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Titusville Financial Advisors

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

Tax and Financial IQ
4.9
from 14 reviews
  • 17 years in business
  • 17 hires on Thumbtack
Marcia J.
Verified review

Mary has been my Accountant for at least 8 years. She is extremely professional and knowledgeable on all aspects of personal and business taxes which is the area I need her for the most. I highly recommend her.

  • 10 hires on Thumbtack
Edgardo L.
Verified review

Went to Forton Financial Services for 3 years worth of taxes. Not only was the response via thumbtack quick and polite but all services rendered were beyond my expectations. While preparing my 2013 return we noticed I owed State taxes in Maryland for 2 months I worked and lived in the state. I was not aware of this but we were able to also complete the MD return also. I will continue to use Forton Financial Services, LLC going forward. The best has been the customer service provided.

  • 4 years in business
  • 4 hires on Thumbtack
William S.
Verified review

The best and became a regular for our entire family as needed. Thanks.

About

We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to 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 us, providing sound financial information.

About

Serving Indian Harbour Beach, FL, Marcel Pope and associates of Legacy Investment Consultants are offering the following services, but not limited to: - Financial advising - Financial planning - Wealth management - Investment advising - Certified financial planning

About

ERMA is an association designed for employers to help them protect their biggest asset, provide insightful methods to increase revenue, and also drive down expenses associated with running a business. Our members have access to innovative risk management services, financial services, HR and payroll services, business insurance, accounting services, employee benefits, discounts for business-related expenses, as well as common consumer goods. Our philosophy is to provide services that are often overlooked or are too time-consuming to "shop", all on one "dashboard" that is "unlocked" and accessible for members. Employers Risk Management Alliance - Profitability. One Piece at a Time.

About

My first goal is to educate the client in organizing his/her financial life. Then, I provide strategies to make better financial decisions.

About

Stonebridge Financial Planning Group, LLC offers a wide variety of services to meet the financial objectives of individuals and families. We work closely with each client to help him/her identify his/her goals and objectives. Then from this base, we are able to recommend suitable strategies and actions to achieve them. Our services include the following: * Insurance issues * Retirement planning * Estate planning * Tax review and preparation * Investment management * Divorce analysis Stonebridge Financial Planning Group, LLC is committed to helping you address your financial challenges and realize your financial dreams. We do this through long-term relationships based on understanding, excellence and integrity. At the heart of these relationships is maintaining open communication and regular interactions with each of our clients. Our clients are our friends, and they refer us to their friends. Securities are offered through Triad Advisors, Inc. We are members of FINRA/SIPC. Our advisory products and services are offered through Stonebridge Financial Planning Group, LLC, a registered investment advisor in Florida.

About

I help clients with unbiased recommendations for their financial and business decisions. I have over 12 years of experience as a financial consultant and over four years as an operations expert.

About

We provide professional services that are customer driven. Services we offer: - Business services and support - Full-service support within bookkeeping - Interim CFO - Administrative support - Business planning and preparation - Year-end assistance

About

Integrity Financial Group is an independent Orlando financial planning firm located in the Lake Nona area with a very unique approach. Often, we can help our clients accomplish their goals with no additional out-of-pocket or risks.

  • 12 years in business
About

I've been with this company from it's first year, when it was called United First Financial. I've seen the tremendous changes and improvements we've made to our program and I've used the program myself to eliminate MY debt, so I know how it works and HOW it does what it does.

About

We provide: * Life Insurance * Financial Planner * Retirement Planner * Investment Advisor

About

Life Insurance Products Life insurance for healthy people Ages 0- 85 Life Insurance for people with Pre existing conditions. Diabetes, stroke, heart disease, cancer, stroke, ect. Call today Four-Zero-Seven Six-Nine-Four One-Four-One-Four

About

National Financial Literacy Foundation offers pre-filing bankruptcy credit counseling online for $25. Fulfill the required counseling process online today!

  • 10 years in business
About

I have been an accountant for a while and I really enjoy what I do.

About

I offer a broad range of accounting and financial sevices to small businesses and individuals, including tax perpetration and/or advice, personal financial planning, retirement and estate planning, debt consolidation, and much, much more. See my website for a full list if services.

About

I perform housekeeping, financial services, taxes, audits, car cleaning, and anything else that you need!

About

When can you afford to retire? How much can you spend each year during retirement and not run out? How do you manage your assets once you are retired? We will provide you with powerful, yet simple answers to your questions. We create financial plans for our clients that work specifically for them. Often, people retire with sizable savings but little knowledge of what to do and when to do it. When you don't know what to do, confusion leads to doubt and ambiguity. We replace confusion with knowledge, which can lead to understanding, confidence and optimism. We work as a team. We love it when clients refer to us as "my team". We earn their trust by speaking truthfully, by caring and by following through - doing what we say we will do.

About

We provide plan for prosperity. Your interests come first! Dano W. Lopresti is an independent Certified Financial Planner (CFP), Charted Financial Consultant (ChFC) and an Accredited Investment Fiduciary (AIF) with Legacy Financial Planning. He specializes in life insurance, investment management, retirement planning and retirement income planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans and charitable funds. Also offers: 401(k) advising, rollover 401(k)s, IRAs, retirement income planning specialist, life insurance, corporate benefits, educational seminars and college funding, and full range of financial services tailored to your needs. We serve people that are serious about financial peace of mind by uncovering and correcting landmines that threaten your retirement and financial security!

About

My ultimate mission is to help people from all walks of life build a better future. I assist in money management and protecting my clients earning and increasing their investments and savings long term. My services includes life time interest accounts, annuities, among others.

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