TOP 30 Tax and insurance solutions in Fort Lauderdale, Florida
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Marc Goldman - State Farm Insurance Agent
● ClosedMarc Goldman - State Farm Insurance Agent is a trusted insurance agency located at 8162 West McNab Road in North Lauderdale, Florida. Situated at The Shoppes at Western Woods next to Publix Super Market, Marc D. Goldman State Farm Insurance Agency serves the communities of North Lauderdale, Tamarac, Margate, Coral Springs, Coconut Creek, Parkland, Boca Raton, Delray Beach, Fort Lauderdale, Pompano Beach, Lauderhill, Sunrise, Lauderdale Lakes, and Weston. Specializing in Auto, Life, Homeowners, Renters, Small businesses, Condominium, and notary services, Marc and his team provide personalized insurance products tailored to meet the unique needs of each customer. With a wealth of experience and a commitment to exceptional service, Marc Goldman has been recognized for his dedication and expertise in the insurance industry. His agency is known for providing value and budget-friendly coverage options, ensuring that customers receive the protection they need at a fair price. The bilingual team at Marc D. Goldman State Farm Insurance Agency is fluent in English and Spanish, guaranteeing effective communication and understanding for all clients.
8162 W McNab Rd, North Lauderdale, FL 33068, United States -
Essential financial and insurance services
● ClosedEssential Financial and Insurance Services is a leading finance institution located at 1560 Sawgrass Corporate Parkway in Fort Lauderdale, Florida, United States. Our dedicated team of professionals offers a wide range of essential financial and insurance services to help individuals and businesses secure their financial future. Whether you need assistance with investments, retirement planning, insurance coverage, or wealth management, our experienced advisors are here to provide personalized solutions tailored to your specific needs. Trust Essential Financial and Insurance Services to guide you towards a brighter financial future.
1560 Sawgrass Corporate Pkwy 4th Floor, Fort Lauderdale, FL 33323, United States -
SMAART Company - Accounting, Tax, & Insurance
● ClosedSMAART Company is a leading institution specializing in accounting, tax, and insurance services, located at 2319 North Andrews Avenue, Fort Lauderdale, Florida, United States. Our team of professionals is dedicated to providing the gold standard in services such as accounting, bookkeeping, income tax preparation, payroll processing, tax defense, and HOA management. With years of experience, we have helped thousands of entrepreneurs and small business owners achieve success and higher profitability. At SMAART Company, we understand the importance of accurate financial records and tax efficiency in making business decisions. Our personalized approach and commitment to excellence set us apart from the rest. Whether you need help with income tax preparations, financial statement preparation, payroll processing, or wealth management plans, we have the expertise and tools to streamline processes and improve efficiency.
2319 N Andrews Ave, Fort Lauderdale, FL 33311, United States -
HPS TAX SERVICE INC.
● OpenHPS TAX SERVICE INC. is an accounting and finance institution located at 3543 Davie Boulevard, Fort Lauderdale, Florida, United States. We specialize in helping with your annual tax declarations to ensure optimal results for you and your family. We also handle Affidavits, translations, marriages, divorces, and other legal services. Our services extend to petitions, processes, and all matters related to your immigration status in the United States of America. We assist with ITIN applications, company openings, PayRoll, and accounting services. Whether you are looking to buy, sell, or rent a house or apartment, we can help you immediately with great profits and savings. With the ObamaCare system, having health insurance is within reach for you and your loved ones. Our founder and CEO, a committed Latino, provides excellent service to our community for a better life in this country. Our expert and accredited team always prioritize customer satisfaction. Our manager is the friendly face you'll see when you visit our offices, ensuring quality work. Are you interested in learning more about our services or scheduling an appointment? It's almost time to start your 2018 tax declaration, and many are hopeful that the tax reform will lead to higher refunds. Subscribe to our blog for updates on our services.
3543 Davie Blvd, Fort Lauderdale, FL 33312, United States -
Coastal Wealth - Fort Myers
● ClosedWelcome to Coastal Wealth - Fort Myers, your trusted partner in navigating the financial landscape with integrity and innovation. Located at 9530 Marketplace Road, Fort Myers, Florida, we pride ourselves on being the most innovative, collaborative, and trusted financial solutions firm in the nation. Our commitment to excellence is anchored in unwavering integrity and ethical conduct, ensuring that our clients receive transparent and responsible financial guidance. At Coastal Wealth, we embrace diversity and foster an inclusive environment to deliver unparalleled financial expertise. Our dedicated team collaborates to offer comprehensive financial services that exceed individual capabilities. We tailor dynamic solutions to meet your evolving needs, whether through strategic tax planning, personalized financial plans, or meticulously crafted investment strategies.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
Morgan Fidelity Associates, Inc.
