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Jim Garner, CPA

(1)

Tax Relief, Investment Management, Part-Time CFO Services

“His certificate of authorization is legit!!!”

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Gulf Financial Group

(6)

Retirement

“Great help in learning to budget and starting a savings.”

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Charles Tipton & Company

Certified Public Accounting

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Hutchison Jr Edward A

(1)

Real Estate, Business Law, Civil Litigation, Appeals, and Mediation

“Courteous staff, unable to contact attorney.”

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22 Seven Wealth Management

Stein Financial

Investment Management, Financial Planning, Business Valuation

“A value investor seeks to purchase securities (stocks and/or bonds) at a discount to their intrinsic value. Stocks and bonds can trade at a discount for a variety of reasons (bear market, out-of-fashion industry, misunderstood, etc.). Eventually, the...”

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Moss Wealth Management

(1)

“Steve is very responsive to questions and provides pro-active guidance on market events.”

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30A Wealth Management

Solo (cb), Real Estate Planning, Additional Products & Services

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”

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Livingston Financial Planning

“Buz Livingston, CFP ®, provides investment advice for clients at all stages of life ranging from those beginning the process of accumulating wealth to those already there. There are no account minimums and fees are charged on an hourly or retainer ba...”

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Asset Management Services

“We are leaders in the rarefied world of VLB Recovery (very large balance recovery). In fact, we coined the term years ago. VLB Recovery is the term used when the holder of a judgement requires an outside firm to help locate, identify and recover lost...”

FAQs

How are they involved if I hire you to recover the money?

Attorneys almost always work by the hour on the types of cases we handle. Once they obtain the judgment and they have been paid it is completely up to you on how you wish to continue. If they worked on a contingent fee basis it is up to you to ask for the judgment back from them, unless your contract with them states otherwise. In many cases we will continue to utilize the same attorney who obtained the judgment, if it is feasible for all parties.

Will you match their rate?

No. We have hundreds of cases at our standard rate of 50%. It would be a disservice to you to pretend a 33% case would receive the same treatment from us as a 50% case would. We think you should consider who has the best chance of obtaining a recovery for you. 50% of something is better than 33% of nothing. No one has our track record or resources. Please consider our references, and contact them if you have any question about our capabilities. They will give you their unbiased opinion based on their actual experience with us, compared to other companies they have used.

But how much will it cost me, really?

It costs you absolutely nothing else. We advance all costs. If we are successful in a recovery we will first deduct legal fees, court and asset search report costs, then split the rest with you 50/50.

Do you guarantee that you will recover the money?

There are no guarantees, other than we will pursue every legal avenue we can think of to try and recover the judgment. Every resource, every trick, every maneuver in our arsenal will be employed to get results. After all, we do not make money unless we do our best, successfully.

What methods do you use to recover judgments?

There are a tremendous number of avenues we can pursue. After we receive your case we will generate all of the investigative reports that can indicate if there are any assets to pursue. Within a short amount of time we will most likely know where a bank account or brokerage account is located, worldwide. If we find an asset in another state we will domesticate the judgment in that other state, and pursue collection there, simultaneously with our Florida efforts. It is not unusual for us to be pursuing a judgment in 3 or 4 states all at the same time.

We do have more answers on the FAQ page on our website.

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Family One Source

(49)

List OF Services, Free TAX Preparation

“I would recommend her to any and everyone, she has an amazing sense of humor and even gave me her time while she was still recovering from her Surgery!”

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Emerald Coast Financial Accounts

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

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Woodrick Investment Consulting & Financial Planning

(1)

Estate Planning, Financial Planning, Retirement Planning

“His years of experience are a valuable asset to anyone looking to invest in the market.”

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Familyvest

(17)

Future
Decisions
Mind

“Family Vest has helped us in in so many ways (retirement/investment advice and planning, life insurance needs, college resources and planning, tax strategies, mortgage and future housing considerations, budgeting and saving, special needs planning).”

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O'Sullivan Creel: Bowyer Kevin D CPA

Personal Services, Traditional Accounting, Corporate Advisory

“Warren Averett is a top accounting firm providing audit, tax, accounting and consulting services to companies across the Southeast. Our firm has expertise in industries including manufacturing, construction, real estate, financial services, healthcar...”

