TOP 30 Financial services offered in Cooper City, Florida

Sharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.

Guardian 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.

Ashley 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.

The Toby & Leon Cooperman Therapy & Family Resource Center, located in Boca Raton, Florida, is a health institution dedicated to helping children with varying needs and abilities, as well as families facing financial challenges, food insecurity, parenting difficulties, domestic abuse, and unemployment. The center offers a range of programs and services, including the Rales JFS Community Outreach Program, Domestic Abuse Education & Action Program, workshops for teens against relationship abuse, and economic and financial empowerment programs for domestic abuse survivors. The center is committed to inclusivity and ensuring access for all members of the community, regardless of faith or beliefs. With a team of experienced professionals, the Cooperman Center provides customized therapy options, early intervention, support groups, classes, and workshops for children and families. Financial assistance is available to ensure that no family in need of services is turned away. The center serves children from birth to 22 years of age and is dedicated to supporting families through any challenges they may face in their parenting journey.

Esposito Law Group, P.A. is a prestigious law firm located in Bradenton, Florida, dedicated to representing businesses of all sizes and individuals in various practice areas such as business transactions, litigation, real estate, estate planning, probate, and technology law. Their team of professional and knowledgeable attorneys provide timely and thorough guidance, ensuring clients feel comfortable and secure with the results. The firm specializes in agriculture law, representing agribusiness and agriculture cooperatives nationwide. Additionally, Esposito Law Group offers expertise in civil litigation and appellate proceedings, as well as guidance for community-based financial institutions navigating complex regulatory issues. Clients appreciate the rewarding and pleasant experience of working with the skilled staff at Esposito Law Group, making them a valuable addition to any business or personal team.

SCORE 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.

Lord & 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.

Olga Espiritu, CFP: Tree of Life Wealth Advisory Group is a financial institution located at 9720 Stirling Road in Cooper City, Florida, United States. Led by certified financial planner Olga Espiritu, the institution offers expert wealth advisory services to help clients achieve their financial goals. With a focus on holistic financial planning, the Tree of Life Wealth Advisory Group aims to provide personalized advice and guidance to help clients grow and protect their wealth for the long term. Whether you are looking to invest, save for retirement, or plan for the future, Olga Espiritu and her team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Peterson Accounting CPA P.A. is a reputable accounting and finance institution located at 10620 Griffin Road in Cooper City, Florida, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services including tax preparation, bookkeeping, audit representation, and financial planning. Clients can trust Peterson Accounting CPA P.A. for accurate and reliable financial solutions tailored to their individual needs.

Anderman 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.

Christine 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.

Palermo, Pulcini & Beetz, PA is a reputable accounting and finance institution located at 10400 Griffin Road in Cooper City, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or are looking to improve your financial strategy, Palermo, Pulcini & Beetz, PA is dedicated to helping you achieve your goals.

Kozna Tax Specialist is a reputable institution located at 8421 South Orange Blossom Trail in Orlando, Florida, United States. We specialize in accounting and finance services, with a focus on tax preparation and immigration forms. Our qualified team is dedicated to providing personalized and online assistance with the courtesy you deserve. We stay updated with continuous education according to IRS requirements for qualified tax preparers. In addition to tax services, we offer a variety of services tailored to your needs. We efficiently prepare immigration forms for you and your family to ensure the best results in your immigration process.

Rocklein & Associates LLC is a reputable accounting and finance institution led by Joseph E Rocklein, III, CPA. Located at 8039 Cooper Creek Boulevard in Florida, United States, this firm offers a wide range of financial services to individuals and businesses. With a strong focus on professionalism and expertise, Rocklein & Associates LLC is dedicated to providing top-notch financial solutions to meet their clients' needs. Whether you need help with tax preparation, bookkeeping, or financial planning, you can trust the experienced team at Rocklein & Associates LLC to deliver exceptional service and results.

Accounting 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.

Thomas 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.

AVS Tax & Accounting LLC is a reputable accounting and finance institution located at 5722 South Flamingo Road in Cooper City, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, AVS Tax & Accounting LLC is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact them today to learn more about how they can help you achieve your financial goals.

Huppert & Huppert CPA LLC is a reputable accounting and finance institution located at 10400 Griffin Road in Cooper City, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Known for their attention to detail and commitment to client satisfaction, Huppert & Huppert CPA LLC is a trusted partner for individuals and businesses seeking expert financial guidance.

