Best Financial Advisors in Oakland Park, FL

“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 ...”

“I am a firm believer in supporting family owned businesses and I know from experience that they are outstanding with their professionalism, quality of service, and I absolutely LOVE that they are digital and up to date with their methods.”

“While I take the time and try to provide the clearest possible information I can clearly see Krishan thinks it through and provides me valuable guidance which leverages tax law in ways beyond my capabilities and limited expertise.”

“I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someo...”

“I always procrastinate when it comes to filing my taxes, but Victor and Joe Lerro always get the job done even when deadlines are quickly approaching.”

“Cher is very professional and will help you with any issue that you may have.”

“Handles the accounting for multiple businesses of mine as well as my personal - very skilled, always expanding his knowledge, and an all around great guy, there isn't a better accountant for SMB”

“I've reached out to Angela Hooper, Director of Professional Alliances and she has been the most responsive and professional person I've dealt with in years.”

“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...”

“Never one to rush you through anything, Sean is the quintessential professional and nice guy mixed in one.”

“Combining a diverse inventory, strong relationships, stable market capitalization and ethical and experienced principals gives Intercoastal an unbeatable mix that fosters responsible growth and unparalleled strength.”

“At Gamarra & Associates CPA's, we've been serving the accounting needs of South Florida and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you. Please call us today - we...”

“Sky Alpha Asset Advisors is an Independent Registered Investment Advisory (RIA) firm that provides sophisticated investment management services to high net worth individuals, families, Executives, Foundations, and select Institutional investors. The ...”

“As business objectives and strategies evolve, our services support you wherever you are in your business cycle, whether you are looking for a transaction to drive it forward, focusing on developing and implementing appropriate controls to mitigate ri...”

“We at Loggerhead Wealth Management place a high value on our clients and the relationships we build with them. We recognize that trust is the foundation of any successful partnership. This means we always act in your best interests, putting your fina...”