Financial planning for small business in Orange City, FL
32 results found
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Express Financial Multiservices LLC
● ClosedExpress Financial Multiservices LLC is a reputable institution located at 2475 South Orange Blossom Trail in Orlando, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and customer satisfaction, Express Financial Multiservices LLC is your go-to destination for all your financial needs.
2475 S Orange Blossom Trl Ste. B, Orlando, FL 32805, United States -
Orange Park CPA - Tom Williams CPA, CGMA
● ClosedOrange Park CPA - Tom Williams CPA, CGMA is a renowned accounting and finance institution located at 165 Wells Road in Orange Park, Florida, United States. The firm prides itself on helping individuals, families, and business owners save thousands of dollars each year through cost-efficient and effective financial management strategies. With a team of expert Certified Public Accountants and Business Management Consultants, the institution offers tax preparation services for businesses, partnerships, estates, trusts, and non-business owners. Additionally, they provide business advisory services, tax planning, financial consulting, and assistance with long-range planning and tax compliance. Whether you are a small business owner or an individual taxpayer, Orange Park CPA - Tom Williams CPA, CGMA is dedicated to providing valuable financial and tax advice to help you achieve success.
River Place Office Park, 165 Wells Rd #201, Orange Park, FL 32073, United States -
Accounting Alliance For Small Business
● ClosedThe Accounting Alliance For Small Business is a professional institution located at 6453 South Orange Avenue in Orlando, Florida. Specializing in accounting and finance services, this institution is dedicated to helping small businesses manage their financial needs effectively. With a team of experienced professionals, they offer a range of services including bookkeeping, tax preparation, financial planning, and more. Whether you are a startup or an established small business, the Accounting Alliance For Small Business is committed to providing personalized and reliable financial solutions to help you succeed.
6453 S Orange Ave #3, Orlando, FL 32809, United States -
Chris Barley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenChris Barley is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue, Orlando, Florida, United States. Specializing in finance, Chris Barley 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, Chris Barley offers comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. By holding these certifications, Chris Barley ensures a high level of professionalism, ethics, and expertise in the field of wealth management and financial planning.
300 S Orange Ave Ste 750, Orlando, FL 32801, United States -
Erika Heredia Link - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErika Heredia Link is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue, Orlando, Florida, United States. She 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®. Erika is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills in the field of finance. Contact Erika Heredia Link for expert advice on investment opportunities, asset management, estate planning, retirement planning, insurance products, and more.
300 S Orange Ave Ste 750, Orlando, FL 32801, United States -
Wanda Decker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWanda Decker - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. Wanda Decker holds multiple 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®. Wanda Decker is dedicated to providing expert financial advice and planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth client, or have specific financial needs related to domestic partnerships, veterans, or special needs planning, Wanda Decker has the expertise and knowledge to help you achieve your financial goals. Contact Wanda Decker at Ameriprise Financial Services, LLC for personalized and comprehensive financial planning services.
300 S Orange Ave Ste 750, Orlando, FL 32801, United States -
Dennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1555 Kingsley Avenue, Orange Park, Florida, United States. The advisors at this institution hold 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®. These certifications ensure that the advisors are equipped with the necessary knowledge and skills to provide expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution focuses on asset management, investment strategies, estate planning, retirement planning, risk management, and other financial services.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Michael Scott McCranie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Scott McCranie is a Financial Advisor at Ameriprise Financial Services, LLC located at 1555 Kingsley Avenue in Orange Park, Florida, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Michael Scott McCranie is dedicated to providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investment opportunities, insurance products, or financial planning for specific life stages, Michael Scott McCranie has the expertise to help you achieve your financial goals.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
RadiFi Credit Union - Orange Park Branch
● ClosedRadiFi Credit Union - Orange Park Branch is a trusted financial institution located at 950-17 Blanding Boulevard in the heart of Orange Park, Florida. As a member-owned credit union, RadiFi is dedicated to serving the financial needs of its members with personalized service and competitive rates. Whether you're looking for a savings account, a loan, or financial advice, our friendly staff is here to help. Visit us today to experience the difference of banking with a credit union that puts your needs first.
