Top Financial Services Firms in Florida
948 Companies
List of the Top Florida Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves FloridaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
Reviews mention Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.-
Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
Read Full Review -
Digital Marketing, Web Dev & UX/UI Design for FinTech Co
5.0 Jun 17, 2025CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
Read Full Review
Was this helpful?
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights exceptional performance in rebranding and website overhaul for clients, particularly in the fintech sector. One client noted a tripling of website traffic and customer base post-engagement, praising CSTMR's methodical project management and depth of knowledge in branding and design. Communication was consistently described as responsive and effective. Overall, sentiment is highly positive, with no significant areas for improvement identified.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves FloridaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingSmall Accounting company The Balance Sheet, Inc., is in West Palm Beach, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingUnited Tax & Financial Services is an Accounting company. Launched in 2004, the company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
65% Accounting35% Business ConsultingJacobs & Company LLP is an Accounting company. Their small team is headquartered in West Palm Beach, Florida. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingEvelyn F Parkes CPA PA is an Accounting company. Established in 1995, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
75% Accounting25% Business ConsultingWeinberg & Co. WPB LLC is an Accounting company. Their small team is based in West Palm Beach, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingHeadquartered in West Palm Beach, Florida, Douglass E Pereboom, C.P.A., P.A. Is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingLocated in West Palm Beach, Florida, O'Shell CPA is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boynton Beach, FL
Services provided
75% Accounting25% Business ConsultingIn Boynton Beach, Florida, Marvin Mowatt, CPA is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
90% Accounting10% Business ConsultingJ. Zollo & Associates, Inc. Is an Accounting company. Their small team is based in West Palm Beach, Florida and provides Accounting and Business Consulting. The agency was founded in 1997.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
100% AccountingGloria Guo & Associates CPA, PA is an Accounting company. Their small team of employees is in West Palm Beach, Florida. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
80% Accounting20% Business ConsultingFounded in 2015, Gretchen Espinosa CPA, P.A. Is an Accounting company. The team specializes in Accounting and Business Consulting and is in West Palm Beach, Florida.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingDavid M. Scheinman, C.P.A., P.A. Is an Accounting company. Their small team is headquartered in Davie, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingAbsolute Accounting and Business Solutions Inc. Is an Accounting company. Launched in 2004, their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingSouth Broward Accounting Service, Inc., an Accounting company, was founded in 1994. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingPayrolls Plus is a small Davie, Florida-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Southwest Ranches, FL
Services provided
100% AccountingPablo Gonzalez Taboada CPA is a small Southwest Ranches, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingLibertAccounting is an Accounting company in Davie, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingHache & Co. Is an Accounting company. The team focuses on Accounting and is headquartered in Davie, Florida.
Read more -
UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Services provided
100% AccountingLocated in Fort Lauderdale, Florida, Heritage Accounting & Tax Services is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingLaunched in 1995, Santini & Sedawie, CPA is an Accounting company. Headquartered in Davie, Florida, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
75% Accounting25% Business ConsultingAccounting company Jay B. Korngold C.P.A., P.A. Is headquartered in Davie, Florida. They specialize in Accounting and Business Consulting and were launched in 2013.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
75% Accounting25% Business ConsultingBlackstone CPAs is a small Davie, Florida-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
75% Accounting25% Business ConsultingIntrepid Consulting LLC is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2009.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingCarroll & Cook is a small Davie, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
75% Accounting25% Business ConsultingConsulting Solutions, Inc. FL is an Accounting company. They are located in Fort Lauderdale, Florida and have small team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingEddy CPA Advisory & Solutions is an Accounting company. In Davie, Florida, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pompano Beach, FL
Services provided
50% Accounting50% Business ConsultingTriCPS, a small Accounting and Business Consulting company, is in Pompano Beach, Florida. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerDavie, FL
Services provided
100% AccountingPamela B. Hathaway, CPA is an Accounting company launched in 1974. The company offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Boynton Beach, FL
Services provided
100% AccountingNorris Tax Group is an Accounting company in Boynton Beach, Florida. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingCardinal Accountants LLC is an Accounting company. They were founded in 2018 and focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingPaul Thayil is a small Accounting company based in Davie, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wellington, FL
Services provided
100% AccountingBarthle and Associates is an Accounting company established in 2005. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingAccounting company SEA CPA, PA was established in 1996. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Quincy, FL
Services provided
80% Accounting20% Business ConsultingYoumans & Gardner, LLC, a small Accounting company, is located in Bainbridge, Georgia and Quincy, Florida. Their services include Accounting and Business Consulting.
