Business planning services in Bradenton, FL
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BILLFISH Wealth Management
● ClosedBILLFISH Wealth Management is an independent finance firm located in Bradenton, Florida. Our team, including Registered Representatives Daniel Wood and Ryan Buckle, is dedicated to helping clients pursue their financial goals through personalized guidance and education. We offer a range of services, from retirement planning to legacy planning, all tailored to meet the unique needs of each individual client. At our office on Manatee Avenue West, we provide a welcoming environment for clients to discuss their financial goals over coffee and pastries. Our team is committed to exceeding client expectations and delivering clear, concise approaches to financial management. We believe in a team approach, working closely with clients' tax advisors and attorneys to ensure all aspects of their financial needs are met.
2005 Manatee Ave W, Bradenton, FL 34205, United States -
Adamchak, Bordes & Associates Wealth Management
● ClosedAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Edward Jones - Financial Advisor: John W Booth, AAMS™
● ClosedEdward Jones - Financial Advisor: John W Booth, AAMS™ is a reputable financial institution located at 1201 6th Avenue West in Bradenton, Florida, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With John W Booth, AAMS™ at the helm, clients can trust in his expertise and professionalism to guide them towards financial success. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your specific needs. Visit their office today to start your journey towards financial security and prosperity.
1201 6th Ave W Ste 301, Bradenton, FL 34205, United States -
Peninsula Asset Management, Inc.
● OpenPeninsula Asset Management, Inc. is a reputable finance institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Peninsula Asset Management, Inc. has the expertise to guide you towards financial success. Trust in their proven track record and personalized approach to financial planning.
1001 3rd Ave W, Bradenton, FL 34205, United States -
Bria Capital Group
● ClosedBria Capital Group is a leading finance institution located in Bradenton, Florida, United States. With a prime location at 339 6th Avenue West, Bria Capital Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with financial planning, our team of experienced professionals is dedicated to providing personalized solutions tailored to your specific needs. Trust Bria Capital Group to help you navigate the complex world of finance and secure a prosperous future.
339 6th Ave W, Bradenton, FL 34205, United States -
Amerity Financial
● ClosedAmerity Financial is a leading finance institution located at 1720 Manatee Avenue West in Bradenton, Florida, United States. With a commitment to providing top-notch financial services, Amerity Financial offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Amerity Financial has a team of experienced professionals ready to assist you. Visit us today and let us help you secure your financial future.
1720 Manatee Ave W, Bradenton, FL 34205, United States -
SmartPro Financial
● ClosedSmartPro Financial is a leading finance institution located at 7970 Cooper Creek Boulevard in Bradenton, Florida, United States. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and more. At SmartPro Financial, we are dedicated to helping our clients make smart financial decisions and secure their financial future. Contact us today to learn more about how we can help you achieve financial success.
7970 Cooper Creek Blvd, Bradenton, FL 34201, United States -
PEO SAVINGS
● OpenPEO Savings is a reputable finance institution located at 1111 3rd Avenue West in Bradenton, Florida, United States. With a focus on helping individuals and businesses achieve their financial goals, PEO Savings offers a wide range of financial services including savings accounts, investment opportunities, loans, and more. Our experienced team of professionals is dedicated to providing personalized and reliable financial solutions to our clients. Visit PEO Savings today to start planning for a secure financial future.
1111 3rd Ave W #250, Bradenton, FL 34205, United States -
Merrill Lynch Financial Advisor Ryan D. Adamchak
● ClosedMerrill Lynch Financial Advisor Ryan D. Adamchak, located at 6311 Atrium Drive in Lakewood Ranch, Florida, is dedicated to providing competent and ethical wealth management planning services for individuals, families, and businesses. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. Ryan Adamchak believes in setting the standard for exemplary client service and has been recognized as part of Forbes' "Best-in-State Wealth Management Teams" in 2024. With a deep understanding of your financial picture and goals, Ryan Adamchak can create a flexible strategy to navigate changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, he helps clients pursue their goals through personalized wealth management strategies. Ryan is actively involved in the community and volunteers with local organizations.
6311 Atrium Dr, Lakewood Ranch, FL 34202, United States -
Jeffrey D Polivchak Insurance
● OpenJeffrey D Polivchak Insurance is an Independent Insurance Agency located at 3014 Manatee Avenue West, Bradenton, Florida. We provide a variety of insurance services to clients in the Sarasota Florida area. Our dedicated team is committed to addressing all of your insurance needs, offering Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Boat & Watercraft, Flood Insurance, and Condo Insurance. Additionally, we specialize in Business Insurance, offering coverages such as Business Owners Policy (BOP), General Liability, Workers Compensation, Bonds, and Builders Risk. Contact us today to save money on your insurance and let us help you cut your insurance costs in Florida.
