Kirkland, WA20 Retirement Planning Professionals near you

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Kirkland Retirement Planning Professionals

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

Open Mind Generations
4.7
from 7 reviews
  • 3 years in business
  • 1 hire on Thumbtack
Michelle O.
Verified review

John has been my financial advisor for 10+ years - I have followed him as he has switched companies and love what he can do for us as an independent FA. He has flexibility to use investing tools that you just don't get at the large companies. He is super responsive, very knowledgeable in the industry, and is always happy to walk you through questions as many times as needed to make you feel comfortable in your investment plan. Highly recommend!

  • 13 years in business
Jacob S.
Verified review

We were in a world of hurt and Crystal saved us and got us on the right track financially. It is truly freeing to have someone with her knowledge take control and not only help with past issues but also set you up for the future with a reliable and realistic budget and tax planning. I give Crystal my highest rating of five stars.

JMB Financial Services LLC
5.0
from 5 reviews
  • 10 years in business
Harold H.
Verified review

To anybody looking for a financial/retirement professional: I cannot imaging a better person to work with towards my retirement goals. I found Mr. Proulx by accident, but it has paid off. You will find JMB to be: #1 - Concerned. He is careful and provides a detailed plan. His sensitivity and adaptability to my plans is amazing. #2 - Innovated. He provides plans that are not widely known or presented. I look forward to a tax-free retirement! #3 - Going the extra mile. Mr. Proulx has meet with my lawyer to co-ordinate issues with my Safe Harbor Trust and other issues. Simply have a one-on-one meeting with Jacob Proulx and you will be convinced ... there is no better investment counselor at any price. Harold & Megan Hawken Renton, WA

Kuiper Enterprises
5.0
from 3 reviews
  • 1 hire on Thumbtack
Hideki Y.
Verified review

Rogue thank you so much for your thorough financial planning. Thanks to you I'm confident about not only my own retirement but my wife's as well. And there's plenty to leave for our children too, so thank you.

Robert Park Financial
5.0
from 3 reviews
  • 5 hires on Thumbtack
Maanish R.
Verified review

Robert is a remarkable Finance professional. Very polite. He has the best interests of his client as heart. He and I have developed a great professional rapport and look forward to working with him for my financial planning needs for many years to come.

  • 3 hires on Thumbtack
Jerrod S.
Verified review

Melanie or BAS, LLC has been helping us with various accounting tasks for multiple years and provides an accurate and professional result for a reasonable fee. We plan to continue using her for years to come.

About

Serving Bothell, WA and the outlying areas, Kurt Wanner of Crosswind Advisors is offering the following services: * Investments * Financial Planning * Insurance * Retirement Planning * Tax Planning * Risk Management * Estate Planning

About

We are a concierge service that help people retire overseas to Panama, Portugal, or Sri Lanka at a much, much lower cost of living than in America. We take the scary out of overseas retirement. Our clients are able to positively off-set their nest egg by living overseas for a period of time.

About

Our mission is to provide superior financial, retirement and estate planning consultancy to the public in a highly ethical fashion with the lowest feasible price. The Legend Group is a comprehensive financial, retirement and estate planning consultancy. Our services are comprehensive in terms of offered products (insurance, mutual funds, equities, retirement planning, and estate planning) as well as in terms of depth of research. The up-front cost to do in-depth research into prospective investments and possible options for the client will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

About

We specialize in business planning, retirement planning, advanced tax planning, wealth accumulation, and insurance/protection.

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 you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

About

Serving Lakewood, WA, and the outlying areas, Stephen Bowden of Stephen Bowden Investments is offering the following services, but are not limited to, insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

About

I listen to my customers and tailor my services to fit their needs, weather it be personal or business related.

About

Welcome to Evans Capital Management, a full-service company that is specializing in retirement planning and estate conservation. We are committed to serving the insurance and financial needs of individuals and employers throughout the Pacific Northwest. Assistance with asset creation and preservation is our primary focus. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.

  • 5 years in business
About

A Retirement and Income Planning Advisory Firm Eric Maclean, ChFC®, CLU®, AIF® Investment Advisor Representive Chieko Maclean, CPA Certified Public Accountant Retirement is all about income and making sure you don't run out of money A health retirement is easier to accomplish when you reduce stress and spend time doing what you love. Maclean is quite passionate about the topic of retirement, and that passion has fueled a specialized practice helping people in need of sound retirement planning. What separates our Retirement Planning Services from other financial advisors is our genuine concern for our clients. Our comprehensive services including Retirement Income Planning, Investment Selection, Wealth Accumulation, Estate Planning, Tax Planning, Life Insurance and Annuities all as part of our well-rounded approach to a health retirement and Retirement Income Planning.” Eric Maclean, President of Maclean Wealth Planning, LLC believes that Retirement Income Planning is essential for anyone in, or facing retirement. You'll learn about ways to reduce your risk and stabilize your income. Simply set up a time to come in. Tell us your concerns and objectives. We'll analyze your portfolio and your resources as we go through the planning process. When complete, we'll review our recommendation and show you how we can help. Give us a call and we'll set up a time to talk. We look forward to being of service.

About

Since 1979, Wyman & Associates has operated as an independent agency working with business owners and individuals to help them protect their personal wealth. We have expanded our focus to also work with employees of the airline industry. As a company, our goal is to build a long and personal relationship with our clients as they live and enjoy their accumulating years and position themselves for the time when they retire. We recognize that each solution has to provide a custom fit to meet our clients' needs, and our position as an independent financial planning firm means we are not required to sell any one product or company. This supports our ability to tailor plans and provide options instead of only one direction.

About

Serving Seattle, WA, and the outlying areas, Patricia Solberg of PAS Financial Planning provides the crucial guidance and access to products and services designed to help you achieve your financial goals and objectives.

About

We are serving Seattle, WA and outlying areas. Roseann Pinciotto of Waddell Reed is offering the following services: * Financial planning * Investments * Retirement strategies * Estate planning and insurance * Annuities These services are to help clients reach their financial goals.

About

Services offered: - Asset protection and business planning - Elder law and Medicaid - Estate planning - Estate planning for family-owned businesses, farmers, and ranchers - Financial planning assistance - Estate planning for the GLBT community - Incapacity planning - IRA and retirement planning - Legacy planning - Special needs planning - Pet planning - Trust administration and probate

About

We offer comprehensive fee-based financial planning services. "My goal is to provide families and business owners with assistance in building and protecting their financial freedom. I have the skills, knowledge and experience required to help meet clients' established goals. My personal goal is to become a lifetime resource for each and every client."

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