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TOP 30 Purposeful strategy consulting in Florida
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Hoffman David M CPA
Hoffman David M CPA is a trusted accounting and finance institution located at 101 Northeast 1st Avenue in Ocala, Florida, United States. Our mission is to improve YOUR business all around with practical strategy and valuable insight. From startup to retirement, we are here to be your trusted business partner in every stage of your life and business. Whether you are a small business or a large, multi-million dollar operation, H2 Advisors is the ideal firm to deliver accounting guidance, review, and support. Our team of experienced tax specialists provides comprehensive tax planning and preparation for individuals and businesses.
Suncoast CPA Group
Suncoast CPA Group, located at 5471 Spring Hill Drive in Spring Hill, Florida, is a full-service accounting and finance institution. If you have been searching for a "CPA near me" or "accountant near me," look no further. We specialize in taking care of your bookkeeping needs so that you can focus on running your business. Our team offers one-on-one guidance and comprehensive financial planning to help you build and preserve your personal wealth. We are experts in resolving tax problems and pride ourselves on being efficient, affordable, and discreet. Our proactive tax-saving strategies can maximize your after-tax income. Whether you are a small business owner or an individual, we provide tailored solutions to meet your financial needs.
Oxford Advisory Group | Financial Advisors
Oxford Advisory Group is a finance institution located at 2250 State Route 50, Clermont, Florida, United States. Specializing in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security, Oxford Advisory Group is recognized by various media outlets for their financial services and insights. They offer guidance on navigating the complexities of tax and income, helping individuals and families achieve their ideal retirements. As part of AdventHealth Foundation Central Florida’s Professional Advisory Network, they collaborate with AdventHealth to meet charitable needs and support community health and wellbeing through philanthropy. Registered with the U.S. Securities and Exchange Commission, Oxford Advisory Group provides investment advisory services and offers a range of financial products. Their website offers general information for informational purposes only, and individuals are encouraged to consult with their own tax or legal advisers before making any decisions. Oxford Advisory Group is a member of the Forbes Finance Council and is committed to providing clients with knowledge and foresight for their financial journey.
Dillard & Associates Wealth Management
Dillard & Associates Wealth Management is a finance institution located at 2220 ClusterOak Drive, Clermont, Florida, United States. Stop by our office for a complimentary visit where we can discuss your financial goals and concerns in a relaxed atmosphere. Prefer an online meeting? No problem, you can schedule a complimentary one-on-one video conference from the comfort of your own home. We specialize in addressing rising health care costs by looking at Medicare, Parts A, B, and long-term care options. Many pre-retirees lack a plan for retirement spending and income sources, causing anxiety for retirees. Schedule a meeting with us to discover what your ideal retirement looks like. Our proprietary process will analyze your current financial situation and create a custom strategy to help you reach your retirement goals. Investment advisory products and services are offered through AE Wealth Management, LLC, while insurance products are offered through Dillard & Associates, LLC. Investing involves risk, and individuals should consult with a qualified professional before making any purchasing decisions. Annuity guarantees are backed by the financial strength of the issuing insurance company. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.
Biznct
Biznct is a cutting-edge institution located in Ocala, Florida, United States, at 1202 Southwest 17th Street. We specialize in helping businesses increase brand awareness, conversion rates, customer satisfaction, and brand loyalty while remaining cost-effective. Our team stays up to date on the latest trends and utilizes meditation to fuel our creativity. We offer services such as search engine optimization to maximize website engagement, marketing research, financial analysis, and executive summary construction for businesses. Additionally, we provide quality short videos and event coverage for commercial purposes.
LJAKE FINANCIAL GROUP
LJAKE Financial Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance and insurance agency that has been providing expert financial advice and services since 2011. Our team works closely with clients to document their goals and create personalized investment strategies that align with their risk tolerance and financial objectives. We offer a full range of services, including professional consulting, investments, insurance, asset protection, and estate planning. Our experienced team is dedicated to helping both businesses and individuals diversify their portfolios, manage assets, analyze market trends, and reduce financial risk.
