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Browse these financial planners with great ratings from Thumbtack customers in Boca Raton.
Alliance Financial Services, namely Joe Fasciglione, provided excellent accounting services at a very reasonable price. I am vouching for him and the company. I recommend you contact him for any and all of your accounting needs.
Mike has handled my financial investments and tax affairs for many years. He and his team have always been very responsive and accommodating whenever I needed any information or assistance. His turn around time in completing work is very prompt and impressive. I have had many complex financial issues to consider with foreign & US income and foreign & US property investments which required multiple tax returns to different countries. Mike has always thoroughly researched any of my concerns, providing me with very thorough and valuable information presented in a very simplified and patient manner, which has been much appreciated over the years!
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.
Recently we had the opportunity to submit our annual accounting for ’16 with a new firm FPBS in Boynton Beach, FL and found the experience painless, convenient and enjoyable. The efficiency and knowledge of FPBS financial group was a welcomed seat to good business.
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.
SA financial is at the top of my list for all of my financial business related issues. Their staff are superb in meeting all of our deadlines and is always willing to go the extra mile to get the job done Sincere regards Charles E Thomas Sr CEO Youth Adjustment and Empowerment Initiative Inc.
Sara is an outstanding professional who presented a comprehensive, detailed overview of what was available to me for supplemental coverage in addition to Medicare. She was warm and very personable and immediate won my trust with her honest and caring approach. I highly recommend her for financial needs and insurance programs.
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
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.
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.
I offer administrative, financial, and management services, catering to the needs of small business or private entrepreneurial environments, with a central focus on accounting/bookkeeping services. I have extensive experience in all manner of business activity, from clerical to financial and managerial for technological, telecommunications, residential and commercial property management as well as the execution of legal and financial documents and filings.
We're open to help everyone no matter their financial classification. Also, our consultations are free of charge.
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.
We know the value of you. Protect your family so in difficult times, you don't have to worry or stress. ALL LIVES MATTER
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.
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.
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.
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.
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.
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.