Best Financial Advisors in Pine Hills, FL
The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Pine Hills area.
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Tax Return Preparation and Tax Planning, Bookkeeping and Accounting Services, Reviewed Financial Statements
“I started a training business, and the advice they gave and the direction they showed me was very beneficial to my business i would recommend this type of service to anyone that needs help with anything that which resides in their business.”
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PTH Financial & Insurance
Services, Clientele, Testimonials
“We've worked with this team a very long time and have been pleased with the family like attention and desire to help us every step of the way!”
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John Pinkley - Raymond James
Services, Services, Risk Management
“John and Jeannie are fabulous people!”
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Pando Partners Wealth Management
Services, Financial Planning, Alternative Investments
“We listen and understand your wealth mission. Collaborating with your financial advisory team, including CPAs, estate attorneys, and others, we strive to achieve your most treasured goals. Progress is measured frequently along the way.”
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Wheelock Wealth Solutions at Raymond James
Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
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Certified Financial Group
For Individuals, For Employers
“I have been doing business with Certified Financial for over the 12 years and my experience has always been above average with Joe Bert, Valerie and their amazing group of financial planners!”
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Nona TAX - Lake Nona
Services For Individuals, Business Services, Services For Quickbooks
“Here I found the solution to my tax problems, they helped me plan my income and expenses for 2024, providing me with advice according to my needs, they went beyond what I expected in addition to maximizing my refund and organizing my Taxes correctly ...”
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Duryea & Edwards Cpas
Services For Individuals, Business Services, Tax Services
“They exceed my expectations on a regular basis and I would recommend this office to friends and loved ones, as well as strangers, regardless of their income level or type of business because of their commitment to clients and based on my personal exp...”
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Souza's Tax & Accounting
Individual, Business
“Above all, and this is why I'm so thrilled with them - I explained how frustrated I was working with a different firm 2 years ago that completely messed up my refund and to date, they had lied to me about providing help, ghosted me after promising to...”
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Bee Square Tax Service
- Questions
- Expert
- Office
“I had spoke to a number of facilities who really couldn't proceed without information on file for invoicing purposes first, but Jennifer gave me a call, asked me how she could assist, and allowed me to ask questions/vent/and almost break out into tea...”
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Edwards Financial Services
Blog
“I have seen unimaginable, consistent personal fiscal growth attributable to the fact that his strategies are based on fiscal truths, remarkably accurate economic forecasting, a profound ability to analyze and apply the effects geo political economics...”
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Alper Law
- Questions
- Knowledge
- Adoption
“The confirmation I made the right decision come at the Meeting with the Trustee, Mr Alper meet me in court and we witness 3 other people interviewed before I did and I can tell you I become very nervous once I saw the trustee extra questioning becaus...”
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Cohn, Lopez & Associates
Tax Services, Tax Planning, Retirement Panning
“For two years, Cohn, Lopez & Associates have done an outstanding job in the preparation of not only my tax returns, but my daughter's taxes; she was the one that highly recommended this firm to me.”
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CPA Accounting & Tax Services
Business Services, Individual Tax Services, Tax Resolution Services
“From the moment I reached out, I was greeted with the utmost professionalism and care, especially by Patrice at reception, who went above and beyond to ensure that all my initial queries were addressed promptly and efficiently.”
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The Hidden Wealth Solution
- Team
- Tax
- Questions
“I spent over three decades dealing with four different investment firms, and was never satisfied with the investment performance or customer service I received.”
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Dias Wealth
- Information
- Presentation
- Annuities
“Also, I wish you went into more of an explanation of how QC Ds are limited not only by the dollar limit but also the amount of current IRA contributions when the taxpayer is still having earned income.”
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BMA Taxes
Bookkeeping, Financial Preparation, Tax Planning
“Forwarded information regarding need to amend 2018 taxes and Mr Mendes had things completed in a matter of, no time actually, things were done that quickly.”
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The Lifewealth Group
Who We Are, Meet the Team, Videos
“Our Advisor Shea Kutie spent many hours over 6-months working with us and tailoring our plan - everything from moving things around, setting up better tax-reducing strategies, deciding what to do with our existing assets, life insurance, updating our...”
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DC & Associates
- Ginger
- Questions
- Company
“Micheal Crowder went above and beyond to help me out with an employment tax issue, guiding me through getting it taken care of and the question to ask and the answers to give so that I was able to get it resolved with his guidance.”
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Wooten CPA
- Questions
- Knowing
- Mind
“Whenever I have questions or concerns with something about Taxes, Brad is professional, patient, and filled with understanding and empathy while helping us navigate any issues.”
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KP Financial Firm
Tax Services, Financial Services, Other Services
“Not only is her professional commitment notable (she is simply very good at her job) but also her kind treatment and empathy (she took her time to get to know me and our situation, without rushing, with genuine interest).”
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Oxford Advisory Group
- Retirement
- Meeting
- Team
“We didn't know what we were going to do with our investments moving forward but after speaking with Shea and Oxford Advisory Group we are much more confident and know what steps we are going to take to insure a beautiful future.”
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Credit Repair of Florida
Get Started Here, Credit Monitoring, Rental Kharma
“Great company, great staff, honest and always on time, very helpful and has defenitly helped us with what has been needed and the results have been beyond execllent, after tryig many places this company has been the best ever WITH REAL results.”
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Burgos & Brein Wealth Management
- Benefits
- Dad
- Team
“I'm happy to report that within weeks of filing, my mother was awarded Aid & Attendance benefits and now will be able to afford the much needed Assisted Living; and, I'll have peace of mind knowing that she will be receiving the much needed assistanc...”
Retirement Planning and Investment Management Services in Pine Hills, FL Cost Estimates
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