Port Saint Lucie, FL5 affordable financial services near you

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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 32 reviews
  • 7 years in business
  • 45 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 !!!

  • New on Thumbtack
About

I do with bookkeeping/accounting, outsourced controller functions, mortgage and commercial loans, and nonprofit consulting.

  • New on Thumbtack
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.

  • 38 years in business
  • New on Thumbtack
About

Our Motto: "Where Clients Send Their Friends" Bailey Tax & Accounting is committed to providing quality work in a timely manner. Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are both welcome and most sincerely appreciated! ------ Our Mission Statement: "Our firm is committed to a blend of professionalism and personal concern. We provide the quality service needed while recognizing the uniqueness of each client. We are willing to listen, help solve problems and reach your goals." YOU ARE THE MOST IMPORTANT PERSON IN OUR OFFICE!

  • 3 years in business
  • New on Thumbtack
About

People Management (PeMa) provides professional consulting services to public and private-sector clients in the following: * general management and administration * employee relations * labor relations (including chief negotiator and contract administration advocacy) * equal opportunity and diversity management * financial and budgetary analysis * executive and professional recruitment * risk management services (including self-funded and underwritten employee benefits; workers' compensation; unemployment; and property, casualty and liability coverage)

About

Our work and company stand out because we value the old fasion way of doing business, "CUSTOMER SERVICE". We are willing to go that extra mile to ensure that our clients are happy, and we are being useful.

  • 15 years in business
  • New on Thumbtack
Rosalio R.
Verified review

Seven years ago We came to Tax One in a very difficult situation by the IRS. Mr. Robert Fuller was so professional supportive and we won the case. since then, we are so confident and at peace of mind with his accounting professional services.

  • New on Thumbtack
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

I have an MBA graduate-level training from the University of Florida and years of hands-on experience in an entrepreneurial firm, gaining exposure to the application of a broad spectrum of business principles.

  • 7 years in business
  • New on Thumbtack
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.

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.

  • 9 years in business
  • 3 hires on Thumbtack
About

I am very thorough and accurate in my accounting leaving no areas unturned. I am more affordable than going to an CPA/Accounting office though I have the experience and can support and forward all of the information needed for tax preparation.

About

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

  • 1 hire on Thumbtack
Dave G.
Verified review

Sue does payroll services for us in Quickbooks. She is very thorough and detail oriented. I have had nothing but great success working with her.

CA Financial Services LLC
5.0
from 5 reviews
  • 18 years in business
  • New on Thumbtack
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

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