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Margate Financial Advisors

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

Top Pro
Alliance Financial Services
4.9
from 33 reviews
  • 7 years in business
  • 47 hires on Thumbtack
  • Top Pro on Thumbtack
Christian M.
Verified review

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.

CUTLER BAY TAX SERVICES
4.7
from 15 reviews
  • 19 years in business
  • 16 hires on Thumbtack
Kat L.
Verified review

Best Tax Service center in South Florida. Great customer service and financial assistance with experienced professionals. Puts the needs of their customers first!

WATS CPA
5.0
from 11 reviews
  • 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.

  • 31 years in business
  • 9 hires on Thumbtack
Catherine M.
Verified review

Flavio provides excellent service. His experience and efficiency was really appreciated in recommending solutions to save money and build for a financial future. I highly recommend Flavio's services and look forward to learning more.

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.

  • 4 years in business
Fabiana F.
Verified review

There's no one better to talk about financial future than alex. He is extremely honest - and not out to sell the product for a profit. He truly believes in everything he offers, and he is personable too. Definitely recommend!

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

      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 enjoy knowing families are getting the protection and coverage they need and can afford.

      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.

      • 117 years in business
      About

      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. My purpose is to share what I have learned and to be of service. It is a privilege to help my clients and their families, and to become part of their success.

      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

      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.

      • 11 years in business
      About

      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. Our success depends on the success of our customers, so we are dedicated everyday to delivering outstanding results. Our team of experts have a proven track record of streamlining operations for small-to-medium companies and organizations, helping them become more efficient and profitable.

      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.

      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

      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. Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

      • 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. I enjoy being able to take simple principles, apply them to complex matters and watch them produce benefits for multiple parties. I can't keep this all to myself. We all need to win.

      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.

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