● ClosedMorgan Fidelity Associates, Inc. is a reputable insurance agency located at 2200 West Commercial Boulevard in Fort Lauderdale, Florida, United States. With a strong commitment to providing reliable insurance solutions to individuals and businesses, Morgan Fidelity Associates, Inc. offers a wide range of insurance products and services tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to delivering exceptional customer service and helping clients navigate the complexities of the insurance industry. Trust Morgan Fidelity Associates, Inc. to protect what matters most to you.
2200 W Commercial Blvd UNIT 306, Fort Lauderdale, FL 33309, United States -
Emperior Corporation
● ClosedEmperior Corporation, formerly known as Excelcium Financial Inc., is a finance, general contractor, and insurance agency located in Fort Lauderdale, Florida. Our journey began in a Florida garage in 2005, and since then, we have grown to become a major player in custom homebuilding, regular homes, and land development throughout the state. At Emperior Corporation, we are dedicated to being our clients' trusted partner for all their real estate, tax, insurance, and business consulting needs. With a focus on excellence and tailored solutions, we help our clients achieve their business goals successfully.
5233 NW 33rd Ave, Fort Lauderdale, FL 33309, United States -
AmOne
● ClosedAmOne is a finance institution located at 12331 Southwest 3rd Street in Fort Lauderdale, Florida. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to finding the best loan options for our clients, whether it's for debt consolidation, home improvement, or any other financial need. With our commitment to exceptional customer service and a wide range of loan products, AmOne is the go-to institution for all your financial needs.
12331 SW 3rd St #700, Fort Lauderdale, FL 33325, United States -
James Bellot: Primerica - Financial Services
● ClosedJames Bellot: Primerica - Financial Services is a reputable finance and insurance agency located in Fort Lauderdale, Florida. With a focus on providing comprehensive financial solutions to individuals and families, this institution offers a wide range of services including investment planning, retirement planning, life insurance, and debt management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit James Bellot: Primerica - Financial Services at 5450 Northwest 33rd Avenue for expert advice and personalized financial solutions.
5450 NW 33rd Ave STE 107, Fort Lauderdale, FL 33309, United States -
Coastal Wealth
● ClosedCoastal Wealth is a leading financial solutions firm located at 1000 Corporate Drive in Fort Lauderdale, Florida. Our institution prides itself on being the most innovative, collaborative, and trusted in the nation. With a focus on integrity, transparency, and ethical conduct, we offer a wide range of financial services tailored to meet your evolving needs. Our dedicated team of experts at Coastal Wealth provides comprehensive financial planning, investment strategies, and strategic tax planning to help you achieve your unique financial goals. We go beyond traditional services to offer attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business.
1000 Corporate Dr #700, Fort Lauderdale, FL 33334, United States -
Sky Law Firm, P.A.
● ClosedSky Law Firm, P.A. is a reputable law firm located at 3333 West Commercial Boulevard in Fort Lauderdale, Florida. Specializing in providing legal services, the firm offers expert advice and representation in various areas of law. With a team of experienced lawyers, Sky Law Firm, P.A. is dedicated to delivering top-notch legal solutions to clients in need. Whether you are facing a personal injury case, need assistance with real estate transactions, or require guidance in business law matters, Sky Law Firm, P.A. is committed to providing professional and reliable legal services. Contact them today for a consultation and let them help you navigate the complexities of the legal system.
3333 W Commercial Blvd STE 105, Fort Lauderdale, FL 33309, United States -
JLS Financial Group LLC
● ClosedJLS Financial Group LLC is a finance institution located at 1300 Concord Terrace in Fort Lauderdale, Florida, United States. They specialize in providing financial services to help clients accumulate wealth, minimize taxes, and strategize for retirement. Their team at New York Life is dedicated to serving professional advisors and assisting clients in making life insurance a priority to ensure financial security and leave a legacy of love. JLS Financial Group offers a wide array of services for successful business owners, entrepreneurs, physicians, and individuals in the healthcare industry. They work with clients to develop highly-customized financial strategies to help them achieve their goals and protect their wealth. Their experienced team provides innovative solutions to help individuals and families grow, protect, and conserve their wealth at every stage of life.
1300 Concord Terrace 5th floor, Fort Lauderdale, FL 33323, United States -
The Financial Marketplace Inc.
● OpenThe Financial Marketplace Inc. is a finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today to see how we can assist you with your financial needs.
2881 E Oakland Park Blvd Ste 488, Fort Lauderdale, FL 33306, United States -
Sean Mullervy, MBA, CFP - Financial Advisor
● OpenSean Mullervy, MBA, CFP is a reputable financial advisor located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida. With a strong background in finance and insurance, Sean Mullervy offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, Sean Mullervy is dedicated to providing top-notch service and tailored advice to meet your individual needs. Trust in Sean Mullervy, MBA, CFP to help you navigate the complex world of finance and secure your financial future.
