Financial management consultancy in Cooper City, Florida
29 results found
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Thomas J Cooper , CFP, NAMCOA
● ClosedThomas J Cooper, CFP, NAMCOA is a reputable finance institution located at 405 Southeast Osceola Avenue in Ocala, Florida, United States. As a Certified Financial Planner (CFP) and member of the National Association of Mortgage and Commercial Brokers (NAMCOA), Thomas J Cooper offers expert financial advice and services to clients in the Ocala area. With a focus on personalized financial planning and wealth management, clients can trust Thomas J Cooper, CFP, NAMCOA to help them achieve their financial goals and secure their financial future.
405 SE Osceola Ave, Ocala, FL 34471, United States -
Lord & Lord Consulting Inc
● ClosedLord & Lord Consulting Inc, located at 204 North Elm Avenue, Sanford, Florida, United States, is a finance institution that specializes in helping clients make investments that positively impact economic development. Our team of professionals works closely with local businesses, governments, and chambers of commerce to ensure successful investments. We offer a range of comprehensive services for individuals looking to open businesses and offices in the United States, including those with Visa and without Visa. As an incubator and accelerator of technology and innovation businesses, we provide specialized services in soft landing and site selection, with access to economic development offices in all states of the United States.
204 N Elm Ave STE 103, Sanford, FL 32771, United States -
W. Bradley Cooper Jr. CPA PA
● ClosedW. Bradley Cooper Jr. CPA PA is a reputable accounting and finance institution located at 10971 Bonita Beach Road Southeast in Bonita Springs, Florida. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Whether you are an individual or a business owner, you can trust W. Bradley Cooper Jr. CPA PA to provide you with expert advice and assistance to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.
10971 Bonita Beach Rd SE # 2, Bonita Springs, FL 34135, United States -
Everest Financial Advisors
● ClosedEverest Financial Advisors is a reputable institution located at 9720 Stirling Road in Cooper City, Florida, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to plan for your future, manage your investments, or navigate complex tax regulations, Everest Financial Advisors is here to help you reach your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing a stable financial future.
9720 Stirling Rd #107, Cooper City, FL 33024, 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 -
Brittney Cooper - Thrivent
● ClosedBrittney Cooper - Thrivent is a finance institution located at 167 South Edinburgh Drive in Winter Park, Florida, United States. They are licensed in multiple states including AR, CA, DC, FL, GA, MA, NC, NJ, NY, SC, TN, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee.
167 S Edinburgh Dr, Winter Park, FL 32792, United States -
Financial Infinity LLC
● ClosedFinancial Infinity LLC is a premier finance institution located at 8676 Griffin Road in Cooper City, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Financial Infinity LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you reach financial infinity.
8676 Griffin Rd, Cooper City, FL 33328, United States -
Ben and Karen Cooper Taxes & Accounting
● ClosedBen and Karen Cooper Taxes & Accounting is a reputable institution located at 4401 Manatee Avenue West in Bradenton, Florida. Specializing in accounting and finance services, this institution offers a wide range of expert tax preparation and accounting solutions tailored to meet the individual needs of their clients. With a commitment to excellence and personalized service, Ben and Karen Cooper Taxes & Accounting is dedicated to helping individuals and businesses navigate the complexities of tax and financial management. Trustworthy and experienced, they are a go-to resource for all your accounting needs in the Bradenton area.
4401 Manatee Ave W, Bradenton, FL 34209, United States -
The A Team Consulting
● ClosedWelcome to The A Team Consulting Located at 100 Corey Avenue, St. Pete Beach, Florida, The A Team Consulting specializes in providing tailored accounting and finance solutions for your unique business needs. We pride ourselves on delivering personalized fractional services that can be customized to fit your specific requirements and budget. Whether you need a Fractional CFO, a Bookkeeper, or both, we have you covered with our flexible and scalable solutions.
100 Corey Avenue, St. Pete Beach, Florida 33706, United States -
SCORE
● ClosedSCORE is a finance institution located at 7825 Baymeadows Way, Jacksonville, Florida, United States. We offer free and confidential one-on-one business counseling by phone, email, and in-person in Jacksonville, as well as workshops for start-up entrepreneurs and seasoned small business owners. In celebration of National Small Business Month, we are hosting a Free Virtual Small Business Summit on April 30-May 1st 2024, in partnership with the SBA. This event is open to everyone and registration is required for full benefits.
7825 Baymeadows Way Ste 100B, Jacksonville, FL 32256, United States -
SCORE
● ClosedSCORE is a finance institution located at 601 Innovation Way in Daytona Beach, Florida, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in Volusia and Flagler counties. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. We provide free business mentoring to individuals looking to start, own, or sell a small business. By entering your zip code and completing the mentoring request form on our website, you can be paired with a local mentor who will guide you through the process of starting or growing your business.
