Financial planning for business owners in Fort Lauderdale, FL
19 results found
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Chris Price Financial Planner
● OpenChris Price Financial Planner is a finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. At our institution, we offer a wide range of services to assist our clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non-Qualified Plans, and Group Benefits. Our team of hands-on financial professionals is dedicated to simplifying the process for our clients. We provide multi-generational planning and portfolio analysis to business owners and high-net-worth individuals, helping them define their legacy and plan for the future they deserve. We offer two different models to address your needs, whether you are looking for a fee-based financial planner or a financial professional to help develop strategies for a portion of your assets.
1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, United States -
Melissa Bergman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa Bergman is a Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. She holds various certifications including 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®. Melissa Bergman specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is dedicated to helping clients make informed decisions and achieve their financial goals.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Tom Fread - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTom Fread is a Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Tom Fread holds various certifications, including 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®. These certifications demonstrate Tom Fread's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Tom Fread is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Ed Hickey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEd Hickey - Financial Advisor, Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ed Hickey is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Whether you are looking for guidance on fixed-rate and variable annuities, planning for retirement, or managing the financial complexities of divorce or special needs planning, Ed Hickey has the expertise to help you make informed decisions. Trust in the knowledge and experience of a Certified Financial Planner™ and Chartered Financial Consultant® to help you achieve your financial goals.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Jack holds various prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jack provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or insurance products, Jack is committed to helping you achieve your financial goals and secure your financial future.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Allen Weidman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAllen Weidman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Allen holds various certifications including 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Allen is dedicated to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Allen's knowledge and experience can help you achieve your financial goals. Contact Allen Weidman today for personalized wealth management services tailored to your unique needs.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Douglas Schrager - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Schrager - Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, offers a wide range of financial services. Douglas Schrager holds various certifications, including 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®, CFP®, CFS®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Douglas Schrager can provide tailored financial advice to help you achieve your financial goals.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Sam Rothberg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSam Rothberg is a financial advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. Sam Rothberg 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Sam Rothberg specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Sam Rothberg is dedicated to upholding the highest ethical standards and continuously expanding knowledge in the field of finance to best serve clients' needs.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Michael A Saviano
● OpenMerrill 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.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
Jade Fiducial Ft. Lauderdale
● OpenJade Fiducial Ft. Lauderdale is a trusted accounting and finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are a small business owner or an individual looking for financial guidance, our dedicated team is here to help you achieve your goals. Visit us today to learn more about how Jade Fiducial Ft. Lauderdale can support your financial needs.
2598 E Sunrise Blvd #2104, Fort Lauderdale, FL 33304, United States -
Business Credit 101
● OpenBusiness Credit 101 is a finance institution located at 501 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. If you are a business owner or looking to start a new business, your business credit is a valuable resource that should not be overlooked. At Business Credit 101, we offer a short evaluation to see if your company meets the basic criteria for building business credit. We provide a free business funding assessment without pulling your credit. Whether you need startup funding, franchise funding, business acquisition, expansion, or working capital, we can help.
501 E Las Olas Blvd #300, Fort Lauderdale, FL 33301, United States -
Neil Jesani Advisors
● OpenNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
1300 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
SMAART Company - Accounting, Tax, & Insurance
● OpenSMAART Company is a leading institution specializing in accounting, tax, and insurance services, located at 2319 North Andrews Avenue, Fort Lauderdale, Florida, United States. Our team of professionals is dedicated to providing the gold standard in services such as accounting, bookkeeping, income tax preparation, payroll processing, tax defense, and HOA management. With years of experience, we have helped thousands of entrepreneurs and small business owners achieve success and higher profitability. At SMAART Company, we understand the importance of accurate financial records and tax efficiency in making business decisions. Our personalized approach and commitment to excellence set us apart from the rest. Whether you need help with income tax preparations, financial statement preparation, payroll processing, or wealth management plans, we have the expertise and tools to streamline processes and improve efficiency.
