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Seattle Retirement Financial Services

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

Top Pro
  • 4 years in business
  • 130 hires on Thumbtack
  • Top pro on Thumbtack
Chris C.
Verified review

I was very pleased with the services provided to me. Both of the lawyers kept me informed of my options every step of the process. I felt empowered as a client and confident in my decision to file a bankruptcy and move on with a bright financial future. I would highly reccomend Lauber Dancey to anyone in need of debt relief.

Top Pro
  • 23 years in business
  • 34 hires on Thumbtack
  • Top pro on Thumbtack
William M.
Verified review

Very professional. Outstanding service. I WISH I would have found him to do my IRS negotiations. As it is he filed missing returns and I will use his services for my future returns. Consider this service for representing you to the IRS. Makes the other services seem like they are way overcharging; which they are.

  • 17 years in business
  • 29 hires on Thumbtack
Jerry T.
Verified review

The services were very professional, and Susan was very easy to talk to. Susan has great prices and understands the financial situation of people needing her services

William H. Bratton CPA
4.3
from 6 reviews
  • 1 hire on Thumbtack
Dave H.
Verified review

I retained Bill's services when I received a notice from the IRS last year. It said I owed money from a property I neglected to include in my tax return due to a pending divorce. I had no idea which of the property my former spouse has acquired that generated the amount due with the IRS, but like a forensic accountant, Bill was able to figure out which property "owed" money and even better, came to the conclusion the IRS was in error. To me, that was a better result than anyone can hope for. Bill and his staff will be my "go to" accounting firm from now on. Bill is very, very adept at what he does and I feel extremely confident with his ability to handle all my financial dealings.

Fortis Accounting Solutions
4.7
from 3 reviews
  • 1 hire on Thumbtack
Pritam D.
Verified review

Great experience in terms of a quick review of my current financial status and how I can take steps to reduce taxes (short term and long term).

  • 3 hires on Thumbtack
Michelle A.
Verified review

Melanie has always provided me with sound financial and accounting advice. I had a small personal photography business and whenever I needed help, no matter how big or how small, she would ask appropriate questions and look at all the info before making decisions. Thank you!

  • 24 years in business
  • New on Thumbtack
Nancy M.
Verified review

I was widowed in my mid-50's and, like many widows, had the luxury of having been married to a man who was willing and more-than-capable of overseeing our finances. I was always kept informed and knew where investments and bank accounts were held. However when my husband passed away from cancer, it fell to me to pick up the financial ball and carry on. Bradley Van Vechten was "assigned" to my portfolio at that time and I cannot adequately express my gratitude for his expertise and compassion at the most difficult time in my life. Brad's knowledge and ability to clearly explain what many of us consider complex financial positions came at a critical time for me. I would enthusiastically endorse him as anyone's Certified Financial Planner as Brad continues to provide excellent advice and guidance, founded on his extensive knowledge of financial products and options, all based on my personal needs and goals. I know from personal experience that he places all of his clients' interests first and foremost in his business and I have the utmost trust and confidence in him and his advice. He has continually listened to my wishes, answered any questions and I look forward to a secure future thanks to Brad. Bottom line: My portfolio is doing well and I have a Financial Planner I respect and trust.

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

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

  • New on Thumbtack
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

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs, so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Let's talk, It's complimentary.

About

I am a Bellevue-based financial planner. I work in estate planning/wealth transfer, retirement planning, tax planning, risk management, and business planning. Money is a topic that most Americans avoid like the plague, but it is a subject that we all have to deal with. Nobody wants to be told about all the financial mistakes they have made in the past; all we really want to know is where we stand and the best moves to make going forward. I help take the stress out of financial planning - giving my clients a clear roadmap to their financial success.

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.

  • New on Thumbtack
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

  • New on Thumbtack
About

I take the time to listen!!! I will never make you feel like I have something more important to be doing.... because I don't! I will provide a personal level of service and building lifelong relationships.

About

I have been a pro in this industry with over 15 years of experience in accounting, tax, and business start up. I am here to walk you through each step as I meet your needs.

  • New on Thumbtack
About

Cents of Peace takes great pride and pleasure in assisting you through the process of managing your monthly finances. Through continued collaboration with you, we will help you organize your personal finances, so you don't feel overwhelmed by life's challenges. Our goal is to help you come up with a system to free yourself from bad debt. We will help hold you accountable so that you can realistically reach your goals. We'll create and manage your budget, so all you have to do is put your money in the budgeted places.

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

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

"Making sense of your retirement puzzle." As an investment advisor representative with independent broker/dealer KMS Financial, I can offer a broad range of retirement planning products to meet the unique needs of each of my valued clients. I strongly believe in the benefit of saving for retirement via tax-deferred vehicles like 401(k)s, 403(b)s, simple or SEP IRAs, as well as traditional and Roth IRAs, and feel compelled to clearly educate those benefits to the clients I'm fortunate to work with.

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.

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