Financial Advising near Palm Harbor, FL
18 locations found near Palm Harbor
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Financial Advising
Financial Advising
“We took on Maggie Tax as an adviser several years ago and have been very happy that we did. Chris, Bobby,and team are professional, friendly and have our best interests at heart. We look forward to our retirement future and Maggie Tax is leading us down that path every step of the way.”
Financial Advising
“Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!”
Financial Advising
“ADDENDUM: 2-12-24I must add the TAX PREP service to my review, which has proven the best we've ever experienced. MFP's owner, Chris Mavrakos, has gone above and beyond to find us ways of saving on our taxes each year. MFP's staff know the tax laws and know how to put them to work for you They've proven to be far better than any accounting/financial consulting firm we've ever used. They continue to be THE SOURCE for all things financial -- including tax prep. Have them help secure your financial future. You will not be disappointed.--------------My Original Testimonial:We've been to the big corporate financial houses over decades and we were continuously disappointed for their lack of personal service. After being referred to MFP by a mutual friend - our investment portfolio took a radical turn.We started to see an investment strategy based on solid research. That and our CFP's knowledge and experience advanced our portfolio to new heights. And a philosophy focused on CUSTOMER DELIGHT rather than that tired, old baseline customer service.Yes, we are delighted with MFP. Its owner, Chris Mavrakos, handles all our financial needs. And it's a family business with daughters Jordan and Taylor, both very accomplished as well. And the support staff is very conscientious and always accommodating to clients.At MFP, we always feel like part of the family.”
Financial Advising
“I was looking for cost effective tax preparation for my business when I came upon Fredrick James Accounting & Tax Consulting. What I got instead was a trusted business advisory team that consistently goes the extra mile to help you succeed and to get things done right the first time. "Right the first time" is key for a small business focused on containing costs. Fred and Crystal Daus head up very personable team of professionals dedicated to your business' success, getting things done on time, done very well and providing exemplary customer service. No matter what the issue, I'm never alone.”
8AM - 6PM
2400 Merchant Ave, Odessa
Financial Advising
“I have been working with Monica at C&C since I became a 1099 employee in 2015 and I was scared to handle my own taxes. The first year I submitted what I THOUGHT were my taxes and she listed about 50 things I forgot that knocked my tax bill way down. I just tally up my receipts and hand them over and she gives me a number and a little analysis. to have that peace of mind backing me up when I do my taxes means the world to me. As long as Monica is there, so am I.”
Financial Advising
“The team at VJ Consulting have taken care of both my personal and business accounting, payroll and tax needs for years. They are extremely knowledgeable about tax laws, Quickbooks, the IRS, etc. They have saved me and my employees thousands of dollars over the years and are always available for questions! They will be my accountant agency for life! I refer all my family and friends. Highly recommend!!!!”
Financial Advising
“I’ve been doing my taxes with Mr. Luan Kola since 2015 and I’ve got to say I have never met a more genuine and caring accountant. Professional and courteous and always here to help. Don’t hesitate to stop by.”
Financial Advising
“I did my own taxes the last two years. Used Liberty or Jackson-Hewitt before that. This year was a difficult rerun with a child in college and an out-of-state return. They completed and at a lower price than I paid the other guys.Happy with services provided.”
8AM - 5:30PM
611 Druid Road STE 407, Clearwater
Financial Advising
“Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial advice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!”
9:00 AM - 4:00 PM
41 N Ring Ave, Tarpon Springs
Financial Advising
“Never imagined getting so much profits within a short period of time, it happened surprisingly I got this huge amount for me and super happy and excited for this win, it’s a great start for me in line if traded, you been a genius Mr John Dollerry you finally put a smile on my face, despite telling you my problems you didn’t take advantage of me, thanks a lot Mr John Dollerry”
Financial Advising
“I went in today for help in transferring over an IRA from my late father who passed away last month, when I arrived Isiah (one of the financial associates working at this branch) assisted me and immediately solved all my issues and answered all my questions. So far I’ve scheduled a follow up meeting with him and his associate to come up with a plan moving forward. Im happy to say I’m moving forward with Schwab!”
13
Christine Franks - Financial Advisor, Ameriprise Financial Services, LLC - 28100 US Hwy 19 N Ste 400
9AM - 5PM
28100 US Hwy 19 N Ste 400, Clearwater
Financial Advising
8:30AM - 5PM
28100 US Hwy 19 N Ste 100, Clearwater
Financial Advising
“Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.”
Financial Advising
Financial Advising
17
Susan Bentkowski - Financial Advisor, Ameriprise Financial Services, LLC - 28100 US Hwy 19 N Ste 400
9AM - 5PM
28100 US Hwy 19 N Ste 400, Clearwater
Financial Advising
Financial Advising
“Gulf coast accounting is the best accounting service I have ever used. They did my business and personal taxes. The process was so easy. And the follow up service is excellent also. The big shock is one I got my bill. Their price was way better than any other service that I have used in the past. My main concern was getting everything done so efficiently, and the price afterwards was just an added on bonus.”