The CPA Homepage is a premier institution located at 8963 Stirling Road in Cooper City, Florida, United States. Specializing in accounting and finance, this institution offers a wide range of services and resources for individuals and businesses looking to enhance their financial knowledge and skills. Whether you're looking to become a certified public accountant or simply seeking expert advice on financial matters, the CPA Homepage is your go-to destination. With experienced professionals and a commitment to excellence, this institution is dedicated to helping you achieve your financial goals.

Santini & 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.

Joseph Lania CPA is a reputable accounting and finance institution located at 8963 Stirling Road in Cooper City, Florida, United States. With years of experience and expertise in the field, Joseph Lania CPA offers a wide range of professional services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, the team at Joseph Lania CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy, reliable, and efficient, Joseph Lania CPA is your go-to destination for all your accounting and finance needs.

PSCU is a leading credit union service organization located at 560 Carillon Parkway in St. Petersburg, Florida. With a strong commitment to providing innovative financial solutions and unparalleled member service, PSCU serves credit unions across the United States. Offering a wide range of products and services, including payment processing, digital banking, and fraud prevention, PSCU is dedicated to helping credit unions thrive and succeed in an ever-changing financial landscape. Visit us today to learn more about how PSCU can support your credit union's growth and success.

Community First Credit Union is a member-owned financial institution located at 637 Lee Street in Jacksonville, Florida. As a credit union, we prioritize the needs of our members and strive to provide personalized service, competitive rates, and a wide range of financial products and services. Our goal is to help our community thrive by offering affordable banking solutions and supporting local initiatives. Join us and experience the difference of banking with a credit union that puts you first.

CAMPUS USA Credit Union is a trusted financial institution located at 1900 Southwest 34th Street in Gainesville, Florida. As a member-owned cooperative, CAMPUS USA Credit Union offers a wide range of financial services including savings accounts, checking accounts, loans, and more. With a commitment to providing excellent customer service and competitive rates, CAMPUS USA Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Achieva Credit Union is a trusted financial institution located at 12006 Florida 54 in Odessa, Florida. As a member-owned cooperative, Achieva Credit Union offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to providing exceptional customer service and competitive rates, Achieva Credit Union is dedicated to helping members save money, build credit, and secure their financial future. Whether you're looking for a checking account, savings account, loans, or investment options, Achieva Credit Union has the expertise and resources to meet your needs. Visit us today to experience the difference of banking with a credit union that puts its members first.

Suncoast Credit Union is a trusted financial institution located at 8201 West Waters Avenue in Tampa, Florida. As a member-owned cooperative, Suncoast Credit Union offers a wide range of financial services including savings accounts, loans, credit cards, and more. With a commitment to providing excellent customer service and competitive rates, Suncoast Credit Union is dedicated to helping their members achieve their financial goals. Whether you're looking to save for the future or need assistance with a loan, Suncoast Credit Union is here to help.

Suncoast Credit Union is a trusted financial institution located at 4176 Mariner Boulevard in Spring Hill, Florida, United States. As a member-owned cooperative, Suncoast Credit Union is committed to providing excellent financial services and support to its members. With a focus on community involvement and personalized service, Suncoast Credit Union offers a wide range of banking products and services to help individuals and families achieve their financial goals. Whether you're looking for a savings account, mortgage loan, or investment options, Suncoast Credit Union is dedicated to helping you manage your finances and plan for a secure future.

Suncoast Credit Union is a trusted financial institution located at 18915 Cortez Boulevard in Brooksville, Florida, United States. As a member-owned cooperative, Suncoast Credit Union offers a wide range of financial services including savings accounts, loans, mortgages, and more. With a commitment to providing personalized service and competitive rates, Suncoast Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to learn more about our products and services.

Suncoast Credit Union is a trusted financial institution located at 1920 East Hillsborough Avenue in Tampa, Florida, United States. As a member-owned cooperative, Suncoast Credit Union offers a wide range of financial services to help individuals and families achieve their financial goals. With a focus on providing personalized service and competitive rates, Suncoast Credit Union is committed to helping its members thrive financially. Whether you're looking for a savings account, a loan, or investment options, Suncoast Credit Union has you covered. Visit their branch today to learn more about how they can help you secure your financial future.

Suncoast Credit Union is a trusted financial institution located at 6804 East Hillsborough Avenue in Tampa, Florida, United States. As a member-owned cooperative, Suncoast Credit Union offers a wide range of financial services including savings accounts, loans, mortgages, and investment opportunities. With a commitment to providing personalized service and competitive rates, Suncoast Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts your needs first.