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Browse these retirement planning services with great ratings from Thumbtack customers in Suffolk.
Very good experience. Able to discuss current as well as future plans with Mr. Tellis. Highly recommend!
I had a very good experience with PIM Tax Services. Paul was thorough and fast and the price was a lot less than I have paid in the past. He found mistakes on my tax return from last year and he is filing an amendment so I can get more money back. I plan to use PIM Tax Services from now on.
Frederick is a master of conveying a message and helping people put together plans to make improvements in my facets of life. He is the epitome of what a good life coach can be.
Angie is Awesome to work with planning for our financial future. She is very knowledgeable and able to point us in the right direction during all the different seasons of our lives. She is also very patient with us and trust me ..... we are High Maintenance HAHA. Thank You Angie. We appreciate YOU!!
My experience with Primerica representative Amadeojose Velasquez has been positive and outstanding. Amadeojose is nothing short of a professional and his expertise in Financial planning has helped me and my family tremendously in becoming better prepared and educated in the area of Finance. Through his services with Primerica and coaching, I have been able to obtain a valuable Financial plan that allowed me to protect my family with proper insurance, eliminate debt, save more efficiently for retirement, and even help me become a homeowner. I would highly recommend Amadeojose Velasquez to anyone looking to take control of their financial future.
Emily has been the best financial advisor thus far! I've had other advisors in the past since I run multiple businesses but Emily is always able to take my calls and answer any questions I may have. She's saved me thousands of dollars so I couldn't be happier! She is super friendly and really easy to talk to. If she isn't 100% sure about something, she will find out the answer in a get back to me ASAP. She's always had the right answers but if she's unsure she just likes to have a second opinion to verify which is fine by me. She's help me set up my life insurance plans for my family and I. Definitely an easy process and she works for a great company so you can be sure to be covered in your time of need. She also sends random text/emails to check on me and see if I have any questions that may have come to mind. Be at ease knowing you'll be in the best hands with Emily.
David is an excellent insurance agent, realtor and an all around person. I've been doing business with him for years and plan to do more in the future...
New To Thumbtack
I am an independent financial planner. You can find my profile on the FINRA site under broker check. I have over 20 years of experience in working with people to help them reach their goals. I have a system that breaks down your situation so it can be sorted out to find the best way to proceed in making your life better. I come to your home and if not comfortable with that we can meet at a public place that is quiet where we can communicate easily. I will work with you over time and not try to cure your situation in one pop.