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TOP 30 Financial expertise in Weston, FL
35 results found
Search for local businesses, places and services near you
Women’s Financial Planning Boutique
Women’s Financial Planning Boutique is a finance institution located at 1825 Main Street, Weston, Florida, United States. Our mission is not to impress you, but to inspire you to confidently complete the financial planning process with us by your side. Our certified financial planner is dedicated to helping you create a "Financial Life Map" tailored to your unique journey. As a fiduciary, she is committed to providing advice in your best interest without any sales or commission-based motives. Founder Olga Espiritu has been featured on various media outlets discussing the importance of women entrepreneurs taking control of their financial lives. Our boutique is designed specifically for women, by women, offering virtual workshops, in-person events, and more to help you build your financial planning expertise. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, ensuring the highest level of professionalism and expertise. Join us in writing the next chapters of your financial life with confidence and empowerment.
Merrill Lynch Financial Advisor Michael J Kahn
Merrill Lynch Financial Advisor Michael J Kahn is a reputable finance institution located at 2400 North Commerce Parkway in Weston, Florida, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Michael J Kahn has the expertise and experience to help you make informed decisions. Trust in their team of professionals to provide personalized solutions tailored to your individual needs and objectives.
Bill Penland Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bill Penland Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1290 Weston Road, Weston, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and fiduciary practices. With a focus on providing personalized financial advice, Bill Penland Jr is dedicated to helping individuals achieve their financial goals and secure their financial future.
Randall M Stafman - CPA Weston
Randall M Stafman - CPA Weston is a trusted accounting and finance institution located at 17140 Royal Palm Boulevard in Weston, Florida, United States. With years of experience and expertise in the field, our team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Paramount Tax & Accounting - Weston / Pembroke Pines
Located in Weston, Florida, Paramount Tax & Accounting offers professional tax preparation services for individuals and businesses in Pembroke Pines and Miramar, FL. With a team of licensed tax professionals, the institution specializes in finding all possible deductions and credits to which clients are entitled. Whether you are a small business, partnership, LLC, or corporation, Paramount Tax & Accounting is dedicated to providing exceptional service tailored to your specific needs. The institution prides itself on professionalism, responsiveness, and quality, prioritizing the needs of clients at all times. With a wide range of accounting and bookkeeping services, Paramount Tax & Accounting aims to simplify the complex tax process and provide accurate and comprehensive solutions. The experienced team is committed to helping clients achieve financial success and peace of mind.
Merrill Lynch Financial Advisor Michael "Mick" Cischke
Merrill Lynch Financial Advisor Michael "Mick" Cischke is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael "Mick" Cischke can help create a flexible strategy tailored to your needs in today's changing market conditions. The institution focuses on understanding your priorities, family, and goals, adapting to changes over time to help you pursue your financial objectives. By conducting a thorough analysis of your investment personality, the team can customize a financial approach to align with what matters most to you. Through regular check-ins and reviews, the institution aims to keep you on track towards achieving your goals. Certified by the CFP Board, CIMA, ChFC, and CLU, the team at Merrill Lynch Financial Advisor Michael "Mick" Cischke is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Cleveland Clinic Florida: Katz Erin E MD
Cleveland Clinic Florida: Katz Erin E MD is a healthcare institution located at 2950 Cleveland Clinic Boulevard in Weston, Florida, United States. This facility offers medical services provided by Dr. Erin E Katz, a doctor specializing in health. The institution provides information on accepted insurance plans, managed care options, and visitation guidelines during the COVID-19 pandemic. Cleveland Clinic physicians and scientists collaborate with pharmaceutical and medical device industries to develop medical breakthroughs and provide expertise and education. The institution maintains transparency by disclosing financial conflicts of interest and implementing measures to minimize bias. Patients can trust in the integrity and professionalism of Cleveland Clinic Florida: Katz Erin E MD for their healthcare needs.
Dr. Zeina Nahleh
Dr. Zeina Nahleh is located at 2950 Cleveland Clinic Boulevard in Weston, Florida. As the Chair of the Department of Hematology-Oncology and Director of the Cleveland Clinic Florida Maroone Cancer Center, Dr. Nahleh brings a wealth of experience and expertise to her practice. She has previously held positions at Texas Tech University Health Sciences Center and Wayne State University-Barbara Ann Karmanos Cancer Institute. At Cleveland Clinic, physicians and scientists like Dr. Nahleh collaborate with industry partners to develop medical breakthroughs and provide expert medical education. The institution is committed to maintaining professional and commercial integrity by reviewing these collaborations and disclosing any financial conflicts of interest. Patient satisfaction is a top priority, with ratings based on responses from nationally-recognized surveys.
