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TOP 30 Personalized tax advice in Plantation, FL
32 results found
Search for local businesses, places and services near you
Tax Credit USA
Tax Credit USA is a renowned accounting and finance institution located at 6601 Northwest 14th Street in Plantation, Florida, United States. With over a decade of experience, our team of tax professionals offers a wide range of services including tax preparation, bookkeeping, consulting, and more to small business owners and individuals. We are dedicated to helping businesses manage taxes effectively, reduce liabilities, and maximize profits. Our experienced team ensures accurate payroll processing and provides expert advice on managing finances, analyzing fiscal records, and growing your business. We offer personalized services tailored to each client's specific needs, from basic accounting to full CFO services. Trust Tax Credit USA to handle all your tax needs and keep your business running smoothly. Visit us today and experience the difference our expertise can make for your financial success.
Liberty Tax Service
Liberty Tax Service is a renowned accounting and finance institution located at 7 North State Road 7 in Plantation, Florida. With a team of experienced professionals, they offer expert tax preparation services, financial advice, and assistance with various accounting needs. Whether you are an individual or a business owner, Liberty Tax Service is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit their office in Plantation for personalized and efficient service that you can trust.
Key Tax Service
Key Tax Service is a comprehensive financial institution located at 959 Southwest 51st Avenue in Plantation, Florida. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, financial planning, or legal advice, our knowledgeable staff is here to provide personalized solutions to meet your specific needs. Visit us today and let Key Tax Service be your trusted partner in achieving financial success.
Dan Cato - State Farm Insurance Agent
Dan Cato - State Farm Insurance Agent is an insurance agency located at 9633 West Broward Boulevard in Plantation, Florida. Situated in the Central Park Place Shopping Plaza, between Pine Island and Nob Hill on W Broward Blvd, Dan Cato Insurance Agency proudly serves South Florida with a range of insurance options including Auto, Home, Renters, Condo, Recreational Vehicles, Watercraft, Life, and Business Insurance. With over 41 years of experience as a State Farm agent and 47 years living in Plantation, Dan Cato and his team of licensed insurance professionals have the expertise to help you with your specific insurance needs. They understand the challenges of the South Florida insurance market and are dedicated to protecting what is important to you. In addition to traditional insurance options, State Farm also offers Life insurance, with a focus on providing the right policy for your budget during Life Insurance Awareness Month. Whether you are a business owner looking to protect your financial goals or a senior navigating housing options, Dan Cato - State Farm Insurance Agent is here to help. Please note that sensitive personal information should not be included in communications with the agency. For those using a screen reader and experiencing difficulty with the website, please call (954) 370-8100 for assistance. Life Insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten in the United States by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm entities do not provide tax or legal advice and recommend consulting a professional for advice on personal circumstances.
Rupert Brown - State Farm Insurance Agent
Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
The Saffer Financial Group, Inc.
The Saffer Financial Group, Inc. is a reputable finance and insurance agency located at 7860 Peters Road in Plantation, Florida, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we offer a wide range of services to meet your needs. Trust The Saffer Financial Group, Inc. to provide you with the expertise and guidance you need to secure your financial future.
Moore Rabinowitz Law
Moore Rabinowitz Law is a boutique law firm located in Plantation, Florida, specializing in family law and civil litigation. With over 80 years of combined experience, our AV Rated and board-certified attorneys serve clients throughout Florida, including Broward County, Miami-Dade County, Palm Beach County, Monroe County, and the entire Miami area. Our team takes a collaborative and results-driven approach to provide personalized legal counsel tailored to each client's unique needs. We handle a variety of family law matters, such as prenuptial agreements, divorce cases, and paternity disputes, with empathy and strategic planning.
Somera & Associates, PA
Somera & Associates, PA is a premier ticket lawyer and traffic attorney institution located at 2401 PGA Boulevard, Palm Beach Gardens, Florida, United States. This family-owned business has been providing quality legal services throughout the state of Florida since 1998. With convenient offices in Boca Raton, Wellington, Palm Beach Gardens, and Plantation, Somera & Associates, PA is dedicated to serving their clients in the areas of traffic and criminal defense, including DUI cases. The firm, led by Michael D. Somera and Jessica M. Somera, has vast experience in handling thousands of non-jury trials and over 125 jury trials. Their expertise extends to Broward County and Palm Beach County, covering a wide range of cities. With a focus on personalized service and professional representation, Somera & Associates, PA is committed to providing top-notch legal assistance to their clients.
Elder Needs Law, PLLC - Medicaid, Estate Planning & Probate Law Firm
Elder Needs Law, PLLC is a Medicaid, Estate Planning & Probate Law Firm located at 8551 West Sunrise Boulevard, Plantation, Florida, United States. Our team of experienced lawyers specializes in helping seniors and their families navigate complex legal issues related to long-term care planning, Medicaid eligibility, estate planning, and probate. We are dedicated to providing compassionate and personalized legal services to ensure our clients' needs are met and their assets are protected. Contact us today to schedule a consultation and discuss how we can assist you with your elder law needs.
Carlos M. Amor, P.A.
