Margate, FL

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Margate, FL
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Best Financial Advisors in Margate, FL

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Margate area.

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Quality Tax Plus Services

Quality Tax Plus Services

(48)
Tax Preparation, Health Insurance, Small Business Tax & Accounting Services
“The team assisted me to redact my resume, my work application with professionalism and patience , I file my tax return and enrolled in Obama care health insurance with them well.”
In Business Since 2020
Free Initial Consultation
6079 W Atlantic Blvd, Margate, FL
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Kay Henriques

Kay Henriques

“Ready to start your journey living a lifetime of wealth that flows to generation to generation? If you answer is Yes! I'm ready to join with you on your journey, by being your Coach and Accountability partner.”
In Business Since 2018
6191 W Atlantic Blvd Suite 6, Margate, FL
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TFG Accounting and Tax

TFG Accounting and Tax

“Tax Services: Filing quarterly and annual returns, electronic tax payments, and year-end W-2/1099 forms. Employee Management: Portal access, time tracking, vacation/sick time management. Reporting: Customized tax liability reports and updates on tax ...”
1859 Banks Rd, Margate, FL
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Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(41)
Tax Services, Financial Planning, Controller & CFO Services
“With a direct, hands on approach to accounting, clients can be sure that not only will they have an understanding of where they sit currently when they leave the Blums' office, but they will have a game plan for how to get where they want to be.”
In Business Since 1989
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
5511 N University Dr # 101, Coral Springs, FL
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Turbodebt

Turbodebt

(50)
  • Creditors
  • Debt Relief
  • Debt Consolidation
“Jason Reyes explained everything in depth to me during our first phone call which lasted over two hours.”
In Business Since 2004
Free Initial Consultation
1643 NW 136th Ave Building J, Sunrise, FL
Featured

See how you could be DEBT-FREE in as little as 12-48 months with a FREE initial consultation. Our focus on understanding your immediate and future goals is the basis of the free initial consultation, as we work to help you take control of your finances and work towards a debt-free life.

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Accounting Services of Florida

Accounting Services of Florida

(50)
  • CPA
  • Non-Profit
  • Tax Exempt
“We had an issue with our previous accountant who failed to submit our accounts even though they were completed and paid for for the past 3 yrs I cant say enough good things about Eric he responded so quickly and got everything up to date in 5 days ...”
In Business Since 2017
Offers Financing Options
Accepts All Major Credit Cards
7000 W Palmetto Park Rd Suite 210, Boca Raton, FL
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(50)
Client Links, Annuity Services, Tax Services
“But at once when you meet up with Ross in his office you begin to relax, maybe it's all the fun memorabilia around the office or just knowing your financial situation is in very good hands-I like to think it's both but more likely the later.”
In Business Since 2007
Accepts All Major Credit Cards
2400 N University Dr Suite 207, Pembroke Pines, FL
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Sbge Tax Accounting & Financial

Sbge Tax Accounting & Financial

(49)
Itin Number, Notary Services, Blog
“Super professional, Leandro and Carol helped us very quickly and took their time to explain the laws work correctly, very easy guidance with the entire process with both personal and company taxes, I highly recommend the services of this company.”
In Business Since 2018
1761 W Hillsboro Blvd Ste 102, Deerfield Beach, FL
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Corporate Debt Expert

Corporate Debt Expert

(47)
  • Honest
  • Company
  • Understanding
“I've known Patrick for over 30 years, and our history of doing business together has consistently surpassed my expectations in terms of results and professionalism.”
In Business Since 2020
Free Initial Consultation
401 W Atlantic Ave Suite 0-11, Delray Beach, FL
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(35)
Financial Statement Preparation, Small Business Accounting, Tax Return Preparation
“Excellent service, reliable, always easy to get in touch and solve quick and twisted situations, letters and questions, by far the best I've worked with Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2019
Offers Financing Options
Accepts Cash, Check
Transparent Fees & Pricing
Serving Margate Area
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Feller Financial Services

Feller Financial Services

(50)
  • Meeting
  • Retirement
  • Portfolio
“Feller Financial Services has been our financial advisor and planner for years now and has consistently taken care of our investments and planning for our future.”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
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Streimer & Flusberg, PA

Streimer & Flusberg, PA

(50)
  • Tax Accountant
  • Questions
  • Communicate
“As a women business owner, I find it valuable to collaborate with individuals who are respectful and knowledgeable and are looking out for my best interests and the interests of my business.”
In Business Since 2013
12540 W Atlantic Blvd, Coral Springs, FL
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Worthy Peer Capital