950-17 Blanding Blvd, Orange Park, FL 32065, United States -
Daniel Iachello - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Iachello is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue in Orlando, Florida, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Daniel Iachello provides comprehensive financial planning services for individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Daniel Iachello is committed to upholding the highest ethical standards and staying up-to-date on the latest industry trends. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Daniel Iachello can provide expert guidance tailored to your specific needs.
300 S Orange Ave Ste 750, Orlando, FL 32801, United States -
Orange Bookkeeping & Tax LLC
● OpenOrange Bookkeeping & Tax LLC is a reputable accounting and finance institution located in Orlando, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need assistance with managing your finances or preparing your taxes, we are here to help. Visit us at our convenient location on 12386 Florida 535 to learn more about how we can assist you in achieving your financial goals.
12386 FL-535, Orlando, FL 32836, United States -
G & A Tax and Accounting Services Inc - Orange City
● ClosedG & A Tax and Accounting Services Inc in Orange City is a reputable accounting and finance institution located at 125 South Volusia Avenue. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Whether you are an individual or a business owner, G & A Tax and Accounting Services Inc is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today for all your accounting and finance needs in Orange City, Florida.
125 S Volusia Ave, Orange City, FL 32763, United States -
INTELESOFT FINANCIALS
● ClosedIntelesoft Financials is an Orlando-based accounting firm located at 37 North Orange Avenue, Orlando, Florida, United States. We offer tailor-made accounting and bookkeeping solutions to help businesses grow. Our services include traditional and new age IT-enabled services to ensure efficient business operations. We specialize in outsourced bookkeeping services, controllership services, and organizational support for small and medium-sized businesses. Our team of industry experts provides personalized business plans, financial reports, and tax planning services. We conduct thorough audits to assess internal controls and enhance business productivity. Our secure process ensures the confidentiality of your financial data. Clients praise our dedicated team for streamlining financial operations and making informed decisions. Visit our blog for expert insights on accounting and bookkeeping. Our mission is to provide cutting-edge accounting and payroll solutions with 24x7 support. Let Intelesoft Financials help you run your business efficiently and achieve growth.
37 N Orange Ave # 500, Orlando, FL 32801, United States -
DOET SERVICES LLC
● ClosedDOET Services LLC is a comprehensive institution located at 1730 Kingsley Avenue in Orange Park, Florida, United States. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial and insurance needs. With a focus on personalized service and attention to detail, DOET Services LLC is committed to helping individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you in managing your finances and securing your future.
1730 Kingsley Ave Suite F, Orange Park, FL 32073, United States -
Annuity.org
● ClosedAnnuity.org is a trusted institution located in Orlando, Florida, United States, specializing in finance. Whether you are interested in selling structured settlement payments, planning for retirement, or taking control of your personal finances, Annuity.org is here to help you make informed decisions that shape your financial future. Our team of certified financial experts and licensed professionals provide impartial, reliable insights to educate you about your financial options. With a focus on financial literacy and empowering individuals to make informed decisions, Annuity.org offers a range of resources, including articles, podcasts, and educational materials on topics such as annuities, retirement planning, and financial security. Stay up to date with the latest news on annuities, finance, and retirement planning with Annuity.org, where real people provide real financial advice.
1 S Orange Ave Suite 500B, Orlando, FL 32801, United States -
Justin Fielding - State Farm Insurance Agent
● ClosedJustin Fielding - State Farm Insurance Agent is a locally owned insurance agency located at 1209 Saxon Boulevard in Orange City, Florida. Situated between I4 and Advent Health Fish Memorial Hospital, our agency is dedicated to educating and protecting the community we serve. With 11 years of experience in the insurance and financial services industry, 8 of which with State Farm, we are passionate about helping individuals and families realize the importance of having the proper insurance protection in place. We offer free quotes for auto insurance, homeowners insurance, renters insurance, condo insurance, life insurance, and more throughout Florida and Georgia, with a focus on Volusia, Seminole, Lake, and Orange Counties. Our goal is to assist small business owners with their insurance and planning needs, as we understand the unique challenges they face.
1209 Saxon Blvd Ste 2, Orange City, FL 32763, United States -
Kemner Nancy Law Offices Of
● ClosedKemner Nancy Law Offices Of is a reputable law firm located at 859 Park Avenue in Orange Park, Florida. Specializing in various areas of law, including personal injury, family law, and criminal defense, their team of experienced lawyers is dedicated to providing top-notch legal representation to clients in need. With a strong track record of successful cases and a commitment to client satisfaction, Kemner Nancy Law Offices Of is a trusted choice for anyone seeking legal assistance in the Orange Park area.
