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Insurance and Financial Services Group
Annuities, Insurance Protection, Alternative Investments
“IFSG staff is very knowledgeable and has great customer service.”
Best Financial Advisors in Wellington, FL
The highest-rated Financial Planning & Wealth Management companies out of 121 vetted & reviewed in the Wellington area.
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Michael L. Steiner, CPA | Tax Accountant
Individual Services, Accounting and Bookkeeping, Entity Selection and New Business Advising
“I appreciate you being willing to take my impromptu calls and your patience explaining how things work and what our accounting options are when variables present themselves.”
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Davis Private Wealth
Financial Planning, Tax Planning, Investment Management
“Davis as he has been personally involved in all long term retirement, savings and tax planning, as well as 529, real estate and other investment related decisions.”
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Assets Risk Management
“He is highly intelligent, extraordinarily experienced and incorporates a work ethic that is to be envied.”
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Barron & Kogan
Small Business Accounting, IRS Levies, Internal Controls
“We are a full-service Accounting firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
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Dunamis Capital Consulting
“Let us help you determine how much participation is right for you. We will give you full control and transparency over your portfolio, and share our investment management resources, expert advice, as well as access to our alliance partners.”
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National Financial Companies
“At National Financial Companies, LLC we understand the unique attributes of entrepreneurs and their changing business needs. Through our platform of capital, strategic planning, strong infrastructure, operational support and management insight, we he...”
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Averkamp CPA Group
Accounting For E-Commerce Business, Business Financing, Tax Planning and Preparation
“He was very helpful, responsive to my emails, always available to speak by phone and video-call, and most importantly extremely knowledgeable on the topic.”
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My Accounting Crew
- Information
- Responsive
- Patient
“Audra's expertise on her You Tube videos was extremely helpful but they also made me realize that I should just inquire about seeing if she was available to actually do these forms for me!”
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J.brucker Advisors
- Industry
- Business
- Credit
“Our family was in a process of getting a new house, and we encountered some glitches in the credit history that needed to be remedied quickly in order for us to proceed with a purchase.”
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Agnello Financial Group
Insurance, Investment Advisory, Financial Planning
“He is responsive to your emails and/or phone calls, listens to your needs and concerns and delivers great results!”
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Pybus & Company
Quickbooks Services, Services For Individuals, Tax Services
“Brian is excellent, he found a mistake from a prior return from another filer, fixed it, extremely knowledgeable also while filing my US taxes and dealing with issues while I'm living abroad.”
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Corporate Debt Expert
- Call
- Understanding
- Business
“There are alot of people who talk the talk as if they care bit I thank God for Patrick's care to be shown through his action and feeling his care without him ever having to say a word.”
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Debt Negotiation Services | Debt Settlement Company
- Questions
- Program
- Credit Card Debt
“Along with a few of my friends and family, I've been through DNS's program and found it really helpful, to the point where I know I never could have gotten out of debt without them.”
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Roderick C. Moe Cpa, PA
Accounting & Financial Planning, Forensic Economics, Forensic Accounting
“Every member of the staff has gone out of their way at one time or another to answer my accounting question and then follow up to help me take any necessary action.”
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Time Financial Service
“If you are looking for a blend of personal service and financial industry experience, you have come to the right place! We offer a broad range of services for the individual investors, retirees, business owners, executives and independent professiona...”
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Peter Weisberg, CPA
“He always provides good financial advice.”
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Tillett, Alvarado & Prendergast Certified Public Accountants
“They really know, and keep-up with the latest tax regulations to keep you and your business in check with the IRS.”
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Sundin Financial
“From establishing my life insurance policy, long term care, retirement and diversifying my investments, he explained where I can understand how my capital is going to work for me.”
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Williams Accounting Services
Tax Relief, Non-Profit Organizations, Business Services
“He has a special passion in dealing with people.”
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West Palm Beach Financial Advisor - Aaron Brask Capital
My Fees, Free Stuff, Portfolio Management
“Aaron Brask Capital is a top shelve firm who's professional direction and attention to details was very impressive.”
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Karim Tax
- Questions
- Job
“Other accountants said I would have to file an extension and wait at least a month, but he was able to get all of my paperwork filed for personal and business in a week.”
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Retirement Network Advisors - Jupiter Joe Thomas
Retirement, Insurance & Real Estate
“He has always listened to us carefully, and explained diverse options that allowed us to make informed and practical decisions related to our income and goals for the future.”
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Mobile Tax and Financial Services
“I've been with them for years, trust me they are the best.”
Retirement Planning and Investment Management Services in Wellington, FL Cost Estimates
Minimum cost
$1090
Maximum cost
$9260
National Average
$3269
Avg Per Hour Rates
$327
$2179
$5992
Fair price range is based on
450 cost profiles
Why these companies made our list
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