Oxford Advisory Group
Oxford Advisory Group, located at 100 East New York Avenue in DeLand, Florida, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security. The institution is recognized by various media outlets for their financial services and insights. They offer resources to help individuals navigate through the complexities of tax and income, empowering them to preserve more of their wealth. Oxford Advisory Group also helps individuals and families achieve their ideal retirements and is a proud member of AdventHealth Foundation Central Florida’s Professional Advisory Network, collaborating with AdventHealth to ensure charitable needs are met. Please note that the information provided on the Oxford Advisory Group website is general in nature and for informational purposes only. It is not intended as investment advice or a recommendation to purchase or sell any specific security. Past performance is not a guarantee of future results. Individuals are advised to consult with their own tax or legal advisers before entering into any advisory contract. Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. The UCF Knights and The UCF Athletics are not affiliated with or endorsing Oxford Wealth Group LLC. Oxford Advisory Group is a member of the Forbes Finance Council.
360 Financial Firm, LLC
360 Financial Firm, LLC, located at 2250 Lucien Way, Maitland, Florida, is a finance institution dedicated to helping clients visualize, build, and secure their financial futures. Specializing in comprehensive strategies for individuals, businesses, and business owners, we offer personalized solutions for a diverse range of client needs. Whether you are looking to protect against income loss or accumulate wealth, our team is here to assist you in achieving your financial goals. Certified by the Certified Financial Planner Board of Standards Inc., we uphold the highest standard of service for our clients. Securities are offered through J.W. Cole Financial, Inc. (JWC) and advisory services are provided by J.W. Cole Advisors, Inc. (JWCA). We are committed to transparency and encourage clients to review our Form CRS and Disclosure Supplement.
Gulf Coast Financial Planning LLC
Gulf Coast Financial Planning LLC, located at 9015 Town Center Parkway in Bradenton, Florida, is a finance institution dedicated to helping clients create personalized financial plans to achieve confidence and financial freedom. By scheduling a meeting with their team, clients can explore what their ideal retirement looks like and receive a custom strategy tailored to their unique goals. Using The Retirement Investment Roadmap™, Gulf Coast Financial Planning LLC will analyze the client's current financial situation and determine their retirement needs. The institution also offers insurance products through Gulf Coast Financial Planning LLC's insurance business, as well as investment advisory services through AE Wealth Management, LLC. With a focus on ensuring clients can live well both now and in retirement, Gulf Coast Financial Planning LLC emphasizes the importance of having a solid financial strategy in place.
Retallick Financial Group
Retallick Financial Group, located at 1990 Main Street in Sarasota, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals through insurance products. Led by Don Retallick, the team at Retallick Financial Group believes in honesty, integrity, and a commitment to simplifying the complexities of retirement planning in today's volatile climate. Their seminars, held at upscale restaurants, offer gourmet meals alongside informational presentations on retirement strategies and market insights. Retallick Financial Group prioritizes protecting clients' principal, providing a reasonable rate of return, and keeping financial plans simple.
Sandy Morris Financial & Estate Planning Services LLC.
Sandy Morris Financial & Estate Planning Services LLC, located at 10015 Gallant Lane in Tampa, Florida, is dedicated to providing personalized financial support and guidance to help you achieve a future filled with purpose, passion, and fulfillment. Our team of financial specialists will work with you to create clear retirement strategies tailored to your unique dreams and goals. We offer comprehensive retirement planning services that focus on delivering consistent income, managing investment risk, planning for healthcare needs, minimizing tax liabilities, and protecting your assets for the long term. Our Financial House planning process is designed to guide you through retirement, ensuring that your legacy vision is protected and fulfilled.
Matterhorn Business Development
Matterhorn Business Development, located at 600 Cleveland Street in Clearwater, Florida, is dedicated to helping small businesses overcome common challenges and take control of their success. With a focus on marketing, sales, delivery, and management strategies, we provide personalized guidance and support to put you back in the driver's seat of your business. Through assessments, custom action plans, and regular coaching calls, we help you work on your business instead of in it, unlocking the freedom and success you deserve as an entrepreneur. Our team has decades of experience in identifying and addressing hidden revenue losses, allowing you to achieve your goals and fulfill your true purpose as a business owner. Let us help you navigate the complexities of running a business and reach your full potential.