859 Park Ave # 104, Orange Park, FL 32073, United States -
Samuel J. Dixon, RFC | Oxford Advisory Group
● ClosedSamuel J. Dixon, RFC | Oxford Advisory Group is a finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. Specializing in retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners, Samuel J. Dixon, RFC is dedicated to helping clients achieve their retirement goals through strategic financial planning. With a background in risk management and insurance, Samuel provides educational classes on taxes in retirement and assists clients in developing reliable retirement plans. His expertise has been featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. Samuel holds Series 65 securities exam certification and insurance licenses in Florida and South Carolina. Alongside his wife and three children, Samuel enjoys coaching sports, teaching youth at his church, and boating on Lake Butler. Some of Samuel's articles include "Crafting a Budget For Your Retirement Income Needs" on The Street, "3 Moves Millennials Must Make to Retire Early" on Newsmax Finance, and "The Dos and Don'ts to Help Safeguard Your Retirement Future" on Finance Insights.
111 N Orange Ave #775, Orlando, FL 32801, United States -
Brinkman Accounting & Wealth Advisors
● ClosedBrinkman Accounting & Wealth Advisors is a leading financial institution located at 4853 South Orange Avenue in Orlando, Florida. Our team of experienced professionals specializes in providing top-notch accounting and wealth advisory services to individuals and businesses alike. From tax preparation and financial planning to investment management and retirement strategies, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and a personalized approach to each client's needs, Brinkman Accounting & Wealth Advisors is the trusted choice for all your financial needs. Contact us today to schedule a consultation and start building a brighter financial future.
4853 S Orange Ave Suite A, Orlando, FL 32806, United States -
Withum
● ClosedWithum is a reputable accounting and finance institution located at 200 South Orange Avenue in Orlando, Florida, United States. With a strong focus on providing top-notch financial services, Withum is dedicated to helping individuals and businesses manage their finances effectively. With a team of experienced professionals, Withum offers a wide range of accounting services including tax planning, auditing, and financial consulting. Whether you are a small business owner or an individual looking for financial guidance, Withum is committed to providing you with the expertise and support you need to achieve your financial goals.
200 S Orange Ave Suite 1200, Orlando, FL 32801, United States -
L A Gies Tax Services
● OpenL A Gies Tax Services is a reputable accounting and finance institution located at 12570 Orange Grove Boulevard in West Palm Beach, Florida, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, L A Gies Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service to all their clients.
12570 Orange Grove Blvd, West Palm Beach, FL 33411, United States -
ALL COUNTY BOOKKEEPING & TAX SERVICES
● OpenAll County Bookkeeping & Tax Services is a professional accounting and finance institution located at 2578 Enterprise Road in Orange City, Florida, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, payroll processing, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, All County Bookkeeping & Tax Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and tax needs.
2578 Enterprise Rd #112, Orange City, FL 32763, United States -
E Resources Tax Services LLC
● ClosedE Resources Tax Services LLC is a trusted accounting and finance institution located at 750 South Orange Blossom Trail in Orlando, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With our expertise and personalized approach, you can trust us to help you navigate the complex world of taxes and finances. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
750 S Orange Blossom Trl suite 259, Orlando, FL 32805, United States -
Professional Tax Help, Inc.
● OpenProfessional Tax Help, Inc. is a leading accounting and finance institution located at 12720 South Orange Blossom Trail in Orlando, Florida. Our team of experienced professionals is dedicated to providing expert tax assistance and financial advice to individuals and businesses. Whether you need help with tax preparation, planning, or resolution, we are here to help you navigate the complexities of the tax system. Trust Professional Tax Help, Inc. to provide reliable and personalized financial solutions tailored to your specific needs.
12720 S Orange Blossom Trl #16, Orlando, FL 32837, United States -
Quickbooks with Enhanced Payroll & Tax
● ClosedQuickbooks with Enhanced Payroll & Tax is an accounting and finance institution located at 567 Timber Trace Court in Orange Park, Florida, United States. Our services include comprehensive payroll and tax solutions using the popular Quickbooks software. Our team of experienced professionals is dedicated to helping businesses streamline their financial processes and ensure compliance with tax regulations. Whether you are a small business owner or a large corporation, we can customize our services to meet your specific needs. Contact us today to learn more about how Quickbooks with Enhanced Payroll & Tax can help your business succeed.