601 Innovation Way Ste 134, Daytona Beach, FL 32114, United States -
Guardian Insurance Group
● ClosedGuardian Insurance Group, located at 1655 East Highway 50 in Clermont, Florida, is a finance and insurance agency dedicated to providing personalized insurance solutions to individuals and businesses. Owned and operated by brothers Garrett and Cooper Johnson, the agency offers over 20 years of combined experience in the insurance industry. As an independent agency, Guardian Insurance Group has access to multiple insurance companies, allowing them to tailor coverage options to meet the unique needs of their clients. Whether you're looking for personal insurance to protect your assets or business insurance to safeguard your company's future, Guardian Insurance Group has you covered. They offer a variety of insurance solutions designed to protect what matters most to you. From bodily injury liability to property damage coverage, medical payments, and uninsured/underinsured motorist protection, the agency can help you navigate the complexities of insurance and ensure you have the coverage you need.
1655 E Hwy 50 Suite 318, Clermont, FL 34711, United States -
Ashley Lane - State Farm Insurance Agent
● ClosedAshley Lane - State Farm Insurance Agent is located at 2525 Embassy Lakes Dr S in Cooper City, Florida. Situated in the Embassy Lakes Prof. Plaza, our agency serves the Embassy Lakes neighborhood, conveniently located off Sheridan onto Embassy Dr. Our team is dedicated to helping individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services, including life insurance, annuities, and deposit products through U.S. Bank National Association. We also provide credit card services through U.S. Bank National Association, licensed by Visa U.S.A. Inc. Please note that State Farm VP Management Corp. is a separate entity from the banking and insurance products provided by State Farm entities. For assistance with our website or any inquiries, please call (954) 889-3744. Remember, neither State Farm nor its agents provide tax or legal advice, so it's best to consult a professional advisor for personalized guidance.
2525 Embassy Lakes Dr S # 7, Cooper City, FL 33026, United States -
SCORE
● ClosedSCORE is a finance institution located at 500 South Australian Avenue in West Palm Beach, Florida, United States. We offer FREE mentoring to entrepreneurs and budding entrepreneurs in the South Florida area, providing assistance with existing businesses or business ideas. Our upcoming webinar series, conducted by SCORE mentor Diane Drey, focuses on real estate investment for female entrepreneurs looking to buy a home or become a landlord. We are always looking for volunteers to become SCORE mentors and give back to the community. Additionally, we are excited to host the National Small Business Week Virtual Summit in April 2024, featuring educational webinars, networking opportunities, and guidance from SCORE mentors.
500 S Australian Ave Ste 115, West Palm Beach, FL 33401, United States -
One South Florida Wealth Advisors, LLC
● ClosedOne South Florida Wealth Advisors, LLC is a finance institution located at 9700 Stirling Road in Cooper City, Florida, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our knowledgeable professionals are here to provide expert guidance and support. Trust One South Florida Wealth Advisors, LLC to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
9700 Stirling Rd STE 102B, Cooper City, FL 33328, United States -
OlympicStar Advisors
● ClosedOlympicStar Advisors is a reputable accounting and finance institution located at 9540 Griffin Road in Cooper City, Florida, United States. With a team of experienced professionals, we provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment management, or financial reporting, our team is dedicated to providing personalized solutions tailored to your specific needs. Trust OlympicStar Advisors to help you navigate the complex world of finance with confidence and success.
9540 Griffin Rd, Cooper City, FL 33328, United States -
MarginKeepers
● OpenMarginKeepers is a leading accounting and finance institution located at 10400 Griffin Road in Cooper City, Florida, United States. Our team of experts is dedicated to helping individuals and businesses manage their margins effectively, ensuring financial stability and success. With a focus on precision and attention to detail, MarginKeepers is committed to providing top-notch financial services to our clients. Whether you need assistance with budgeting, forecasting, or tax preparation, our experienced professionals are here to help. Trust MarginKeepers to keep your margins in check and your finances in order.
10400 Griffin Rd Ste 102, Cooper City, FL 33328, United States -
Duclas & Duclas
● OpenDuclas & Duclas is a renowned accounting and finance institution located at 10620 Griffin Road in Cooper City, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, Duclas & Duclas is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
10620 Griffin Rd #101, Cooper City, FL 33328, United States -
Anderman Wayne
● ClosedAnderman Wayne is a reputable finance institution located at 9118 Griffin Road in Cooper City, Florida, United States. With a strong commitment to providing top-notch financial services, Anderman Wayne offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Anderman Wayne are dedicated to helping you achieve your financial goals. Trust in Anderman Wayne for expert guidance and personalized financial solutions tailored to your specific needs.
9118 Griffin Rd, Cooper City, FL 33328, United States -
Christine Ceron - Regions Wealth Advisor
● ClosedChristine Ceron - Regions Wealth Advisor is a finance institution located at 9100 Griffin Road, Cooper City, Florida, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific needs and goals. Christine Ceron, a Wealth Advisor at Regions Private Wealth Management in Cooper City, FL, takes a comprehensive approach to financial planning to ensure all aspects of your financial picture are considered. With a team of professionals, your Regions Wealth Advisor can help you maximize the return on your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions. Thank you for your time.