Carlos M. Amor, P.A. is a finance and legal institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Specializing in a wide range of financial and legal services, including estate planning, tax law, business law, and more, our team of experienced professionals is dedicated to providing top-notch advice and representation to our clients. With a commitment to excellence and personalized service, Carlos M. Amor, P.A. is the go-to institution for all your financial and legal needs.
Koppel and Associates, P.A.
Koppel and Associates, P.A. is a reputable law firm located in Plantation, Florida. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of assistance with various legal matters. From personal injury cases to family law disputes, our firm offers comprehensive legal representation tailored to meet the unique needs of each individual client. With a commitment to excellence and a track record of success, Koppel and Associates, P.A. is the go-to law firm for those seeking skilled and reliable legal counsel. Visit us at 817 South University Drive to learn more about how we can help you.
Capstone Consulting, Inc. | Robert B. Colman
Capstone Consulting, Inc. | Robert B. Colman is a finance and insurance agency located at 10097 Cleary Boulevard in Plantation, Florida, United States. With a focus on providing expert financial advice and insurance solutions, the institution offers personalized services to help clients achieve their financial goals and protect their assets. Led by Robert B. Colman, the team at Capstone Consulting is dedicated to providing top-notch financial planning and insurance services to individuals and businesses in the Plantation area.
Pinnacle Financial Advisors of America LLC
Pinnacle Financial Advisors of America LLC is a reputable finance and insurance agency located at 8201 Peters Road in Plantation, Florida, United States. With a team of experienced and knowledgeable advisors, we specialize in providing personalized financial planning and insurance solutions to help our clients achieve their financial goals. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in managing your finances and protecting your assets. Contact us today to learn more about how we can help you secure a stable financial future.
Singer Wealth
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.
Fortune 360 Group LLC
Fortune 360 Group LLC is a leading finance, health, and insurance agency located at 8211 West Broward Boulevard in Plantation, Florida, United States. Our team of experts is dedicated to providing comprehensive financial planning, health insurance solutions, and insurance products tailored to meet the unique needs of our clients. With a focus on personalized service and a commitment to excellence, Fortune 360 Group LLC is your trusted partner in securing your financial future and protecting your health and assets. Contact us today to learn more about how we can help you achieve your goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.
Dedicated CPA
Dedicated CPA is a premier accounting and finance institution located at 7520 Northwest 5th Street in Plantation, Florida. Our team of certified public accountants is committed to providing top-notch financial services to individuals and businesses in the area. With a focus on personalized attention and expert advice, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Dedicated CPA is here to help. Contact us today to schedule a consultation and see how we can support your financial success.
Tobias Financial Advisors
Tobias Financial Advisors, located in Plantation, Florida, is a finance institution dedicated to getting to know each client personally. Our team of experienced financial advisors will review your current financial situation, goals, and concerns to develop a customized comprehensive financial strategy and investment portfolio. We offer services such as finding low-cost investments, budgeting for healthcare expenses, estate planning, and maximizing tax deductions. With over 40 years of experience, our investment advisor representatives hold the CERTIFIED FINANCIAL PLANNER™ designation and act as fiduciaries, putting your best interests first. As a fee-only investment manager, we are committed to providing unbiased financial advice and adhering to the best practices and guidelines of The Institute for the Fiduciary Standard.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
Brett Goetz - Morgan Stanley
Brett Goetz - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Brett Goetz offers a wide range of financial services including wealth management, investment banking, asset management, and more. With a team of experienced financial advisors and analysts, they provide personalized financial solutions to help clients achieve their financial goals. Visit Brett Goetz - Morgan Stanley for expert financial advice and services tailored to your individual needs.
Bliss Wealth Management
Bliss Wealth Management is a leading financial institution located at 817 South University Drive in Plantation, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Bliss Wealth Management, we prioritize personalized service, strategic planning, and a commitment to excellence. Contact us today to schedule a consultation and start on the path to financial success.
Julie Morris Axelrod - Morgan Stanley
Julie Morris Axelrod - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Julie Morris Axelrod - Morgan Stanley is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Julie Morris Axelrod - Morgan Stanley to help you navigate the complexities of the financial world with confidence and expertise.
Jackier O Hurtado - Morgan Stanley
Jackier O Hurtado - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and investment advice to our clients. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are here to help you every step of the way. With a focus on personalized service and tailored financial solutions, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
Pilar Estrella - Morgan Stanley
Pilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.
H&R Block
H&R Block is a well-known accounting and finance institution located at 1265 South Pine Island Road in Plantation, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
Fadgen Jerry CPA
Fadgen Jerry CPA is a reputable accounting and finance institution located at 21 East Acre Drive in Plantation, Florida, United States. With years of experience in the industry, Fadgen Jerry CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax filing or financial advice, Fadgen Jerry CPA is here to assist you with all your accounting and finance needs.
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.
Schwartz Harvey CPA
Schwartz Harvey CPA is a reputable accounting and finance institution located at 10821 Northwest 9th Court in Plantation, Florida, United States. Our team of experienced certified public accountants provides a wide range of services including tax preparation, auditing, financial planning, and consulting. With a focus on personalized attention and expert advice, Schwartz Harvey CPA is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Hammer Navarro Tanoli And Associates, PA
Hammer Navarro Tanoli And Associates, PA is a reputable accounting and finance institution located at 400 Northwest 74th Avenue in Plantation, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for all financial needs.
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