Best Financial Advisors in Tamarac, FL

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

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
i
M&C Accounting Consulting

M&C Accounting Consulting

(5)
Services For Individuals, Industries, Services For Quickbooks
“I've sent them several referral and everyone has been so pleased with their customer service.”
In Business Since 2020
Transparent Fees & Pricing
Free Initial Consultation
6410 N University Dr, Tamarac, FL
i
HB Accounting & TAX Services

HB Accounting & TAX Services

(10)
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
i
Waldeck Investment Group

Waldeck Investment Group

(10)
“I received a confirmation the same night stating the irs accepted my tax return, which is amazing as well and I received my cash advance the next morning which is a plus.”
In Business Since 2017
Free Initial Consultation
4699 FL-7 suite s, Tamarac, FL
i
Kave Solutions

Kave Solutions

(1)
Insurance Services, Tax Services, Credit Repair Services
“Michael is the best at what he does .”
In Business Since 2021
Licensed
4620 W Commercial Blvd # 7B, Tamarac, FL
i
Broward Teachers Union

Broward Teachers Union

In Business Since 1997
6000 N University Dr, Tamarac, FL
i
Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(41)
Tax Services, Financial Planning, Bookkeeping
“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.”
In Business Since 1987
Free Initial Consultation
Offers Financing Options
Licensed
5511 N University Dr # 101, Coral Springs, FL
i
Accounting Services of Florida

Accounting Services of Florida

(50)
  • Non-Profit
  • Tax Exempt
  • Team
“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 Suite 210, Boca Raton, FL
i
Fast Track Debt Relief

Fast Track Debt Relief

(48)
  • Call
  • Creditors
  • Bills
“They are an awesome group of people,they are on top of of your situation and walk you through anything you need,I love the constant contact thru our very own email link with our own Attorney,I recommend them to anyone that needs help to get back on t...”
In Business Since 2008
Free Initial Consultation
1901 W Cypress Creek Rd, Fort Lauderdale, FL
i
Sbge Tax Accounting & Financial

Sbge Tax Accounting & Financial

(48)
Itin Number, Blog, Open/Start Your Business
“You will have the option of having your consultation in person or online, which shows in my opinion how willing this company is to customer satisfaction.”
In Business Since 2018
1761 W Hillsboro Blvd Ste 102, Deerfield Beach, FL
i
Feller Financial Services

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.”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
i
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
i
My Cpa, PA

My Cpa, PA

(48)
  • Questions
  • Tax Attorney
  • Work
“Super excited with so much professionalism and experience in taxes and accounting from this company; I have recommended it, I have used it and I will use it again and recommend it to all my family and friends.”
Accepts All Major Credit Cards
15800 Pines Blvd # 203, Pembroke Pines, FL
i
Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(44)
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
Accepts All Major Credit Cards
2400 N University Dr Suite 207, Pembroke Pines, FL
i
Quality Tax Plus Services

Quality Tax Plus Services

(40)
Tax Preparation, Immigration Document Preparation, Health Insurance
“The team assisted me to redact my resume, my work application with professionalism and patience , I file my tax return and enrolled in Obama care health insurance with them well.”
In Business Since 2020
Free Initial Consultation
6079 W Atlantic Blvd, Margate, FL
i
Wealthcare Financial

Wealthcare Financial

(43)
Investing, Insurance, Retirement
“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
i
Lighthouse Financial Group USA

Lighthouse Financial Group USA

(50)
  • Questions
  • Information
  • Expectations
“I soon came to realize that my wish would be answered, after meeting the team at LHFG I quickly noticed that they were a devoted team of financial experts and tax professionals ready to assist me with any of my financial needs from simple personal ta...”
In Business Since 2020
Transparent Fees & Pricing
11471 W Sample Rd Suite 6, Coral Springs, FL
i
Commercial Finance Partners

Commercial Finance Partners

(35)
  • Loan
  • Team
  • Company
“He knows the lay of the land, knows which lenders work the best for your specific criteria, has an underwriting team that will diligence & prep your file beforehand, and then neatly present it to the applicable lenders to ensure you get the best shot...”
In Business Since 2012
Offers Financing Options
Free Initial Consultation
1200 N Federal Hwy Ste 201, Boca Raton, FL
i
Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(34)
Small Business Accounting, Tax Return Preparation, Condominium/Association Accounting
“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.”
In Business Since 1992
Transparent Fees & Pricing
Offers Financing Options
Serving Tamarac Area
i
Shulman Law

Shulman Law

(26)
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
Emergency Services
3000 N Federal Hwy STE 8, Fort Lauderdale, FL
i
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 1996
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1500 N University Dr #115, Coral Springs, FL
i
Streimer & Flusberg, PA

Streimer & Flusberg, PA

(34)
  • Questions
  • Tax Returns
  • Finances
“I have sought the expertise of this firm for 6 years and am consistently pleased with their knowledge, professionalism, diligence, and attentiveness to my tax requirements.”
In Business Since 2013
12540 W Atlantic Blvd, Coral Springs, FL
i
Velocity Processing

Velocity Processing

(29)
  • Company
  • Technology
  • Questions
“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
Licensed, BBB Accredited
Remote Consultations Available
12331 SW 3rd St # 400, Plantation, FL
i
Wolfson & Associates PA

Wolfson & Associates PA

(25)
Business Services, Industries, Tax Services
“I am using there accounting services from about 20 years and I have very very satisfactory service, in fact it's one of the most perfect service we get from any accounting services firms.”
In Business Since 2005
Accepts All Major Credit Cards
Transparent Fees & Pricing
2801 N University Dr # 306, Coral Springs, FL
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top