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Winter Haven Financial Advisors

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

Fundamental Accounting
from 22 reviews
  • 3 years in business
  • 62 hires 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.
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.

Tax and Financial IQ
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.

JLR Services
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.

Mobile Services
from 2 reviews
  • 23 years in business
Duke A.
Verified review

Yvette does a superior job of handling all of my financial needs. She answers all of my questions and if she doesn't know, she somehow connects me to the right person who does. I highly recommend her to anyone who is looking for someone to break things down in simplistic terms and does a great job year after year! I'm a customer for life!

  • 16 years in business
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!


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.

  • 18 years in business

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.


I take the stress out of the financial aspects of business and life. Instead of worrying about accounting, taxes, financial planning, and payroll, you can focus on living your life.


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.


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.


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


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.


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


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.

  • 12 years in business

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.

  • 10 years in business

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


I can give expert advice and help with your financial needs. Keep calm and let me know your problem, so that you don't feel like you are alone.


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


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.

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