Michelle Silva - State Farm Insurance Agent
Michelle Silva - State Farm Insurance Agent is a trusted insurance agency located at 1601 North Flamingo Road, Pembroke Pines, Florida. With nearly two decades of experience in the insurance industry, Michelle Silva has the expertise to protect what matters most to her customers - their homes, families, and future. Serving the local communities of Pembroke Pines, Miramar, Weston, and beyond, Michelle is dedicated to providing excellent customer service and helping clients achieve their insurance goals. Whether you are in need of car insurance, life insurance, home insurance, or financial services, Michelle and her team are here to assist you every step of the way. With a wide range of products and services, including over 100 options such as loans, motorcycle insurance, and renters insurance, Michelle is committed to finding the right coverage that fits your specific needs.
Marc Goldman - State Farm Insurance Agent
Marc Goldman - State Farm Insurance Agent is a trusted insurance agency located at 8162 West McNab Road in North Lauderdale, Florida. Situated at The Shoppes at Western Woods next to Publix Super Market, Marc D. Goldman State Farm Insurance Agency serves the communities of North Lauderdale, Tamarac, Margate, Coral Springs, Coconut Creek, Parkland, Boca Raton, Delray Beach, Fort Lauderdale, Pompano Beach, Lauderhill, Sunrise, Lauderdale Lakes, and Weston. Specializing in Auto, Life, Homeowners, Renters, Small businesses, Condominium, and notary services, Marc and his team provide personalized insurance products tailored to meet the unique needs of each customer. With a wealth of experience and a commitment to exceptional service, Marc Goldman has been recognized for his dedication and expertise in the insurance industry. His agency is known for providing value and budget-friendly coverage options, ensuring that customers receive the protection they need at a fair price. The bilingual team at Marc D. Goldman State Farm Insurance Agency is fluent in English and Spanish, guaranteeing effective communication and understanding for all clients.
UP One Notray, LLC
UP One Notary, LLC is a finance institution located at 1870 North Corporate Lakes Boulevard in Weston, Florida, United States. They provide notary services for a variety of financial transactions, ensuring all documents are properly authenticated and legally binding. With a team of experienced professionals, UP One Notary, LLC is dedicated to providing efficient and reliable services to meet the needs of their clients. Whether you are in need of notarizing loan documents, contracts, or other financial paperwork, UP One Notary, LLC is here to assist you with their expertise and professionalism.
EZ Short Sales
EZ Short Sales is a reputable institution located at 16300 Golf Club Road in Weston, Florida. Specializing in short sales, this institution offers expert legal and real estate services to help clients navigate the complex process of selling a property for less than what is owed on the mortgage. With a team of experienced lawyers and real estate agents, EZ Short Sales is dedicated to providing efficient and effective solutions for homeowners facing financial difficulties. Trust EZ Short Sales to guide you through the short sale process with professionalism and expertise.
Ramon Ortega CPA, PA
Ramon Ortega CPA, PA is a reputable accounting and finance institution located at 1555 Bonaventure Boulevard in Weston, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, Ramon Ortega CPA, PA is dedicated to providing top-notch service and personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
Merrill Lynch Wealth Management
Welcome to Merrill Lynch Wealth Management located at 2400 North Commerce Parkway, Suite 100 in Weston, Florida. Our team of financial advisors believes in creating customized, strategic plans for each unique client, regardless of their financial objectives. We offer a wide range of wealth management services, including retirement income planning, guidance on investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, and work with you to create financial strategies that align with your long-term objectives. We are committed to providing excellent client service and satisfaction, and believe in giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm. Our advisors are trained to help you pursue your financial and life goals, and are equipped to assist you with any financial challenges that may arise. Whether you are just starting your career or looking for a new opportunity, consider joining us as a Merrill financial advisor.
KoRes
KoRes is a finance institution located at 2893 Executive Park Drive in Weston, Florida, United States. Specializing in multi-family project development, KoRes and its affiliated entities have projects throughout the United States. With a focus on concept development, construction, and project management of income properties in prime markets, KoRes emphasizes integrity, cost controls, and thorough market research to create tangible assets and generate real cash flow. Investors can expect viable investments and industry-leading returns from KoRes' expertise in the finance industry.
Turner & Associates, LLP
Turner & Associates, LLP is a reputable accounting and finance institution located at 2893 Executive Park Drive in Weston, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Turner & Associates, LLP is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to see how they can help you achieve your financial goals.
Accountit, CPA
Accountit, CPA is a renowned accounting and finance institution located at 1825 Main Street in Weston, Florida, United States. Our team of certified public accountants (CPAs) are dedicated to providing expert financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and personalized attention, Accountit, CPA is the trusted partner for all your accounting and financial needs.
