Specialized audit services in Lake Mary, FL
37 results found
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Marie's Notary - Melissa Aguirre
● ClosedMarie's Notary - Melissa Aguirre is a trusted finance institution located on Jack Lake Drive in Eustis, Florida. Specializing in notary services, Melissa Aguirre provides professional and reliable assistance for all your financial needs. Whether you need documents notarized or assistance with legal paperwork, Marie's Notary is dedicated to providing top-notch service to their clients. With a convenient location in Eustis, Florida, Marie's Notary - Melissa Aguirre is your go-to destination for all your finance-related needs.
Jack Lake Dr, Eustis, FL 32736, United States -
Steven R Adelson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSteven R Adelson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1525 International Parkway, Lake Mary, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for various individuals and businesses. As a trusted advisor, Steven R Adelson provides comprehensive financial solutions tailored to meet the unique needs of his clients.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSeth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1525 International Parkway, Lake Mary, Florida, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Advisors at Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing comprehensive financial planning and investment management services to individuals and businesses.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Digital Risk Lake Mary
● ClosedDigital Risk Lake Mary is a leading finance institution located in Lake Mary, Florida. Our team of experts specializes in managing and mitigating digital risks for our clients, offering unparalleled services to protect their financial assets and data. With a strong focus on cybersecurity and innovative technology solutions, we provide comprehensive risk assessment and management strategies to ensure the safety and security of our clients' digital assets. Visit us at 660 Century Point to learn more about how Digital Risk Lake Mary can help safeguard your financial future.
660 Century Point, Lake Mary, FL 32746, United States -
Oakley Retirement Services, Inc.
● OpenOakley Retirement Services, Inc. is a finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in retirement planning and financial services, Oakley Retirement Services, Inc. offers personalized solutions to help individuals prepare for their golden years. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Oakley Retirement Services, Inc. to secure their financial future.
255 Primera Blvd, Lake Mary, FL 32746, United States -
Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSeth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3820 Colonial Boulevard, Lake Mary, Florida, United States. Seth Bassoff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Seth Bassoff's expertise in various areas of financial planning and investment management, ensuring high-quality service for clients. The institution provides comprehensive financial planning services tailored to individual needs and goals, with a focus on ethical practices and real-world application of investment concepts.
3820 Colonial Blvd # 200, Lake Mary, FL 32746, United States -
Axe The Tax Services
● ClosedAxe The Tax Services is a finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. We specialize in helping individuals and businesses navigate the complexities of taxes, providing expert advice and assistance to ensure maximum savings and compliance with tax laws. Our team of experienced professionals is dedicated to providing top-notch service and personalized solutions to meet our clients' financial needs. Visit us today to experience the difference our expertise can make in your financial success.
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, United States -
U.S. TAX CENTERS & Small Business Services
● ClosedU.S. TAX CENTERS & Small Business Services is a professional institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in accounting and finance services, this institution provides expert guidance and support for individuals and small businesses in navigating the complex world of taxes and financial management. With a team of experienced professionals, U.S. TAX CENTERS & Small Business Services offers personalized solutions to help clients achieve their financial goals and maximize their returns. Whether you need assistance with tax preparation, bookkeeping, or financial planning, this institution is dedicated to providing top-notch service and expertise to meet your needs.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Padgett Business Services
● ClosedPadgett Business Services is a renowned accounting and finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a team of experienced professionals, Padgett Business Services offers a wide range of financial services including bookkeeping, tax preparation, payroll management, and financial planning. Whether you are a small business owner or an individual in need of financial assistance, Padgett Business Services is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you succeed financially.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States -
CollaborativeWEALTH
● ClosedCollaborativeWEALTH® is a finance and insurance agency located at 972 International Parkway, Lake Mary, Florida, United States. Our team of professionals specializes in financial planning and integrated wealth management, offering a wide range of services including investments, employee benefit plans, insurance, and more. We are dedicated to helping you build a strong financial foundation for yourself, your family, or your business by understanding how your goals, dreams, and financial life are interconnected. Our mission is to assist you in pursuing what truly matters to you, with personalized financial advice tailored to your specific situation. As a fee-based firm, we do not offer proprietary products, allowing us to provide unbiased guidance and recommendations. CollaborativeWEALTH® is registered with the SEC as an Investment Advisor and is affiliated with LPL Financial, a separate entity. Our advisors are registered representatives with LPL Financial and serve clients in multiple states across the U.S. Trust us to provide comprehensive financial planning, investment advice, and personalized client service to help you achieve financial success.
972 International Pkwy, Lake Mary, FL 32746, United States -
Breen Financial Management
● ClosedBreen Financial Management is a premier financial institution located at 1515 International Parkway in Lake Mary, Florida, United States. Specializing in finance, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Breen Financial Management is committed to providing top-notch financial guidance and support to individuals and businesses alike. Trust us to navigate the complex world of finance and help you make informed decisions to optimize your financial well-being. Visit us today and let us help you take control of your finances.
