The highest-rated Financial Planning & Wealth Management companies out of 371 vetted & reviewed in the Miramar area.
Learn how we score.
Prominent finalists A-Z in Miramar
Accubis
Affordable Tax Professionals
B W & T Business Advisors
BSC Accounting Services, Division Of Balwant Cheema, C.p.a.
Dream Cap Investments
Financial Designs
Imperio Wealth Advisors
Interactive Accountants
J A Rodriguez CPA
JM CPA Group
Janette L Davis, CPA
Jorge Ramirez CPA
Lafortune Financial Services
Miami Tax & Audit
Pamela P. Harris, CPA
Peterson Accounting CPA P.A.
Pineyro Group of Companies
Premier Financial Services/ Ross Grossman, EA
Riviera Point Invest + Develop
Smaart Company
Tentho
Velocity Processing
Wild Felice & Partners, PA
Workparttime.net
View Profile
Accubis
(5)
“They were so nice and explain things to me no matter how long it took to help me understand what I'm doing and why I'm filing my taxes a certain way and I got my returns back really quickly.”
i
View Profile
Riviera Point Invest + Develop
(18)
Work Ethic
Company
Business
“Riviera Point is a company that has excellent professionals, with high human quality, who work in a harmonious environment, in order to provide all their clients with the best investment opportunity.”
i
View Profile
Pamela P. Harris, CPA
Tax Services, Services For Individuals, Quickbooks Services
“Pamela P. Harris, CPA, P.A. is licensed in FL and specializes in CPA. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
i
View Profile
BSC Accounting Services, Division Of Balwant Cheema, C.p.a.
Individuals Income Tax Returns, Foreign Nationals Tax Services, Immigration Support
“BW&T business advisors, has an amazing team with a great deal of knowledge and patience, they have been able to explain to me every single step to keep my finances healthy.”
i
View Profile
Imperio Wealth Advisors
“Imperio has joined Mariner Platform Solutions, which gives us access to credentialed, professional teams including investments, tax, insurance, estate planning, trust services, retirement planning and business services such as investment banking, bus...”
i
View Profile
Workparttime.net
“Nigel has been a member of our team since 2010 and is a knowledgeable and competent team lead. He is a registered financial representative holding professional designations including the Series 6, and 63 from FINRA and the Florida 2-14 (Life Insuranc...”
i
View Profile
Pineyro Group of Companies
““I AM A SMALL BUSINESS OWNER IN TEXAS. I OWN A BARBER SHOP. THE TIME CAME FOR ME TO OPEN A SECOND LOCATION. I WAS READY BUT I NEEDED FUNDING. PINEYRO BUSINESS CAPITAL TOOK A 1 PAGE FUNDING APPLICATION AND WITHIN 24 BUSINESS HOURS MY $38,500 WAS DEPOS...”
i
View Profile
Premier Financial Services/ Ross Grossman, EA
(26)
Client Links, Tax Services, Annuity Services
“I live in Arkansas and even hundreds of miles away from Florida, him and his office staff do an amazing job accomedating me to make filing my taxes an easy process.”
i
View Profile
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...”
i
View Profile
Affordable Tax Professionals
(15)
Accountant
Expenses
“I am so happy I chose to work with affordable tax professionals, They were indeed professionals and I would definitely suggest that anyone who is insecure about this process put your trust in them, it is certainly worth it.”
i
View Profile
J A Rodriguez CPA
(20)
Family
“Despite the fact that my needs were just about clarifying certain tax-related questions, they handled it with the utmost professionalism; they were thorough and not once were they dismissive or short.”
i
View Profile
Janette L Davis, CPA
(7)
Tax Problems, Business Services, Business Valuation
“You are in good hands, not only do they care about your financial future they work hard to help you make better decisions year after year in the way they do your taxes and the financial advise.”
i
View Profile
Jorge Ramirez CPA
(8)
Pleasure
Job
“He always takes the time to explain things in a manner that makes total sense and has also saved me tons of headaches (and money) when it comes to filing my tax returns.”
“I was extremely pleased the way that he provided me with great advices and offered the best products that suits my needs.”
i
View Profile
Smaart Company
(28)
Strategy
People
Reviews
“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..”
i
View Profile
Lafortune Financial Services
(5)
“Lafortune took her time to go over all of my questions, and she explained in details what she was doing in regards to my federal tax return.”
i
View Profile
Tentho
(24)
Foundation Knowledge Base, Elite Accounting, Premium Bookkeeping
“My friends would call me back or text me saying thank you man your people are awesome Long story short thank you guys and I'm proud and more confident going back into opening back up again knowing you are here for me and my business and all your cli...”
i
View Profile
Financial Designs
(29)
Packages, Employee Services, Group Retirement Planning
“It is a pleasure working with Financial Designs, we have worked with them for many years and they have always been very courteous and professional always attending to our needs in a timely manner.”
i
View Profile
Velocity Processing
(28)
Technology
Business
Credit Card
“Jeff was very communicative throughout the process and provided an extensive education to me/my staff to ensure that our transactions were safe and secure.”
i
View Profile
Peterson Accounting CPA P.A.
(30)
Tax Planning, Small Business Accounting, CFO Services
“He is great at educating small business owners on their ideal tax filing status, how to upkeep your quickbooks (or similar), and how to deal with the IRS.”
i
View Profile
Interactive Accountants
(26)
Business Finances, Payroll, Bookkeeping Services
“Matthew Shiebler, is an outstanding certified CPA with many years of experience that has saved my business thousands of dollars and headaches along the way.”
i
View Profile
Miami Tax & Audit
(30)
Credit Solutions, Tax Preparation and Audit, Personal & Business Consultation
“For the past 3 years I have done my taxes with TDR and I have had the best experience, they have exceptional customer service, they are always ready to work for you and ensure you receive your maximum refund.”
“The first time I spoke with Jesse he went way out of his way to connect me with three different people who could help my unique situation in a niche industry.”
i
Retirement Planning and Investment Management Services in Miramar, FL Cost Estimates