Joiner & Savasuk CPA PLLC
Joiner & Savasuk CPA PLLC is a reputable accounting and finance institution located at 701 JC Center Court in Port Charlotte, Florida, United States. The institution is led by Scott Joiner, a Certified Public Accountant, Certified Valuation Analyst, and Master Analyst in Financial Forensics, who has previous experience working with Arthur Young and Price Waterhouse. Kim Savasuk, also a Certified Public Accountant, is part of the team with both Scott and Kim holding bachelor's and master's degrees in accounting. At Joiner & Savasuk CPA PLLC, the focus is on providing personalized attention to each client, helping them navigate through life's financial challenges. The team stays updated on accounting and tax changes through continuous professional education. Services offered include income tax return preparation for various entities, representation before the IRS, and financial statement services such as compilations, reviews, and audits.
Freedom Financial Investment Advisor Group
Freedom Financial Investment Advisor Group, located at 2069 First Street in Fort Myers, Florida, is a trusted and reliable financial institution dedicated to providing personalized financial strategies with a focus on tax savings. Founded in 2006 as an Independent Financial Services Company, Freedom Tax & Financial offers a wide range of Complete Financial Services to meet the unique needs and goals of their clients. Led by experienced Financial Advisor Mike Stone, who has been serving clients since 1989 and holds multiple securities registrations, including Series 7, 8, 24, 63, and 65, Freedom Tax & Financial prides itself on offering independent advice and recommendations without any proprietary products or sales quotas. Whether you are planning for retirement or already enjoying it, Freedom Tax & Financial has the tools and knowledge to help you reach your financial goals.
Max Business Profits, Sergio DeCesare- Proprietor
Max Business Profits, owned by Sergio DeCesare, is a finance institution located at 3461 14th Avenue Northeast, Naples, Florida, United States. The company was named with a purpose - to help business owners maximize their profits. With clients across the mainland U.S., including Washington D.C., Max Business Profits uses technology to assist clients effectively regardless of location. Sergio DeCesare's coaching practice focuses on optimizing profit through operational excellence and lead generation. Having experienced scarcity in his own life, Sergio is passionate about helping others achieve success in both business and life. Through qualified perspective and accountability, clients can move towards making their dreams a reality. Max Business Profits specializes in small business coaching, strategic planning, marketing tactics, leadership development, and providing valuable insights to enhance business performance. If you're looking to maximize your profits and achieve success in your business, Max Business Profits is ready to help you thrive.
True Classic Wealth
True Classic Wealth is a finance institution located at 5660 Strand Court, Naples, Florida, United States. Our team of trusted financial planners can help you navigate the complexities of retirement planning, ensuring you have a solid strategy in place for the future. As an independent agency, we have access to a wide range of financial products, including annuities, to help you reach your retirement goals. We believe in a comprehensive approach to retirement planning, much like maintaining a classic car - balanced, topped off with air, and rolling in the right direction.
Darwish Financial
Darwish Financial is a finance institution located at 2359 Vanderbilt Beach Road in Naples, Florida, United States. Our mission is to help you achieve your financial goals and enjoy a fulfilling retirement. By scheduling a meeting with us, we can explore what your ideal retirement looks like and create a personalized plan using the Darwish Financial strategy. Our services include examining your current financial situation, determining your retirement needs, and providing a custom strategy to help you reach your unique retirement goals. At Darwish Financial, we offer informational seminars on retirement income strategies, wealth management, and more at our office located at 2367 Vanderbilt Beach Rd., Suite 809 in Naples, FL 34109. As an independent financial services firm, we utilize a variety of investment and insurance products to tailor retirement strategies to meet your individual needs and objectives.
The Ticket Clinic - A Law Firm
The Ticket Clinic - A Law Firm is located at 1333 West Colonial Drive in Orlando, Florida. Specializing in traffic ticket defense, their experienced lawyers can help you fight against costly fines and insurance increases resulting from traffic violations. Their team of Orlando traffic ticket lawyers will work to minimize the impact on your driving record and may even be able to have the ticket dismissed entirely. With reasonable fees and convenient payment options, The Ticket Clinic makes hiring a traffic ticket lawyer in Orlando affordable. Don't let a traffic citation ruin your record - contact The Ticket Clinic for expert legal representation. Please note that the information provided on their website is for general informational purposes and does not constitute legal advice. An attorney-client relationship is not established until a signed agreement is in place.
