West Palm Beach, FL
10 Financial Advisors near you
Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

West Palm Beach Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in West Palm Beach.

Top Pro
Alliance Financial Services
4.9
from 31 reviews
  • 7 years in business
  • 44 hires on Thumbtack
  • Top pro on Thumbtack
Christian M.
Verified review

Alliance Financial Services, namely Joe Fasciglione, provided excellent accounting services at a very reasonable price. I am vouching for him and the company. I recommend you contact him for any and all of your accounting needs.

  • 36 years in business
  • 37 hires on Thumbtack
Lucianne M.
Verified review

I used Florida professional business services and dealt with Mike Kamel directly. I had the best service ever. My taxes where done quicker then I ever expected and the price was extremely reasonable. Any questions I had were answered promptly. All of his staff are professionals. I never thought doing my taxes would be an enjoyable expierence. I highly recommend this company and specifically, Mike. I can't thank you enough!

FPBS Inc.
4.4
from 11 reviews
  • 16 hires on Thumbtack
Brando L.
Verified review

Recently we had the opportunity to submit our annual accounting for ’16 with a new firm FPBS in Boynton Beach, FL and found the experience painless, convenient and enjoyable. The efficiency and knowledge of FPBS financial group was a welcomed seat to good business.

  • 4 years in business
  • New on Thumbtack
Willy J.
Verified review

I love the experience, they are the best financial services business.

Signature Advisory Group
5.0
from 3 reviews
  • 22 years in business
  • New on Thumbtack
Jelkica Ellie K.
Verified review

I have known Mrs. Sara Finkelstein for more than eight (8) years. From both, professional and personal experience I can affirm that it is a privilege to work with her and even more to be a friend with her. As an extremely professional, passionate, educated, immaculate and pleasant person, Sara is a lady who always takes her time to counsel, educate and inform her clients with no force and with maximum patient and attention. Sara helped me to understand and purchase an IRA and a Life Insurance Policy. Also she spent lots of her time to find the best possible Long Term Care Insurance and coverage for me and my husband. As a Signature Advisory Group client I am confident to highly recommend services the company offers. For Sara as a friend, I can confess that she always listens carefully and understands. Her smile provides me a comfort and worms my heart.

SA Financials, Inc.
5.0
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Expressions Of Life Productions E.
Verified review

The job was well executed in that my expectations were met. I was pleased with the timely manner in which everything was done and I will recommend S A FINANCIAL services to anyone.

  • 6 years in business
  • 2 hires on Thumbtack
Rhonda R.
Verified review

Audra is a true professional. She provided outstanding financial services to a non profit organization that I serve as the treasurer and she worked directly with me to gather the proper paper work and she ensured that we submitted an accurate 990 to the IRS.

Thrive Accounting
5.0
from 5 reviews
  • 3 years in business
  • 1 hire on Thumbtack
Kenny C.
Verified review

Took care of the accounting for my medium sized business (we do $10 - $20 million a year in sales). They kept our books, did our payroll, answered tax questions, and solved all the financial issues that came up. All for a very reasonable price. Very highly recommend.

Richards Wealth Group
5.0
from 1 review
  • New on Thumbtack
Sasha S.
Verified review

Suzannah is a fantastic financial advisor. She was very knowledgeable and able to discuss my 401k and retirement options, as well as review my investment portfolio. She was even able to secure a better life insurance policy for me! I am extremely happy with her recommendations and trust her with my financial future. She is an honest, easy to work with professional. I was so impressed, I referred her to my parents and friends. I would highly recommend her to anyone in need it financial services.

  • 81 years in business
  • New on Thumbtack
About

We're open to help everyone no matter their financial classification. Also, our consultations are free of charge.

  • 6 years in business
  • New on Thumbtack
About

We simplify the financial process for small business owners by setting them up with a modern and best in class accounting system that their CPA will love. We deliver monthly business insights based on our client’s goals and business strategy that enables them to spend more time growing their business, and not getting lost in the numbers. We offer: • QuickBooks setup • Tax preparation • Monthly financial reporting and summary analysis • Business planning and budgeting • Access to a network of small business support professionals (Marketing, Accounting, Legal, HR, Ecommerce)

  • 41 years in business
  • New on Thumbtack
About

Helping others attain financial freedom is equivalent to helping people reach their dreams. It brings families together. It creates experiences that otherwise would not occur. It helps to set a solid foundation for the future generations. I specialize in creating personalized goals/plans for your future. I enjoy my work so this is not just a job for me. This is an opportunity for me to make a difference.

About

We offer special needs planning, helping families provide for loved ones with special needs. We also offer: * insurance and investments * retirement planning * 401K plans * life and disability insurance * annuities * long-term care * buy-sell funding * estate planning * employee benefits * business continuation * executive fringe benefits We provide financial security for families and businesses.

  • New on Thumbtack
About

I specialize in financial and administrative consulting and management. I have saved millions of dollars by ramping up the current asset base and providing expediency toward corporate goals.

  • 17 years in business
  • New on Thumbtack
About

We provide “all” of our clients with basic, advanced, secure retirement structuring, as well as the right planning tools so that a complete asset-protection, estate and financial plan can be implemented.

  • 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.

About

We know the value of you. Protect your family so in difficult times, you don't have to worry or stress. ALL LIVES MATTER

  • New on Thumbtack
About

Parlon is a full-service financial and operational consulting firm run by executives who all have over 30 years of experience in finance, operations and marketing.

About

As a financial advisor with John Hancock Financial Network - The Partners Network in Boca Raton, FL, I help my clients develop strategies and solutions to manage their finances, protect their wealth, and realize their lifetime goals. Our office continues to help individuals, families, and businesses realize their financial goals. Through our office, we provide financial guidance to clients across the country, each with unique financial needs. We understand how important it is for our clients to successfully provide for the people they care about and those who rely on them. We are responsible for understanding your living plan, applying a comprehensive strategy, and providing the appropriate resources to help meet your goals and objectives. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do. As a John Hancock Financial Network professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. Maintaining a strong sense of community and a solid professional foundation are very important to me. We welcome the opportunity to meet with you to discuss your personal situation and ways in which we can form a business relationship built on trust.

About

Serving Plantation, FL, and the outlying areas, Bob Love of Robert Love & Associates, Inc. is offering the following services, but are not limited to: financial advising, wealth management, retirement planning and estate taxes.

About

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

Hire skilled professionals for absolutely everything.