567 Timber Trace Ct, Orange Park, FL 32073, United States -
Avery Accounting, LLC
● ClosedAvery Accounting, LLC is a locally owned business located at 25 North Market Street in Jacksonville, Florida. Specializing in accounting and tax preparation services, our mission is to empower the community with financial tools and knowledge to create and maintain generational wealth. Our services include monthly accounting, GST processing, end of year financials, payroll services, business advice, and tax maximization. With years of experience, our professional accountants will maximize your tax return. Clients rave about our professionalism and excellent service. Contact us today for all your financial needs. Serving Jacksonville, Downtown, Middleburg, Orange Park, Jacksonville Beaches, Northside, Westside, Arlington, and Ponte Vedra.
25 N Market St, Jacksonville, FL 32202, United States -
That's My Tax Guy
● ClosedThat's My Tax Guy is a finance institution located at 2875 South Orange Avenue, Orlando, Florida, United States. We specialize in proactive tax planning to legally reduce taxes for individuals, small business owners, and large corporations. Our tax advisory services are tailored to meet the unique needs of each client, with a focus on implementing and maintaining tax planning strategies. Our founder, Terrance, is a seasoned professional with a passion for optimizing financial strategies and maximizing potential. We offer a wide range of tax planning strategies, from deductions to retirement planning, and keep up with new legislation to ensure our clients are taking advantage of all available opportunities. Our goal is to empower entrepreneurs and organizations by delivering tailored solutions that lead to financial success. Please note that the information provided on our website is for informational purposes only and should not be considered as financial, investment, or tax advice. We recommend consulting with a qualified professional before making any financial decisions.
2875 S Orange Ave, Orlando, FL 32806, United States -
OQBC Accounting Solutions Now
● ClosedOQBC Accounting Solutions Now is a reputable accounting and finance institution located at 12401 Orange Drive in Davie, Florida, United States. Led by Maria Ochoa, a dedicated Public Accountant with years of experience in accounting, payroll, and tax services, the institution offers personalized accounting plans tailored to each client's specific needs. OQBC prides itself on providing ethical, accurate, and personalized accounting services to talented business owners who prioritize the well-being of their businesses and the community. Maria Ochoa's passion for helping business owners understand and control their bottom line sets OQBC apart from other accounting firms. With a focus on using the best technologies available to serve clients promptly and accurately, OQBC aims to lead growing businesses to tremendous success by providing honest accounting services at fair rates. Maria's dedication to her clients' success is evident in the glowing testimonials from satisfied customers who have benefited from her expertise and personalized service.
12401 Orange Dr #103, Davie, FL 33330, United States -
Mariner Finance
● ClosedMariner Finance is a reputable financial institution located at 1039 Harley Strickland Boulevard in Orange City, Florida, United States. Specializing in providing a wide range of financial services, Mariner Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for a loan, investment options, or financial planning assistance, Mariner Finance is committed to delivering exceptional service and support to help you navigate the complexities of the financial world. Visit their office in Orange City today to learn more about how Mariner Finance can help you secure your financial future.
1039 Harley Strickland Blvd Ste. 200, Orange City, FL 32763, United States -
The Mortgage Expert
● ClosedThe Mortgage Expert, located at 450 South Orange Avenue in Orlando, Florida, is a finance institution run by Shahram Sondi, a Certified Mortgage AdvisorTM with NMLS 186790. With a focus on helping clients pay less when buying or refinancing, The Mortgage Expert beats any bank or lender in town. Offering easy access and flexible hours, Shahram is dedicated to finding the best rates for every client, regardless of credit history or unique circumstances. From conventional loans to non-QM loans, The Mortgage Expert caters to a wide range of borrowers, including military members and veterans. With a reputation for beating competitive offers and providing top-notch service, The Mortgage Expert is the go-to choice for those looking to secure a mortgage in Florida. Additionally, The Mortgage Expert offers valuable information on requirements, down payments, mortgage insurance, points, and budgeting to help clients make informed decisions about their home loans.
450 S Orange Ave 3rd Floor Suite 379, Orlando, FL 32801, United States
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