Fredericksburg, VA74 retirement financial services near you

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Fredericksburg Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Fredericksburg.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 110 reviews
  • 3 years in business
  • 200 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

  • 36 years in business
  • 103 hires on Thumbtack
Neal B.
Verified review

Found the gentleman very friendly and professional. Provided outstanding customer service and promptly responded to all our concerns. I would definitely recommend Mr.Baird to anyone seeking financial advice and tax services.

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

Manna Wealth Management
5.0
from 11 reviews
  • 56 years in business
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!

Business Help, Inc.
4.7
from 6 reviews
  • 23 years in business
  • 5 hires on Thumbtack
Giselle P.
Verified review

Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

  • 8 years in business
  • 3 hires on Thumbtack
Adevia H.
Verified review

Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

Chris B.
Verified review

Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

Ghion Financial Services
5.0
from 2 reviews
  • 15 years in business
John S.
Verified review

Ghion Tax has been preparing my taxes for years in Falls Church, VA. Mehari in particular is a very professional, very educated tax preparer. They always spend the extra time to ask me the questions that will guarantee that I maximize my return....topics that H&R Block would never even broach because of their cookie cutter corporate approach. I'm now saving at least $200 extra on each return! The first time you go to visit them, you will find it challenging to locate their office within a congested strip mall; however you will be pleased that you made the decision to put yourself through the hassle because the service is first rate.

  • 58 years in business
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

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

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

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
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.

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

About

We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

About

I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

About

We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

About

Educates and provides plan in their financial goal

About

At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

About

I & R Financial Services is capable of helping you navigate complex federal and state tax laws, establishing financial systems and safeguards and ultimately achieving your organizational goals. I & R Financial Services will complete a small amount of work at your office and the bulk of the work off-site. All on-site appointments are booked by the half day or full day to accommodate both you and the bookkeeper. You are assigned a certified QuickBooks ProAdvisor who is supported by a finance and administrative team to provide the following services: 1. The Engagement Service: All new clients must begin with this service, so that we can assess your needs and have clarity about the list of tasks and who is to do each task. 2. Simplicity Bookkeeping: By committing to a minimum service per month, our regular clients are guaranteed general bookkeeping, payroll processing, company banking and accounts receivable and payable management. 3. Intricate Bookkeeping: Once we have provided the engagement service on your organization and determined what your system requirements are, our certified QuickBooks ProAdvisor will complete the design, implement the set up, get your data up-to-date, and/or do any cleanup needed. 4. Premium Bookkeeping: Once your bookkeeping systems are consistently providing timely, accurate figures about your business behavior, we can help develop next-level tools to quantify your plans, evaluate your performance and see how you compare to other companies in your industry. 5. Consultation and Tune-Up: Some businesses do not need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up-to-date and provide a tune-up service. A tune-up is a smart and affordable way to get a handle on your business finances. This service is ideal for clients who have their own staff available to create and code transactions but who want a second set of expert eyes to check books monthly against the bank statements to ensure balances are correct and to review basic reports for potential errors. 6. Other Services: This includes clerical and data entry services as well as 1099 service, tax and audit preparations.

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.

About

I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

About

Custom Financial Blueprint has more than a decade of experience providing exceptional, personalized financial solutions to individuals, families, and business owners to help them reach their goals.

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