TOP 30 Trusted partner in Fort Lauderdale, Florida

196 results found

Socius Family Office, located at 200 East Las Olas Boulevard in Fort Lauderdale, Florida, is a finance institution that goes beyond traditional financial advice and planning. They specialize in executing plans, organizing affairs, and simplifying life for their clients. Their goal is to empower individuals and families through simplified solutions to navigate the complexities of finance, elevate their interests, and provide peace of mind. At Socius Family Office, they lead the strategic planning and implementation of investment management and administration requirements to provide clients with tailored strategies and expert guidance for financial success. They are dedicated to serving a diverse range of clients, including individual wealth creators, multigenerational families, single-family offices, and foundations and endowments.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anthony O. DeCerbo offers a comprehensive wealth management platform to a diverse range of clients, including corporate executives, financial professionals, and founders of privately held companies. With a focus on understanding each client's financial objectives, Anthony works closely with clients to manage concentrated positions and develop strategies to achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ and a graduate of Florida State University, Anthony brings a wealth of experience to his role, drawing on his background in finance and internships at prestigious institutions such as the New York Stock Exchange. Partnering strategically with the Private Executive Services team within Merrill Private Wealth Management Group in New York City, Anthony aims to help clients implement a wealth management strategy aligned with prudent investment management practices. Through personalized financial planning and ongoing adjustments, Anthony is dedicated to helping clients navigate their financial journey with confidence and clarity. With access to the global resources of Merrill, Anthony's team is committed to building strong client relationships based on trust and tailored service. Whether you are planning for retirement, saving for a major purchase, or managing a business, Anthony DeCerbo can help you create a financial approach that aligns with your unique goals and priorities. Contact Merrill Lynch Financial Advisor Anthony O. DeCerbo to start your personalized wealth management journey today.

The Americas Group - Morgan Stanley is a prestigious finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong presence in the Americas region, the institution offers a wide range of financial services including wealth management, investment banking, and asset management. Known for its expertise and commitment to excellence, The Americas Group - Morgan Stanley is a trusted partner for individuals and businesses seeking financial guidance and support.

Brian P. Callanan - Chief Exit Officer is a leading institution specializing in helping businesses navigate through the complexities of exit strategies and succession planning. Located at 515 East Las Olas Boulevard in Fort Lauderdale, Florida, United States, Brian P. Callanan and his team provide expert guidance and support to business owners looking to transition out of their companies. With a focus on maximizing value and ensuring a smooth transition, Brian P. Callanan - Chief Exit Officer is the trusted partner for businesses looking to exit with confidence.

The Law Office of Forrest Freedman & Associates is a reputable legal firm located at 3333 West Commercial Boulevard in Fort Lauderdale, Florida, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. With a strong focus on integrity, professionalism, and client satisfaction, we strive to achieve the best possible outcomes for every case we handle. Contact us today to schedule a consultation and discuss your legal needs.

Attorneys Key Title LLC is a reputable insurance agency located at 2691 East Oakland Park Boulevard in Fort Lauderdale, Florida. Specializing in providing title insurance services, their team of experienced attorneys and professionals ensure that clients receive comprehensive coverage and protection for their real estate transactions. With a commitment to excellence and customer satisfaction, Attorneys Key Title LLC is a trusted partner for individuals and businesses seeking reliable insurance solutions in the United States.

Lucas Law Firm is a reputable legal institution located at 501 Northeast 46th Street in Fort Lauderdale, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or criminal defense, our firm is here to help. With a commitment to excellence and a track record of success, Lucas Law Firm is your trusted partner in navigating the legal system. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.

The Hemans Law Group, PA, located at 110 East Broward Boulevard in Fort Lauderdale, Florida, is a trusted partner for individuals, families, and businesses navigating U.S. immigration law and Florida Personal Injury Law. With a commitment to providing comprehensive legal services, The Hemans Law Group assists clients in understanding and navigating the complexities of immigration in the United States. Whether you need assistance with immigration matters or personal injury cases, The Hemans Law Group is here to help.

