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Orlando Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Orlando.

  • 10 hires on Thumbtack
Edgardo L.
Verified review

Went to Forton Financial Services for 3 years worth of taxes. Not only was the response via thumbtack quick and polite but all services rendered were beyond my expectations. While preparing my 2013 return we noticed I owed State taxes in Maryland for 2 months I worked and lived in the state. I was not aware of this but we were able to also complete the MD return also. I will continue to use Forton Financial Services, LLC going forward. The best has been the customer service provided.

  • 17 years in business
  • 2 hires on Thumbtack
Annalisa R.
Verified review

So far, so good! We're just in the beginning stages, but Shannon seems to be the perfect fit for someone like me, a small independent contractor. I appreciate that she knows a lot about individual and business taxes as a CPA - and if she doesn't know something, she's up front and will do the homework to find out the details. As a financial coach, I think a lot of people I know could use her services - if you can't figure out how to get out from under a mountain of debt, she'll help you come up with a strategy. In all, knowledgeable, well rounded services at fair pricing, that I think many people would find useful. I look with hope to tax time!

  • 4 years in business
  • 4 hires on Thumbtack
William S.
Verified review

The best and became a regular for our entire family as needed. Thanks.

Mobile Services
from 2 reviews
  • 23 years in business
Duke A.
Verified review

Yvette does a superior job of handling all of my financial needs. She answers all of my questions and if she doesn't know, she somehow connects me to the right person who does. I highly recommend her to anyone who is looking for someone to break things down in simplistic terms and does a great job year after year! I'm a customer for life!

  • 16 years in business
Charleen K.
Verified review

Spectrum Resources gave me the information and education I needed to feel confident in making financial decisions that turned my family's life around. We now have more financial freedom, which means less stress for all of us! Thank you Janet!


I help clients with unbiased recommendations for their financial and business decisions. I have over 12 years of experience as a financial consultant and over four years as an operations expert.


We provide: * Life Insurance * Financial Planner * Retirement Planner * Investment Advisor


Stonebridge Financial Planning Group, LLC offers a wide variety of services to meet the financial objectives of individuals and families. We work closely with each client to help him/her identify his/her goals and objectives. Then from this base, we are able to recommend suitable strategies and actions to achieve them. Our services include the following: * Insurance issues * Retirement planning * Estate planning * Tax review and preparation * Investment management * Divorce analysis Stonebridge Financial Planning Group, LLC is committed to helping you address your financial challenges and realize your financial dreams. We do this through long-term relationships based on understanding, excellence and integrity. At the heart of these relationships is maintaining open communication and regular interactions with each of our clients. Our clients are our friends, and they refer us to their friends. Securities are offered through Triad Advisors, Inc. We are members of FINRA/SIPC. Our advisory products and services are offered through Stonebridge Financial Planning Group, LLC, a registered investment advisor in Florida.


We are the CPR (Compliance Planning & Resolution) for the tax needs of individuals and small businesses.


My first goal is to educate the client in organizing his/her financial life. Then, I provide strategies to make better financial decisions.


ERMA is an association designed for employers to help them protect their biggest asset, provide insightful methods to increase revenue, and also drive down expenses associated with running a business. Our members have access to innovative risk management services, financial services, HR and payroll services, business insurance, accounting services, employee benefits, discounts for business-related expenses, as well as common consumer goods. Our philosophy is to provide services that are often overlooked or are too time-consuming to "shop", all on one "dashboard" that is "unlocked" and accessible for members. Employers Risk Management Alliance - Profitability. One Piece at a Time.


I perform housekeeping, financial services, taxes, audits, car cleaning, and anything else that you need!


We are the home of 2500 individual tax returns. Income Taxes: We specialize in short/long forms, businesses, amendments, preparation of W7 (ITIN number), etc. You can go to our Income tax page to get all our prices and more helpful information on federal and state income taxes. Notary: We have a notary public on-site who can perform the right notary act including forming grand deeds, child authorizations, powers of attorney, loan modifications agreements, rent or lease agreements, and acknowledgements. Our fees start at $10.00 for this service, depending on your individual needs. Call the office to make an appointment or just come on in. Civil Weddings: Are you looking to get married? We preform civil weddings! They can be done at your home or at the location of your choice. Bookkeeping: Do you own a small or expanding business? We can help you keep it on track, make it grow and help you set your sites on a brighter, big future. Now more than ever, it is really important you have someone reviewing your business finances on a regular basis. Please contact us even just to ask questions on how to have us do your full-cycle bookkeeping.


When can you afford to retire? How much can you spend each year during retirement and not run out? How do you manage your assets once you are retired? We will provide you with powerful, yet simple answers to your questions. We create financial plans for our clients that work specifically for them. Often, people retire with sizable savings but little knowledge of what to do and when to do it. When you don't know what to do, confusion leads to doubt and ambiguity. We replace confusion with knowledge, which can lead to understanding, confidence and optimism. We work as a team. We love it when clients refer to us as "my team". We earn their trust by speaking truthfully, by caring and by following through - doing what we say we will do.

  • 10 years in business

I have been an accountant for a while and I really enjoy what I do.


I offer a broad range of accounting and financial sevices to small businesses and individuals, including tax perpetration and/or advice, personal financial planning, retirement and estate planning, debt consolidation, and much, much more. See my website for a full list if services.

  • 18 years in business

JA Financial Services has more than a decade of experience providing high quality accounting, tax and financial planning. We offer excellent customer service to all our clients.


Life Insurance Products Life insurance for healthy people Ages 0- 85 Life Insurance for people with Pre existing conditions. Diabetes, stroke, heart disease, cancer, stroke, ect. Call today Four-Zero-Seven Six-Nine-Four One-Four-One-Four

  • 12 years in business

I've been with this company from it's first year, when it was called United First Financial. I've seen the tremendous changes and improvements we've made to our program and I've used the program myself to eliminate MY debt, so I know how it works and HOW it does what it does.


National Financial Literacy Foundation offers pre-filing bankruptcy credit counseling online for $25. Fulfill the required counseling process online today!


My ultimate mission is to help people from all walks of life build a better future. I assist in money management and protecting my clients earning and increasing their investments and savings long term. My services includes life time interest accounts, annuities, among others.

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