The Lexwerx Law Firm, LLC
The Lexwerx Law Firm, LLC is a strategic and experienced law firm located at 1550 West Cleveland Street in Tampa, Florida. Founded and led by Paul R. Ferreira, a decorated combat veteran, attorney, CPA, and certified fraud examiner with over 30 years of business experience, the firm specializes in providing legal support to committed owners of small businesses in Tampa Bay. Ideal clients for Lexwerx are small business owners with ten or more employees and annual revenues between $1 to $24 million, who are looking to grow and protect their business and family's well-being. While veteran-owned businesses or those with Department of Defense experience are welcome, it is not a requirement.
Atlas Financial Advisors, LLC
Atlas Financial Advisors, LLC is a finance institution located at 5002 T-Rex Avenue in Boca Raton, Florida, United States. We are a multi-strategy investment advisor dedicated to providing our clients with a wide range of investment strategies tailored to their financial goals and risk tolerances. With expertise in fixed-income products and structured investments, as well as proven equity strategies, we aim to help our clients achieve their financial objectives. Our team of industry professionals keeps our clients informed about market trends and opportunities, ensuring that they are financially literate and empowered to make informed decisions. As the financial landscape continues to evolve, we strive to guide our clients towards maximizing their investment potential.
Lucia Capital Group - Stuart
Lucia Capital Group in Stuart, Florida is a finance institution that offers personalized financial guidance and advice from a team of experienced professionals. They provide a personal financial dashboard tailored to your specific goals and help you craft a personalized strategy to work towards your financial objectives. As your fiduciary, their recommendations are based on what they believe fits your specific situation, not their compensation. With offices nationwide, Lucia Capital Group makes it easy to get in touch with a financial advisor to discuss your retirement planning goals. They offer a fully integrated wealth platform providing end-to-end investment strategies, asset management, and insurance services. Their team of CFP® and CFA® professionals are knowledgeable and experienced in financial planning, asset management, investment brokerage, and insurance services.
Private Client Advisor
Private Client Advisor, located at 2104 Southeast Ray's Way in Stuart, Florida, is a finance institution offering a range of services to help clients make the most of today's investment opportunities. As an Independent Financial Advisor, we provide personalized strategies for investment, retirement planning, risk management, and estate conservation. Our firm works closely with top investment and insurance providers to create customized portfolios that meet the unique needs of each client. Our website features informative articles and videos to help clients evaluate their financial goals and make informed decisions. Investment advisory services are provided by OWLFI RIA, LLC, with Mark Stratton as the investment adviser representative for Private Client Advisor. Please note that all content on our site is for informational purposes only and should not be considered as investment advice. Consult with a tax advisor or attorney for personalized advice regarding your financial circumstances. Contact us at 913-441-8380 or mark@owlfi.com for more information.
Coastal Wealth - Stuart
Coastal Wealth - Stuart is a premier financial solutions firm located at 759 Southwest Federal Highway in Stuart, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our team is committed to unwavering integrity, transparency, and ethical conduct, while embracing diversity and fostering an inclusive environment for unparalleled financial expertise. At Coastal Wealth, we offer tailored, comprehensive financial plans, meticulously crafted investment strategies, and strategic tax planning to align with your unique goals. Our dedicated team delivers comprehensive financial services that surpass individual capabilities, guided by responsibility, trust, and a commitment to excellence. Our mission is to navigate opportunities and redefine what is possible for our clients, pushing boundaries and unlocking new horizons. We strive to uphold the highest standards of excellence, transparency, and integrity in all that we do. Additionally, we are dedicated to supporting local charitable and civic organizations to make a positive impact on our community and the world.
