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North Miami Beach Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in North Miami Beach.

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!

  • 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.

  • 4 years in business
  • New on Thumbtack
Willy J.
Verified review

I love the experience, they are the best financial services business.

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

Daniel and Jaime have been doing the books and preparing the taxes for my investment partnership for years. They do a great, thorough job. Their communication is excellent, and their prices are extremely reasonable. I highly recommend the company if you need any tax or accounting work done.

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.

Signature Advisory Group
5.0
from 3 reviews
  • 22 years in business
  • New on Thumbtack
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
  • New on Thumbtack
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

WORLD FINANCIAL GROUP
5.0
from 1 review
  • New on Thumbtack
Allan B.
Verified review

Great presentation !! Very good and detailed breakdown of my finances.

Richards Wealth Group
5.0
from 1 review
  • New on Thumbtack
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.

  • 81 years in business
  • New on Thumbtack
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.

  • 41 years in business
  • New on Thumbtack
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.

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.

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • 11 years in business
  • New on Thumbtack
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.

  • 17 years in business
  • New on Thumbtack
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

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

  • 117 years in business
  • New on Thumbtack
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.

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