James Miller - Raymond James
James Miller - Raymond James is a finance institution located at 2500 Weston Road in Weston, Florida, United States. Specializing in financial services, investment advice, and wealth management, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Contact us today to learn more about how we can help you secure your financial future.
Aprio
Aprio is a premier, full-service business advisory and accounting firm located at 2721 Executive Park Drive in Weston, Florida. As proud members of Aprio, our integrated teams provide expert advice in advisory, assurance, tax, cloud accounting solutions, and private client services. Whether you are looking for a Florida CPA or advisory firm, Aprio offers the best thinking and personal commitment to help clients achieve their goals. With a reputation as the premier Florida CPA firm, Aprio serves clients across the United States and internationally. Our professionals have proven expertise and deep understanding in various industries, including Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, and Hospitality, and Technology and Blockchain. Our Latin America Practice Leader, Colombia Office Leader, and Tax Partner are dedicated to providing top-notch services to our clients.
Luis Joel Vazquez CPA PA
Luis Joel Vazquez CPA PA is a reputable accounting and finance institution located at 11555 Heron Bay Boulevard in Coral Springs, Florida, United States. As a business owner, it is crucial to have a local CPA handle your taxes to save time and potentially reduce your tax bill. The certified public accountants at Luis Joel Vazquez CPA PA are experienced in representing clients before the IRS during audits and tax debt negotiations. Luis Joel Vazquez is known for his professionalism and expertise in tax preparation and financial strategies. Clients commend him for his meticulous work and ability to minimize tax liabilities while maximizing savings. With over 15 years of experience, Luis has consistently provided outstanding accounting services to a wide range of clients, from small businesses to billion-dollar corporations in Miami Dade and Broward counties.
STEVEN ZUCKER, CPA, P.A
STEVEN ZUCKER, CPA, P.A is a reputable accounting and finance institution located at 1640 Town Center Circle in Weston, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
Kornerstone Wealth Management, Inc.
Kornerstone Wealth Management, Inc. is a reputable finance and insurance agency located at 2645 Executive Park Drive, Weston, Florida, United States. With a team of experienced financial professionals, they provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Kornerstone Wealth Management, Inc. is dedicated to providing personalized and tailored strategies to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
Scott Ramo - Raymond James
Scott Ramo - Raymond James is a renowned finance institution located at 2500 Weston Road in Weston, Florida, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we have the expertise and resources to assist you every step of the way. Trust in Scott Ramo - Raymond James for all your financial needs.
Hector Garcia, CPA
Hector Garcia, CPA is a reputable accounting and finance institution located at 4474 Weston Road in Weston, Florida, United States. With a team of experienced and knowledgeable certified public accountants, Hector Garcia, CPA offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of Hector Garcia, CPA to help them navigate their financial needs with confidence and peace of mind.
Baruch accounting & multiservices
Baruch Accounting & Multiservices is a reputable institution located at 1825 Main Street in Weston, Florida, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to assist you. Visit us today to experience our personalized and reliable services.
Team Usa Consulting LLC
Team USA Consulting LLC is a reputable accounting and finance institution located at 1595 Orion Lane in Weston, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, and consulting services. Trust Team USA Consulting LLC to help you navigate the complexities of the financial world and achieve your goals.
E & F Latin Accounting
E & F Latin Accounting is a reputable institution located at 1820 North Corporate Lakes Boulevard in Weston, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses. With a focus on Latin American clients, we offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and more. Trust E & F Latin Accounting to handle all your financial needs with professionalism and expertise.
Virgilio Vega, III, CPA
Virgilio Vega, III, CPA is a reputable accounting and finance institution located at 304 Indian Trace in Weston, Florida, United States. With years of experience and expertise in the field, they offer a wide range of professional services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Virgilio Vega, III, CPA for all your accounting and finance needs.
David E. Fonseca, CPA
David E. Fonseca, CPA is a reputable accounting and finance institution located at 2200 North Commerce Parkway in Weston, Florida, United States. With a team of experienced professionals led by David E. Fonseca himself, the institution offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting needs, David E. Fonseca, CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Audit Recovery Management Services
Audit Recovery Management Services is a leading institution specializing in accounting and finance services. Located at 1500 Weston Road in Weston, Florida, United States, our team of experts is dedicated to helping businesses navigate the complexities of audit recovery and financial management. With a proven track record of success, we provide tailored solutions to ensure our clients maximize their financial resources and minimize risk. Trust Audit Recovery Management Services to deliver top-notch expertise and unparalleled customer service for all your accounting and finance needs.
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