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Browse these financial services with great ratings from Thumbtack customers in Aventura.
Best Tax Service center in South Florida. Great customer service and financial assistance with experienced professionals. Puts the needs of their customers first!
Audra is a true professional. She provided outstanding financial services to a non profit organization that I serve as the treasurer and she worked directly with me to gather the proper paper work and she ensured that we submitted an accurate 990 to the IRS.
I love the experience, they are the best financial services business.
The job was well executed in that my expectations were met. I was pleased with the timely manner in which everything was done and I will recommend S A FINANCIAL services to anyone.
Took care of the accounting for my medium sized business (we do $10 - $20 million a year in sales). They kept our books, did our payroll, answered tax questions, and solved all the financial issues that came up. All for a very reasonable price. Very highly recommend.
I have known Mrs. Sara Finkelstein for more than eight (8) years. From both, professional and personal experience I can affirm that it is a privilege to work with her and even more to be a friend with her. As an extremely professional, passionate, educated, immaculate and pleasant person, Sara is a lady who always takes her time to counsel, educate and inform her clients with no force and with maximum patient and attention. Sara helped me to understand and purchase an IRA and a Life Insurance Policy. Also she spent lots of her time to find the best possible Long Term Care Insurance and coverage for me and my husband. As a Signature Advisory Group client I am confident to highly recommend services the company offers. For Sara as a friend, I can confess that she always listens carefully and understands. Her smile provides me a comfort and worms my heart.
Great presentation !! Very good and detailed breakdown of my finances.
Suzannah is a fantastic financial advisor. She was very knowledgeable and able to discuss my 401k and retirement options, as well as review my investment portfolio. She was even able to secure a better life insurance policy for me! I am extremely happy with her recommendations and trust her with my financial future. She is an honest, easy to work with professional. I was so impressed, I referred her to my parents and friends. I would highly recommend her to anyone in need it financial services.
This man is brilliant, he changed my life. Saved my marriage, secured my financial freedom, and solved all of my medical problems. All I wanted was to fix my PC, yet he ended up fixing my life. 10/10
We offer special needs planning, helping families provide for loved ones with special needs. We also offer: * insurance and investments * retirement planning * 401K plans * life and disability insurance * annuities * long-term care * buy-sell funding * estate planning * employee benefits * business continuation * executive fringe benefits We provide financial security for families and businesses.
We're open to help everyone no matter their financial classification. Also, our consultations are free of charge.
We know the value of you. Protect your family so in difficult times, you don't have to worry or stress. ALL LIVES MATTER
I specialize in financial and administrative consulting and management. I have saved millions of dollars by ramping up the current asset base and providing expediency toward corporate goals.
As a financial advisor with John Hancock Financial Network - The Partners Network in Boca Raton, FL, I help my clients develop strategies and solutions to manage their finances, protect their wealth, and realize their lifetime goals. Our office continues to help individuals, families, and businesses realize their financial goals. Through our office, we provide financial guidance to clients across the country, each with unique financial needs. We understand how important it is for our clients to successfully provide for the people they care about and those who rely on them. We are responsible for understanding your living plan, applying a comprehensive strategy, and providing the appropriate resources to help meet your goals and objectives. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do. As a John Hancock Financial Network professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. Maintaining a strong sense of community and a solid professional foundation are very important to me. We welcome the opportunity to meet with you to discuss your personal situation and ways in which we can form a business relationship built on trust.
We provide all of our clients with basic, advanced, secure retirement structuring, as well as the right planning tools so that a complete asset-protection, estate and financial plan can be implemented.
Helping others attain financial freedom is equivalent to helping people reach their dreams. It brings families together. It creates experiences that otherwise would not occur. It helps to set a solid foundation for the future generations. I specialize in creating personalized goals/plans for your future. I enjoy my work so this is not just a job for me. This is an opportunity for me to make a difference.
Most "financial advisors" push products from only one company. I am independent and will research all the options to find you the best deal. For life insurance, I get quotes from dozens of companies. For stocks, I get original third-party research reports. For annuities, I get illustrations from all companies to get the maximum income and best guarantees. In other words, I shop around for you, just as I do for myself and my family! Second, I have decades of investment experience. I know best practices as well as what kind of costly mistakes "do it yourself" investors can make. Investing can be confusing - get help and get educated.
Parlon is a full-service financial and operational consulting firm run by executives who all have over 30 years of experience in finance, operations and marketing.
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.
We specialize in providing customized accounting and bookkeeping solutions for small-to-medium businesses. We go beyond the usual back-office duties to support businesses with needs, from corporate structuring, payroll, corporate taxes, quickbooks, to providing advice for international clients looking to make a move to the U.S. Give us the greenlight to handle your back office, and we will give you the time to focus on managing the core of your business.
Serving Plantation, FL, and the outlying areas, Bob Love of Robert Love & Associates, Inc. is offering the following services, but are not limited to: financial advising, wealth management, retirement planning and estate taxes.