Palm Bay, FL13 Financial Advisors near you

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Palm Bay Financial Advisors

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

Symmetry Financial
5.0
from 1 review
    About

    We love helping families for their lifetime legacy and mortgage protection.

    About

    We provide plan for prosperity. Your interests come first! Dano W. Lopresti is an independent Certified Financial Planner (CFP), Charted Financial Consultant (ChFC) and an Accredited Investment Fiduciary (AIF) with Legacy Financial Planning. He specializes in life insurance, investment management, retirement planning and retirement income planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans and charitable funds. Also offers: 401(k) advising, rollover 401(k)s, IRAs, retirement income planning specialist, life insurance, corporate benefits, educational seminars and college funding, and full range of financial services tailored to your needs. We serve people that are serious about financial peace of mind by uncovering and correcting landmines that threaten your retirement and financial security!

    About

    BENEFITS OF HIRING US: •Accounting professionals with four year degrees •7+ Years of Experience •Guaranteed dependable service •Cost effective: You pay only for the time spent doing YOUR work/No idle time •Flexible-Handle seasonal, periodic, and overflow work •No tax obligations •No Overtime •No costly benefits: Paid vacations, holidays or sick days, insurance •No computer training needed on your end •No additional office space or equipment required •No rise in unemployment rates when service is not required •No downtime or expense of trying to hire new employees •Relocation of your business or ours does not effect hiring Equality Financial Services. Your location does not impact our ability to support you.

    About

    We provide professional services that are customer driven. Services we offer: - Business services and support - Full-service support within bookkeeping - Interim CFO - Administrative support - Business planning and preparation - Year-end assistance

    About

    We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by us, providing sound financial information.

    About

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

    About

    Serving Indian Harbour Beach, FL, Marcel Pope and associates of Legacy Investment Consultants are offering the following services, but not limited to: - Financial advising - Financial planning - Wealth management - Investment advising - Certified financial planning

    About

    Integrity Financial Group is an independent Orlando financial planning firm located in the Lake Nona area with a very unique approach. Often, we can help our clients accomplish their goals with no additional out-of-pocket or risks.

    About

    Tax Planning, Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance

    About

    We are providing business services and strategic solutions for small businesses and families throughout Brevard County.

    About

    East Coast Tax and Financial is full service tax, investment, and financial planning firm. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, the East Coast Tax and Financial has a fiduciary duty to act in the best interests of their clients at all times.

    About

    East Coast Tax and Financial Planning is full service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times. Although we are located in Vero Beach, Fl. we are able service our clients all over the United States.

    About

    I am a financial consultant in real estate. I am also experienced in building rehabbing, translator from English to Spanish, licensed fence installer, notary public and other services.

    Hire skilled professionals for absolutely everything.