TOP 30 Financial situation assessment in Florida

gains, and utilizing tax-loss harvesting strategies, we aim to maximize your after-tax investment return. Our comprehensive tax planning services assess your individual tax situation, identify opportunities for deductions and credits, and strategize to reduce tax burdens. We are committed to providing tailored solutions that align with your financial objectives while optimizing tax efficiency. Partnering with Davis Capital Management ensures that your investments are managed with a focus on tax optimization, enhancing your overall financial success.

Disciplined Equity Management is a finance institution located at 200 First Street in Neptune Beach, Florida, United States. Specializing in disciplined equity management, this institution offers expert financial services to help clients effectively manage their investments and achieve their financial goals. With a focus on strategic planning and risk management, Disciplined Equity Management provides personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, this institution is dedicated to helping you make informed decisions and maximize your financial success.

Riddick & Co Entrepreneurial Finance is a modern financial advisory firm located at 4905 Southwest 61st Drive, Palm City, Florida, United States. Specializing in personalized financial advice for entrepreneurs and executives, we understand the complexities of managing wealth, especially when businesses are a large part of your assets. Our firm utilizes digital technologies for virtual meetings and electronic access to documents, while still providing the personal relationship you deserve with your financial advisor. Our fiduciary level advice is tailored to your specific financial situation, taking into account factors such as business structure, tax situations, family wealth planning, and more.

Loggerhead Wealth Management is a prestigious finance institution located in Delray Beach, Florida. Situated at 220 Congress Park Drive, this firm is dedicated to providing top-notch wealth management services to its clients. With a team of experienced financial advisors, Loggerhead Wealth Management offers personalized investment strategies tailored to meet the unique needs and goals of each individual. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Loggerhead Wealth Management is committed to helping you achieve financial success. Trust in their expertise and let them guide you towards a secure financial future.

The Debt Relief Law Firm of North Florida, located at 1845 University Boulevard North in Jacksonville, Florida, is a trusted institution specializing in bankruptcy law. If you are facing overwhelming debt due to unexpected circumstances such as job loss, medical issues, or foreclosure threats, our experienced attorney, D.C. Higginbotham, is here to help. With nearly 30 years of experience and over 10,000 bankruptcy cases handled, we have the expertise to guide you through the complexities of the legal system and protect your rights every step of the way. During a free consultation, we will assess your financial situation and determine if bankruptcy is the best solution for you. If you decide to move forward with bankruptcy, you can expect the highest level of client satisfaction and personalized attention to help you emerge debt-free and on a path to financial recovery. With our help, you can start putting the pieces of your life back together and create a foundation for a healthier financial future.

Ocean Wealth is a finance institution located at 4524 North Federal Highway, Fort Lauderdale, Florida, United States. As a business professional, you have your own career and personal goals, and the financial decisions you make can have a long-lasting impact. That's why you need a financial advisor by your side to help you navigate through the complex world of finance. Our team is committed to taking care of you today, tomorrow, and into the next generation. We offer a range of services to evaluate your needs, assess the current economic landscape, and provide financial guidance that can address your protection, retirement, and investment needs. Together, we will build a comprehensive financial strategy designed to help you achieve your goals and dreams.

Singer Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.

Credit A Plus Inc is a finance institution located at 2300 West 84th Street in Hialeah, Florida, United States. We specialize in helping individuals improve their credit scores by correcting inaccurate information on their credit reports. With over 25 years of experience, our team of experts is trained to understand the factors that impact credit scores the most. We offer a free initial private assessment to assess your credit situation and create a personalized plan to help you achieve a higher credit score. Untangle the complexities of credit with Credit A Plus Inc and start your journey towards financial confidence today. Contact us at our office in Suite 401 or send us a message to get started.

Barnett Capital Advisors is a finance institution located at 444 Brickell Avenue in Miami, Florida, United States. Our mission is to build lasting relationships with our clients and help them achieve their financial goals for generations to come. As an Independent Asset Management and Retirement Planning Firm, we offer unbiased advice, strategic planning, and smart investment strategies to help retirees live the retirement of their dreams. Our dedicated team of Fiduciary Financial Planners will work with you to develop a customized Retirement Analysis & plan that incorporates all financial aspects of your life. Through a disciplined approach to active management, we aim to identify strategic opportunities and provide the steps necessary for you to achieve your desired outcomes in different investment climates and macroeconomic conditions.

Forensic Accounting Advisors is a leading institution located at 200 South Andrews Avenue in Fort Lauderdale, Florida, United States. Specializing in the field of accounting and finance, our team of experts offers comprehensive forensic accounting services to assist clients in investigating financial discrepancies, fraud, and other financial crimes. With a strong commitment to integrity and professionalism, we provide accurate and reliable financial analysis to support legal proceedings and help our clients make informed decisions. Trust Forensic Accounting Advisors to deliver expert guidance and support in navigating complex financial situations with precision and expertise.

Jerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Mavs Wealth Group is a finance institution located at 7901 4th Street North, St. Petersburg, Florida, United States. Our solutions are designed to support every stage of your financial growth, elevating your finances to the next level efficiently. We thoroughly assess your objectives and current financial situation to provide tailored recommendations to help you achieve your goals. Our goal is to empower you to have complete control over your money, making it work for you. We believe in the importance of education as the foundation for personal and professional growth, empowering individuals to make informed financial choices for lasting stability and success. By partnering with licensed professionals, we ensure you don't miss out on specific accounts and wealth-building strategies. We are dedicated to providing guidance, adjustments, and answering any questions to keep your financial journey on track.

Sagace Wealth Management, LLC is a finance institution located at 877 Executive Center Drive West in St. Petersburg, Florida, United States. The name "Sagace" is Italian for having wisdom and good judgment, reflecting the institution's process of providing integrated tax and estate planning expertise alongside wealth management professionals to deliver comprehensive solutions. The wise owl in their logo symbolizes this wisdom. As you reach the point of retirement after years of hard work, Sagace Wealth Management is here to help answer important questions and provide guidance with a coordinated group of professional services experts. In today's global economy where work and personal time are often blurred, many professionals struggle to optimize their personal financial situation. Sagace Wealth Management can help ensure that your financial future is secure and on the right track.

Marlene Markowitz Law Offices, P.A. is a reputable institution located at 150 Southeast 2nd Avenue in Miami, Florida, United States. With a strong focus on immigration law, our experienced team is dedicated to providing effective representation to individuals seeking immigration counsel. We assist clients in various immigration matters, including deportation defense, family-based petitions, and business visas. Whether you are looking to live, work, or stay in the United States, we are here to help you navigate through the complexities of American immigration law. In addition to immigration services, we also offer legal representation in criminal defense cases, particularly for misdemeanors in Miami or Broward. Our team has the expertise to handle cases involving domestic violence and other criminal offenses, working towards getting arrests sealed or expunged for our clients.

Merrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.

The House Reform Group is a leading institution located at 4674 Northwest 74th Avenue in Miami, Florida, United States. Our organization is dedicated to promoting positive change and reform within households, offering support and resources to individuals and families seeking to improve their living situations. Our team of experienced professionals provides counseling, education, and advocacy services to address a wide range of issues including domestic violence, substance abuse, financial instability, and more. Join us in creating healthier and happier homes for all.

Toni Espey - State Farm Insurance Agent is an insurance agency located at 5300 West Hillsboro Boulevard in Coconut Creek, Florida. Situated on the south side of Hillsboro between 441 & Lyons Road, they are conveniently located in the Boulevard Professional Center. Whether you're driving on rural roads or looking to finance a new vehicle, they offer tips and advice to help you make informed decisions. From removing cigarette smoke smell to understanding pre-existing conditions in pet insurance policies, they provide a range of services to meet your insurance needs. For more information or assistance, please call (954) 426-1605. Remember to carefully consider all investment options and consult with a tax or legal advisor for personalized advice.

Tax Savers of Miami is a trusted institution located at 717 Ponce de Leon in Coral Gables, Florida, specializing in accounting, finance, and real estate services. Our team of experts has helped thousands of property owners in Miami-Dade and Broward County save money on their property taxes by contesting inaccurate valuations. We ensure that property owners receive a refund on their tax bill by correcting mistakes made during the mass appraisal process. Our services cater to a variety of property types, including auto dealerships, hotels, office buildings, and more. We absorb all upfront costs of an appeal, except for the county-imposed filing fee. If you have any questions or would like to discuss your personal situation, feel free to contact us via phone or email during our business hours from Monday to Friday. Let Tax Savers of Miami help you save money on your property taxes today.

Jackson Judd CPA is a leading accounting and finance institution located at 36474 Emerald Coast Parkway in Destin, Florida, United States. As a part of the Warren Averett network, Jackson Judd CPA offers a wide range of services to help businesses thrive and succeed. Whether you need help with corporate accounting, specialized audits, tax planning, or other financial solutions, our team of experts is here to assist you. With a focus on providing innovative solutions and strategic guidance, Jackson Judd CPA helps businesses navigate complex financial situations and opportunities. Our services include audits, reviews, compilations, tax planning, risk assessments, IT security, and more. We also offer resources for hiring, training, and retaining staff, as well as designing benefit plans and providing tax advantages to business owners.

ACDC Tax Relief LLC, located at 500 East Kennedy Boulevard in Tampa, Florida, is a finance institution dedicated to helping individuals resolve their tax problems with the IRS. With over 21 years of experience in tax law and IRS negotiations, our team of seasoned tax experts has the knowledge and expertise to get the best possible results for our clients. We specialize in stopping collection actions, releasing and preventing liens, and eliminating back taxes while saving you as much money as possible. Our proven 4-step process assesses your financial situation, understands the IRS's claims, devises a strategy to help you, and solves your tax issues with minimal involvement from you. We provide regular updates to keep you informed throughout the process, leading to a successful resolution and a stress-free financial future.

Tax Resolution Group, located at 2831 Ringling Boulevard in Sarasota, Florida, is a finance institution that specializes in helping individuals navigate through tax audits, appeals, and collection alternatives. With over 30 years of experience, our experts are dedicated to resolving tax problems such as wage garnishment, tax levies, and tax liens. We offer a free 30-minute consultation to assess your situation and provide personalized solutions for tax relief and resolution. Michael Jakusovas, a knowledgeable and thorough accountant, is ready to assist you with your taxes and any IRS-related issues. Trust Tax Resolution Group to handle your taxes honestly and efficiently, making the process as smooth as possible for you.