Featured

Our friends at Warren Averett, LLC have several ladies with big accomplishments to honor during #WomensHistoryMonth! Here's a look: nnAmber Stout, CPA - Top 40 Under 40, Huntsville Business Journal nnApril Harry, MBA - 2023 C-Suite Awards, Birmingham Business JournalnnCallie Hornbuckle - Unanet Implementor CertificationnnCarol Phillips - 2023 Top Birmingham Women, Birmingham Business JournalnnClaire Duren, CPA - Rising Stars, InweeklynnCyndi Warren- 2023 Power List, InweeklynnHeather Locklar - Top 40 Under 40, Birmingham Business JournalnnJess Finney Brawner - Upward Momentum: Early Career Leadership ProgramnnKaleigh Flatt - Leadership Montgomery Legacy GraduationnnKathryn Rudder - Momentum Leaders' 2023 Executive Leadership Program Participant/Tax SALnnKathy Wales - Leadership Montgomery Torchbearers ClassnnKim Hartsock - 2023 Moxie Awards, Gwinnett Chamber of Commerce and 2023 Georgia Titans, TITAN 100nnMary Elliott - 2023 CEO Awards, Birmingham Business Journal and Who's Who in Accounting, Birmingham Business JournalnnMegan Randolph, CPA - Momentum Leaders 2023 Executive Leadership ProgramnnMindy Rankin - AICPA Disaster Tax Relief Task ForcennMissy Herbert - Top 50 Women Leaders of Georgia, Women We AdmirennSusan Key - Received Certified Daily Money Manager Designation and Featured by MoneyGeek...

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Mariner

(2)

Services For Individuals, Services For Businesses

“Knowledgeable ,intelligent, very personable”

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Jared O'Neal - Raymond James

(3)

Services, Services

“When I first met him I was a little concerned as he was younger than I had envisioned..”

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Chipser Wealth Management

“On our website, you will find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight portfolio designed to fill the gaps in your ...”

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Wilson CPA & Consulting

“The good news is that the turmoil of the past year has given us great new opportunities and new ways of taking care of our client base and though it has been a bit stressful we have learned, grown and gotten better at taking care of you.”

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The Tallman Group

“Jonathan is a board member of Friends of Children Everywhere, Inc., that currently works with the Casa Bernabe orphanage in Guatemala. He travels to Central America with his wife Jennifer. He currently serves as a board member to the Bluewater Bay Mu...”

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Winged Wealth Management and Financial Planning

Comprehensive Financial Planning, Hourly Rate Financial Management Services, One-Time Financial Plan or Project

“Winged Wealth provides Comprehensive Financial Planning designed specifically for military personnel, veterans and their families.”

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Clear Harbor Wealth Management

“At Clear Harbor Wealth Management, we deliver holistic, comprehensive financial planning services. We evaluate your assets, future goals, risk tolerance, and personal values to craft a tailored financial plan. Our strategy encompasses everything from...”

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Coastal Accounting

(7)

Strategic Business Planning, Services For Individuals, Business Services

“Very knowledgable and customer focused.”

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A Better Ledger Company

(3)

Personal Financial Planning, New Business Formation, Strategic Business Planning

“I've been working with Karen for the past 15 years and she always does an outstanding job handling my business taxes, personal taxes, business financials and payroll.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Panama City Beach, FL

The highest-rated Financial Planning & Wealth Management companies out of 152 vetted & reviewed in the Panama City Beach area.

Jim Garner, CPA

Gulf Financial Group

Charles Tipton & Company

Hutchison Jr Edward A

22 Seven Wealth Management

Stein Financial

Moss Wealth Management

30A Wealth Management

Livingston Financial Planning

Asset Management Services

Family One Source

Emerald Coast Financial Accounts

Woodrick Investment Consulting & Financial Planning

Familyvest

O'Sullivan Creel: Bowyer Kevin D CPA

Mariner

Jared O'Neal - Raymond James

Chipser Wealth Management

Wilson CPA & Consulting

The Tallman Group

Winged Wealth Management and Financial Planning

Clear Harbor Wealth Management

Coastal Accounting

A Better Ledger Company

Retirement Planning and Investment Management Services in Panama City Beach, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Panama City Beach

Popular in Panama City Beach