Best Financial Advisors in Tamarac, FL

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Tamarac area.

M&C Accounting Consulting

M&C Accounting Consulting

(7)
Services For Individuals, Industries, Services For Quickbooks
“M&C are the best out there, they cater to their client needs, very professional, worked around my budget, and nonetheless I was extremely satisfied with the services they provided...”
In Business Since 2020
Transparent Fees & Pricing
Free Initial Consultation
6410 N University Dr, Tamarac, FL
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Bert & Associates

Bert & Associates

(6)
Tax Services, Quickbooks Services, Services For Individuals
“They go beyond the point of sevice and take it upon themselves to remedy any problems you may be experiencing with the IRS.”
In Business Since 1993
Transparent Fees & Pricing
Offers Financing Options
6610 N University Dr, Tamarac, FL
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HB Accounting & TAX Services

HB Accounting & TAX Services

(8)
Bookkeeping, Payroll Services, Tax Planning
“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.”
In Business Since 2013
6091 N University Dr, Tamarac, FL
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Kave Solutions

Kave Solutions

Pricing, Partners, Client Login
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
4620 W Commercial Blvd ste 7b, Tamarac, FL
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Broward Teachers Union

Broward Teachers Union

In Business Since 1997
6000 N University Dr, Tamarac, FL
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Lafortune Financial Services

Lafortune Financial Services

(5)
“Lafortune took her time to go over all of my questions, and she explained in details what she was doing in regards to my federal tax return.”
In Business Since 2019
Coupons & Offers
Free Initial Consultation
5400 W Oakland Park Blvd, Lauderhill, FL
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Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(30)
Tax Services, Financial Planning, Bookkeeping
“I am never rushed, always treated with the utmost respect, and their no-nonsense approach to working with my complex situation gave me confidence at every step of the process.”
In Business Since 1987
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
5511 N University Dr Suite 101, Coral Springs, FL
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Avalon Accounting

Avalon Accounting

(14)
Small Business Accounting, Income Tax Returns
“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 .”
In Business Since 1994
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1500 N University Dr #115, Coral Springs, FL
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(26)
Client Links, Tax Services, Tell A Friend
“I live in Arkansas and even hundreds of miles away from Florida, him and his office staff do an amazing job accomedating me to make filing my taxes an easy process.”
In Business Since 2009
Remote Consultations Available
Accepts All Major Credit Cards
Transparent Fees & Pricing
2400 N University Dr Suite 207, Pembroke Pines, FL
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(30)
Small Business Accounting, Tax Return Preparation, Condominium/Association Accounting
“He is great at educating small business owners on their ideal tax filing status, how to upkeep your quickbooks (or similar), and how to deal with the IRS.”
In Business Since 1990
Transparent Fees & Pricing
Offers Financing Options
Serving Tamarac Area
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Velocity Processing

Velocity Processing

(28)
  • Business
  • Needs
  • Saving
“In my business, I do not encounter too many card processing issues, but, when I do, those problems demand immediate attention, and the Velocity Processing team has never let me down.”
In Business Since 2008
Remote Consultations Available
Licensed, BBB Accredited
Transparent Fees & Pricing
12331 SW 3rd St # 400, Plantation, FL
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Accounting Services of Florida

Accounting Services of Florida

(30)
  • Non-Profit
  • Responsive
  • Questions
“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 ...”
In Business Since 2017
Accepts All Major Credit Cards
Offers Financing Options
7000 W Palmetto Park Rd #210, Boca Raton, FL
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Adam C. Ziffer, Cpa, PA

Adam C. Ziffer, Cpa, PA

(28)
  • Responsive
  • Questions
“He not only made us feel instantly comfortable, but his knowledge and ability to explains things to us in “non-accountant speech” made us immediately decide to make him our permanent CPA.”
In Business Since 2018
Transparent Fees & Pricing
7000 W Palmetto Park Rd #210, Boca Raton, FL
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Feller Financial Services

Feller Financial Services

(30)
  • Retirement
  • Portfolio
  • Future
“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.”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
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Wild Felice & Partners, PA

Wild Felice & Partners, PA

(26)
Elimination of Probate., Reduction of Estate Taxes.
“Michael is extraordinarily knowledgeable about both Florida law and tax laws which enable him -- and his firm -- to not only provide answers all of your questions about estates, trusts and wealth planning, but also to advise you on all of your option...”
In Business Since 2009
1250 S Pine Island Rd #200, Plantation, FL
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Wealthcare Financial

Wealthcare Financial

(30)
  • Retirement
  • Team
  • Pleasure
“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...”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
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Gold Coast Accounting

Gold Coast Accounting

(18)
Business Services, Tax Services, Services For Individuals
“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.”
In Business Since 2000
Offers Financing Options
Accepts All Major Credit Cards, Check, Paypal
Transparent Fees & Pricing
7301 W Palmetto Park Rd Suite 110C, Boca Raton, FL
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MTD Accounting & Bookkeeping Inc

MTD Accounting & Bookkeeping Inc

(21)
  • Financial
“I called her with so many questions about opening a new business and she answered all of my questions without knowing me or being certain that I would hire her services, she not once asked me to schedule a consultation or asked for money to talk to m...”
In Business Since 2020
Transparent Fees & Pricing
Offers Financing Options
4400 N Federal Hwy Suite 8, Boca Raton, FL
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Shulman Law

Shulman Law

(24)
Criminal Law
“Sasha has represented me in a couple cases and I will always pick her over any attorney, she's done marvelous work for me when the state didn't want to release me, her words of magic got me out of a county sentence with rehab time..”
In Business Since 2015
3000 N Federal Hwy Suite 8, Fort Lauderdale, FL
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Secure Wealth Planning Group

Secure Wealth Planning Group

(24)
Retirement Income Planning, Second Opinion, Tax Reduction Strategies
“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...”
In Business Since 2011
7280 W Palmetto Park Rd, Boca Raton, FL
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Anthony, J Perri CPA PA

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.”
In Business Since 1992
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
9726 W Sample Rd, Coral Springs, FL
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Fallenbaum CPA & Advisors

Fallenbaum CPA & Advisors

(19)
Accounting, Planning & Advisory, Business Valuations
“We actually connected through linked-in and I am so glad he reached out, because in the midst of a pandemic we were able to virtually connect on video call and he educated me in many subjects that were foreign to me since I am a young professional wh...”
In Business Since 2009
Free Initial Consultation
3701 Greenway Dr, Hollywood, FL
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Affordable Tax Professionals

Affordable Tax Professionals

(15)
  • Accountant
  • Expenses
“I am so happy I chose to work with affordable tax professionals, They were indeed professionals and I would definitely suggest that anyone who is insecure about this process put your trust in them, it is certainly worth it.”
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
2455 Hollywood Blvd, Hollywood, FL
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Santos Associates Accountants

Santos Associates Accountants

(8)
“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!!”
In Business Since 1966
Family Business
Transparent Fees & Pricing
Licensed
1961 NW 150th Ave #104, Pembroke Pines, FL
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Retirement Planning and Investment Management Services in Tamarac, FL Cost Estimates

Minimum cost
$1095
Maximum cost
$9300
National Average
$3283
Avg Per Hour Rates
$329
$2189
$6018
Fair price range is based on 454 cost profiles
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Average Cost $3283
Minimum cost $1095
Maximum cost $9300
Avg Per Hour Rates $329

Fair range $2189 to $6018 is based on 454 cost profiles.

Why these companies made our list

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