1515 International Pkwy STE 1019, Lake Mary, FL 32746, United States -
Aston Crest Wealth Management
● ClosedAston Crest Wealth Management is a leading financial institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced professionals specializes in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Aston Crest Wealth Management is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, United States -
CAPTRUST
● ClosedCAPTRUST is a leading financial institution located at 100 Colonial Center Parkway in Lake Mary, Florida, United States. Specializing in wealth management, investment advisory services, and retirement planning, CAPTRUST is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAPTRUST is a trusted partner for individuals and businesses seeking expert financial guidance.
100 Colonial Center Pkwy Suite 220, Lake Mary, FL 32746, United States -
CSsports
● OpenCSsports is a finance institution located at 1515 International Parkway in Lake Mary, Florida. We specialize in providing financial services to clients in the sports industry, offering expertise in investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping athletes, sports organizations, and other stakeholders achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, CSsports is committed to helping our clients succeed both on and off the field.
1515 International Pkwy STE 2019, Lake Mary, FL 32746, United States -
Foundational Wealth Planners
● ClosedFoundational Wealth Planners is a finance institution located at 952 International Parkway, Lake Mary, Florida, United States. Specializing in Financial Planning, Insurance, and Investment Advisory Services, we offer targeted strategies designed with your individual goals in mind. Our holistic approach is carefully and thoughtfully executed, building and maintaining close relationships with our clients founded on trust, respect, and integrity. As Financial Planners, we plan for tomorrow today, providing a clear picture of where you stand today, a vision of where you're going, and the strategy to help you get there. With periodic reviews, we ensure progress toward our clients' specific goals and objectives, offering solutions to financial challenges no matter what stage of life you are in.
952 International Pkwy #104, Lake Mary, FL 32746, United States -
REAP | Retirement & Estate Advisors & Professionals
● ClosedREAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
ShariaPortfolio, Inc
● ClosedShariaPortfolio, Inc is a finance institution located at 1331 South International Parkway in Lake Mary, Florida, United States. Specializing in Sharia-compliant investment solutions, they offer a range of financial products and services that adhere to Islamic principles. With a focus on ethical investing and socially responsible practices, ShariaPortfolio, Inc provides clients with opportunities to grow their wealth while staying true to their religious beliefs. Their team of experts is dedicated to helping individuals and businesses achieve their financial goals in a way that aligns with their values.
1331 S International Pkwy STE 2291, Lake Mary, FL 32746, United States -
Svejda & Company, Inc.
● ClosedSvejda & Company, Inc. is a finance institution located at 250 International Parkway in Lake Mary, Florida. Specializing in serving banks, credit unions, and savings and loan associations, Svejda & Company, Inc. offers consulting services to help financial institutions uncover hidden profit enhancement opportunities within their current operations. With over 30 years of experience, the company has completed profit enhancement projects for over 1,000 clients in the US and three foreign countries. Svejda & Company, Inc. has presented over 500 different profit enhancement ideas to help increase income and decrease expenses for financial institutions. Visit their website to learn more about how Svejda & Company, Inc. can assist your institution and read testimonials from satisfied clients who have achieved positive results with their help.
250 International Pkwy # 150, Lake Mary, FL 32746, United States -
SAGIS Tech Corp
● ClosedSAGIS Tech Corp is a leading finance institution located at 488 Sun Lake Circle in Lake Mary, Florida, United States. We specialize in providing innovative financial solutions to our clients, helping them achieve their goals and secure their financial future. Our team of experienced professionals is dedicated to delivering top-notch service and personalized advice to each client. Whether you are looking to invest, save for retirement, or manage your wealth, SAGIS Tech Corp is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
488 Sun Lake Cir #202, Lake Mary, FL 32746, United States -
Lanier & Company, P.A.
● ClosedLanier & Company, P.A. is a reputable accounting and finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution, previously known as Howard, Howard and Hodges, has been providing professional services to small businesses since 1961. With expertise in a wide variety of service industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce, Lanier & Company specializes in offering accounting, bookkeeping, payroll, and tax services to small business owners. As an active member of PASBA (Professional Association of Small Business Accountants) since 1997, Lanier & Company is able to leverage the collective resources of a nationwide network of CPAs and accountants to provide top-notch service and expertise to their clients. The institution was honored with the title of PASBA's Accounting Firm of the Year in 2015.
