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TOP 30 Certified financial advisor in Oakland Park, FL
4 results found
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Isabelle S Grard - Financial Advisor, Ameriprise Financial Services, LLC
Isabelle S Grard is a financial advisor at Ameriprise Financial Services, LLC located at 2881 East Oakland Park Boulevard, Fort Lauderdale, Florida, United States. Isabelle holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Isabelle provides comprehensive financial planning services to individuals and small business owners, specializing in asset management, retirement planning, estate planning, investment strategies, insurance products, and risk management. Isabelle's expertise and commitment to excellence make her a trusted advisor in the field of finance.
JEM Financial Group
JEM Financial Group is a Florida-based institution located at 3455 Northeast 12th Terrace, Oakland Park. Specializing in accounting and finance, they offer a range of services including Small Business Formation Services, Acquisition assistance, data analysis of small business acquisition opportunities, business plan assistance, and monthly bookkeeping tailored to your needs and budget. As a licensed and certified public accountant with years of experience in small business bookkeeping and taxes, JEM Financial Group stays up-to-date with the latest information, laws, regulations, and software in the profession. They offer expertise in all forms of required tax returns for businesses including LLC, Partnership, and S-Corp, as well as individual tax returns with various tax issues and situations.
Sas Prinzivalli CPA P.A
Sas Prinzivalli CPA P.A is a reputable accounting firm located at 1640 West Oakland Park Boulevard in Oakland Park, Florida. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, auditing, bookkeeping, and financial planning. We are dedicated to providing personalized and professional service to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
HNL Tax Masters & Multi Services
HNL Tax Masters & Multi Services is a leading accounting and finance institution located at 123 Prospect Road in Oakland Park, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their returns. Trust HNL Tax Masters & Multi Services for all your accounting and finance needs.
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