Alexandria, VA9 Retirement Planning Professionals near you

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Alexandria Retirement Planning Professionals

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 107 reviews
  • 3 years in business
  • 191 hires on Thumbtack
  • Top pro on Thumbtack
Jack M.
Verified review

Jofi did a great job on our 2014 taxes. He kept to his 48 hour turnaround time. He also gave me advise on our retirement planning and starting a 529 Plan for our daughter. Jofi is also redoing my 2013 taxes so we can maximize our refund. I will use Jofi next year as well for my tax needs. I recommend Jofi to anyone looking fr tax preparation services. Jack and Sandra Washington DC

Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 97 hires on Thumbtack
Augusto D.
Verified review

From my one-time experience preparing my tax files with OH!: Pros: I got an answer and a quote almost instantly. Ohiri was readily available for me to talk on the phone and meet in person. The online portal makes it easy to share documents. He also took the time to walk me through the final balances and how they were calculated. Cons: The final amount charged was twice the initial quote (and more expensive than HR Block or similar). Be ready for an almost 100% electronic deal; he has no physical space to meet with clients (we meet outside his office and then on a cafe). The deadline that we initially set was not met by a week. My name was misspelled and there was a minor address error on the tax file packet.

Top Pro
Fi-Tech Business Solutions
4.9
from 36 reviews
  • 28 years in business
  • 111 hires on Thumbtack
  • Top pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

Top Pro
Hearn & Associates, LLC
4.8
from 30 reviews
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Maria E.
Verified review

Professional, responsive, genuine. All around, a wonderful experience. I felt as though Mr. Hearn went above and beyond for my tax preparation.

  • 30 hires on Thumbtack
Tasha S.
Verified review

I just needed some help to remove dead trees, shrubbery, and leaves from my yard. Not only did Adrian help with the labor part, but he also provided some great ideas to help us clear the yard more efficiently. He said they also do cleaning and organizing and I plan on hiring them to help organize and clean my basement.

  • 21 years in business
  • 34 hires on Thumbtack
Bill G.
Verified review

My previous account made me feel like I was bothering him every time I contacted him for an issue that related to my growing business. Jason is a refreshing change in his ability to answer a question directly and his ability to see the long term ramifications of tax planning, while not making me feel like I am imposing on him. His guidance through some pretty tricky tax issues as I transitioned from an LLC to an Scorp has made me feel confident in his knowledge of tax law and financial planning. I would recommend Jason if you have a small business or even a simple tax situation, he makes you feel like he values you as a client.

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Michelle W.
Verified review

Agog Financials was extremely helpful in organizing our business financials and preparing our tax returns. Karan Malhotra, President of Agog Financials, personally took on our project. He was extremely professional and always responsive to answer our questions. We are continuing to work with Karan and his team at Agog Financials for our business accounting needs. Hire them! You won't be disappointed.

Chesapeake Tax Advisors
5.0
from 12 reviews
  • 9 years in business
  • 16 hires on Thumbtack
Allison R.
Verified review

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!

Manna Wealth Management
5.0
from 10 reviews
  • 56 years in business
  • New on Thumbtack
Dushyanthi Z.
Verified review

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

Cromwell & Associates, LLC
5.0
from 7 reviews
  • 11 years in business
  • 20 hires on Thumbtack
Joan J.
Verified review

I was very happy with the service. Mr. Cromwell is very responsive. I plan to continue to use his services for all my tax needs. I am so glad I found Tumbtack and thereby found Mr. Cromwell.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

Sera Capital
5.0
from 6 reviews
  • 28 years in business
  • New on Thumbtack
Elizabeth G.
Verified review

Carlos and Carl Sera did a complete review of my portfolio and put together a better option for my retirement goals. They did so quickly, walked me through all the steps of the transition, and explained their recommendations very clearly so I understood why the change made sense.

  • 5 years in business
  • 14 hires on Thumbtack
John S.
Verified review

They will be doing my tax preparation on a yearly basis at a very reasonable price.

  • 58 years in business
  • New on Thumbtack
Rebecca S.
Verified review

Mark was extremely helpful. He reviewed all of my accounts and proposed some great ideas on how I can make my retirement dollars last for my lifetime and create a legacy for my grandchildren

  • 12 years in business
  • 5 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

Best Adaptations, LLC
5.0
from 1 review
  • 3 years in business
  • 1 hire on Thumbtack
Realtor T.C. C.
Verified review

Steven is very knowledgable with Retirement Planning, and shows you how he puts your best interest 1st!

Obra Services
5.0
from 1 review
  • New on Thumbtack
Juliet A.
Verified review

He helped me to plan for retirement and also educated my husband and I how money really works in todays economy.Im glad he came along because i really learned a lot from him that i wouldnt else where. Im not confident about my retirement.

  • New on Thumbtack
Joyce A.
Verified review

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Ivonne R.
Verified review

I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.

Karen Spence CPA CGMA

New To Thumbtack

  • New on Thumbtack
About

I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

Acorn Tax Planning

New To Thumbtack

  • New on Thumbtack
About

As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our highly customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together. We work closely with you to develop, implement, and monitor a personal action plan for growing and protecting your wealth. We will help you with your investments, retirement planning, estate planning, and tax planning/preparation. Call us today for a complimentary, no-pressure consultation.

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