Defense Tax Partners is a team of experienced tax relief settlement attorneys located in Port Charlotte, Florida. We specialize in helping individuals and businesses navigate the complexities of tax laws and find solutions to their tax problems. Our services include free consultations to assess your tax situation and provide guidance on the best course of action. Whether you are facing IRS audits, tax liens, or wage garnishments, our team is here to provide expert advice and representation. Trust Defense Tax Partners to help you achieve peace of mind and financial security.

ProTax Services Online is a leading accounting and finance institution located at 11512 Northwest 48th Terrace in Doral, Florida, United States. Our team of experts specializes in Personal Tax Preparation and is dedicated to assessing your situation and determining the best course of action. We proudly serve clients in the Miami area, providing top-notch services for both individual and business needs. Our goal is to minimize your tax liability and efficiently manage your financial books, ensuring that you receive the best possible outcome. Trust ProTax Services Online for all your accounting and finance needs.

NorthStar Lending, LLC. is a finance institution located at 10235 Harney Road, Thonotosassa, Florida, United States. We offer a wide range of mortgage services to help you secure the ideal mortgage that fits your needs. Our team of experts provides personalized guidance and support throughout the home buying journey to ensure a seamless and informed experience. Whether you are looking to tap into the equity in your home for debt consolidation or home improvements, we have the right product for you. When you buy with NorthStar Realty Professionals Unltd. and NorthStar Lending, you can get up to $10,000 off closing costs. Additionally, if you sell your house with NorthStar Realty Professionals Unltd., you can receive a .5% rebate on the sales price of your home.

Circle Debt Solution is a finance institution located at 5243 Southwest 159th Court in Miami, Florida, United States. Our experienced team provides assistance and negotiation services to help individuals become debt-free. With student loans surpassing credit card debts in the United States, many people struggle to communicate with creditors, collection agencies, and law firms. Our specialists are here to guide you through every step of the process. We offer a private assessment to better understand your situation, followed by working on a resolution that fits your budget. Our team will negotiate a settlement for less than what is owed or set up a payment plan on your behalf. We handle all documentation and communication with creditors to ensure timely and accurate processing.

Welcome to Car's Cash For Junk Clunkers! Located at 28720 South Diesel Drive, Bonita Springs, FL 34135, Car's Cash For Junk Clunkers is your trusted local partner for turning unwanted vehicles into cash. As a leading car dealer, repair shop, and store, we specialize in purchasing junk cars, offering you a hassle-free and profitable way to dispose of your old vehicle.

Welcome to Sherman Soccer Complex, a vibrant community park located at 13260 Griffin Drive, Fort Myers, Florida 33913. As a key feature of the Gateway community, our complex provides a state-of-the-art facility for soccer enthusiasts of all ages and skill levels. Whether you're a seasoned player or just beginning, Sherman Soccer Complex offers a welcoming atmosphere for everyone. Our park is adjacent to the Gateway Community Development District’s first Dog Park, providing a perfect spot for dog owners to enjoy a day out with their furry friends. The dog park features separate fenced areas for large and small dogs, ensuring a safe and enjoyable experience for all.

Welcome to Paradise Exteriors Windows and Doors, your trusted partner for premium window and door solutions in St. Petersburg, Florida. Located at 9741 International Court North, our family-owned business has been proudly serving the community for over 15 years under the expert guidance of Dan Beckner. As a fully licensed and insured general contractor, we specialize in hurricane impact window installation, offering top-tier products that are dealer-direct and backed by our Best Price Guarantee and industry-leading warranty. At Paradise Exteriors, we are committed to delivering exceptional knowledge and unbeatable customer service. Our expertise lies in replacing windows and doors to enhance your home's energy efficiency, security, and aesthetics. We cater to both residential and commercial clients, providing a diverse range of specialized services from standard replacements to advanced, impact-resistant installations designed to withstand Florida's challenging climate.

Welcome to Buona Vista Roofing At Buona Vista Roofing, located at 1116 Palmetto Avenue, Lehigh Acres, Florida, we are your trusted roofing contractor specializing in residential, commercial, and industrial roofing solutions. With a commitment to excellence and a reputation as South Florida’s premier roofing contractor, we provide expert services including repairs, installations, and comprehensive evaluations for all types of roofs.

Welcome to Presto! ATM at Publix Super Market, conveniently located at 4370 Thomasson Drive, Naples, Florida 34112. As part of a trusted network owned and operated by Publix, Presto! offers a seamless and secure way to access your cash without the hassle of ATM surcharge fees, provided your financial institution is a Presto! network member. With over 1,350 locations across Florida and several other states, including Georgia, Alabama, Tennessee, North Carolina, South Carolina, Virginia, and Kentucky, Presto! ATMs are always nearby. Enjoy the convenience of 24/7 access to your funds, skipping long bank lines and getting cash on-the-go at your local Publix store.