Legal-Eze Litigation Consulting is a premier institution located at 3860 West Commercial Boulevard in Fort Lauderdale, Florida. Our team of experienced consultants offers expert guidance and support to attorneys and law firms involved in complex litigation cases. With a focus on providing strategic solutions and in-depth analysis, we help our clients navigate the legal landscape with confidence and precision. Whether you need assistance with case strategy, jury selection, or trial preparation, Legal-Eze Litigation Consulting is here to deliver top-notch services tailored to your specific needs. Trust us to be your partner in achieving success in the courtroom.

Earnest/Tighe Law Firm, P.A. and EastSide Title is an insurance agency located at 103 Northeast 4th Street in Fort Lauderdale, Florida. With a strong focus on providing top-notch legal services and title insurance, this institution is dedicated to helping clients navigate the complexities of the insurance industry. Their team of experienced professionals is committed to delivering personalized solutions and exceptional customer service to ensure that clients receive the protection and peace of mind they deserve. Whether you are in need of legal advice or title insurance services, Earnest/Tighe Law Firm, P.A. and EastSide Title is the trusted partner you can rely on.

Falcon Trade & Finance Services is a leading finance institution located at 1170 North Federal Highway in Fort Lauderdale, Florida, United States. Specializing in a wide range of financial services, including investment management, asset protection, and risk assessment, Falcon Trade & Finance Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.

Charles Verner - UBS Financial Services Inc. is a reputable finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong focus on providing top-notch financial services to its clients, the institution offers a wide range of investment and wealth management solutions. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced team at Charles Verner - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in navigating the complexities of the financial world.

Your 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.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.

Davie Accounting & Associates is a reputable accounting and finance institution located at 3627 Davie Boulevard in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Davie Accounting & Associates to provide accurate and reliable financial solutions to meet their individual or business needs. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

SLK CPAs LLC is a reputable accounting and finance institution located at 701 East Commercial Boulevard in Fort Lauderdale, Florida, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial consulting, and more. Their commitment to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, SLK CPAs LLC is the trusted partner you can rely on for all your accounting and finance needs.

PMG Private CFO Services is a premier accounting and finance institution located at 1800 East Las Olas Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals provides personalized financial services to individuals and businesses, helping them manage their finances, investments, and taxes with ease and efficiency. Whether you need assistance with budgeting, financial planning, or tax preparation, PMG Private CFO Services is here to help you navigate the complex world of finance. Trust us to be your dedicated partner in achieving your financial goals.

Samuels Accounting Service is a professional accounting and finance institution located at 2901 Stirling Road in Fort Lauderdale, Florida, United States. With a team of experienced and knowledgeable accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Our commitment to accuracy, integrity, and personalized service sets us apart as a trusted partner in financial management. Contact us today to learn more about how we can help you with your accounting and finance needs.

EZ-ERC, located at 608 Southwest 4th Avenue, Fort Lauderdale, Florida, is a finance institution specializing in Employee Retention Credit (ERC) advisory services. As the only ERC advisory firm to have CPAs and attorneys from top tax and law firms under one roof, EZ-ERC offers unparalleled expertise in helping business owners claim payroll tax credits through the ERC program. The ERC, initially passed under the CARES Act, provides cash credits from the IRS to reward businesses for retaining employees during the COVID-19 pandemic. EZ-ERC's team of experienced professionals ensures that clients receive expert tax and legal guidance, timely filing, and competitive pricing for their ERC claims. With a focus on serving the community and helping businesses navigate the complexities of the ERC program, EZ-ERC has become a trusted partner for small business owners seeking financial relief and support during challenging times. Contact EZ-ERC today to find out if you qualify for the ERC and learn how their services can benefit your business.

Oxford Tax & Accounting Solutions, Inc is a reputable accounting and finance institution located at 5310 Northwest 33rd Avenue in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, accounting, and financial consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax planning, bookkeeping, or investment strategies, Oxford Tax & Accounting Solutions, Inc is dedicated to helping you achieve your financial goals.

