Individual plans in Sunrise, Florida

Stuart M Rotman CPA is a reputable accounting and finance institution situated at 8551 West Sunrise Boulevard in Plantation, Florida, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Stuart M Rotman CPA is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Montero CPA Tax & Accounting Services is a professional accounting and finance institution located at 2574 North University Drive in Sunrise, Florida, United States. Our team of experienced CPAs and accountants provide a wide range of tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Montero CPA Tax & Accounting Services for all your financial needs.

KA Partner, LLC, located on East Sunrise Boulevard in Fort Lauderdale, Florida, is a finance institution dedicated to helping individuals make the most of their money. By providing intelligent money allocations, tax strategies, retirement planning, and budget strategies, we ensure that your hard-earned money is used effectively. Our holistic consulting approach takes into account your unique interests and goals, ensuring that your financial plan aligns with your life. At KA Partner, LLC, transparency, honesty, and trust are our top priorities. With no hidden fees or commissions, you can trust that your best interests are always put first. Whether you need help getting started with your finances or want to discuss a specific financial issue, our team is here to provide guidance and recommendations. Contact us at info@kapartner.org or call 786.346.5546 to start working towards a secure financial future.

Appelrouth Farah & Co is a leading accounting and finance institution located at 1571 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, Appelrouth Farah & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Trust Appelrouth Farah & Co to handle all your accounting and finance needs with precision and expertise.

Naeem CPA, PA is a professional accounting and finance institution located at 1560 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in accounting, payroll, tax preparation, and bookkeeping support, we are certified QuickBooks ProAdvisors and independent accounting professionals. Our team offers strategic insights to drive business success, with expertise in Cost Accounting, Inventory Management, and Manufacturing Accounting. We are dedicated to our clients and have successfully represented them in audits with the IRS, FTB, and EDD, keeping us up-to-date on tax laws for the toughest situations. Our experienced team develops strategies for both business and individual clients, working diligently even after tax season to tackle the most pressing financial issues. Trust Naeem CPA, PA to provide expert financial support for your business or personal needs.

Gregory Brown, CPA, P.A. is a reputable accounting and finance institution located at 1560 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Gregory Brown, CPA, P.A. for professional and personalized financial solutions to help them achieve their goals.

Rodriguez, Kinzbrunner & Company, LLP is a prominent accounting and finance firm located at 1560 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance.

David Weinstein, MBA CPA CFE is a reputable accounting and finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals, including Certified Public Accountants and Certified Fraud Examiners, they provide expert financial services to individuals and businesses. Specializing in areas such as tax preparation, audit services, and fraud investigation, David Weinstein, MBA CPA CFE is dedicated to helping clients achieve their financial goals with integrity and precision. Contact them today for all your accounting and finance needs.

CONNECTAX INC is a leading accounting and finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust CONNECTAX INC for all your accounting and finance needs.

ATD Solutions LLC, located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, is a trusted institution specializing in accounting and finance services. Since 1999, our team of Certified QuickBooks ProAdvisors and Accounting professionals have been providing clients with top-notch bookkeeping and software training support. We work closely with your CPA to reduce tax liability and become an integral part of your finance team. Our expertise includes QuickBooks consulting, financial management, payroll tax filings, and cleaning up QuickBooks files. Whether you are a business owner or an individual, we are here to help you with all your accounting needs. Our clients have praised our services for allowing them to focus on their core business while we handle their bookkeeping tasks efficiently. Contact ATD Solutions LLC today for professional accounting services that will benefit your business and personal finances.

The Legal Club of America Corporation is a prestigious institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. With a reputation for excellence in legal services, the club offers a wide range of benefits to its members including access to top attorneys, legal resources, and discounted rates on legal services. Joining the Legal Club of America Corporation ensures that you have expert legal support at your fingertips whenever you need it.

The Andersen Firm is an estate planning law firm located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Specializing in estate planning, asset protection, and estate settlement & probate, our team of experienced attorneys and legal staff are dedicated to helping clients maintain control of their assets and provide stability for themselves and their families. As you look down from your cloud, envisioning harmony and prosperity for your loved ones, our firm is here to assist you in creating a plan that addresses your concerns and ensures a secure future for you and your family. Led by President and Managing Partner Will Andersen, our team is committed to guiding you through complex issues and relationships to develop a personalized estate plan that meets the highest standards.

Wealth Core Financial is a leading financial institution located at 803 Shotgun Road in Sunrise, Florida, United States. Specializing in finance, our team of experts is dedicated to providing personalized financial solutions to help clients achieve their wealth management goals. From investment advising to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual. With a commitment to excellence and a focus on building long-term relationships, Wealth Core Financial is the trusted partner for all your financial needs.

Richards Wealth Group is a finance institution located at 1300 Concord Terrace, Sunrise, Florida, United States. As a business professional, your financial decisions can have a lasting impact, which is why having a financial advisor by your side is crucial. Richards Wealth Group is committed to taking care of your financial needs today, tomorrow, and into the future. They offer guidance on protection, retirement, and investment needs to help you achieve your goals and dreams. Whether you need help with budgeting, preparing for surprises, or navigating financial decisions during major life events like marriage or divorce, Richards Wealth Group is here to provide personalized support. Suzannah Richards, licensed with New York Life Insurance Company, offers insurance and securities products and services to individuals in various states. Additionally, she is a Financial Adviser with Eagle Strategies LLC, offering advisory services in select states. Ocean Wealth, operated by Richards Wealth Group, does not offer tax, legal, or accounting advice, so it's recommended to consult with your own professionals before making any decisions. Start building a comprehensive financial strategy with Richards Wealth Group today.