3014 Manatee Ave W, Bradenton, FL 34205, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6575 Manatee Avenue West in Bradenton, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal finances or a business in need of accounting services, H&R Block is dedicated to providing reliable and efficient solutions to meet your needs. Contact us today to schedule an appointment and take control of your financial future.
6575 Manatee Ave W, Bradenton, FL 34209, United States -
Jim G Germer CPA PA
● ClosedJim G Germer CPA PA is a reputable accounting and finance institution located at 3655 Cortez Road West in Bradenton, Florida, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complex world of finance with ease and confidence. Trust Jim G Germer CPA PA to help you achieve your financial goals and secure a stable future.
3655 Cortez Rd W Suite 110, Bradenton, FL 34210, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 3633 Cortez Road West in Bradenton, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit their office today to receive expert advice and guidance on all your accounting and finance needs.
3633 Cortez Rd W, Bradenton, FL 34210, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 665 Cortez Road West in Bradenton, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and solutions tailored to your specific needs. Visit us today to learn more about how we can help you achieve your financial goals.
665 Cortez Rd W, Bradenton, FL 34207, United States -
Brooks and Peterson CPAs, LLC
● ClosedBrooks and Peterson CPAs, LLC is a reputable accounting and finance institution located at 6404 Manatee Avenue West in Bradenton, Florida, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their dedication to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Brooks and Peterson CPAs, LLC is committed to helping you achieve your financial goals.
6404 Manatee Ave W STE J, Bradenton, FL 34209, United States -
Casement Group, LLC
● OpenCasement Group, LLC is a reputable accounting and finance institution located at 3653 Cortez Road West in Bradenton, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Casement Group, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can assist you with your financial needs.
3653 Cortez Rd W, Bradenton, FL 34210, United States -
Christopher Smith Leonard
● OpenChristopher Smith Leonard is a reputable institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. Specializing in accounting and finance, our team of experienced CPAs at CS&L CPAs Audit Team is dedicated to handling audits throughout the state of Florida. We understand the importance of accurate financial reporting for organizations of all sizes, and we provide innovative tax planning, compliance, and reporting solutions to help businesses make strategic decisions. In addition to our audit services, our Management Consultants at CS&L CPAs can help organizations identify opportunities for growth, improve operational performance, and make well-timed moves for long-term success. Our benefit team has extensive experience in retirement programs and can help organizations review and optimize their retirement plans.
1001 3rd Ave W #700, Bradenton, FL 34205, United States -
Liberty Tax
● ClosedLiberty Tax is a well-established finance institution located at 14961 VTO in Bradenton, Florida, United States. With a team of experienced professionals, Liberty Tax offers a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual or a business owner, Liberty Tax is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today to experience top-notch service and expertise in managing your finances.
14961 VTO, Bradenton, FL 34210, United States -
Casement Tax Preparation
● ClosedCasement Tax Preparation is a reputable accounting and finance institution located at 3653 Cortez Road West in Bradenton, Florida, United States. With a team of experienced professionals, we specialize in providing top-notch tax preparation services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and ensure they receive the maximum refunds they are entitled to. Whether you need assistance with filing your annual tax return or require expert advice on tax planning strategies, Casement Tax Preparation is here to help. Contact us today to schedule a consultation and let us take the stress out of tax season for you.
3653 Cortez Rd W Suite 100, Bradenton, FL 34210, United States -
Alan M Stein Accounting & Tax
● ClosedAlan M Stein Accounting & Tax is a reputable institution located in Bradenton, Florida, United States, specializing in accounting and finance services. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Alan M Stein Accounting & Tax is dedicated to helping you navigate the complexities of financial management with expertise and personalized attention. Visit them at 3930 Florida 64 to experience their top-notch services and commitment to excellence.
3930 FL-64, Bradenton, FL 34208, United States -
A Tax Shelter
● ClosedA Tax Shelter is a reputable institution located at 3704 U.S. 301 in Ellenton, Florida, United States. Specializing in accounting and finance, the institution has over 25 years of tax and accounting advisory expertise. As tax season kicks off, they are here to assist with business and personal tax returns, with deadlines approaching on 03/15/23 and 04/18/23 respectively. The institution offers services to clients south of the Manatee River at their Bradenton office, conveniently located west of the Downtown and Wares Creek area. For clients in the North River communities of Palmetto, Ellenton, Parrish, and north Manatee County, their Ellenton office is just one mile west of Interstate 75.
