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TOP 30 Employee benefits consultancy in Florida
174 results found
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Johnson Wealth Management
Johnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.
HEALTH&WEALTH ADVISORS
Health&Wealth Advisors is a leading institution located at 3119 Capri Isle Way in Orlando, Florida, United States. Specializing in accounting and finance, our team of experts offers the Medicare Planning Fringe Benefit® program, which helps transition Eligible Plan Members to Medicare in a CMS compliant process. This program not only reduces employee benefit costs, but also saves you money in annual Medicare out of pocket expenses. Our analysis is prepared by a Federally Licensed Financial Advisor, ensuring that you receive the best financial advice possible. As a Registered Investment Adviser (RIA) through Sequent Planning, LLC, a subsidiary of Senior Market Sales (SMS), we offer financial planning and investment advisory services to help you achieve your financial goals.
Evelyn Tai, Financial Services Professional - New York Life
Evelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.
Eulette Edwards, Financial Professional - New York Life
Eulette Edwards, Financial Professional - New York Life is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution provides expert guidance on creating investment strategies, planning for future financial needs, and setting up estate plans to protect legacies. They also offer insurance options for employees, executives, business owners, and small businesses, as well as charitable giving and financial support for bereavement, education, and workplace initiatives. Eulette Edwards, a Registered Representative & Insurance Agent, is dedicated to helping clients understand their financial options and achieve their goals through personalized approaches tailored to their unique needs and circumstances. The institution aims to provide peace of mind and financial security for clients and their families, helping them navigate life's journey with confidence and support.
Orlando 401k Specialists
Orlando 401k Specialists, located at 661 Highland Drive, Altamonte Springs, Florida, is a finance, health, and insurance agency run by Michael J. Marini. Specializing in financial planning, retirement plans, investments, annuities, and life insurance, Michael serves individual clients, families, and businesses. As a fiduciary under the Investment Advisers Act of 1940, Orlando 401k Specialists are dedicated to acting in the best interests of their clients with trust, honesty, and good faith. Michael J. Marini, a Chartered Federal Employee Benefits Consultant, Federal Retirement Consultant, and Certified Divorce Financial Analyst, provides expert advice to current and retired employees of the United States Government and the Florida Retirement System. The institution also offers services related to forensic financial analysis, retirement planning, and life insurance during divorce proceedings.
The 401k Advisor Line
The 401k Advisor Line is located at 11440 Okeechobee Boulevard in Royal Palm Beach, Florida, United States. They offer a comprehensive 401(k) plan review to help assess the health of your retirement/benefit plan and identify areas for improvement. By scheduling a review, you can determine a baseline on performance and consider tools that may help your employees secure a better retirement. Administrative mistakes are common in retirement plans, and finding them early can save time and money. With a record number of lawsuits filed over costly and poorly performing 401(k) plans, it's more important than ever to ensure your plan meets fiduciary requirements. The 401k Advisor Line can help HR teams take the necessary steps to reduce costs, headaches, and liability associated with retirement plans. Schedule a review today to secure a better future for your employees.
Kasey Robbins, Financial Professional - New York Life
Kasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.
ABMM Financial
ABMM Financial, located at 605 East 8th Lane, Hialeah, Florida, is a finance and insurance agency that is changing the financial landscape for its clients. With customized retirement and investment programs, ABMM Financial provides the power of choice, the strength of experience, and the tools needed to take control of your financial future. Their advisors help tailor retirement, investment, and risk management strategies to meet individual needs, ensuring clients are in control of their financial plans. ABMM Financial also offers employee benefits and administrative support to help reduce burden and expenses. With a focus on personalized service, ABMM Financial is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Michael A Saviano
Merrill Lynch Financial Advisor Michael A Saviano, located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, is dedicated to providing personalized wealth management services to high-net-worth individuals, families, and business owners. With over 20 years of experience in the financial industry, Michael Saviano and his team at The Saviano Group focus on understanding each client's unique story and aspirations to develop customized strategies to help them achieve their financial goals. As a Retirement Accredited Financial Advisor, Michael is well-equipped to assist with employee benefit plans, offering strategic investment guidance and enhanced risk management. The team at The Saviano Group is committed to building long-term relationships based on trust and personalized service, ensuring that each client receives exceptional care and attention to detail.
Accountability Team Llc
Accountability Team LLC is a reputable accounting and finance institution located at 1512 Bloomingdale Avenue in Valrico, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Accountability Team LLC is dedicated to helping you achieve your financial goals. Trustworthy, efficient, and customer-focused, they are the go-to institution for all your accounting and finance needs.