9100 Griffin Rd, Cooper City, FL 33328, United States -
Accounting Guide & Taxes, Inc
● ClosedAccounting Guide & Taxes, Inc is a leading institution located at 5846 South Flamingo Road, Cooper City, Florida, United States. Specializing in accounting and finance services, our team of experts provides comprehensive guidance and support to individuals and businesses in managing their financial affairs. With a commitment to excellence and professionalism, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust Accounting Guide & Taxes, Inc to help you navigate the complexities of financial management and achieve your goals.
5846 S Flamingo Rd #247, Cooper City, FL 33330, United States -
Thomas M. Samuelson, E.A.
● ClosedThomas M. Samuelson, E.A. is a trusted accounting and finance institution located at 9720 Stirling Road in Cooper City, Florida, United States. With a team of experienced Enrolled Agents, they offer a wide range of services including tax preparation, financial planning, and IRS representation. Clients can expect personalized and professional assistance to help them navigate the complexities of tax laws and financial management. Whether you are an individual or a business, Thomas M. Samuelson, E.A. is dedicated to providing top-notch accounting services to meet your needs.
9720 Stirling Rd #109, Cooper City, FL 33024, United States -
Santini & Sedawie, CPA
● ClosedSantini & Sedawie, CPA is a reputable accounting and finance institution located at 9110 Griffin Road in Cooper City, Florida, United States. At Santini & Sedawie, CPA, we understand that the money you earn and the taxes you pay are reflections of the changes and experiences in your life and the success of your business. We take pride in not only providing top-notch accounting services but also in building strong relationships with our clients, some of whom have been with us since our practice opened in 1985. Our team of professionals at Santini & Sedawie, CPA are dedicated to providing quality tax and accounting services with honesty, integrity, and a personalized touch. We believe in open and forthright communication with our clients, ensuring that they are informed about their financial situation and empowered to make informed decisions. Whether you are an individual taxpayer, a small business owner, or a medium-sized corporation, we are here to help you navigate the complexities of accounting and taxation.
9110 Griffin Rd, Cooper City, FL 33328, United States -
Palermo, Landsman & Ross PA
● ClosedPalermo, Landsman & Ross PA is a reputable accounting and finance institution located at 9720 Stirling Road in Cooper City, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Palermo, Landsman & Ross PA is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
9720 Stirling Rd ste 203, Cooper City, FL 33024, United States -
Helping Hands Mediation Services
● ClosedWelcome to Helping Hands Mediation Services, your trusted partner in navigating the complexities of divorce and financial separation with dignity and respect. Located at 8282 Sycamore Drive, New Port Richey, Florida, we specialize in mediation and document preparation to help you take control of your future. At Helping Hands Mediation Services, we understand that divorce doesn't always have to be a conflict-ridden, adversarial process. Many couples can work together amicably to reach a mutually satisfying agreement, leading to an uncontested divorce. This approach is not only more peaceful but also more cost-effective, allowing you to retain more of your finances for your future and your children's well-being.
8282 Sycamore Drive, New Port Richey, Florida 34654, United States -
Joffe Law, P.A.
● OpenWelcome to Joffe Law, P.A. - Your Trusted Federal Criminal Defense Attorneys in Fort Myers, Florida Located at 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, Joffe Law, P.A. is your premier choice for experienced federal criminal defense. We understand the complexities and severity associated with federal charges, which often carry heavier sentences than state offenses. Our team of skilled attorneys is dedicated to providing the highest level of legal representation for individuals facing serious federal charges.
5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United States -
Truist Mortgage
● ClosedWelcome to Truist Mortgage, your trusted partner in banking and finance, located at 1502 Southeast US Highway 19, Crystal River, Florida. At Truist, we are committed to helping you achieve your financial goals with a comprehensive range of services, including Personal & Commercial Banking, Credit Cards, Loans, and Investments. Explore our offerings to find the perfect financial solutions tailored to your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan for your next big project, our team is here to guide you every step of the way. Turn everyday activities like grocery runs and fuel stops into rewarding experiences with the Truist Enjoy Cash credit card, offering no overdraft-related fees and easy, quick application processes.
1502 Southeast US Highway 19, Crystal River, Florida 34429, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States -
SCORE
● ClosedWelcome to SCORE Southwest Florida, your trusted partner in business success! Located at 2201 Second Street, Fort Myers, Florida, we specialize in providing free and confidential one-on-one business counseling tailored to the unique needs of entrepreneurs in Lee and Hendry counties. Whether you're starting a new venture or looking to grow an existing business, our expert mentors are here to guide you every step of the way, offering support through phone, email, and in-person consultations. At SCORE, we believe in the power of education and community. Our workshops are designed for both budding entrepreneurs and seasoned small business owners, providing insights and strategies to help you achieve your business goals. We take pride in celebrating diversity and inclusion, recognizing the invaluable contributions of Black-owned businesses during Black Business Month. Through our Black Entrepreneurs Hub, we offer specialized content and webinars to empower and support Black business owners.
2201 Second Street, Fort Myers, Florida 33901, United States
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