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Tampa Financial Advisors

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

Top Pro
Fundamental Accounting
4.7
from 19 reviews
  • 3 years in business
  • 57 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.

Success Wealth Management
5.0
from 3 reviews
  • 16 years in business
  • 2 hires on Thumbtack
Thumbtack Customer
Verified review

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.

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

  • 16 years in business
  • New on Thumbtack
Charleen K.
Verified review

Spectrum Resources gave me the information and education I needed to feel confident in making financial decisions that turned my family's life around. We now have more financial freedom, which means less stress for all of us! Thank you Janet!

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

Jerry saves me $$$ every year

  • 22 years in business
  • 1 hire on Thumbtack
About

I am a Financial Adviser with 21st Century Financial. My goal is to build long-lasting relationships with clients by assisting them in creating financial strategies that put them in a better financial situation. I help clients come up with financial solutions that are ideal for their situation. Whether it is personal, family and/or business needs I am there to advise clients. In order to succeed financially, there is not one vehicle that is a solution to all of your wants and needs. It is more of a process. The process we use is called LEAP. Using LEAP, you will be able to understand how your income, assets, liabilities and insurances may be optimally positioned, coordinated and integrated. This process also helps to: • Increase control of your finances • Build additional wealth over time • Help assets provide greater income • Reduce taxes during all stages of your life • Reduce risk of running out of money in retirement Outside of the office, I am involved in the Emerging Leaders of Tampa Bay, the Greater Tampa Chamber of Commerce and Partners in Network. Thank you once again for viewing my profile!

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.

  • 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.

  • 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

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

About

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

About

We are the home of 2500 individual tax returns. Income Taxes: We specialize in short/long forms, businesses, amendments, preparation of W7 (ITIN number), etc. You can go to our Income tax page to get all our prices and more helpful information on federal and state income taxes. Notary: We have a notary public on-site who can perform the right notary act including forming grand deeds, child authorizations, powers of attorney, loan modifications agreements, rent or lease agreements, and acknowledgements. Our fees start at $10.00 for this service, depending on your individual needs. Call the office to make an appointment or just come on in. Civil Weddings: Are you looking to get married? We preform civil weddings! They can be done at your home or at the location of your choice. Bookkeeping: Do you own a small or expanding business? We can help you keep it on track, make it grow and help you set your sites on a brighter, big future. Now more than ever, it is really important you have someone reviewing your business finances on a regular basis. Please contact us even just to ask questions on how to have us do your full-cycle bookkeeping.

  • 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

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

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.

  • 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.

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