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Browse these financial services with great ratings from Thumbtack customers in Sarasota.
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.
Thank you Janice!! Not only did you give me an awesome resume you did an excellent job with helping me out my experience on paper. I really appreciate your patience with me and getting the resume complete in a timely manner. I would recommend your services to future professionals. Dionne
Always does a great job. Very thorough and helps me with all of my financial needs.
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.
My husband and I just had our first visit with Jorge the financial planner and to say the least his service was spectacular and very informative. Dropping knowledge on our domes, we truly feel we got a great first time experience with tons of useful information that we will take to heart. Using great analogies we were capable of understanding every insightful suggestion offered by Jorge. Going forward, Jorge will be our guy for all our financial planning needs.
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
Jerry saves me $$$ every year
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 👍
Creating income streams for life for our clients and partners.
We offer insurance and financial services such as the following: - Life Insurance - Health Insurance - Disability Insurance - Personal and Business Insurance - Planning
Financial Planning, Retirement Planning, Life Insurance
Godly Advisors provides due diligence, strategic planning, fund-raising, business consulting and personal financial services. Our consulting clients include more than 100 US and international corporations and investors. Our experience extends to asset management, acquisition searches, expert witnesses and regulatory hearing support for clients in over 20 countries.
Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning
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.
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!
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.
Investment Management, Retirement Planning, Life Insurance
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.
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.
Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.
We partner with our clients to help them improve their financial lives, and a portion of our revenue is donated to alleviating human suffering.