UKG Weston Phase 12
UKG Weston Phase 12 is a finance institution located at 2400 North Commerce Parkway in Weston, Florida, United States. They offer a culture-driven HCM suite designed to support enterprise organizations, providing an all-in-one HR solution to help teams focus on growth and making a difference. With over 70 years of expertise in people systems and systems of work, UKG is a leader in the industry. Their products inspire workforces to grow and thrive, streamlining administrative tasks and driving employee engagement. UKG offers solutions for HR, payroll, and workforce management, designed to create great workplaces for all. They aim to invest in their people and create a culture of belonging and innovation. Through their partnerships with customers, UKG instills confidence, accelerates value, and builds great workplaces. Customers can access a range of resources and events to learn more about UKG and how their solutions can benefit their organizations. Whether it's through AI technology, workforce activity reports, or HR insights, UKG is dedicated to helping businesses thrive and create a positive work environment for all.
EZ-ERC
EZ-ERC, located at 608 Southwest 4th Avenue, Fort Lauderdale, Florida, is a finance institution specializing in Employee Retention Credit (ERC) advisory services. As the only ERC advisory firm to have CPAs and attorneys from top tax and law firms under one roof, EZ-ERC offers unparalleled expertise in helping business owners claim payroll tax credits through the ERC program. The ERC, initially passed under the CARES Act, provides cash credits from the IRS to reward businesses for retaining employees during the COVID-19 pandemic. EZ-ERC's team of experienced professionals ensures that clients receive expert tax and legal guidance, timely filing, and competitive pricing for their ERC claims. With a focus on serving the community and helping businesses navigate the complexities of the ERC program, EZ-ERC has become a trusted partner for small business owners seeking financial relief and support during challenging times. Contact EZ-ERC today to find out if you qualify for the ERC and learn how their services can benefit your business.
Harris Laura
Harris Laura, located at 900 North 12th Avenue in Pensacola, Florida, is an accounting and finance institution that is a member of the BDO Alliance USA. As of June 1, 2018, Saltmarsh, the parent company of Harris Laura, has been recognized as an independent member firm of the BDO Alliance USA. With a team of experienced professionals, Harris Laura offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits administration. The professionals at Harris Laura are committed to helping clients achieve their financial goals by providing personalized attention and access to industry experts. The firm has a long-standing reputation for building strong relationships with clients and offering sound advice. Founded in the 1940s, Harris Laura has thrived through generations of ownership and continues to serve individuals, businesses, and high net worth individuals with a variety of compliance and consulting services.
Jones Allison
Jones Allison, located at 900 North 12th Avenue in Pensacola, Florida, is a reputable accounting and finance institution. As of June 1, 2018, Jones Allison became an independent member firm of the BDO Alliance USA, a nationwide association of similar accounting and consulting firms. With a team of experienced professionals, Jones Allison offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits consulting. They prioritize client success and aim to be trusted advisors for individuals and businesses alike. Jones Allison has a strong reputation for providing sound advice and building lasting relationships with clients. Recently, they welcomed the team of Ruggiero, Martinez & Norton (RM&N) to further expand their services in Central Florida. Additionally, Josh Strickland, CPA, and Michael Cole, JD, MSPA have been elected as shareholders, showcasing the firm's commitment to growth and excellence. Jones Allison's motto is "Achieving Success by Contributing to the Success of Others", emphasizing their dedication to client satisfaction and professional excellence.
My ERC Guy
My ERC Guy is a trusted institution located at 5950 Northwest 1st Place in Gainesville, Florida, United States. We specialize in helping individuals and businesses navigate the complex world of ERC (Employee Retention Credit) and maximize their potential tax savings. Our team of experts is dedicated to providing personalized solutions and guidance to ensure our clients receive the maximum benefits they are entitled to. With years of experience and a commitment to excellence, My ERC Guy is the go-to resource for all your ERC needs. Contact us today to learn more about how we can help you save money and streamline your tax process.
Lakeland Payroll Service
Lakeland Payroll Service is a trusted accounting and finance institution located at 1102 Florida Avenue South in Lakeland, Florida, United States. We specialize in providing top-quality payroll services to businesses of all sizes, ensuring accurate and timely processing of employee salaries and benefits. Our team of experienced professionals is dedicated to helping our clients streamline their payroll processes and stay compliant with tax regulations. With a commitment to excellence and personalized service, Lakeland Payroll Service is the go-to choice for businesses looking to outsource their payroll needs.