MorrisTax & Business Solutions, LLC is a leading accounting and finance institution located at 2701 West Oakland Park Boulevard in Fort Lauderdale, Florida, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive solutions. With a commitment to excellence and customer satisfaction, MorrisTax & Business Solutions, LLC is your trusted partner for all your accounting and finance needs.

Tax Angels Inc is a reputable accounting and finance institution located at 5547 Florida 7 in Fort Lauderdale, Florida. Our team of experienced professionals are dedicated to providing top-notch tax and financial services to individuals and businesses alike. With our expertise and personalized approach, we strive to be your trusted partner in navigating the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Tax Angels Inc is here to help. Visit us today and let our team of angels guide you towards financial success.

Financial 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.

Tax Time Corporation is a leading accounting and finance institution located at 5300 Northwest 12th Avenue in Fort Lauderdale, Florida, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses navigate the complexities of tax preparation, financial planning, and more. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in managing your financial needs. Visit us today to see how Tax Time Corporation can help you achieve your financial goals.

The Taxman is a reputable accounting and finance institution located at 3772 West Oakland Park Boulevard in Fort Lauderdale, Florida. With years of experience and expertise in tax preparation, financial planning, and accounting services, The Taxman is dedicated to helping individuals and businesses navigate the complexities of the tax system. Their team of skilled professionals provides personalized and comprehensive solutions to ensure clients maximize their financial potential and stay compliant with tax laws. Whether you need assistance with tax filing, bookkeeping, or financial consulting, The Taxman is your trusted partner for all your accounting and finance needs.

Francine Solutions LLC, located at 2950 West Cypress Creek Road in Fort Lauderdale, Florida, is a trusted partner in the world of finance and compliance. Specializing in accounting and finance, we offer a wide range of essential services to empower individuals and support business growth. Our commitment to excellence and dedication to serving our clients sets us apart as a customer-first company, prioritizing legal compliance and financial responsibility. Led by Asnatte, our experienced team at Francine Solutions is here to provide the best guidance and support for your financial endeavors. Whether you need assistance with accounting, tax preparation, or financial planning, we are here to help. Simply share the details of your project with us, and we will let you know how we can assist. We look forward to working with you and helping you achieve your financial goals. Contact us today!

JW Tax & Consulting LLC is a finance institution located at 101 Northeast 3rd Avenue in Fort Lauderdale, Florida, United States. Specializing in tax preparation and consulting services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to providing personalized solutions and exceptional customer service, JW Tax & Consulting LLC is your trusted partner for all your financial needs.

N&T SERVICES Income Tax is a reputable accounting and finance institution located at 2040 Northwest 6th Street in Fort Lauderdale, Florida, United States. Specializing in income tax services, they offer expert advice and assistance with tax preparation, planning, and filing. With a team of experienced professionals, N&T SERVICES Income Tax is dedicated to helping individuals and businesses navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with personal taxes or corporate finances, N&T SERVICES Income Tax is the trusted partner you can rely on for all your accounting needs.

Lashbrook Wollard & Fasano PA is a reputable accounting and finance institution located at 3201 Griffin Road in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax planning, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Profetta Professional Tax Accounting is a leading accounting and finance institution located at 3305 Southwest 49th Street, Fort Lauderdale, Florida, United States. Founded in 2016 by Ezekiel Korobkin, a Certified Public Accountant (CPA) licensed in California, Profetta specializes in helping startups and family offices grow their businesses. Our team is fluent in various tax and bookkeeping software, and we are Certified Quickbooks ProAdvisors (Desktop & Online). We offer services to industries such as real estate, healthcare, retail, entertainment, and professional services. At Profetta, we believe in being proactive rather than reactive when it comes to handling federal, state, and local taxes. Our goal is to save you time, set controls, improve accuracy, and stay up-to-date with the ever-changing tax laws. Whether you need assistance with tax preparation, planning, bookkeeping, budgeting, or navigating the loan process, we are here to support you every step of the way.