Worthy Peer Capital

(48)
  • Stock Market
  • Bonds
  • Return
“Especially for money that you might invest for 1-5 years because you can withdraw the money whenever you want to and there's not the fluctuation on the money that you might experience with the stock market or even mutual funds.”
In Business Since 2017
551 NW 77th St Suite 212, Boca Raton, FL
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Wealthcare Financial

Wealthcare Financial

(43)
Investing, Retirement, Insurance
“Also having worked in the financial industry for a while, knowing the ins and outs of many things that never surface to the non-financial professionals i can confidently recommend them to plan your Financial future - may it be Insurances, Investing o...”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
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Lighthouse Financial Group USA

Lighthouse Financial Group USA

(50)
  • Accountant
  • Questions
  • Job
“We had the pleasure of utilizing Lighthouse Financial for tax preparation and can certainly say we will be returning clients for other areas of expertise.”
In Business Since 2020
Transparent Fees & Pricing
11471 W Sample Rd Suite 6, Coral Springs, FL
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Shulman Law

Shulman Law

(26)
Criminal Law
“Sasha has represented me in a couple cases and I will always pick her over any attorney, she's done marvelous work for me when the state didn't want to release me, her words of magic got me out of a county sentence with rehab time..”
In Business Since 2015
Emergency Services
3000 N Federal Hwy STE 8, Fort Lauderdale, FL
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Avalon Accounting

Avalon Accounting

(14)
Small Business Accounting, Income Tax Returns
“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 .”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1500 N University Dr #115, Coral Springs, FL
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Commercial Finance Partners

Commercial Finance Partners

(40)
  • Success
  • Team
  • Borrower
“His financial expertise, clear head, and negotiation abilities were on full display to take this transaction from being hopeless to getting it across the finish line.”
In Business Since 2012
Free Initial Consultation
Offers Financing Options
1200 N Federal Hwy Ste 201, Boca Raton, FL
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Prime Case Funding

Prime Case Funding

(47)
  • Pay
  • Attorney
  • Line of Communication
“Mareasha Davis Prime case works fast I just called and not even 3 hours later I got the papers to sign and said I was approved I will highly recommend u to call them when u need a help and hand”
In Business Since 2011
1690 S Congress Ave #201, Delray Beach, FL
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Global Wealth Management

Global Wealth Management

(35)
  • Meeting
  • Needs
  • Office
“They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs.”
In Business Since 2014
1301 E Broward Blvd #200, Fort Lauderdale, FL
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Wild Felice & Partners, PA

Wild Felice & Partners, PA

(26)
Elimination of Probate., Reduction of Estate Taxes.
“Michael is extraordinarily knowledgeable about both Florida law and tax laws which enable him -- and his firm -- to not only provide answers all of your questions about estates, trusts and wealth planning, but also to advise you on all of your option...”
In Business Since 2009
Family Business
1250 S Pine Island Rd #200, Plantation, FL
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Velocity Processing

Velocity Processing

(29)
  • Merchant Services
  • Company
  • Technology
“When an issue presented, Velocity was on top of it to assist our business ensuring the proper channels were followed for a quick and accurate resolution.”
In Business Since 2008
Remote Consultations Available
Licensed, BBB Accredited
12331 SW 3rd St # 400, Plantation, FL
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Wolfson & Associates PA

Wolfson & Associates PA

(25)
Business Services, Services For Quickbooks, Industries
“I am using there accounting services from about 20 years and I have very very satisfactory service, in fact it's one of the most perfect service we get from any accounting services firms.”
In Business Since 2005
Transparent Fees & Pricing
Accepts All Major Credit Cards
2801 N University Dr # 306, Coral Springs, FL
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Adam C. Ziffer, Cpa, PA

Adam C. Ziffer, Cpa, PA

(28)
  • Responsive
  • Knowledge
  • Questions
“After a truly scarring experience with a previous accountant, Adam and his team brought all of our taxes and books up to date and even were able to get us our proper tax credits/refunds that the previous accountant couldn't follow through with.”
In Business Since 2018
Transparent Fees & Pricing
3000 N Military Trl #205, Boca Raton, FL
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Retirement Planning and Investment Management Services in Margate, FL Cost Estimates

Minimum cost
$1064
Maximum cost
$9043
National Average
$3192
Avg Per Hour Rates
$320
$2128
$5851
Fair price range is based on 449 cost profiles
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Average Cost $3192
Minimum cost $1064
Maximum cost $9043
Avg Per Hour Rates $320

Fair range $2128 to $5851 is based on 449 cost profiles.

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Wealth Management Advisors near Margate

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