Winter Haven, FL21 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.

Winter Haven Financial Advisors

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

Top Pro
Fundamental Accounting
4.8
from 21 reviews
  • 3 years in business
  • 62 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.
4.8
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.

  • 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
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.

  • 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!

  • 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

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

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.

  • 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.

  • 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.

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

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
  • 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.

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
  • New on Thumbtack
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

  • 12 years in business
  • New on Thumbtack
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

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

  • 10 years in business
  • New on Thumbtack
About

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

  • New on Thumbtack
About

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.

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

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.

Hire skilled professionals for absolutely everything.