“Highly recommend Utopia Wealth Management for all of your retirement and financial planning needs.”
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Strategic Senior Benefits Group
(10)
Fiduciary Advisor, Medicare Supplement and Advantage Plans, Income Planning
“For me, I find it reassuring for someone who is handling my money to be very responsive to any questions that I have and available to address any concerns that I have.”
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Advisors' Academy
(8)
Practice Management For Financial Advisors, Coaching For Financial Advisors, Marketing For Financial Advisors
“Advisors' Academy and their affiliate companies give an independent advisor all of the tools needed to provide the absolute best guidance and service for their clients.”
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Shutowick Wealth Management
(1)
Insurance, Financial Planning, Asset Management
“Mike Shutowick is both honest and extremely competent when it comes to investment guidance and counseling.”
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McKinnon Wright Wealth Management
Newsletters, Articles, Videos
“As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams a...”
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The Retirement
(3)
“As an independent firm working predominately with retired clients or clients preparing for retirement, The Retirement Income Store has helped expand and solidify our messaging and provided infrastructure allowing us to better serve our clients in rea...”
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Boca Real Estate Investment Club
(1)
“A great experience being a member and I'm proud to speak at their informative events as well!”
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AR Accounting and Taxes
Bank Financing, Cash Flow Management, Small Business Accounting
“We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations.”
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American Corporate Turnaround
(1)
“I am greatly pleased with the professionalism and being able to complete my program in a timely manner”
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Global Tax & Accounting
“Global Tax & Accounting is a Florida-based CPA firm specializing in accounting services for small business, tax return preparation for corporations and individuals, and IRS representation. At GTA we know our clients by name and tailor our services to...”
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Sound
Compliance Services and Support, Operations Support, Investment Portfolio Construction and Management
“We have the resources and advisors needed to achieve new levels of growth and success and we are dedicated to supporting institutions, independent financial advisors, franchisees, and the clients that our advisors serve. Sound Income Strategies is an...”
“The focus of our wealth management practice is to provide individualized, personal attention to our clients. All services including financial, estate, and tax planning as well as portfolio management are customized according to your specific needs by...”
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The Credit Helpers
(3)
“They were very knowledgable about credit restoration.”
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Clark Financial Planning Services
“We are a fee-only financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals, families, and small business owners. We help people of all income levels achieve their goals and obta...”
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Brothers Investment Group Services Corp
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Stuart Estate Planning
“Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is ...”
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Friedman Accounting
(9)
Property Management, Accounting, Payroll
“Quick, efficient and super kind.”
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JEM Financial Group
(3)
“JEM is the best, i have been using them for approx 5 years ,Eric has given great advice over the years That helped my business grow ,I previously used another CPA for many years there is no comparison I feel like my business is in very good hands n...”
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Lafortune Financial Services
(5)
“Thank you for helping my family reach our financial goals.”
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Blum and Blum, Certified Public Accountants and Advisors
(30)
Controller & CFO Services, Business Services, Financial Planning
“Stuart was extremely helpful getting me started on the right track towards saving and getting me in a fund that will hopefully bring great peace in my latter years.”
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Avalon Accounting
(14)
Income Tax Returns, Small Business Accounting
“Gail is an amazing person she has gotten our business through some of the most stressful times including of course the pandemic which she spent hours helping us with very difficult grants and government funding .”
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Velocity Processing
(28)
Questions
Saving
Team
“The amount of value in alleviation I have had due to the professional, transparent, and personal way this company handles there business is immeasurable.”
“He's patient, responsive, trustworthy, and was super helpful in helping us figure out our best tax strategy during tax season and throughout the year.”
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Accounting Services of Florida
(30)
Questions
501(C) Organization
The Irs
“After inheriting a mess of a financial situation, I reached out to Eric and he was excellent at helping navigate filing taxes and getting our non profit status reinstated.”
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Retirement Planning and Investment Management Services in Coconut Creek, FL Cost Estimates