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Boynton Beach Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Boynton Beach.

Top Pro
Alliance Financial Services
4.9
from 33 reviews
  • 7 years in business
  • 46 hires on Thumbtack
  • Top Pro on Thumbtack
Tova K.
Verified review

Mr. Joe Fasciglione at Alliance Financial Services was very professional, knowledgeable about taxes meters and very kind. He helped me with my 2016 tax returned. He was fast , he's work ethic is exceptional and sofficiant. Thank you !!!

  • 36 years in business
  • 38 hires on Thumbtack
Lucianne M.
Verified review

I used Florida professional business services and dealt with Mike Kamel directly. I had the best service ever. My taxes where done quicker then I ever expected and the price was extremely reasonable. Any questions I had were answered promptly. All of his staff are professionals. I never thought doing my taxes would be an enjoyable expierence. I highly recommend this company and specifically, Mike. I can't thank you enough!

  • 6 years in business
  • 2 hires on Thumbtack
Rhonda R.
Verified review

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.

FPBS Inc.
4.5
from 11 reviews
  • 16 hires on Thumbtack
Brando L.
Verified review

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.

SA Financials, Inc.
5.0
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Expressions Of Life Productions E.
Verified review

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.

Thrive Accounting
5.0
from 5 reviews
  • 3 years in business
  • 1 hire on Thumbtack
Kenny C.
Verified review

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.

Signature Advisory Group
5.0
from 3 reviews
  • 22 years in business
Jelkica Ellie K.
Verified review

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.

WakeUp2016
5.0
from 1 review
    Jeff S.
    Verified review

    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

    Richards Wealth Group
    5.0
    from 1 review
      Sasha S.
      Verified review

      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.

      About

      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.

      • 41 years in business
      About

      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.

      • 81 years in business
      About

      We're open to help everyone no matter their financial classification. Also, our consultations are free of charge.

      About

      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.

      About

      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.

      About

      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.

      About

      We know the value of you. Protect your family so in difficult times, you don't have to worry or stress. ALL LIVES MATTER

      About

      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.

      About

      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.

      About

      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.

      About

      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.

      • 25 years in business
      About

      We offer insurance and financial services. Smart financial decisions rarely involve spending more money, but rather finding ways to allocate existing cash flows to achieve better results. At The Eppy Group we strive to educate our clients in making informed, confident decisions. As a result, they gain control over their finances for their own lives and for their legacy. ”………We serve a wide range of clients with diverse assets and needs. While we do have the expertise and products to help affluent clients develop complex financial strategies, we also do a great job helping those in more modest circumstances find peace of mind.” Our specialty services include: * Life * Disability Income and Long Term Care Insurance * Annuities * Investment Portfolio Services * Special Needs Planning * Corporate Benefits * Charitable Gifting * Advanced Strategies

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