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Florida Hemp Consultants

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“We endeavor to help people across the country receive a maximum refund from their taxes. It's that surprised smile on your face that makes it all worthwhile. Other times people find themselves in situations with the IRS that can be financially crippl...”

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Northrop Financial Group

(30)

Tax Preparation
Small Business
Questions

“I feel fortunate to have become a client, dealing with Meghan has been an absolute pleasure, and my only accounting concern now is if Shane beats me to retirement.”

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Spires & Associates

(5)

Services For Individuals, Quickbooks Services, Business Services

“They work in close coordination with our property management company's certified Community Association Manager (CAM), which help ensures the board and owners remain fully informed.”

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Pruitt Cordell & Associates

(30)

“For over more than the last twenty years we have our Taxes done with Wally and Pruitt done one outstanding Accounting firm the best associates and professional Staff totally satisfied we highly recommend this company Thank you for doing a brilliant ...”

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Retallick Financial Group

(19)

Medicare, Retirement Strategy, Life Insurance

“Over this period of time Don and his staff have been a joy to work with and have provided us with the comfort of knowing that our investments are secure and safe.”

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Corporate Investment Business Brokers

(11)

Business Valuation, Business & Succession Plans, Visa Facilitation

“Andy of Corporate Investment Business Brokers did a phenomenal job helping me to close on a life changing business deal in the vacation property management world.”

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Grace Tax Advisory Group

(1)

“Great professional Company!”

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Myers Brettholtz & Co PA

Strategic Business Planning, Succession Planning, Business Services

“Myers, Brettholtz & Company, PA is licensed in FL and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”

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Land Capital Advisors

(16)

Property
Selling
Waste

“Melissa was very professional and responded to my phone call and emails is a very timely manner and i so appreciated her sharing what we are to expect next in the process.”

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Lawrence Legacy Group

(18)

Retirement
Questions
Information

“While I will not be taking advantage of his services at this time, he encouraged me to reach out via email with any questions and/or help that I may need now and in the future.”

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Andy Bevivino, Naples Realtor

(6)

Price
Home
Properties

“Even with thousands of real estate agents in the Naples area, Andy's level of honesty, business experience, local knowledge, and negotiation skills is hard to match.”

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Exclusive Annual Rental in Olde Naples! This cottage style attached villa is 2,946 sq. ft. under air, and it includes 3 bedrooms plus a den, 3 ½ bathrooms, a private elevator and a 2-stall garage! The 3rd St. Historic District location is outstanding, and the villa features a lightly used 45’ pool, a private spa, and a private patio & BBQ. It’s beautifully furnished and available 8/15/22 thru 8/15/23 at $15,000 per month!

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Independent Investment Advisors

(4)

Estate Planning, Investment Advisory Services, Long Term Care Planning

“Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager.”

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365 Wealth Partners

(4)

Useful Links, Portfolio Management

“Having worked in banking and trust department management as a career, I've found this wealth management team to be the most trusted”

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Henderson Wealth Partners

(3)

Education Planning, Estate Planning, Financial Planning

“They provided me with great knowledge about their industry and products so that I could make an educated and guided decision!”

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Waterstone Financial

(3)

Overview, Estate and Asset Protection, Retirement Income Planning

“One of the things I appreciated most about working with James and his team was his policy of making sure his clients fully understand not only what, but why, on everything from his recommendations to when you move forward into actual contracts.”

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Finley Wealth Advisors

(8)

Retirement Planning, Wealth Management, Charitable Gifting

“Finley Wealth Advisors, Doug and Amber, continue to provide a face to face approach by partnering with us to build a personal strategy to reach our financial goals and help us keep on track.”

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Everwell Financial

(2)

Retirement, Moving To Florida, Wealth Management

“After going through divorce after 44 years of my ex doing all the financial business for our family, Danielle has been a Godsend.”

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CPK Wealth Management

(5)

“I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need.”

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AXA Advisors

(1)

“He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably.”

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Freedom Financial Investment Advisor Group

(1)

Financial Planning, Wealth Management, Tax Services

“He handled my famil's returns for 15+ years.”

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Roach Financial Services

Michael D. Roach, Donna Roach, Tell A Friend

“Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers ...”

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Durand & Gallentine Investment Management Group

Planning For Retirement, Individual Retirement Account (Ira)

“Your financial needs and goals are uniquely your own. When investing or working with us, you'll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.”

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Gfa Wealth Design

Overview, Estate and Asset Protection, Retirement Income Planning

“James and I have been sharing our office space and staff in Fort Myers for almost 10 years now. James has been training under me and working closely with our team for the last 10 years and has had tremendous success. In particular, as an Engineer he ...”

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Family Tree Financial Services

(3)

“Steve is a great financial planner, I work for a tax and accounting company in Bonita Springs (Tax and Financial Strategists) and we refer many of our clients to him when they're in need.”

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Average Cost	$3564
Minimum cost	$1188
Maximum cost	$10098
Avg Per Hour Rates	$357

Best Financial Advisors in Lehigh Acres, FL

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Lehigh Acres area.

Florida Hemp Consultants

Northrop Financial Group

Spires & Associates

Pruitt Cordell & Associates

Retallick Financial Group

Corporate Investment Business Brokers

Grace Tax Advisory Group

Myers Brettholtz & Co PA

Land Capital Advisors

Lawrence Legacy Group

Andy Bevivino, Naples Realtor

Independent Investment Advisors

365 Wealth Partners

Henderson Wealth Partners

Waterstone Financial

Finley Wealth Advisors

Everwell Financial

CPK Wealth Management

AXA Advisors

Freedom Financial Investment Advisor Group

Roach Financial Services

Durand & Gallentine Investment Management Group

Gfa Wealth Design

Family Tree Financial Services

Retirement Planning and Investment Management Services in Lehigh Acres, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lehigh Acres

Popular in Lehigh Acres