Best Financial Advisors in Tallahassee, FL

“She was WONDERFUL in helping my small business get out from the foot of our CRAZY Payroll company and find an affordable solution that was FAST, HASSLE FREE, and SAVED ME OVER $1200 for next year!!!”

“Excellent service”

“We had a lot this year on our taxes, three different states for me and two different states for my husband, along with 401K's from parents death benefits and he completed our taxes inn a very timely manner.”

“I have dealt with many financial Services before and this is yet the most professional of all.”

“Mike has helped me a lot to set up my financial future.”

“Testimonial——- so the IRS was about to garnish over $400 of earnings per week from a person that I referred to Ericka last year(for some prior tax issues before becoming a client of Ericka).”

“Very knowledgeable and prfession.”

“We went to Proper Wealth for help with our retirement income planning and to make sure we were sufficiently taken care of long term and also with my husband's new business.”

“I got Elaine as my tax professional and she was incredible!”

“Part of an overall retirement strategy is to examine your income. Could it change over time? Will I have enough to retire if my spouse were to pass away before me? These are questions we can review with you as part of our income planning discussion. ...”

“Everlasting Touch Tax Service is a full service tax preparation service preparing:individual, small business, partnership, corporate, and non-profit tax returns.Everlasting Touch Tax Service has provided outstanding service to Tallahasseeand surround...”

“Great customer service, fast response and very professional!”

“Thank you Tommy and Ryan!!!!”

“Great people”

“We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from.”

“You can tell William Really likes his work and helping people to obtain their goals.”

“Eddie and his office are great to work with!”

“Quick response and handled my request in no time.”

“Cornucopia Wealth Management, LLC, under the direction ofRobert Kenon, CFP (R), has offered integrated solutions to families in Tallahassee for over25 years. As a CERTIFIED FINANCIAL PLANNER TM practitioner and a Chartered Retirement Planning Counsel...”

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