TOP 30 High net worth in Florida
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Kent, Valdes, Hays Group - Morgan Stanley
Kent, Valdes, Hays Group at Morgan Stanley is a leading financial institution located in Plantation, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term growth and stability, we offer a wide range of investment strategies tailored to each client's unique needs. Visit us at 1200 South Pine Island Road to learn how we can help you secure your financial future.
Bette Hochberger, CPA, CGMA
Welcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 3980 North 42nd Terrace, Hollywood, Florida, delivering cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. With a focus on industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette specializes in catering to clients with overseas business interests. Bette, an MIT alumna, supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals. As Florida’s business-friendly climate attracts talent from high-tax states, Bette offers expertise in swiftly establishing Florida domicile and minimizing taxation from former states.
The Carvalho-Yates Group - Morgan Stanley
The Carvalho-Yates Group at Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. The team at The Carvalho-Yates Group is dedicated to providing personalized and comprehensive financial planning strategies to help clients achieve their financial goals. With a focus on integrity and professionalism, The Carvalho-Yates Group at Morgan Stanley is committed to delivering top-tier financial services to individuals, families, and businesses in the Miami area and beyond.
Sara Bendo - Morgan Stanley
Sara Bendo - Morgan Stanley is a renowned finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong reputation for excellence in financial services, Sara Bendo - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sara Bendo - Morgan Stanley is committed to helping you achieve your financial objectives.
Harris Laura
Harris Laura, located at 900 North 12th Avenue in Pensacola, Florida, is an accounting and finance institution that is a member of the BDO Alliance USA. As of June 1, 2018, Saltmarsh, the parent company of Harris Laura, has been recognized as an independent member firm of the BDO Alliance USA. With a team of experienced professionals, Harris Laura offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits administration. The professionals at Harris Laura are committed to helping clients achieve their financial goals by providing personalized attention and access to industry experts. The firm has a long-standing reputation for building strong relationships with clients and offering sound advice. Founded in the 1940s, Harris Laura has thrived through generations of ownership and continues to serve individuals, businesses, and high net worth individuals with a variety of compliance and consulting services.
Resort Capital Group
Resort Capital Group is a luxurious lodging institution located at 16403 Brookfield Estates Way in the beautiful city of Delray Beach, Florida, United States. With a prime location near the stunning beaches of the Sunshine State, this resort offers top-notch accommodations and amenities for a truly unforgettable stay. Whether you're looking for a relaxing getaway or a fun-filled vacation, Resort Capital Group has everything you need to make your stay memorable. Experience the ultimate in comfort and hospitality at this premier lodging destination.
SDG Accountants
SDG Accountants, located at 13036 Garridan Avenue in Windermere, Florida, offers top-notch tax and bookkeeping services for individuals with international interests. Specializing in serving expats, multinationals, and high-net-worth individuals, our team at SDG understands the complexities of international tax issues and is well-versed in U.S. tax laws. Unlocking Section 179 Write-Offs for Vehicles with SDG
Baum Book
Baum Book is a specialized accounting and finance institution located at 120 East 4th Avenue in Mount Dora, Florida, United States. Our services cater to individuals who have achieved a certain level of success and wealth but are too busy to manage the tedious financial tasks that come with it. Whether you need assistance with remembering bill due dates, insurance renewals, tax payments, or creating accurate NBVs for your passive-income streams or property investments, Baum Book is here to help. We can also create amortization schedules and track loan repayments for those who provide loans to friends or family.
SDG Accountant LLC
SDG Accountant LLC, located at 301 41st Avenue, St. Pete Beach, Florida, United States, is a premier accounting and finance institution specializing in providing top-notch tax and bookkeeping services to individuals with international interests, including expats, multinationals, and high-net-worth individuals. Unlike general tax preparers, SDG Accountants have a deep understanding of U.S. tax laws, making them experts in handling specialized international tax issues. Unlocking Section 179 Write-Offs for Vehicles with SDG, and decoding alimony and separation taxation for Miami and Tampa residents are just a few examples of the exceptional services provided by SDG Accountants. Clients have praised the firm for their commitment to providing great financial advice, excellent customer service, and quick service in filing taxes.
Crown & Company, CPAs
Crown & Company, CPAs is a reputable accounting and finance institution located at 107 Hampton Road in Clearwater, Florida, United States. Specializing in serving high net worth individuals and closely held businesses of all sizes, our team of experts provides top-notch accounting and business advisory services. Our client acceptance process is designed to ensure that we only take on work and projects that will lead to our clients' success. Welcome to Crown & Company, CPAs - where your financial goals are our top priority.
Bishoff + Associates, PLLC CPAs
Bishoff Associates, PLLC CPAs is a trusted accounting and finance institution located at 3834 West Humphrey Street in Tampa, Florida, United States. Our team goes beyond the numbers to provide deep analysis and strategic guidance, allowing you to make sound business decisions with confidence. We offer a range of services, including payroll management, estate and trust services, and business debt management. Our online apps make it easy to conduct business with us, and we focus on using the right technology to have a big impact on your small business. Let us take the stress out of running your business so you can focus on what you do best. Join us in focusing on the wellness of your business, body, and mind, and learn how to survive supply chain disruptions with our expert tips. Whether you need help with payroll, estate planning, or managing business debt, Bishoff Associates, PLLC CPAs is here to help.
