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Waldeck Investment Group

(11)

Company

“This company is truly a reckoning power that's for its people they have moved prompt manner in getting my refund I have recommended friends that feel just as Excited as I was about there promptness's for their company so if you have not filled your t...”

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HB Accounting & TAX Services

(10)

“Each year, follows technology upgrades to make at ease with user friendly applications to help speed up the document process such as check ins and also keep customer information secure and private.”

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Blum and Blum, Certified Public Accountants and Advisors

(41)

Understand
Educated
Needs

“With a direct, hands on approach to accounting, clients can be sure that not only will they have an understanding of where they sit currently when they leave the Blums' office, but they will have a game plan for how to get where they want to be.”

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Premier Financial Services/ Ross Grossman, EA

(50)

Questions
Accountant
Choice

“But at once when you meet up with Ross in his office you begin to relax, maybe it's all the fun memorabilia around the office or just knowing your financial situation is in very good hands-I like to think it's both but more likely the later.”

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Sbge Tax Accounting & Financial

(49)

Team
Communication
Account Manager

“Super professional, Leandro and Carol helped us very quickly and took their time to explain the laws work correctly, very easy guidance with the entire process with both personal and company taxes, I highly recommend the services of this company.”

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Peterson Accounting CPA P.A.

(35)

Questions
Number
Patient

“Brian Peterson of Peterson Accounting helped our small business prepare and file our tax return, and we were blown away with his knowledge, expertise, and level of service.”

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The 24 firms listed for Tamarac, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Tamarac, FL

The 24 firms on this page are rated from 4.1 to 5.0 across 884 reviews; 6 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (88%) and quality (72%). The topics that come up most in reviews of the firms on this page are "communication", "knowledge" and "patient". 3 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (4), business services (3), financial planning (3), retirement planning (3) and small business accounting (3). 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 4 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 20 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Tamarac listed here?

2 of the 24 firms are located in Tamarac. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Feller Financial Services

(50)

Retirement
Portfolio
Accounts

“Richard Koblick is always available to “hold my hand” when I've got questions and meets with me regularly, by zoom, to keep me updated and to update my profile and portfolio to be sure they reflect my current status and projected needs.”

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Worthy Peer Capital

(48)

Bonds
Return
Risk

“Especially for money that you might invest for 1-5 years because you can withdraw the money whenever you want to and there's not the fluctuation on the money that you might experience with the stock market or even mutual funds.”

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Wealthcare Financial

(43)

Retirement
Financial Advisor
Educated

“Also having worked in the financial industry for a while, knowing the ins and outs of many things that never surface to the non-financial professionals i can confidently recommend them to plan your Financial future - may it be Insurances, Investing o...”

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Avalon Accounting

(14)

“Gail is an amazing person she has gotten our business through some of the most stressful times including of course the pandemic which she spent hours helping us with very difficult grants and government funding .”

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Global Wealth Management

(35)

Meeting
Needs
Office

“They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs.”

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Grady Group Florida

(27)

Retirement
Insurance
Learn

“They're a close knit consumer company that invites their investors to share their experiences at one of the many financial workshops they're offering through Florida, along with a complimentary awesome dinner @ a 5 star restaurant.”

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Secure Wealth Planning Group

(35)

Retirement
Fiduciary
Returns

“The human touch and true understanding of one's needs and goals were captured from the onset when I met Richard Ehrlich and later Samara, providing amazing support, educated suggestions of where to invest plus a clear understanding of their process a...”

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Santos Associates Accountants

(10)

“We will continue to have them do our tax prep and highly recommend them to everyone who is looking for a good accountant and tax preparer!!”

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Anthony, J Perri CPA PA

(7)

“My company has been working with Patrick Fazio for over a year and find him and the Anthony Perri CPA team to be knowledgeable, responsive, friendly and a pleasure to deal with.”

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Tobias Financial Advisors

(1)

“My in-laws and my husband and I have been using them for years, and have always had the most wonderful, professional and excellent experience with them.”

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Boca Accounting

(30)

Questions

“We are not based in Florida, and Rich and Ted continuously have to learn the different accounting laws and various things from state to state , they are always up to date on the new additions to the tax law in Texas and what they do not know they wil...”

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Garg and Associates

(16)

“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.”

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American Asset Management

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Prosperitus Wealth Advisors

(19)

Financial Advisor
Goals
Strategies

“Sensitive issues have been dealt with in an expeditious manner, professionally and in so many ways I have been spared the pain of going through multiple unnecessary financial headaches.”

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Strategic Senior Benefits Group

(19)

Retirement
Tax
Meeting

“I had worked with Fidelity and Voya, you know the people who NEVER call you, who ask for your account number, whom you have to navigate 4 layers of automated answering systems to maybe be on hold for 20 minutes to speak to a human.”

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Caruso & Co

(4)

“Had an excellent experience using this firm, truly a very knowledgeable and definitely patient CPA willing to answer questions and explain everything.”

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Janette L Davis, CPA

(7)

Financial

“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.”

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Meridian Retirement Solutions

(18)

Income
Tax
Security

“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...”

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Average Cost	$3283
Minimum cost	$1095
Maximum cost	$9300
Avg Per Hour Rates	$329

Best Financial Advisors near Tamarac, FL

Waldeck Investment Group

HB Accounting & TAX Services

Blum and Blum, Certified Public Accountants and Advisors

Premier Financial Services/ Ross Grossman, EA

Sbge Tax Accounting & Financial

Peterson Accounting CPA P.A.

Area overview: Tamarac, FL

Feller Financial Services

Worthy Peer Capital

Wealthcare Financial

Avalon Accounting

Global Wealth Management

Grady Group Florida

Secure Wealth Planning Group

Santos Associates Accountants

Anthony, J Perri CPA PA

Tobias Financial Advisors

Boca Accounting

Garg and Associates

American Asset Management

Prosperitus Wealth Advisors

Strategic Senior Benefits Group

Caruso & Co

Janette L Davis, CPA

Meridian Retirement Solutions

Retirement Planning and Investment Management Services in Tamarac, FL Cost Estimates

Why these companies made our list

Financial Advisors near Tamarac

Popular in Tamarac