Duncan Financial Management, Inc
Duncan Financial Management, Inc. is a finance institution located at 500 South Australian Avenue, West Palm Beach, Florida, United States. The institution provides a weekly update to clients every Monday, focusing on how changes in the world of finance may impact their financial future. With 36 years of experience in the financial services business, Jeff Duncan helps clients navigate through the noise to identify news and tax changes that could affect their finances. The DFM Path™ offers real answers to retirement questions, teaching individuals how to take control of their financial future. The institution also offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management, Inc. is an independent financial services firm that helps individuals create retirement strategies tailored to their needs and objectives. Please note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided by Duncan Financial Management, Inc. is for informational purposes only and should not be used as the sole basis for financial decisions.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 324 Royal Palm Way in Palm Beach, Florida, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with retirees, business owners, and corporate executives, but we are equipped to assist clients with a wide range of unique needs. We believe in building strong relationships with our clients, understanding their stories, goals, concerns, and dreams on a personal level. In addition to providing financial advice, U.S. Bank is committed to giving back to the community. Our team in Florida has contributed over $877,000 in foundation and corporate giving, as well as 8,000 volunteer hours to organizations such as the Kravis Center for the Performing Arts and the World Affairs Council of Palm Beach.
Kirsner Wealth Management (Stuart Estate Planning)
Kirsner Wealth Management (Stuart Estate Planning) is a finance institution located at 5350 West Hillsboro Boulevard in Coconut Creek, Florida, United States. They offer investment advisory products and services through AE Wealth Management, LLC, and insurance products through Stuart Estate Planning. Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys for additional advice. They emphasize the importance of consulting with a tax advisor or attorney before making any financial decisions. Please note that Jack Owen, Jr. Esquire is not affiliated with Kirsner Wealth Management or AEWM. It is important to understand that investing involves risk, and no investment strategy can guarantee a profit. The information provided on their website is for informational purposes only and should not be the sole basis for financial decisions. Annuity guarantees are backed by the issuing insurance company's financial strength, and annuities are not FDIC-insured. Neither Kirsner Wealth Management nor AEWM offers tax or legal advice, so individuals should seek guidance from qualified professionals before making any purchases.
Spectrum Planning Group
Spectrum Planning Group, located at 951 Yamato Road in Boca Raton, Florida, is a finance institution offering a full range of financial services, asset management, and investment products. Their goal is to help clients save their assets for purposes other than long-term care, while ensuring the quality of life for their spouses and loved ones. They address various challenges such as geographical boundaries, communication barriers, caregiving needs, and cognitive health issues. Operating with the highest standards of objectivity, professionalism, and integrity, Spectrum Planning Group prioritizes clients' interests. David Brown, a registered CFP® and ChFC®, offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Clients can expect personalized advice tailored to their specific needs and goals.
Glide Capital
Glide Capital, located at 3323 Northeast 163rd Street, North Miami Beach, Florida, United States, is a finance institution that offers a simple solution for wealth management firms to build customized portfolios of alternative investments. With a focus on providing cost-efficient structures, Glide Capital allows wealth managers to brand their own Special Purpose Vehicles (SPVs) in a short period of time. The institution offers a variety of solutions, including Glide Portfolios which provides a turn-key solution for wealth managers to create their own fund of alternative strategies. Glide sources investments, performs due diligence, and provides access to research reports and portfolio building tools through their proprietary technology. Wealth Managers benefit from low-cost institutional class products with low assets under management requirements.
Evolution Wealth Advisors
Evolution Wealth Advisors is a finance institution located in Aventura, Florida, United States. Committed to becoming your family's trusted advisor, we are an SEC-registered investment advisory firm dedicated to fulfilling the financial needs and objectives of our clients. Our experienced team works closely with each family to offer solutions that best fit their needs, lifestyle, and risk profile. We strive to streamline complexities and capitalize on wealth opportunities with intellectual rigor, in-depth customization, and committed assistance. Specializing in serving clients of Latin American origin, we take pride in providing a personalized approach and creating a positive experience. Our mission is to provide the highest quality service through discipline, knowledge, and financial guidance. We understand that each family is unique and complex, and our goal is to become the trusted advisor for all financial needs.
New Era Success LLC
New Era Success LLC is a finance institution located at 1001 North Federal Highway in Hallandale Beach, Florida, United States. We specialize in equipping individuals and businesses to meet their goals and secure funding. Our unique approach focuses on building business credit separate from personal credit, allowing for greater financial flexibility. With a customized plan, clients can start seeing results in as little as 6-9 months. We accept business Tax IDs and DUNS numbers for credit building purposes. Additionally, we offer assistance in building personal credit portfolios alongside business portfolios. Contact us today for more information and to have your questions answered.
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