Pasternack Associates LLC
Pasternack Associates LLC is a finance institution located at 1200 Northwest 17th Avenue in Delray Beach, Florida, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement strategies, Pasternack Associates LLC is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to personalized service, this institution is a trusted partner for individuals and businesses looking to secure their financial future.
Legacy Luxury Agency LLC
Legacy Luxury Agency LLC is a prestigious accounting and finance institution located at 860 U.S. 1 in North Palm Beach, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Legacy Luxury Agency LLC is the go-to destination for individuals and businesses seeking expert financial advice and support. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with tax planning, investment management, or financial consulting, Legacy Luxury Agency LLC is the trusted partner you can rely on.
Group Enamorado
Group Enamorado is a finance institution located at 4645 Gun Club Road in West Palm Beach, Florida. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Group Enamorado is here to help. Contact us today to learn more about how we can assist you with your financial needs.
Perry & Group, CPA, LLC
Perry & Group, CPA, LLC is a leading accounting and finance institution located at 900 North Olive Avenue in West Palm Beach, Florida, United States. Our team of experts specializes in helping small businesses thrive, assisting high net worth individuals in securing their financial future, and supporting all clients in reaching new levels of success. With a focus on providing personalized and tax-efficient plans tailored to each client's specific goals, we are dedicated to helping our clients achieve financial success. Led by our experienced Partners, including founder Jarrett A. Perry CPA CGMA and Michael Merritt CPA, with over 40 years of combined Certified Public Accounting and Tax services experience, we are known for successfully taking new tax positions that save our clients money. Our firm offers exceptional accounting, tax, and financial services, personalized for each client's unique financial plan. In addition, we go beyond traditional CPA services by offering comprehensive financial planning solutions through our registered investment advisory firm, Coastal Way Financial Group, LLC.
Fiske - Legal Litigation Solutions
Fiske - Legal Litigation Solutions is a highly reputable accounting and finance institution located at 2385 Northwest Executive Center Drive in Boca Raton, Florida, United States. Many businesses and high-net-worth individuals trust Fiske for a wide range of accounting and tax services, including tax advice, preparation, litigation support, business valuation, and advisory services. Their team of certified public accountants, Certified Fraud Examiners, and Certified Financial Forensics professionals specialize in forensic accounting services to help individuals and businesses protect their assets. Whether it's employee theft, fraud, embezzlement, divorce, civil litigation, or probate matters, Fiske's experts can provide expert testimony and accurate financial analysis.
Daszkal Bolton LLP
Daszkal Bolton LLP is a leading accounting and finance institution located at 2401 Northwest Boca Raton Boulevard in Boca Raton, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, audit and assurance, business consulting, and wealth management. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are a small business owner or a high-net-worth individual, Daszkal Bolton LLP is dedicated to helping you achieve your financial goals.
Strategy's Insurance & Financials LLC
Strategy's Insurance & Financials LLC is a comprehensive financial services institution located at 5264 North University Drive in Lauderhill, Florida. Specializing in accounting, finance, health, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your assets, or plan for your retirement, we are here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Executive Tax Service
Executive Tax Service is an accounting firm located at 5931 Northwest 173rd Drive in Hialeah, Florida. Our team of accountants is dedicated to helping you and your business with all of your accounting and tax planning needs. Whether you need assistance with tax planning for your personal goals or help with starting your business, we are here to guide you every step of the way. Our accountants regularly attend seminars to stay up-to-date on the latest information, laws, regulations, and techniques in the field of accounting. We can help you plan for your taxes before your business is even up and running, ensuring that you are prepared for success from the start.
Executive Tax Specialist
Executive Tax Specialist is a leading accounting and finance institution located in Plantation, Florida, United States. Our team of experts specializes in providing top-notch tax services for executives and high-net-worth individuals. With years of experience and a deep understanding of tax laws and regulations, we are dedicated to helping our clients navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax planning, compliance, or IRS representation, Executive Tax Specialist is here to help you achieve your financial goals.
Crowe LLP
Crowe LLP is a leading accounting and finance institution located at 1395 Brickell Avenue in Miami, Florida, United States. With a strong reputation for providing high-quality financial services, Crowe LLP offers a wide range of accounting and consulting services to clients in various industries. Their team of experienced professionals is dedicated to helping businesses achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, auditing, or financial advisory services, Crowe LLP is committed to providing personalized solutions tailored to meet your specific needs. Contact them today to learn more about how they can help your business succeed.
Quilca CPA Group
Quilca CPA Group, located at 10800 Biscayne Boulevard in Miami, Florida, is a leading accounting and finance institution dedicated to helping companies make better financial decisions. With a focus on building strategies for business success, Quilca CPA Group offers a range of services including tax planning, bookkeeping, sales tax compliance, and international tax planning. Their team of qualified professionals is committed to providing high-quality, industry-specific services that exceed client expectations. With a passion for learning and staying up-to-date on the latest tax laws, Quilca CPA Group can help businesses and individuals navigate complex financial matters with ease. Whether you're a start-up, small business, real estate investor, or high net worth individual, Quilca CPA Group is here to provide you with the personalized financial guidance you need to achieve your goals. Contact them today for a free consultation and see how they can help you grow and succeed.