Read moreSee All Locations (2)Quincy, FL
113 North Madison Street
Quincy, FL 32351+1.850.627.7109
Was this helpful?
-
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
75% Accounting25% Business ConsultingThompson-Smith CPA, LLC is an Accounting company. They are in Fort Lauderdale, Florida and have small team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingFelicia J. Murciano, P.A., a small Accounting company, is headquartered in Plantation, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingSmall Accounting company John S. Bush, CPA, is located in Plantation, Florida. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingBrian Lynn, C.P.A., P.A. Is a small Accounting company based in Plantation, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
50% Accounting50% Business ConsultingAccounting and Business Consulting company Reliance Consulting LLC was founded in 1984. The small team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingSmall Accounting company Les S. Kushner, P.A., is based in Plantation, Florida. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingSmall Accounting company Garg and Associates Incorporation, is located in Plantation, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingFintz CPA is an Accounting company. Their small team is located in Plantation, Florida. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingStuart M Rotman CPA PA is a small Accounting company in Plantation, Florida. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingSmall Accounting company Haft, Steinlauf & Co., is located in Plantation, Florida. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingRosenbaum Sobel LLC is an Accounting company. They are based in Plantation, Florida and have small team. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingEstablished in 1996, Williams & Associates, CPAs, PA is an Accounting company. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingIvy Lynn Defino, CPA, P.A., an Accounting company, was launched in 2006. Headquartered in Plantation, Florida, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plantation, FL
Services provided
100% AccountingZvi Rafilovich, CPA, P.A is a small Plantation, Florida-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingT&M ProServices LLC, a small Accounting company, is located in Davie, Florida. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
100% AccountingLocated in Davie, Florida, Silvas Financial Services is an Accounting company. Their services include Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 10 Florida Financial Services Companies
-
UndisclosedUndisclosed50 - 249Orlando, FL
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249Largo, FL
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$10,000+$200 - $300 / hr2 - 9Miami, FL
Ability to deliver
24.2/40.016.2/20 Reviews2.5/10 Clients & Experience5.5/10 Market PresenceService focus
76% Accounting24% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
22.5/40.016.2/20 Reviews0.7/10 Clients & Experience5.5/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$150 - $199 / hr50 - 249Tampa, FL
Ability to deliver
22.1/40.016.4/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr2 - 9Miami, FL
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$100 - $149 / hr2 - 9Delray Beach, FL
Ability to deliver
10.5/40.00/20 Reviews6.5/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr2 - 9Orlando, FL
Ability to deliver
8.9/40.00/20 Reviews3.6/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Boca Raton, FL
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
7.9/40.00/20 Reviews1.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed2 - 9Apopka, FL
Ability to deliver
7.5/40.00/20 Reviews2.4/10 Clients & Experience5.1/10 Market PresenceService focus
40% Accounting60% 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 - 249Coral Springs, FL
Ability to deliver
7.2/40.00/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting50% Other -
$250,000+< $25 / hr250 - 999Miami, FL
Ability to deliver
7.2/40.00/20 Reviews1.2/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning25% Insurance Services & Brokers25% Other -
UndisclosedUndisclosed50 - 249Miami Beach, FL
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% 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 -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Ability to deliver
6.4/40.00/20 Reviews1.8/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
6.4/40.00/20 Reviews1.2/10 Clients & Experience5.2/10 Market PresenceService focus
60% Accounting40% Other
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.