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Top 10 Financial Services Agents near you
Zaire Askew - Financial Advisor
Boca Raton, FL
As a Financial Advisor, I employ both traditional and innovative approaches that cater to the Risk Management and Wealth Management aspects of financial planning. Your financial plan should be unique,... read more as no one else has the same priorities and needs as you. Therefore, we tailor your financial plan based on your preferences, and if there are changes, we will modify the strategies accordingly. Our planning philosophy revolves around collaboration, building trust, putting your best interests first, integrating all aspects of your financial situation, and devising practical solutions to complicated issues. Our planning process involves clarifying your vision, goals, and values; designing creat... read less
"Zaire is incredibly skilled and efficient - a true GOAT! I have complete faith in his ability to manage my investments and rest easy in the knowledge that I am in good hands. His transparency and will... read moreingness to explain concepts are greatly appreciated. I cannot wait to begin my financial journey with him. Many thanks, Zaire! read less"
Reviewed by Megan C.
Hayes Accounting Solutions
My goal was to create a system that was user-friendly and easy to comprehend, with a focus on improving administrative efficiency. To achieve this, I invest a lot of time and effort into system mainte... read morenance activities without charging extra fees. By doing so, both my clients and I benefit from the cost savings that come with better efficiency. While financial reports are useful in identifying areas of concern, it is essential to analyze them in the context of your business operations. However, many bookkeepers and business owners struggle with this. Throughout my career, I have had numerous opportunities to bring order to chaos. This has been a significant relief to clients who have been st... read less
"He possesses exceptional number skills. It was my initial encounter with an accountant, and I was not adequately prepared for it. Being a small business owner, I felt peculiar seeking assistance in ma... read morenaging my books. I presumed that it was a task I should perform on my own. However, he quickly put me at ease and assured me of my competence. Daniel advised me that it is wise to seek help and focus on my strengths. He created a fantastic spreadsheet to track all my expenses, which has enhanced my organization skills. He kept me informed of his progress along the way, stayed true to his estimated completion period, and finished the job exceptionally well. I plan on enlisting his services for my tax returns next year. read less"
Reviewed by Melissa B.
Woodland Hills, CA
Due to COVID-19 precautions, I am currently not conducting face-to-face meetings with clients. If you are comfortable with virtual communication, please contact me. My name is Nordia, and I am a licen... read moresed Certified Public Accountant in California with an educational background that includes a BS in Organizational Management and an MS in Taxation, as well as previous experience in both small and large accounting firms for over 18 years. My expertise encompasses tax and accounting services for LLCs, Partnerships, S Corporations, C Corporations, sole proprietorships, as well as financial planning. We are also well-versed in providing accounting and tax services to Service Corporations, and a siz... read less
"Only a few days before the tax deadline, I reached out to Daleyn Accountancy for assistance. Following our first meeting, they swiftly assembled all the required documents to prepare my taxes. We main... read moretained speedy communication throughout the process, and they delivered the completed taxes with impressive efficiency and accuracy. The team was not only friendly but also resourceful and professional. I highly recommend their services! read less"
Reviewed by Kyle M.
Adam - National Association Of Retirement Services
who puts your interests first At our firm, we are dedicated to safeguarding and conserving your wealth, enhancing performance, minimizing costs and taxes, and devising a roadmap for a prosperous fina... read morencial future. Our range of professional services encompasses Retirement Income Planning, which offers customization of income solutions, Active Wealth Management, providing strategic management of portfolios for growth & protection, Life & Long-Term Care Insurance for protecting you and your loved ones against unforeseen events, Strategic Tax Planning that helps minimize tax exposure, Social Security Optimization allowing you to receive optimum social security payouts, Financial Risk Assessment ... read less
"Working with Adam is an absolute delight! He assisted us in developing a retirement plan that we have complete confidence in! We strongly suggest collaborating with Adam."
Reviewed by Joseph N.
First Tax Service, Inc.
San Jose, CA
We offer services for Business Tax Preparation, Bookkeeping, and Payroll.
"I had an amazing experience working with First Tax Service. Anh was exceptionally consultative and provided me with valuable insights. Their professionalism was top-notch, and they walked me through e... read morevery step of the process. I highly recommend their services! read less"
Reviewed by John T.
Do you often contemplate about the whereabouts of your money? Does financial pressure cause disturbances in your life? Are you unsure about your financial prospects? Fortunately, it doesn't have to st... read moreay this way. I assist individuals to modify their financial actions to provide them with enough time and money to engage in leisure activities. read less
"Coach Caroline is an exceptional source of support and wisdom. She has a remarkable ability to alleviate our seemingly overwhelming load and make it appear much more manageable. Caroline is receptive ... read moreand flexible, willing to meet us where we are and work together. She offers clarity on perplexing issues and helped us alleviate our apprehensions. I strongly endorse her services. Additionally, her application is remarkably user-friendly, with the free version being beneficial, while the paid version is undeniably worthwhile. read less"
Reviewed by Amanda T.
RBS Accounting Solutions LLC
RBS Accounting Solutions, formerly known as Reconciled Business Services, is an accomplished full-service accounting firm recognized as one of the Top 20 Accounting Firms by Expertise in 2022. Our tea... read morem provides comprehensive tax preparation, bookkeeping, and individual tax preparation services to individuals and small to mid-sized businesses. Our ultimate objective is to work with you to legally reduce your tax liability, increase your profitability, and equip your small business with the necessary tools for growth. We approach our services proactively, considering your short-term and long-term goals. Our extensive industry knowledge and experience allow us to address all your tax, accounti... read less
"Up until now, Rebecca has demonstrated professionalism, offered more than reasonable pricing and has shown great empathy towards my bookkeeping challenges ;)"
Reviewed by Ashley A.
San Francisco, CA
international tax lawyer specializing in assisting businesses and investors.
"Joy is an exceptional mediator whom we searched for with great effort. Despite the high level of stress associated with the mediation process, she adeptly guided us every step of the way. Without any ... read morejudgment or discomfort, she facilitated the creation of an agreement that was acceptable to us. read less"
Reviewed by Kayla N.
Life Insurance Broker
As a broker, I'm not employed by any insurance company. Instead, I collaborate with approximately 20 different carriers. My responsibility involves striving to match your requirements as closely as po... read moressible, while also ensuring that the pricing remains within your budget. read less
"These individuals possess expert knowledge and are exceptionally responsive, displaying professionalism in their field."
Reviewed by Robert C.
Winter Park, FL
As an enrolled agent, I am akin to a CPA, and have been proficient in preparing income taxes for over 35 years. My knowledge is up-to-date with all the latest tax modifications, and my fees are fair w... read morehile my confidentiality is unwavering. read less
"Superb customer service."
Reviewed by Rachel T.
A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.
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