2881 E Oakland Park Blvd, Fort Lauderdale, FL 33306, United States -
Materetsky Financial Group
● ClosedMateretsky Financial Group, located at 2240 Woolbright Road in Boynton Beach, Florida, is a family-owned and operated financial services firm with over five decades of experience. Our dedicated team of professionals offers personalized financial solutions to meet your planning needs, including protection planning, retirement planning, tax planning, estate planning, and investment planning. We strive to provide our clients with financial stability, confidence, and independence, replacing uncertainty with the assurance needed to live life to the fullest. Our staff takes a hands-on approach to financial guidance, caring deeply about making our clients' dreams a reality. With offices on the east coast in Boynton Beach and Fort Lauderdale, we are here to help you plan for a secure financial future. Advisory services are offered through Materetsky Financial Group Inc., a Registered Investment Advisor, while securities are offered through Private Client Services, Member FINRA/SIPC. All insurance products are offered through unaffiliated insurance companies. Our advisors are registered in multiple states, ensuring that we can assist clients across the country. We believe that wealth is the absence of financial worry, an income that you don't outlive, and a meaningful legacy for your loved ones. Contact Materetsky Financial Group today for proactive financial planning and personalized service from our family to yours.
2240 Woolbright Rd # 354, Boynton Beach, FL 33426, United States -
MGBR Financial Services
● ClosedMGBR Financial Services is a reputable finance institution located at 300 Southwest 1st Avenue in Fort Lauderdale, Florida, United States. We offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or lending, MGBR Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
300 SW 1st Ave suite 155, Fort Lauderdale, FL 33301, United States -
Safety Financial
● ClosedSafety Financial is a reputable finance and insurance agency located at 1995 East Oakland Park Boulevard in Fort Lauderdale, Florida. With a commitment to providing top-notch financial services and insurance solutions, Safety Financial is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experienced team of professionals is here to assist you every step of the way. Trust Safety Financial to safeguard your financial well-being and provide you with peace of mind.
1995 E Oakland Park Blvd #200, Fort Lauderdale, FL 33306, United States -
Hamilton Financial
● ClosedHamilton Financial is a leading institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, and insurance services, we offer individualized solutions to help ease your financial worries. With a team of experienced experts, we have the skills and knowledge to handle any financial situation. As a TurboTax Verified Pro, we guarantee the accuracy and reliability of every tax return we prepare. Trust Hamilton Financial to provide you with peace of mind and financial security.
6750 N Andrews Ave Suite 200, Fort Lauderdale, FL 33309, United States -
Associated Benefit Consultants
● ClosedAssociated Benefit Consultants is a reputable institution located at 2699 Stirling Road in Fort Lauderdale, Florida. Specializing in accounting, finance, and insurance services, this agency offers expert advice and solutions to help individuals and businesses with their financial needs. With a team of experienced professionals, Associated Benefit Consultants is dedicated to providing top-notch services and personalized assistance to ensure clients receive the best possible outcomes. Whether you need help with taxes, investments, or insurance policies, this institution is here to help you navigate the complexities of the financial world.
2699 Stirling Rd a200, Fort Lauderdale, FL 33312, United States -
LDA Wealth Management, Inc
● ClosedLDA Wealth Management, Inc is a leading finance and insurance agency located at 300 South Pine Island Road in Fort Lauderdale, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
300 S Pine Island Rd #3031, Fort Lauderdale, FL 33324, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 550 West Cypress Creek Road in Fort Lauderdale, Florida, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services, with important differences between them. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks. You can return to Merrill or close the window after you leave.
550 W Cypress Creek Rd # 100, Fort Lauderdale, FL 33309, United States -
Your Fiduciary Team, LLC
● ClosedYour Fiduciary Team, LLC is a comprehensive financial services firm located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals specializes in accounting, finance, insurance, and legal services to help individuals and businesses navigate complex financial matters with confidence and peace of mind. Whether you need assistance with tax planning, investment management, risk assessment, or estate planning, our dedicated team is here to provide personalized solutions tailored to your unique needs and goals. Trust Your Fiduciary Team, LLC to be your trusted partner in building and protecting your financial future.
1301 E Broward Blvd #260, Fort Lauderdale, FL 33301, United States -
Brown & Associates, P.A.
● ClosedBrown & Associates, P.A. is a well-established institution located at 1451 West Cypress Creek Road in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax planning, investment management, insurance coverage, or real estate transactions, Brown & Associates, P.A. is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care.
1451 W Cypress Creek Rd #300, Fort Lauderdale, FL 33309, United States -
Financial firm Experts LLC
● ClosedFinancial Firm Experts LLC is a reputable institution located at 2901 West Cypress Creek Road in Fort Lauderdale, Florida. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Financial Firm Experts LLC is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
2901 W Cypress Creek Rd suite 118-c, Fort Lauderdale, FL 33309, United States
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