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Browse these financial services with great ratings from Thumbtack customers in Margate.
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.
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!
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.
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.
I love the experience, they are the best financial services 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.
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.
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.
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
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 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.
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.
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.
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 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.
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 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'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