Alex Palomino - TD Wealth Financial Advisor is a finance institution located at 12391 West Sunrise Boulevard in Plantation, Florida, United States. With over 175 advisors ready to connect with clients, TD Wealth offers a range of banking, lending, investment, and trust services through TD Bank. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Epoch Investment Partners, Inc. also provides investment management services to TD Wealth clients. TD Investment Services (US) and TD Automated Investing are digital platform offerings, while TD Wealth Management Services Inc. offers insurance products. TD Bank, N.A. and its affiliates are committed to providing comprehensive financial solutions for their clients.

The Financial Strategies Group is a leading finance institution located at 500 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a team of expert financial advisors and consultants, we offer a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, the Financial Strategies Group is here to help you navigate the complex world of finance with confidence and peace of mind.

Evan McGrath is a reputable finance and insurance agency located at 1300 Concord Terrace in Sunrise, Florida, United States. With a commitment to providing top-notch financial and insurance services, the institution caters to individuals and businesses looking for expert advice and solutions to meet their financial needs. The team at Evan McGrath is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Evan McGrath is here to assist you every step of the way.

JG Finances is a leading finance institution located at 9999 Summerbreeze Drive in Sunrise, Florida, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need assistance with investments, retirement planning, or managing your finances, JG Finances is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

W FINANCIAL, LLC is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. At our institution, we strive to help individuals understand the connection between their day-to-day finances and emotions to take control of their financial situation. We offer interesting calculators and videos on our website to assist you in managing your finances effectively. Budgeting doesn't have to be intimidating - we provide simple tips and tricks to help even beginners get started. Whether you're considering merging your finances after marriage or navigating the financial aspects of divorce, our experienced agent, Steven Weinkle, can guide you through the process.

Evelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.

Hugo Luis Camilo Bautista | Mint Financial Group is a reputable bank and finance institution located at 4577 North Nob Hill Road in Sunrise, Florida, United States. With a strong focus on providing top-notch financial services, they offer a wide range of banking products and investment opportunities to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and expert financial advice to their clients. Visit them today to experience the excellence in financial services that they have to offer.

ETI Premium Finance is a leading financial institution located at 1551 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in premium finance, they offer a range of financial services to help clients manage their insurance premiums effectively. With a team of experienced professionals, ETI Premium Finance is dedicated to providing personalized solutions and excellent customer service. Whether you are an individual or a business, you can trust ETI Premium Finance to help you navigate the complexities of insurance financing with ease.

Eulette Edwards, Financial Professional - New York Life is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution provides expert guidance on creating investment strategies, planning for future financial needs, and setting up estate plans to protect legacies. They also offer insurance options for employees, executives, business owners, and small businesses, as well as charitable giving and financial support for bereavement, education, and workplace initiatives. Eulette Edwards, a Registered Representative & Insurance Agent, is dedicated to helping clients understand their financial options and achieve their goals through personalized approaches tailored to their unique needs and circumstances. The institution aims to provide peace of mind and financial security for clients and their families, helping them navigate life's journey with confidence and support.

Robert H. Petrocelli Jr, Managing Director of Petrocelli Financial Services LLC, located at 1300 Concord Terrace, Sunrise, Florida, United States, is dedicated to providing comprehensive financial and insurance services. The team at Petrocelli Financial strives to exceed client expectations by offering expert knowledge, personalized service, and ongoing support. With a focus on creating custom financial solutions, the team helps clients protect their assets and plan for a secure future. Robert Petrocelli has been recognized as a Top Financial Security Professional by Forbes, showcasing his commitment to excellence in the industry. Licensed to offer insurance and securities products, Petrocelli Financial Services is a trusted resource for individuals seeking financial guidance. The team at Petrocelli Financial works closely with clients to understand their needs and goals, creating tailored programs to help them achieve financial success. With a dedication to excellence in service since 1979, Petrocelli Financial Services is a reliable partner for all your financial needs.

Advantage Plus Insurance Agency is a trusted insurance agency located at 7754 Northwest 44th Street in Sunrise, Florida. We provide a wide range of insurance products and services to meet the needs of individuals and businesses in the United States. Our experienced agents are dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Advantage Plus Insurance Agency is here to help you protect what matters most. Contact us today to learn more about our personalized insurance solutions.

Edward Jones - Financial Advisor: Jonathan Willingham is a reputable finance institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida. Jonathan Willingham is a knowledgeable and experienced financial advisor who provides personalized investment and wealth management services to help individuals reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Jonathan's guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan Willingham is committed to helping you achieve financial success.

Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is a renowned financial institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals led by William F Biddle, who holds certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers top-notch financial advisory services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial plan, Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.

Serenity Insurance Services is a reputable insurance agency located at 4141 Northwest 88th Avenue in Sunrise, Florida. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping you find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help. At Serenity Insurance Services, your peace of mind is our top priority. Contact us today to learn more about our services and how we can assist you with all of your insurance needs.

The Hartford is a reputable insurance agency located at 1631 Northwest 136th Avenue in Sunrise, Florida, United States. With a strong reputation for providing quality insurance products and services, The Hartford is dedicated to helping individuals and businesses protect what matters most. Whether you need auto, home, life, or business insurance, The Hartford offers a wide range of coverage options to meet your specific needs. Their team of experienced professionals is committed to providing personalized service and expert guidance to ensure you have the peace of mind knowing you are properly covered. Contact The Hartford today to learn more about their insurance solutions and how they can help you safeguard your assets.

Jackson Hewitt Tax Service is a finance institution located at 12555 West Sunrise Boulevard in Sunrise, Florida, United States. Our Tax Pros are ready to help you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. Located inside Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (954) 603-9512 to reserve time with a Tax Pro. Trust the Tax Pros at Jackson Hewitt to help you maximize your refund.