The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Davie area.
Learn how we score.
Prominent finalists A-Z in Davie
Affordable Tax Professionals
Anthony, J Perri CPA PA
Avalon Accounting
Black Jacket Group
Coral Wealth Management
Credit Repair Miami: Buildworth Strategies
Fallenbaum CPA & Advisors
JEM Financial Group
John L Abitante, Cpa, PA
Krause Capital
Lafortune Financial Services
Madison Monroe and Associates
Peterson Accounting CPA P.A.
Premier Financial Services/ Ross Grossman, EA
Princeton Financial
Rosa M. Cohen, Cpa.
Santos Associates Accountants
Shulman Law
Smaart Company
Stevens Financial
The Pawley Agency
Velocity Processing
Wild Felice & Partners, PA
Y & C Truck Capital
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Black Jacket Group
(6)
Taxes
“This is the best customer service experience I have had in my entire adult life, they were knowledgeable, patient, understanding and willing to accommodate my every need.”
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John L Abitante, Cpa, PA
Tax Services, Business Services, Services For Individuals
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
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Princeton Financial
Tell A Friend, Orion Portfolio Solutions Login
“Welcome to our Web site , where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities that are available when you take a proactive appr...”
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Y & C Truck Capital
(5)
“My experience with the crew and owner at y & c truck capital is awesome they are always polite when speaking with them and when I have problems I speak directly the owner and he helps me out alot it's like family to me I would highly recommend dealin...”
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The Pawley Agency
(4)
“She is courteous and very knowledgeable.”
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Stevens Financial
Managing Your Finances, Insurance, Business Succession Planning
“No matter what your age, it's always important to make the right financial decisions to assure the security and comfort of your future.”
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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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Smaart Company
(28)
1031 Exchange
Service
Owner
“My experience was the best with them, they offer an excellent service, I had a problem with taxes and they helped me solve it, the office was super nice and the customer service is excellent..”
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Lafortune Financial Services
(5)
“Simply amazing!!”
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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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Premier Financial Services/ Ross Grossman, EA
(26)
Annuity Services, Tell A Friend, Client Links
“Ross Grossman has been my financial guy for years now; he's always been there to answer any questions and guide me through any problems; i highly recommend him.”
“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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Velocity Processing
(28)
Needs
Team
Saving
“Traveling a lot for business can make it challenging at times to process payments on the go but they've always been there to help get it done even when abroad.”
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Wild Felice & Partners, PA
(26)
Reduction of Estate Taxes., Elimination of Probate.
“Each time I've witnessed the utmost professionalism and attention to detail along with compassion and empathy for his clients who are typically dealing with the loss of a loved one.”
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Credit Repair Miami: Buildworth Strategies
(26)
Personal Credit
“It's been a work in progress but so far so good, yes it takes time for his people to reach out but the moment I reach out they always respond within 24 hours.”
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Shulman Law
(24)
Criminal Law
“She is very helpful willing to help you no matter what, she made herself available whenever I needed help related to my case, very professional and got things done on a timely manner.”
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Anthony, J Perri CPA PA
(7)
“My company has been working with Patrick Fazio for over a year and find him and the Anthony Perri CPA team to be knowledgeable, responsive, friendly and a pleasure to deal with.”
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Affordable Tax Professionals
(15)
Expenses
Accountant
“He is the absolute best at maximizing your allowable expenses and deductions to help you file the most favorable personal and corporate tax returns - did a great job with both of mine!”
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Fallenbaum CPA & Advisors
(19)
Planning & Advisory, Real Estate Services, Business Valuations
“He cares about his clients and goes the extra mile to not only keep us informed and explain things in detail to us but builds a friendship with his clients.”
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Santos Associates Accountants
(8)
“Awesome accountants, utilized their services for over thirty years.”
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Coral Wealth Management
(22)
Financial Planning, Retirement & Income Planning, Investment Management
“He clearly has a tremendous amount of experience in this industry to help me make careful and smart financial decisions, not only for my family, but for retirement planning as well.”
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Rosa M. Cohen, Cpa.
Quickbooks Services, Business Services, Services For Individuals
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
“Grateful to have found Madison Monroe & Associates not only did they helped me eliminate my debts but while being in their program I was able to refinance my Mortgage to a better rate.”
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Krause Capital
(19)
Police & Fire Pension Consulting, Independent Business Consulting, Endowment & Pension Management
“Everyone I have been in contact with at Krause Capital (Phillip, Michael and Alex) are professional and honest and will not disappoint future investors.”
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Retirement Planning and Investment Management Services in Davie, FL Cost Estimates