      Trinion Financial
      5.0
      from 1 review
        Pat F.
        Verified review

        Scott has been fantastic in helping us with our overall financial health and retirement planning, explaining 'in detail' where and how to best capitalize on our very meager savings, as well as how and when to apply for social security benefits. Sure wish we'd had his guidance many years ago. The ultimate professional!

        About

        We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help pursue them by us, providing sound financial information.

        About

        Serving Plano, TX and outlying areas Dale McCarty of Retirement Designers Financial Group LLC is offering the following services not limited to; Wealth management, retirement planning, investing, estate planning and insurance.

        About

        Serving the Hebron/Carrollton area for over 28 years, David Loerwald specializes in insurance, including auto, home, health and life, as well as financial planning including annuities and mutual funds. Auto and motorcycle insurance: Car insurance coverage is designed to assist in financially covering potential auto-related loss, damages, or injuries. Homeowners' insurance: David Loerwald offers protection for your dwelling, as well as your personal possessions and personal liability. Condo owners: Buying insurance is different for a condominium unit owner than for owners of conventional homes or renters. Renters' insurance: Renters insurance is for anybody who rents a home, be it an apartment or a house. Life insurance and annuities: David Loerwald offers the financial protection your family deserves, with flexible options and policies to suit your budget and needs. Health insurance: David Loerwald offers various types of health insurance coverage, so that you can pick the product which best suits your personal situation. Disability insurance: Disability insurance helps to cover financial responsibilities if you have an injury or illness that makes you unable to work. Long-Term Care (LTC) insurance: A long-term care insurance policy assists in paying for the care you require once you can no longer care for yourself. Business owner insurance solutions including the following: * property and liability * business auto * surety and fidelity bonds * workers' compensation * business life/group life insurance * retirement plans * business health insurance and more Boat insurance: A boat-owners' policy can insure you against most risks of operating and owning your boat, its motor and its trailer. Mutual funds: State Farm Mutual Funds are available through prospectus by registered representatives of State Farm VP Management Corp., One State Farm Plaza, Bloomington, Illinois 61710. Home mortgage and home equity loans: Apply for a competitive mortgage, home equity loan or line of credit with someone you already know and trust. State Farm Bank: David Loerwald offers the convenience of online banking, credit cards and loans as well. Additional details are accessible by clicking on our website. David Loerwald is conveniently located in the Hebron area and serving the Carrollton, TX area and the surrounding communities including the following: * Lewisville * Flower Mound * Highland Village * Corinth * Castle Hills * Highland Village * Austin Ranch * Farmers Branch * Addison * West Plano

        • 4 years in business
        About

        I have over 20 years of experience in the administrative field, from assisting to office management. I want to see you accomplish more than you can on your own. It is difficult to find the time and motivation, so I will push you to accomplish your goals.

        About

        It's never too late to start planning for your future now! Many people put it off because it takes time and can be confusing and complex. As a result, they might miss out on various financial opportunities along the way. Knowing what your options are can help you in making better choices. With the help of a skilled professional who knows your specific needs and is knowledgeable about the choices that are available to you, then you can direct your own destiny. At Diversified Financial Services, we feel that empowering you is what it's all about.

        About

        Hey! My name is Chris Wells and I am a CERTIFIED FINANCIAL PLANNER TM professional. I am bringing true financial planning to all individuals

        • 18 years in business
        About

        We are an independent group of financial advisors dedicated to helping you reach your objectives through comprehensive wealth management and financial planning. Our unique 3P Approach ensures your plan is specially designed to meet your specific needs by helping you Plan, Prosper and Protect what is most important to you. Most important, with GWA you sit on the same side of the table as your advisor, because after all, your plan should be about your goals, not ours. We have been recognized in D Magazine for several years as a TOP 25 WEALTH MANAGEMENT FIRM. With offices in Dallas, Houston, Sweeny and Snyder, we have a team committed to helping our clients wherever life may lead them.

        About

        I'm very detail oriented and can help plan financials as well as have four years experience in accounting. I am also great at conveying information to the customer.

        Hire skilled professionals for absolutely everything.