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Port Saint Lucie Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Port Saint Lucie.

Top Pro
Alliance Financial Services
4.9
from 33 reviews
  • 7 years in business
  • 46 hires on Thumbtack
  • Top Pro on Thumbtack
Tova K.
Verified review

Mr. Joe Fasciglione at Alliance Financial Services was very professional, knowledgeable about taxes meters and very kind. He helped me with my 2016 tax returned. He was fast , he's work ethic is exceptional and sofficiant. Thank you !!!

Vault Financial
5.0
from 7 reviews
  • 16 years in business
  • 16 hires on Thumbtack
Valeria A.
Verified review

Scott is very professional, knowledgeable and pleasant to work with. He is very efficient and handles taxes promptly. Scott does a fantastic job handling my personal and business-related tax preparations and very clear when answering my questions. I will be using him for many years to come. I highly recommend his services for both personal- and business- related matters. Thank you Scott for everything what you do.

MAP Solutions LLC
5.0
from 7 reviews
  • 19 years in business
Patricia H.
Verified review

Alice has been the best accountant for me and my entire family. She has helped me a student/professional with taxes and financial aide for several years. Also assisting my brother who is a full time student. My sister a student/professional has gone to her with tax issues and financial aide issues that she could not have done alone. My parents who are business owners have also gone to her for years with business needs and tax preparation. I have referred friends with typical tax issues and basic tax preparation needs they have all been resolved. They will continue to seek her services. I recommend her 100% for anyone and everyone. The accounting process which seems scary and dreadful is made simple and quick once it is in Alice's hands. Alice has helped me understand everything that I need to know in order to get the most back. I know that once Tax season arrives that I do not need to worry because it will be done quickly and professionally by Alice Azzaro.

  • 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.

CA Financial Services LLC
5.0
from 5 reviews
  • 18 years in business
Frantz P.
Verified review

We use CA Financial services for our small business, financial reporting and personal income tax. Services were impeccable with high levels of efficiency and respect. I felt like they become my personal tax accountant. I would recommend them to anyone

Palm Beach Tax Group
5.0
from 3 reviews
  • 48 years in business
Holly C.
Verified review

I used Palm Beach Tax Group for my personal and business taxes. They caught mistakes that were repeatedly made by other tax professionals. I am now on the right track to financially plan for the following years and look forward to using their services at the end of this year too! They were very professional and were day vs night compared to other tax professionals that I have used in the past.

  • 32 years in business
Debbie L.
Verified review

I have been working with Simone Hoover for 16 years. She provided forensic accounting services and mediation during my divorce. Since that time, she has been my CPA, guided me through business start up and continued accountant services. She continues to assist me in ways to grow my business and manage my financial needs.

Yarden, LLC
5.0
from 1 review
  • 1 hire on Thumbtack
Karen C.
Verified review

We became aware that these wonderful people were in the business of helping and educating people in a very incidental way. That is due to their professional manner and to the fact that there was no " hard sell" aspect to their prior interaction with my husband and me. We revealed to them that we were approaching our retirement years and we were trying to " get things in order". They offered to help. They met with us and basically began a process of education over a period of time. They patiently and respectfully walked us through various aspects of financial preparation and planning, beginning with the basics to showing us various avenues that we could take for our own personal situation. They spent numerous hours with us--much of that time spent in educating us. The result of their work has given us a peace of mind and satisfaction that we are better prepared for the years ahead. In addition, the education has empowered us to take more control of our finances. The time spent with Shelly and Herman actually did not feel like "work". We look forward to our continued relationship with them.

Advance plus services
5.0
from 1 review
  • 5 years in business
Bruno C.
Verified review

Michael help my business with the financial statements. I was almost a year behind, he spent the time and solved my issues. Very professional. You will always find him whenever you call him.

Symmetry Financial
5.0
from 1 review
    About

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

    About

    Russ Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He has been passionately advising clients since 2004 and has proudly served Florida since 2010. He double-majored in Finance and Real Estate at Baylor University and has extensive experience and expertise in financial planning matters. Whether Retirement Planning, Social Security strategies, Medicare Plans, or Life Insurance; Russ's goal in any interaction is to learn first, educate second and then he will be able to sufficiently assist in choosing the right solution. This holistic approach should take into account all aspects of the client's financial situation to find the right balance of insurance, savings, and investments which helps achieve sustainable, long-term goals.

    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

    Blatt Financial Group's mission is to help clients who are at or near retirement and help make informed financial decisions. Our primary focus is in retirement income strategies, wealth accumulation, asset protection, tax minimization strategies, long-term care, IRA and 401(k) rollovers, trusts, probate, charitable giving, estate planning, tax planning and IRA legacy planning. All materials are copyright of 2014 Blatt Financial Group, LLC. Blatt Financial Group, LLC is a financial planning and estate planning firm. Together, with its affiliates, Blatt Legal, PLC, and Center for Asset Management (CFAM), a registered investment advisor with the Florida Office of Financial Regulation, Peter Blatt, J.D. LL.M. offers estate planning legal services and financial planning in Palm Beach County, Florida.

    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

    I provide financial security to those who matter most to you.

    About

    I am an expert In life insurance, disability insurance and Long Term Care insurance. I also specialize in IRA's, annuities, and brokerage accounts.

    • 9 years in business
    About

    Monique A. Francis provides tax, accounting, and financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our company remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

    About

    Hardworking C.P.A. with 20 years of accounting and financial services experience can help manage your business' accounting needs. As a mother of two young children, I also have experience balancing financial goals for your business with the personal financial goals for your family.

    About

    We consult on anything, from mortgages to asset protection. The clients can decide which services they need, or we can recommend a specialist if they choose to.

    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

    IFSG is a full-service financial firm committed to helping people pursue their financial goals. We offer 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 providing our sound financial information.

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