The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Tamiami area.
Learn how we score.
Prominent finalists A-Z in Tamiami
A&G
Acbotax,corp
BH Fast Funding
Brickell Capital Finance
Clean Slate Consulting Credit Repair
Comfort Insurance & Finances
Credit Karla
Credit Physicians
Credit Repair Miami: Buildworth Strategies
Credit360 Credit Repair Services
Financial Designs
Hakim & Zafar, CPA & Advisory Services
Interactive Accountants
J A Rodriguez CPA
JM CPA Group
Lemus & Company PA a Bizcpas Affiliate Partner
Madison Monroe and Associates
Miami Tax & Audit
Nelson & Associates Cpa, PA
Premium Tax Services
Rodriguez Advisors
Smaart Company
Stivers Law
Tentho
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Nelson & Associates Cpa, PA
(2)
Business Services, Services For Individuals, Quickbooks Services
“Excellent!!!”
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Smaart Company
(28)
Strategy
Team
People
“My experience was the best with them, they offer an excellent service, I had a problem with taxes and they helped me solve it, the office was super nice and the customer service is excellent..”
i
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Tentho
(24)
Solo Bookkeeping, Foundation Knowledge Base, Elite Accounting
“I was invited to become a customer with Varo, I am happy with the service they are diligent, truth be told doing my booking myself would never happen, they keep me on track and I love it.”
i
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Financial Designs
(29)
Packages, Human Capital Management, Employee Services
“The team at Financial Designs has always solved my problems in an efficient and effective manner, notifying me immediately of problems that arose with insurance claims”
i
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Comfort Insurance & Finances
(24)
Professional
Questions
Policy
“Very professional and knowledgeable on the matter, highly recommend Michael Martinez, response is very efficient and always follows up to see if I have any questions.”
i
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Hakim & Zafar, CPA & Advisory Services
(30)
Consulting, Audit, Accounting
“I can honestly say, if you want someone who is actually going to answer the phone when you have a question, and who make you feel like you're his only client, then Syed is your guy.”
i
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Miami Tax & Audit
(30)
Credit Solutions, Life Insurance, Tax Preparation and Audit
“I'm a black owned business supporter and I'm glad to say that I've been doing my taxes here since 2008, and they are the best accountants I have encountered.”
i
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Interactive Accountants
(26)
Business and Personal Tax Advisor, Business Finances, Payroll
“Matthew Shiebler, is an outstanding certified CPA with many years of experience that has saved my business thousands of dollars and headaches along the way.”
i
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Stivers Law
(28)
Outdated Estate Planning Documents, Financial Planning Assistance, Estate and Gift Tax Figures
“If you want things done right, you see the value in having someone actually listen to your needs, and if your family legacy is crucial, then you also know that The Probate Law Firm will take care of you like you are their family.”
“The first time I spoke with Jesse he went way out of his way to connect me with three different people who could help my unique situation in a niche industry.”
i
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A&G
(21)
Tax Planning, Tax Preparation, Tax Problems
“This company really knows what they doing, excellent service, I have worked with them for 6 years for my personal, family and business taxes, if you want good service these people is for you.”
i
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Credit Repair Miami: Buildworth Strategies
(26)
Personal Credit
“Special thanks to Adairis Rojas ( and the others who step in when she's not available) who has been so kind, patient, and helpful with my many questions and concerns.”
i
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Credit Karla
(26)
Credit Score
Business
Questions
“The best part is not only seeing your credit flourish but having accessibility to a professional who is ready to go out of their way to respond at any time, providing quick and solid advice and solutions.”
i
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Credit360 Credit Repair Services
(17)
Business Credit, Credit Repair
“I was hesitant to enroll in their program at first because of being burned by other companies in the past but I am happy that I took the chance with Credit360.”
“After COVID hit I was struggling to continue paying the credit cards on time so the interest kept going I found Madison Monroe and they took care of everything, my account manager Maria was very efficient in explaining the program to the fullest and ...”
i
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J A Rodriguez CPA
(20)
Family
“Despite the fact that my needs were just about clarifying certain tax-related questions, they handled it with the utmost professionalism; they were thorough and not once were they dismissive or short.”
i
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Acbotax,corp
(8)
Business Services, Services For Individuals, Quickbooks Services
“I've had the pleasure of working with Paula and her team at ACBOTAX for several years and can attest to both their professionalism and attention to detail!”
i
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Credit Physicians
(28)
Car
Credit Score
Company
“Would definitely recommend credit physicians to anyone in need of help with there credit, very professional and take the time to help with such important tasks.”
i
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Brickell Capital Finance
(13)
Team
Financing
“Having worked in small business lending for several years, I have seen very few companies with the honor, integrity and honesty of Brickell Capital Finance.”
i
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Clean Slate Consulting Credit Repair
(17)
Book Appointment
“He explained to me step by step what our plan is to build my credit and after our consultation I finally feel confident that my credit will be halfway decent (at least useable lol)”
i
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Lemus & Company PA a Bizcpas Affiliate Partner
(8)
Cash Flow Management, Tax Services, Business Services
“Excellent firm, very knowledgeable, great staff and service.”
i
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Premium Tax Services
(12)
Quickanswers, New Business Formation, IRS Seizures
“I have been doing business with Premium Tax Services for over 20 Years and their professionalism, customer service and quick response have always been paramount”
i
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Rodriguez Advisors
(8)
Business Services, Services For Individuals, Quickbooks Services
“They help me out with my tax extension And now we finally finalized everything, They are also Great financial advisors and now helping me get organized for success !”
i
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BH Fast Funding
(20)
“Alex was very professional and understood my needs and respected my situation.”
i
Retirement Planning and Investment Management Services in Tamiami, FL Cost Estimates