2319 N Andrews Ave, Fort Lauderdale, FL 33311, United States -
Brian P. Callanan - Chief Exit Officer
● OpenBrian P. Callanan - Chief Exit Officer is a leading institution specializing in helping businesses navigate through the complexities of exit strategies and succession planning. Located at 515 East Las Olas Boulevard in Fort Lauderdale, Florida, United States, Brian P. Callanan and his team provide expert guidance and support to business owners looking to transition out of their companies. With a focus on maximizing value and ensuring a smooth transition, Brian P. Callanan - Chief Exit Officer is the trusted partner for businesses looking to exit with confidence.
515 E Las Olas Blvd Suite 120, Fort Lauderdale, FL 33301, United States -
H&S Accounting & Tax Services
● OpenH&S Accounting & Tax Services, located at 7234 Taft Street in Hollywood, Florida, is a premier accounting firm dedicated to providing unmatched excellence in accounting and tax services. With a focus on knowledge, integrity, trust, passion, and security, our experienced team of Certified Public Accountants (CPA) offers tailored solutions to empower individuals, professionals, and business owners to make intelligent financial choices. We take a hands-on, personal approach to understand your unique needs and provide customized services to help you prosper. Our firm has a lengthy track record of meeting the accounting needs of South Florida and its neighboring areas. We specialize in helping small businesses simplify their financial demands, allowing owners to focus on running their business. Our comprehensive services include outsourced accounting, bookkeeping, QuickBooks consulting, tax planning, strategies, and preparation.
7234 Taft St, Hollywood, FL 33024, United States -
Bette Hochberger, CPA, CGMA
● OpenWelcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 100 North Federal Highway in Fort Lauderdale, Florida. We provide cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. Our firm serves clients across four continents, utilizing cloud technology and top-tier accounting talent from around the nation. Specializing in industries driving South Florida’s economy, including real estate investment, foreign investor-backed companies, and Americans with overseas business interests, Bette Hochberger, an MIT alumna, offers expertise tailored to the unique needs of her clients. She also supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals.
100 N Federal Hwy c4, Fort Lauderdale, FL 33301, United States -
Sawyer & Latimer PA
● OpenSawyer & Latimer PA is a financial institution located at 1400 East Oakland Park Boulevard in Fort Lauderdale, Florida. Specializing in accounting and finance, we offer CFO-level support to help business owners navigate their finances and achieve growth. Our team stays informed on current tax laws to minimize your tax payments year-round. From bookkeeping to long-term planning, we provide comprehensive services to help you make smart business decisions and reach your full potential. Testimonials from satisfied clients highlight our professional, responsive, and affordable service. Let us be your financial partner and help you secure your business's financial future. Contact us today to start planning for profits and growth.
1400 E Oakland Park Blvd STE 102, Fort Lauderdale, FL 33334, United States -
Aviation CPAs
● OpenAviation CPAs, located in Fort Lauderdale, Florida, is a highly recommended aviation tax and accounting firm specializing in aircraft-related federal and state tax returns, financial reporting, and structuring aircraft purchases and sales. With expertise in navigating the complexities of FAA, DOT, and IRS regulations, we provide assistance in compliance issues and audit defenses for business aircraft owners. Our services include financial management, consulting, and tax-related services tailored specifically for the aviation industry. Committed to privacy and security, we only acquire necessary information and provide access to sensitive information to employees on a need-to-know basis. Rest assured, your privacy is our priority. Contact us at 5525 NW 15th Avenue, Ste. 203 for all your aviation accounting needs.
5525 NW 15th Ave #203, Fort Lauderdale, FL 33309, United States -
OrangeFi
● OpenOrangeFi is a finance institution located at 501 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Our mission is to fuel the American Dream by empowering small business owners with a variety of funding options. From SBA loans to equipment financing, we offer a range of financial products to help businesses grow and thrive. Many business owners struggle to secure funding due to strict qualifications at traditional banks. That's where OrangeFi comes in. We provide a simple and direct answer to your funding needs, without the hassle of unanswered questions or brokers. Our streamlined application process allows us to analyze your unique profile and maximize your approval rating, giving you smarter funding options faster.
501 E Las Olas Blvd #300, Fort Lauderdale, FL 33301, United States
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