300 Colonial Center Pkwy #144, Lake Mary, FL 32746, United States -
Dias Wealth
● ClosedDias Wealth is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in wealth management, tax planning, estate planning, charitable giving, retirement income strategies, and asset protection, Dias Wealth offers personalized financial planning services tailored to each client's individual needs and goals. As fee-only advisors with fiduciary responsibility, the team at Dias Wealth prioritizes the best interests of their clients, providing transparent advice that is focused on preserving principal, maximizing income, and accumulating capital. Led by Carlos Dias Jr., a highly knowledgeable and experienced financial advisor, Dias Wealth is dedicated to helping clients make smart choices to build and protect their wealth. With a range of services including tax planning, estate planning, retirement income strategies, and asset protection, Dias Wealth is committed to helping clients achieve their financial goals and secure their financial future. Contact Dias Wealth today for a complimentary consultation and start your journey towards financial mastery.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States -
Virgo Consulting Group LLC
● ClosedVirgo Consulting Group LLC is a premier consulting firm located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in providing expert advice and strategic solutions for businesses, our team of professionals is dedicated to helping our clients achieve their goals and maximize their potential. With a focus on innovation, efficiency, and superior service, Virgo Consulting Group LLC is committed to delivering top-notch consulting services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.
255 Primera Blvd #160, Lake Mary, FL 32746, United States -
My Wealth Hub
● OpenMy Wealth Hub is a premier finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. We specialize in providing expert financial advice and services to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to helping you make informed decisions about your finances and investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, My Wealth Hub is here to help you every step of the way. Visit us today to start building a secure financial future.
255 Primera Blvd #160, Lake Mary, FL 32746, United States -
Vivian Howard, EA
● OpenVivian Howard, EA is an accounting and finance institution located at 720 Rodel Cove, Lake Mary, Florida, United States. The Howard, Howard and Hodges team has been providing professional services to small businesses since 1961, with expertise in various industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. They specialize in accounting, bookkeeping, payroll, and tax services for small business owners and have been a member of PASBA (Professional Association of Small Business Accountants) since 1997. The firm was named PASBA’s Accounting Firm of the Year in 2015. They offer free consultations to help clients meet their tax and financial goals, and strive to deliver quality services with efficiency and consistency. The team is dedicated to helping entrepreneurs build their dreams and adapt to rapid changes in technology and needs. They offer a Small Business Accounting Services Package to help business owners focus on their day-to-day activities while they handle accounting, payroll, and tax tasks. The team at Howard, Howard and Hodges is always ready to explore all possibilities to help business owners with their accounting and taxes, including tax savings strategies, tax-deductible expenses, and business consulting services. They also provide updates on accounting, financial planning, tax advisory, and business consultation. Effective November 1, 2023, Lanier and Company has merged with Howard, Howard and Hodges, welcoming their team and clients to the family.
720 Rodel Cove, Lake Mary, FL 32746, United States -
Fellowship Financial
● ClosedFellowship Financial Group, located at 630 Wymore Road in Maitland, Florida, is a finance institution that specializes in helping clients achieve reliable portfolio growth and security through conservative investment strategies. As Retirement Income Source, they are now part of a national network of Income Specialists dedicated to helping individuals generate income from their investments for a secure retirement. Founded by David J. Scranton, a renowned money manager and bestselling author, Fellowship Financial Group focuses on providing financial education to clients to help them make informed decisions about their retirement planning. The team at Fellowship Financial Group, led by Founder Michael Eastham, a CPA with over 30 years of experience in financial services, is committed to providing personalized attention and outstanding service to clients.
630 Wymore Rd #304, Maitland, FL 32751, United States -
Lincoln Financial Group
● OpenLincoln Financial Group is a financial institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in financial services and products, Lincoln Financial Group offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, the experts at Lincoln Financial Group are dedicated to providing personalized and comprehensive financial guidance. Visit their ATM location today to access convenient banking services and start building a secure financial future.
605 Crescent Executive Ct #100, Lake Mary, FL 32746, United States -
Jen Ferguson - Raymond James
● OpenJen Ferguson - Raymond James is a finance institution located at 1515 International Parkway in Lake Mary, Florida, United States. Specializing in financial services, Jen Ferguson - Raymond James offers a range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jen Ferguson - Raymond James is dedicated to providing top-quality service and support to help you secure your financial future.
1515 International Pkwy, Lake Mary, FL 32746, United States -
Edward Jones - Financial Advisor: Alex Fernandez
● ClosedEdward Jones - Financial Advisor: Alex Fernandez is a trusted financial institution located at 142 West Lakeview Avenue in Lake Mary, Florida. Specializing in personalized financial planning and investment services, Alex Fernandez and his team are dedicated to helping clients achieve their long-term financial goals. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones is a go-to destination for individuals looking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, Alex Fernandez and his team are here to help you every step of the way. Visit us today to start your journey towards financial success.
142 W Lakeview Ave Suite 2000, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Daniel Patrick Bokuniewicz
● ClosedMerrill Lynch Financial Advisor Daniel Patrick Bokuniewicz is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. They specialize in managing wealth by creating flexible strategies tailored to each client's financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they offer personalized wealth management strategies to help clients pursue their goals. Their services include personalized financial planning, investment management, and guidance on topics such as retirement planning, education funding, and wealth transfer. They believe in building long-term relationships with clients, regularly reviewing goals and financial approaches to adapt to changes in life and the markets.
250 International Pkwy, Lake Mary, FL 32746, United States
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