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Browse these financial planners with great ratings from Thumbtack customers in Bradenton.
Everything was exactly what I needed and more. Kristina is professional, competent and knowledgeable. I will be recommending Fundamental Accounting to anyone who needs HR, payroll or financial help. Thank you.
Its has been great working with Rhoda and Suzi .Its like having another family. They are always willing to to go the extra mile for you. Even helping look for other unrelated needs and calling to check how things are.Always keeping me up to date on financial issues or finding answers to unexpected questions i have.Rhoda makes herself available for any questions all the time.I feel very comfortable with all the tax and financial planning i have received.Glad a very good friend introduced me to Rockwall many years ago.I hope i can find others who need excellant tax and financial planning to recommend to Rockwall.Thank you again
I’m new to Florida and finding new companies or individuals to assist me with my needs is important. I appreciate this service.
I have been receiving services provided by Sisse for almost 10 years. She has always been very professional, honest and realistic with my financial planning. I do not trust anyone else. I highly recommend her!!!! Z. Franklin
My husband and I just had our first visit with Jorge the financial planner and to say the least his service was spectacular and very informative. Dropping knowledge on our domes, we truly feel we got a great first time experience with tons of useful information that we will take to heart. Using great analogies we were capable of understanding every insightful suggestion offered by Jorge. Going forward, Jorge will be our guy for all our financial planning needs.
In a prior corporation in which John was the CF,O, he was the person I looked to to keep the department compliant financially, since we were in an IPO and we needed to follow SEC regulations in our record keeping. John was always professional and ethical in matters concerning the financial dealings the corporation. Angeli Benjamin Minister of Compliance/Legal Counsel The Pastoral Medical Association
Paul was very professional as well as very knowledgeable about the service I was interested in. I would highly recommend him to get the job done right 👍
Jerry saves me $$$ every year
I am a Financial Adviser with 21st Century Financial. My goal is to build long-lasting relationships with clients by assisting them in creating financial strategies that put them in a better financial situation. I help clients come up with financial solutions that are ideal for their situation. Whether it is personal, family and/or business needs I am there to advise clients. In order to succeed financially, there is not one vehicle that is a solution to all of your wants and needs. It is more of a process. The process we use is called LEAP. Using LEAP, you will be able to understand how your income, assets, liabilities and insurances may be optimally positioned, coordinated and integrated. This process also helps to: • Increase control of your finances • Build additional wealth over time • Help assets provide greater income • Reduce taxes during all stages of your life • Reduce risk of running out of money in retirement Outside of the office, I am involved in the Emerging Leaders of Tampa Bay, the Greater Tampa Chamber of Commerce and Partners in Network. Thank you once again for viewing my profile!
We have over twenty years experience in finance and accounting. As a family form we are proud of the personal service we offer our clients. Word-of -mouth referral is a huge part of our client-base so we know that we are keeping our customers happy.
Serving Sarasota, FL, and the outlying areas, Russ Williamson of Platinum Planning, Inc. is offering the services including, but not limited to, the following: wealth management, financial advisor, retirement planning, estate taxes and investing.
At RockWall Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives may hinge on having the right plan, one that fits your unique circumstances and grows with you.
I offer comprehensive financial planning for individuals and businesses. Services include Wealth Management, Financial Planning, Asset Protection Strategies and Business Consulting Services. With a client first approach, I tailor services based on the individual needs of our client. Some clients are complex utilizing many areas of expertise while many do not. My process involves in depth discovery with questions and answers to determine the most important needs to be met. Every client is unique!
Investment Management, Retirement Planning, Life Insurance
I take a global look at my clients financial situation. I work on a cross disciplinary basis not just from a legal, accounting, insurance or investment perspective, but across the board. This process allows me to identify coordination gaps and missed financial planning opportunities.
Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning
Because it is done with "precision", accuracy and thoughtfulness. My main goal is customer satisfaction, and my focus is to provide a product or service to meet the customer's needs, so that he is a returning customer and refers me to other clients.
Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal maybe is to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
We provide financial consultation services to individuals and businesses. Receive free financial plan to assist with planning to reach financial peace of mind. Our clients don't pay for services; we are paid by the financial companies we do business with.
We offer insurance and financial services such as the following: - Life Insurance - Health Insurance - Disability Insurance - Personal and Business Insurance - Planning