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Best Financial Advisors Near You

The highest-rated nearby Financial Planning & Wealth Management companies out of 176 vetted & reviewed businesses.

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Armaan Shaviri & Co

Armaan Shaviri & Co

(50)
  • Tax Advice
  • Knowledge
  • Books
“As we navigate very challenging times in our economy and throughout the world, it's important to have professionals like you that can be called on for advice when needed”
Transparent Fees & Pricing
In Business Since 2012
Serving Area
i
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The ALG Group - Tax Solutions

The ALG Group - Tax Solutions

(36)
For Businesses, For Individuals, For Non-Profits
“We were a bit nervous about doing our taxes with Turbo Tax again (we had 2 straight years of terrible experiences) and were in the market for a highly professional and trusting tax preparer.”
Licensed, BBB Rating: A+
In Business Since 2016
Serving Area
i
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Francis Financial Group

Francis Financial Group

(50)
Qualified Widow , Estimated Tax Payments, Amendments
“Finding Francis Financial Group on the Internet and reading all of the great reviews was a plus for me with my time sensitive deadline I had to meet for the IRS.”
Free Initial Consultation
In Business Since 2019
Serving Area
i
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Caniff & Associates

Caniff & Associates

(50)
  • Small Business
  • Preparation
  • Planning
“If you want someone who you can trust implicitly with your finances, who is very responsive, and who has the knowledge to answer all your questions about your money, Bernie is the guy.”
In Business Since 2004
Serving Area
i
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Strategic Financial Group

Strategic Financial Group

(49)
  • Understand
  • Decisions
  • Mind
“We recently moved out of our current insurance provider service area and Brad and his team made sure our insurance needs were taken care of and switched to a comparable plan in our new home.”
In Business Since 2010
Serving Area
i
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A-1 Business Services

A-1 Business Services

(23)
Accounting Services, Church & Ministry Set-up, Financial and Retirement Planning
“They specialize in non-profits, so my husband and I not only have them file our personal taxes each year, but we have them audit our two non-profits to make sure everything is up to par, which it always is, thank God!”
Licensed, BBB Rating: A+
In Business Since 2018
Accepts All Major Credit Cards
Serving Area
i
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Colonial Transfer

Colonial Transfer

(44)
  • Car Loan
  • Fee
  • Asset
“I appreciate how fast and efficient they are whenever I need something addressed, and I have never experience anything short of a positive attitude from everyone I have encountered.”
In Business Since 2005
Serving Area
i
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Tax / Accounting / Payroll / Haran CPA

Tax / Accounting / Payroll / Haran CPA

(49)
  • Season
  • Reports
  • Organized
“I am very excited to share my experiences and I can honestly say Mr Dean Haran is the most thorough, efficient , reasonably priced, Cpa that I have had the pleasure to work with in my business.”
Transparent Fees & Pricing
In Business Since 2016
Serving Area
i
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Rinaldi Wealth Management - Financial Advisor

Rinaldi Wealth Management - Financial Advisor

(45)
  • Retirement
  • Trust
  • Certified Financial Planner
“I've been with Rinaldi before he had his own company and no one would look at me twice with the desperatly small amount I had saved but he was a newbie with another company and took me under his wing.”
In Business Since 2023
24311 Walden Center Dr Suite 100, Bonita Springs, FL
i
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Svihla & Associates Cpas

Svihla & Associates Cpas

(2)
Services For Individuals, Advisory Services, Tax Services
“If you're looking for a new CPA I would definitely give them a chance!”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1995
2901 Ohio Blvd, Terre Haute, IN
i
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Empowered Family Law

Empowered Family Law

(30)
Rocket Motivation Podcast, Financial Planning Tools, Meditation Resources
“And let's not forget Fran at the front desk: she offered not only charming assistance along the way, but also “free therapy” towards the end of my experience.”
In Business Since 2020
1406 Dauphin St, Mobile, AL
i
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Sendziak & Sroda Cpa's

Sendziak & Sroda Cpa's

(3)
“My identity was stolen some time ago, so I wanted to get my tax return in as early as I could this year, and Mary & Bill were so concerned with getting it in as quickly as possible.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2015
501 John James Audubon Pkwy # 202, Buffalo, NY
i
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Jarrard Seibert Pollard Co

Jarrard Seibert Pollard Co

(1)
Business Services, Services For Individuals, Tax Services
“Russell Ries is a great CPA, he's thorough, responsive, and highly competent.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1972
Serving Area
i
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Emmett Financial Services

Emmett Financial Services

(18)
Industries, Real Estate Brokerage Services, Business Services
“From their personalized service, advisory components, principled worldview, deep understanding and clear communication of the law, and balanced perspectives on investing, I (and my wife) cannot recommend another firm for your individual and/or busine...”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
Offers Financing Options
Serving Area
i
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James L Hickey CPA

James L Hickey CPA

(2)
Why Quickbooks, Get Your IRS File, Tax Preparation
“Excellent cpa!”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2012
Transparent Fees & Pricing
Serving Area
i
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Shaw & Associates

Shaw & Associates

(6)
Industries, Business Services, Services For Quickbooks
“We have done our taxes two years in a row with Josh and have been more then pleased!”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2001
2317 N Hill Field Rd, Layton, UT
i
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Carleton, Lopez, & Weisman Associates

Carleton, Lopez, & Weisman Associates

(2)
Tax Preparation & Planning, Accounting, Quickbooks® Services
“I was introduced to Darren Aizanman about the time my tax professional was retiring.”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
Serving Area
i
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Consolidated Financial

Consolidated Financial

(3)
Financial Planning, Investment Management, Retirement Plans
“Thank you for always being level headed about making smart moves!”
Licensed, BBB Rating: A+
In Business Since 2002
Serving Area
i
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Burns Tax & Wealth Management

Burns Tax & Wealth Management

(2)
Financial Planning, Tax Planning & Preparation, Bookkeeping & Accounting
“Excellent Business Relationship, friendly and accommodating.”
Licensed, BBB Rating: A
In Business Since 2010
1920 S Archibald Ave f, Ontario, CA
i
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Price Financial Services

Price Financial Services

(2)
  • Financial Advisor
“Without her as my Advisor I wouldn't be able to afford my car or my house & have $$ for my older yrs.”
Licensed, BBB Rating: A+
In Business Since 2017
Transparent Fees & Pricing
Serving Area
i
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Lobo Wealth Strategies

Lobo Wealth Strategies

(2)
Solutions, Services
“Incredibly knowledgeable staff!”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
8220 San Pedro Dr NE UNIT 110, Albuquerque, NM
i
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Bentron Financial Group

Bentron Financial Group

(2)
“Jim Flanagan and his team did a great job listening to our family's estate planning needs and knows more about planning for retirement than most financial advisors at Wells Fargo, Merrill Lynch or William Blair.”
Licensed, BBB Rating: A+
In Business Since 2001
Transparent Fees & Pricing
Serving Area
i
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David Vaughan Investments

David Vaughan Investments

(1)
“Strong focus on the supporting the community, too.”
Licensed, BBB Rating: A+
In Business Since 1994
Transparent Fees & Pricing
5823 N Forest Park Dr, Peoria, IL
i
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Acropolis Investment Management

Acropolis Investment Management

(1)
Business Transition, Private Client, Retirement Plans
“Thanks to Chris, Cliff, Mike, Maria and Kaley for your competence and friendliness!”
Licensed, BBB Rating: A+
In Business Since 2008
Serving Area
i

Why these companies made our list

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