3704 US-301 #3, Ellenton, FL 34222, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 8730 Florida 70 in Bradenton, Florida, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal finances or a business owner in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.
8730 FL-70, Bradenton, FL 34202, United States -
Doug Zandstra CPA CFE EA
● ClosedDoug Zandstra CPA CFE EA is a reputable accounting and finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Headed by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. Their team of 4 remote accountants provides concierge tax and accounting services to professional athletes, musicians, entertainers, and other individuals who require personalized financial management. In addition to tax services, they offer financial planning, international tax assistance, multistate tax services, litigation support, forensic tax, and IRS representation. With over 10 years of experience in the Bradenton, Sarasota, and Lakewood Ranch area, Doug Zandstra is dedicated to helping businesses with accounting services, tax preparation, and IRS negotiations. Their paperless tax preparation services ensure a quick turnaround time, and they offer free consultations to discuss specific tax needs. Whether you need help with retirement planning, tax preparation, IRS negotiations, or forensic accounting, Doug Zandstra CPA CFE EA is committed to providing top-quality service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
9040 Town Center Pkwy, Lakewood Ranch, FL 34202, United States -
Walters & Associates, CPAs
● OpenWalters & Associates, CPAs is a leading accounting and finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on personalized tax guidance and strategy, the institution offers a refreshing evolution of tax-based accounting services. Their specialized approach to maximizing audit ROI includes analyzing financials, controls, and overall business performance effectively. Walters & Associates, CPAs align plans with strategy, having submitted over 500 financial projections to AHCA without denials to maximize results. With a 100% success rate in CAP Liability Report preparation, clients can trust timely and accurate submissions for peace of mind. The institution also offers bookkeeping services to simplify businesses, ensuring 100% accurate books and freeing up time for growth.
3277 Fruitville Rd Building E, Sarasota, FL 34237, United States -
Curry, Peirce & Associates, PA
● OpenCurry, Peirce & Associates, PA is a reputable dental practice located at 6012 26th Street West in Bradenton, Florida. Our team of experienced dentists and health professionals are dedicated to providing high-quality dental care in a comfortable and welcoming environment. From routine cleanings to complex procedures, we offer a wide range of services to help you achieve and maintain a healthy smile. Visit us today and experience the difference our personalized care can make for your oral health.
6012 26th St W, Bradenton, FL 34207, United States -
Baltasar Null Jimenez
● OpenBaltasar Null Jimenez is a reputable dental institution located at 5868 14th Street West in Bradenton, Florida, United States. With a focus on providing top-quality dental care, the institution offers a wide range of services to promote oral health and well-being. The experienced team of dentists at Baltasar Null Jimenez is dedicated to delivering personalized care in a comfortable and welcoming environment. Whether you're in need of a routine check-up or more specialized treatment, you can trust the experts at Baltasar Null Jimenez to meet your dental needs with skill and compassion. Visit Baltasar Null Jimenez for a healthier smile today.
5868 14th St W, Bradenton, FL 34207, United States -
EveryTrade
● ClosedEveryTrade is a leading accounting and finance institution located at 3657 Cortez Road West in Bradenton, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, EveryTrade is here to help you navigate the complex world of finance with ease. Trust us to handle all of your accounting and financial needs with precision and expertise.
3657 Cortez Rd W, Bradenton, FL 34210, United States -
SSB Tax Professionals, Inc.
● ClosedSSB Tax Professionals, Inc. is a finance institution located at 801 Waterside Lane in Bradenton, Florida, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses. Their services include tax preparation, planning, and consultation to help clients navigate the complexities of the tax system and maximize their financial well-being. Trust SSB Tax Professionals, Inc. for all your tax needs.
801 Waterside Ln, Bradenton, FL 34209, United States -
UniqueTAXx and Accounting
● ClosedUniqueTAXx and Accounting is a professional accounting and finance institution located in Bradenton, Florida. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 410 43rd Street West to experience our unique approach to accounting and finance.
410 43rd St W H, Bradenton, FL 34209, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 6224 14th Street West in Bradenton, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, H&R Block is a top choice for all your accounting and finance needs.
6224 14th St W, Bradenton, FL 34207, United States
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