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Florence Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Florence.

  • 9 years in business
  • 3 hires on Thumbtack
Cheryl H.
Verified review

There is a personal touch at Broadway Financial. Good advice and taxes done fast (and right) !!!

  • 3 hires on Thumbtack
Aubrie O.
Verified review

It was for my mother. And yes he did a great job!

Hayes Financial Coaching
5.0
from 1 review
  • 3 years in business
Anjoli H.
Verified review

I have been coached by Hayes Finacial coaching for years. Her knowledge is helpful and genuine in approach. She is a hiden gem. The resource is just amazing when applied. I am grateful for the advise and consern to get me to the road of Finacial success. Sincerely, Anjoli

100 Degrees Consulting
5.0
from 1 review
  • 3 years in business
Brittney K.
Verified review

Working with Stephanie has allowed us to feel more confident in our financial reporting and freed up valuable staff time! Stephanie was able to step into our world, (a small non-profit that doubled in size twice in two years!) and help us adapt to the quick growth and set up systems in place to sustain the growth. I highly recommend Stephanie! She is great to work with and super knowledgeable. If she doesn't know, she will dig deeper and get back to you.

Primerica
5.0
from 1 review
    Diane M.
    Verified review

    I was fulling expecting to be charged for the plan Tom provided as well as be "sold" on more services. Instead I had a warm and pleasant experience with Tom. He was truly concerned about my current financial situation. When he came back with my plan he described to me the programs the plan suggested and then put control of my finances back into my control. I am happy to refer Tom to anyone.

    • 1 hire on Thumbtack
    Milton M.
    Verified review

    “As a small, growing IT services company, we searched unsuccessfully for months to find a reliable accounting and bookkeeping service until we contacted Suzanne Mitchell of Mitchell CPA & ASSOCIATES. Suzanne started by meeting with the executive team to assess our financial situation and proceeded to promptly get our books in order with the accuracy and professionalism unmatched by any of the previous services we engaged. Our books and general accounting have been in pristine order ever sense. We highly recommend Mitchell CPA & Associates to businesses of any size. Dr. Milton Mattox, President, TeamLogicIT of Scottsdale”

    About

    At Fuqua Financial, we offer several services to help individuals and small businesses succeed. Below are a list of services that we currently offer. If you do not see the service that you require, please take a moment to call or email us, to discuss your specific needs and find out if we are able to assist you. * Credit Counseling We help you get out of debt and offer education on how to avoid incurring debts that cannot be repaid by setting up a Debt Management Plan (DMP). On your behalf, we will negotiate with your creditors and establish a reasonable repayment plan. As seen in the following papers: The Market Place (Indiana), The Journal Press (Indiana), The Harrison Press (Ohio), Dearborn County Press (Indiana), Ohio County/Rising Sun Press (Ohio/Indiana), Brown County Press (Ohio), The News Democrat (Ohio), Ripley Bee (Ohio), and Clermont County Sun (Ohio). * Tax Services We do tax questions, big or small, filing for individuals or businesses. We can even handle international. Our rates are reasonable, and our customer service is superb. Let us take care of you this tax season, and help you get back the biggest refund possible. * Bookkeeping When you have a small business, it doesn’t run itself. At Fuqua Financial, it is our pleasure to provide you with our bookkeeping service, so that you can stay focused on what matters – running your business! * Web Development Our web development team focuses on software as a service (SaaS) providing you with ‘turnkey’ solutions or custom development to meet your specific needs. By using Web 2.0 and Web 3.0 technology, we are ready to take your business to the next level, and provide you with a solid industry-standard framework. Skilled trained web professionals + your creative vision = great results! Do you want to get started? Email us with additional information regarding your needs, and we will setup a free phone consultation.

