Safety Harbor, FL
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Safety Harbor Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Safety Harbor.

Top Pro
Fundamental Accounting
4.7
from 19 reviews
  • 3 years in business
  • 56 hires on Thumbtack
  • Top pro on Thumbtack
Theresa S.
Verified review

Everything was exactly what I needed and more. Kristina is professional, competent and knowledgeable. I will be recommending Fundamental Accounting to anyone who needs HR, payroll or financial help. Thank you.

RockWall Advisors, Inc.
4.5
from 18 reviews
  • 29 years in business
  • 10 hires on Thumbtack
Alan and Janice B.
Verified review

It has been a pleasure having the assistance of Rhoda and her expertise in the financial industry guide us with our finances. Her professionalism is outstanding. Rhoda takes the time to understand each clients financial situation and needs then goes to work to explore the best options that can help her clients. She is extremely proficient at what she does. Rhoda takes the time to research best options for her clients. Working with Rhoda is a process. One is never rushed in that process. She is easily reached and available and quickly returns calls with any questions or concerns clients have. This outstanding professionalism is also seen in the staff that makes Rockwall Advisors exemplary in everything they do.

  • 17 years in business
  • 8 hires on Thumbtack
Shannon B.
Verified review

Shannon took the time to meet with me earlier than normal business hours to fit my schedule and she spent a lot of time talking me through the process of beginning my small business and helping me get started with this very exciting adventure.

  • 4 years in business
  • 5 hires on Thumbtack
Marielle N.
Verified review

I have been doing my taxes at Oracle financial services for 3 years now and I have always been satisfied with their services. Their staff is very professional especially Sisse. She has always been nice and very helpful whenever I had questions. I highly recommend her .

JLR Services
5.0
from 4 reviews
  • 8 years in business
  • 3 hires on Thumbtack
Rosalee M.
Verified review

JLR Financial Consulting & Tax Service was excellent. I will be using him again.

  • 19 years in business
  • 1 hire on Thumbtack
Julie B.
Verified review

My husband and I recently consulted with Eric from Expanse Financial for financial coaching to help us better understand our current financial picture, identify our goals and map out a plan of how to achieve them. His feedback was invaluable! He gave us the tools we needed to implement a plan and even a framework of time in which we would be able to start reaching our short term and long term goals. No judging, no guilt, no insulting our intelligence, just straightforward, easy-to-understand guidance and advice. We believe the tools we were given are the keys to unlocking our future financial success, both personally and professionally. Ever since our meeting with Eric, we have shared our experience with a number of friends who also need to restructure their finances to achieve their goals and recommended that they too, reach out to Expanse Financial as a step in their journey to success.

John E. Calhoon, CPA, LLC
5.0
from 4 reviews
  • 28 years in business
  • 9 hires on Thumbtack
Angeli B.
Verified review

In a prior corporation in which John was the CF,O, he was the person I looked to to keep the department compliant financially, since we were in an IPO and we needed to follow SEC regulations in our record keeping. John was always professional and ethical in matters concerning the financial dealings the corporation. Angeli Benjamin Minister of Compliance/Legal Counsel The Pastoral Medical Association

ASB Financial
5.0
from 1 review
  • New on Thumbtack
Christina O.
Verified review

Paul was very professional as well as very knowledgeable about the service I was interested in. I would highly recommend him to get the job done right 👍

  • 6 years in business
  • New on Thumbtack
Boyd A.
Verified review

Jerry saves me $$$ every year

  • 18 years in business
  • New on Thumbtack
About

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.

About

Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.

  • 23 years in business
  • New on Thumbtack
About

Lindsey Financial Services Group offers insurance, investment, and retirement strategies for businesses and individuals. Our products include a wide range of health benefit options for every budget, fixed annuities for long-term investment, estate planning at any stage of life, and more. Our company is focused on providing one-on-one service and promoting lasting relationships with our clients that prosper through the years and adapt with your needs, to keep you healthy, wealthy and wise.

  • New on Thumbtack
About

At RockWall Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives may hinge on having the right plan, one that fits your unique circumstances and grows with you.

  • New on Thumbtack
About

We provide financial consultation services to individuals and businesses. Receive free financial plan to assist with planning to reach financial peace of mind. Our clients don't pay for services; we are paid by the financial companies we do business with.

About

Because it is done with "precision", accuracy and thoughtfulness. My main goal is customer satisfaction, and my focus is to provide a product or service to meet the customer's needs, so that he is a returning customer and refers me to other clients.

  • 15 years in business
  • New on Thumbtack
About

I take a global look at my clients financial situation. I work on a cross disciplinary basis not just from a legal, accounting, insurance or investment perspective, but across the board. This process allows me to identify coordination gaps and missed financial planning opportunities.

About

We offer the following: * Life Insurance * Investment Advisor * Retirement Planning

  • New on Thumbtack
About

Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning

About

We have over twenty years experience in finance and accounting. As a family form we are proud of the personal service we offer our clients. Word-of -mouth referral is a huge part of our client-base so we know that we are keeping our customers happy.

  • 14 years in business
  • New on Thumbtack
About

I offer comprehensive financial planning for individuals and businesses. Services include Wealth Management, Financial Planning, Asset Protection Strategies and Business Consulting Services. With a client first approach, I tailor services based on the individual needs of our client. Some clients are complex utilizing many areas of expertise while many do not. My process involves in depth discovery with questions and answers to determine the most important needs to be met. Every client is unique!

About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal maybe is to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

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