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Seattle Retirement Financial Services

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

  • 4 years in business
  • 142 hires 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
  • 32 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

Open Mind Generations
4.7
from 7 reviews
  • 3 years in business
Jl M.
Verified review

John is very knowledgeable on all types of finance and income options.

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.

  • 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!

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).

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

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

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

One Strategic Capital, Inc. is a comprehensive financial services and insurance firm dedicated to creating a secure financial future for businesses and their owners, for professionals and their practices, and for individuals and their families.

About

My name is Jordan Comfort, and I am a recent graduate with honors from Oral Roberts University with a Bachelor of Science in Accounting. I have almost two years of experience as a Corporate Accountant. Currently, I work in public accounting at one of the top firms in the Pacific Northwest. I look forward to adding my recent experience in accounting to better serve your needs.

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

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

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

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.

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

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

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.

About

Sherif J. Awad is a Certified Financial Planner™ professional. He is licensed by the International Board of Standards and Practices for Certified Financial Planners.

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