    About

    Protect your retirement savings from Wall Street and the IRS! Please call or come to our office so we can help you with IRS tax issues and your financial planning needs. We specialize in tax-free retirement solutions for our clients, with emphasis on strategies that help them to build and grow assets, reduce their financial risks, and minimize their tax burden, and we do these using products from some of the world's largest and most stable financial institutions. For our pre-retirement clients, we provide effective avenues for "rescuing" and safeguarding their retirement savings that are locked up in qualified plans (such as 401(k), IRA, etc.) from Wall Street (i.e., potentially devastating stock market losses) and huge tax bills from the IRS (we do the same thing for those who have changed jobs or lost their jobs, but left their 401(k)-type funds sitting in the retirement plans of their previous employer). For our clients who have just retired, we work with them to move their qualified retirement plan assets from the stock market (mutual funds and stocks) into no-risk/low-risk investment vehicles in order to protect it from market downturns (losses) and ensure that those savings would last for the rest of their lives (with possibly decent "leftovers" for their heirs). We also help our clients to generally make what we call "$martMoney" decisions by educating them on financial products and/or services (life insurance, annuities, disability, and long-term care insurance, mortgage protection, etc.) and by assisting them to design customized and effective solutions for retirement planning, savings for children's college education, income protection, and generational wealth building (asset accumulation and protection and growth and wealth transfer). This includes helping small businesses/business owners to put together sound and effective financial plans for funding such contingencies as executive hiring and retention, employee benefits, business continuation, buy-sell agreements, and business ownership transfer. Last, but not the least, we provide tax services for our clients. These include tax planning for individuals and small businesses, IRS audit representation, and tax returns preparation. Our enrolled agents are former IRS employees (revenue agents) with several years of experience in IRS audits, so we know how to "speak their language". Actually, our IRS background and experience help to cement our credentials as an all-round financial advisory shop that one can count on to get all their financial matters handled under one roof. Note: Our financial services professionals are licensed in multiple states, and our IRS audit representation services can be done for clients in any state within the U.S.

    About

    We provide unbiased and free financial review. Independent Financial Services.

    • 3 years in business
    About

    We focus on ideas and strategies to reduce expenses, acquiring affordable and necessary insurance, investing, and increasing your income. We are committed to your long-term financial success. We will help you understand what your relationship to money is. By acknowledging what financial background you inherited from your parents, we can sort through what works and what doesn't and chart a different course. It's not what you make, it's what you keep. When you work with me the focus is on moving from the current financial level to the next one: Survival to Stability Stability to Wealthy Wealthy to Affluent If you are not sure where you are currently, we'll work with you to establish and change that.

    About

    Matthew P Roth & Co. offers accounting, tax preparation and financial planning services for Cincinnati area residents.

    • 16 years in business
    About

    Independence is the key! Not locked in to any particular product. Customer service is the key when you are a small business!

    • 4 years in business
    About

    My service begins with organization and automation of records and processes which leads to much more efficient financial/tax planning and compliance.

    About

    Financial Consultants,Retirement Planner, Estate Planner

    About

    I help families become debt free, properly protected, and financially independent in as little as two to three meetings.

    About

    Serving Milan, IN and the outlying areas, Todd Gobel of Gobel Financial, Inc is offering the following services but not limited to: - Insurance - Investing - Retirement and Estate Planning - Wealth Preservation

    About

    We are a full-service financial firm committed to helping individuals, businesses and families pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

    About

    As an independent insurance broker, I help clients search and maintain the most competitive health and life insurance policies. My expertise lies with understanding the complexity of hospitalization and major medical insurance, Medigap, Medicare supplement and Medicare advantage plans, whole life, universal life and term life, dental, vision and accident insurance. I can provide clarity choosing the right plan, and walk you through step by step, and you can actually call my cell phone. I try to answer every call the first time.

    • 19 years in business
    About

    We are financial fiduciaries, meaning we always put the client's interest above our own.

    About

    We are serving Crestview Hills, KY and outlying areas. Bill Nagy and associates of New Financial Concepts is offering the following services, but not limited to, financial services, financial planning, financial advisor, retirement planning and investmenting.

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