Nikolson antoine investings management llc
Nikolson Antoine Investments Management LLC is a renowned accounting and finance institution located at 2719 Hollywood Boulevard in Hollywood, Florida, United States. With a team of expert financial advisors and accountants, we provide top-notch investment management services to help our clients achieve their financial goals. Our commitment to excellence and client satisfaction sets us apart as a trusted partner in managing your investments. Contact us today to learn more about how we can help you secure your financial future.
Alonso Domingo CPA
Alonso Domingo CPA is a reputable accounting and finance institution located at 5805 Waterford District Drive in Miami, Florida, United States. Specializing in international and domestic tax planning and compliance, business consulting, and client accounting services, Alonso Domingo caters to individuals and businesses in various industries such as real estate, hospitality, transportation, and investment companies. With a diverse client base including high-net-worth individuals and closely held businesses operating both in the U.S and abroad, Alonso Domingo ensures that every client receives personalized attention and top-notch service. He is dedicated to being available to clients seeking solutions at all times and takes pride in being a valued member of the Miami banking community. Alonso Domingo holds a Bachelor's degree from the University of Puerto Rico at Rio Piedras and a Master's degree from the University of Puerto Rico at Mayagüez. As a member of PrimeGlobal, a global association of independent accounting firms and business advisors, Alonso Domingo is committed to providing expert financial services to clients while upholding the highest standards of professionalism and integrity. Please note that PrimeGlobal does not offer professional services directly to clients, and each member firm operates independently as a separate legal entity.
Alpine Mar – Florida CPA Firm
Alpine Mar is a Florida CPA Firm located at 515 East Las Olas Boulevard in Fort Lauderdale, United States. Specializing in accounting and finance services, we offer expert tax planning, efficient tax preparation, fractional CFO services, outsourced accounting, and transaction advisory services. Our experienced team provides a personalized approach to meet your specific financial needs, whether you are a small business or a high net-worth individual. We are members of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, ensuring the highest level of professionalism and expertise. Contact us today to discover how Alpine Mar can help you navigate the complexities of financial management and maximize your growth potential.
One In A Million Professional Services
One In A Million Professional Services is a finance institution located at 1716 Wallace Manor Loop in Winter Haven, Florida, United States. Our team of experts provides top-notch financial services to individuals and businesses, ensuring that every client receives personalized and professional assistance. With a reputation for excellence and a commitment to exceeding expectations, One In A Million Professional Services is your go-to destination for all your financial needs. Contact us today to experience the difference that our services can make for you.
Garcia & Carlson CPA
Garcia & Carlson CPA is a boutique public accounting firm located at 2367 Vanderbilt Beach Road in Naples, Florida. Specializing in tax, estate planning, family office, management consulting, advisory, and bookkeeping services, our clients include high net worth individuals, affluent families, and corporations across Florida and the United States. We work closely with tax, business, trust, and estate attorneys on complex tax matters, and do not manage money but rather collaborate with our client's wealth advisors. Founded by Evelyn Garcia, CPA, and Stacy Carlson, CPA, our team of highly accomplished and sought-after tax and accounting professionals have been serving the Naples community for over 30 years combined.
Luxury Smile Architects
Luxury Smile Architects is a prestigious dental institution located at 9100 South Dadeland Boulevard in Miami, Florida, United States. Our focus is on providing the highest level of dental artistry, where your smile is carefully sculpted by our team of experts in aesthetic perfection. We combine the latest digital dentistry innovations with a luxurious experience to ensure that every visit exceeds your expectations of dental care. At Luxury Smile Architects, we prioritize your comfort and satisfaction from the moment you walk through our doors. Our dedicated team ensures a seamless and stress-free experience, making each visit a pleasant one. With cutting-edge digital dentistry technologies, we deliver high-quality results that are designed to last a lifetime.
Million Dollar Listing Team- Florida Luxury Realty
The Million Dollar Listing Team at Florida Luxury Realty is a premier real estate agency located in Port Richey, Florida. Specializing in luxury properties, our team of experienced agents is dedicated to providing top-notch service to clients looking to buy or sell high-end homes in the area. With a strong reputation for excellence and a track record of successful transactions, we are committed to helping our clients achieve their real estate goals. Visit us at 11923 Oak Trail Way to see how we can assist you in finding your dream home or selling your current property.
The Grand Reserve at Maitland Park
The Grand Reserve at Maitland Park is a prestigious real estate agency located at 1939 Grand Isle Circle in Orlando, Florida. Our team of dedicated professionals is committed to providing exceptional service to our clients, whether they are looking to buy, sell, or rent property in the area. With a focus on luxury homes and exclusive properties, we strive to exceed expectations and make the buying or selling process as smooth and stress-free as possible. Contact us today to experience the unparalleled service and expertise of The Grand Reserve at Maitland Park.
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