Dan The Tax Man
Dan The Tax Man is an accounting and finance institution located at 603 North Avenue in Lehigh Acres, Florida, United States. We are proud to serve the Florida and Lehigh Acres communities, offering professional tax and business services to individuals and small to medium-sized companies. Our team believes in the value of client relationships and strives to provide personalized, quality service to meet your financial needs. Whether you need assistance with tax returns, bookkeeping, payroll, or financial reports, we are here to help. Contact us for a free consultation to see how our services can benefit you. Stay informed about important updates, such as the Employee Retention Credit (ERC), and protect yourself from tax scammers during this busy tax season. Trust Dan The Tax Man for all your accounting and finance needs.
DW Payroll, Inc.
DW Payroll, Inc. is a professional accounting and finance institution located at 2025 Old Burnt Store Road North, Cape Coral, Florida. Since 1977, we have been providing top-notch payroll services to business owners in Fort Myers and its surrounding areas. Our goal is to take the stress of bookkeeping off your hands so you can focus on growing your business. We offer a range of custom payroll services, including employee and employer online portals, direct deposit, tax filings, benefit deductions, and more. You can access reports at any time to stay on top of your finances. Our experienced team will tailor our bookkeeping services to fit your business needs, from capturing transactions to reconciling accounts and entering payroll data.
Naples Payroll Services
Naples Payroll Services is a trusted accounting and finance institution located at 9140 Corsea Del Fontana Way in Naples, Florida. Our dedicated team provides comprehensive payroll services to businesses in the area, ensuring accurate and timely processing of employee wages and benefits. With years of experience in the industry, we offer personalized solutions to meet the unique needs of each client. Trust Naples Payroll Services to handle all your payroll needs with professionalism and efficiency.
Tax Credit USA
Tax Credit USA is an accounting and finance institution located at 500 Northeast Spanish River Boulevard in Boca Raton, Florida, United States. With over a decade of experience, our team of tax professionals offers a wide range of services including tax preparation, bookkeeping, consulting, and more to small business owners and individuals. We understand the importance of managing taxes effectively and reducing liabilities for businesses. Our experienced team ensures accuracy and efficiency in payroll processing. By reviewing income, expenses, assets, and liabilities, we help clients grow their businesses and maximize profits. We provide insights on financial management, maximizing profits, paying employees on time, and reinvesting earnings effectively. Our personalized approach to each client ensures that their specific business needs are met, from basic payroll services to full CFO services. We believe in a paperless office environment to save space and protect privacy. Trust Tax Credit USA to handle all your tax needs and keep your business running smoothly.
Payroll USA
Payroll USA is a leading accounting and finance institution located in West Palm Beach, Florida, United States. With a team of expert professionals, Payroll USA specializes in providing comprehensive payroll services to businesses of all sizes. From processing employee salaries to handling tax deductions and benefits, Payroll USA ensures accuracy and efficiency in managing all aspects of payroll. With a commitment to exceptional customer service and a dedication to staying up-to-date with the latest industry regulations, Payroll USA is the trusted choice for businesses seeking reliable payroll solutions.
ERC Specialists Florida
ERC Specialists Florida is a finance institution located at 5500 North Military Trail in Boca Raton, Florida, United States. We specialize in helping small businesses maximize their Employee Retention Credit (ERC) funding, potentially receiving up to $26K per employee in tax refunds. We are closely monitoring the moratorium implemented by the IRS on the ERC, as well as the potential bill in Congress that may impact future claims. Our dedicated team of ERC experts ensures that your business receives the maximum benefits from this stimulus program. With our streamlined processes, we guarantee faster results and a quicker turnaround time for your tax credit check. Contact ERC Specialists Florida today to learn more about how we can help your business thrive.
Strategy's Insurance & Financials LLC
Strategy's Insurance & Financials LLC is a comprehensive financial services institution located at 5264 North University Drive in Lauderhill, Florida. Specializing in accounting, finance, health, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your assets, or plan for your retirement, we are here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
ERC Experts LLC
ERC Experts LLC is a leading institution specializing in accounting and finance, located at 175 Southwest 7th Street in Miami, Florida, United States. Our expert team has developed a proprietary system to help businesses maximize their Employee Retention Credit (ERC). Get My ERC is our premier platform dedicated to getting you a faster payout and helping you claim your employee tax credit. When you work with ERC Experts LLC, you can expect exceptional customer service, tax and legal guidance, and the business expertise needed to qualify your business and receive your cash rebate. Our team has helped thousands of businesses like yours navigate the complexities of the ERC process.
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