Top Strategic Financial Planning Firms in Florida
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$1,000+< $25 / hr2 - 9Sarasota, FL
Services provided
Finance & Accounting Outsourcing (FAO) company Sky Bridge Book Keepings is headquartered in Sarasota, Florida. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$50,000+$150 - $199 / hr2 - 9Zephyrhills, FL
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Henriquez Accounting & Tax Services is an Accounting company headquartered in Zephyrhills, Florida. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Naples, FL
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Liberty Capital Partners is a Commercial Financing company. The Providence, Rhode Island-based firm provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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TREP Advisors is a Commercial Financing company. They are in Melbourne, Florida and have small team. They provide Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Miami, FL
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Established in 2017, SharedCxO, a small Fractional CFO Services company, is in Miami, Florida. Their services include Fractional CFO Services and Business Consulting.
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Undisclosed$200 - $300 / hrFreelancerMount Dora, FL
Services provided
Launched in 2025, Timothy LeGendre CPA LLC is an Accounting company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Miami, FL
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Founded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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Established in 2020, Tax Grace Business Solutions LLC is an Accounting and Financial Advising & Planning company. The small team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Empire America Solutions & Taxes, LLC, a small Accounting and Financial Advising & Planning company, is in Tampa, Florida. The team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sebring, FL
Services provided
See all 1 projectsGerard & Associates PA CPA's provides comprehensive accounting services, including general ledger management, financial statements, payroll, payroll taxes, and year-end tax returns. Reviews highlight their reliability and effectiveness, with clients noting successful financial outcomes and smooth communication. The firm is highly recommended due to its positive impact on clients' financial health and professional service delivery.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Leonard Financial Group, a Financial Advising & Planning company, is based in Melbourne, Florida. Founded in 2006, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Destin, FL
Services provided
FamilyVest is a Financial Advising & Planning company. Their team is located in Destin, Florida. The firm focuses on Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Lakeland, FL
Services provided
Tactegy, LLC is a small Business Valuation Services company launched in 2014. Their team specializes in Business Valuation Services and Business Continuity Management.
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UndisclosedUndisclosed10 - 49Brandon, FL
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A&A Financial Tax Services, an Accounting company, is based in Brandon, Florida. They specialize in Accounting and Financial Advising & Planning and were founded in 2016.
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UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.
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UndisclosedUndisclosed50 - 249Delray Beach, FL
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Accordion is an Accounting company established in 2009. The team provides Accounting and Financial Advising & Planning and is located in New York, New York and Santa Monica, California.
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UndisclosedUndisclosed10 - 49Jupiter, FL
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Jupiter Capital Management LLC is a data analytics company. The team is based in Jupiter, Florida, and their services include BI & big data consulting & SI and IT managed services.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Midwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Winter Park, FL
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David Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
See all 1 projectsGulfstream Financial offers comprehensive Financial Advising and Planning services, including Investment Advisory and Wealth Management. Reviews indicate high satisfaction with their cost-effective, quality solutions and effective communication methods. Clients appreciate their ability to deliver desired financial outcomes without exceeding budget constraints.
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UndisclosedUndisclosedFreelancerWinter Park, FL
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Penta Mezzanine Fund is a Financial Advising & Planning company established in 2011. The agency specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Ormond Beach, FL
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ModSquare Design, Inc. Is a small social media marketing firm headquartered in Ormond Beach, Florida. Their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49North Palm Beach, FL
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In North Palm Beach, Florida, SSERS FINANCIAL SERVICES GROUP LLC is a small Business Consulting company. The team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Data analytics company Highpoint CFO® is located in Tampa, Florida. The team specializes in BI & big data consulting & SI and Accounting.
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$25,000+Undisclosed10 - 49Jupiter, FL
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Small Accounting company The Sharp Financial Group, is in Horsham, Pennsylvania and New York, New York. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Brandon, FL
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Launched in 2014, Rayburn Business Strategies is a Financial Consulting company. The team provides Financial Consulting and Business Consulting and is based in Brandon, Florida.
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UndisclosedUndisclosed250 - 999St. Petersburg, FL
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Manning & Napier is a Business Consulting company headquartered in Fairport, New York and Dublin, Ohio. They focus on Business Consulting and Financial Advising & Planning and were founded in 1970.
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UndisclosedUndisclosed50 - 249Miami, FL
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Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Miami, FL
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Wescott Financial Advisory Group, LLC is a Commercial Financing and Financial Advising & Planning company launched in 1987. The firm offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Boca Raton, FL
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See all 1 projectsCetera Financial Group offers comprehensive services in Financial Advising, Financial Planning, and Investment Advisory. Reviews highlight the firm's ability to streamline processes, enhance productivity, and deliver better returns on investment. Clients appreciate the alignment with company values and the efficiency brought to their operations.
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List of the Top 1 Florida Strategic Financial Planners
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+$50 - $99 / hr50 - 249Jacksonville, FL
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
UndisclosedUndisclosed50 - 249Cape Coral, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Sarasota, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$5,000+Undisclosed10 - 49Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Stuart, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Ability to deliver
6.4/40.00/20 Reviews1.8/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$25 - $49 / hr10 - 49North Palm Beach, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$10,000+$25 - $49 / hr10 - 49Fort Myers, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+$50 - $99 / hr250 - 999Pompano Beach, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
17% Financial Advising & Planning83% Other -
$10,000+Undisclosed10 - 49Tampa, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other
