Top Financial Services Firms in Florida
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves FloridaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
Taxleaf Orlando - Tax, Accounting & Bookkeeping Services in Lake Mary Florida is an Accounting and Finance & Accounting Outsourcing (FAO) company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
Services provided
See all 1 projectsKoontz & Parkin, CPAs is an accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. Clients commend their proactive approach, expertise in accounting practices, and ability to provide peace of mind, with 100% positive feedback highlighting efficient communication and seamless electronic processes. Their commitment to staying updated with legal changes is particularly noteworthy.
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$1,000+$150 - $199 / hr2 - 9Tallahassee, FL
Services provided
See all 1 projectsGilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida. We're
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
AGA Advisors is an Accounting company. They provide Accounting and Financial Advising & Planning and are based in Lake Mary, Florida.
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UndisclosedUndisclosed10 - 49Tallahassee, FL
Services provided
Grimsley & Company CPAs is a small Tallahassee, Florida-based Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Orlando, FL
Services provided
MEJ Business Solutions is a small Accounting company. Founded in 2021, the team focuses on Accounting.
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$10,000+Undisclosed10 - 49Tampa, FL
Services provided
The Bergden Group, a small Financial Advising & Planning company, is based in Tampa, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Fort Myers, FL
Services provided
Launched in 2003, sonnecastle and company is a Business Consulting company. The small team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Odessa, FL
Services provided
Established in 2020, Plans Plus Benefits | Insurance and Medicare Brokers is an Insurance Services & Brokers company. The small team specializes in Insurance Services & Brokers.
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$10,000+$25 - $49 / hr10 - 49Doral, FL
Services provided
GLOBAL EXPERT RESOURCES INC. Is a Financial Consulting company established in 2006. The company offers Financial Consulting and Marketing Strategy.
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$1,000+$25 - $49 / hr10 - 49Fort Lauderdale, FL
Services provided
Commercial Financing company Residual Ecom is located in Fort Lauderdale, Florida. Founded in 2018, the team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Altamonte Springs, FL
Services provided
Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Sela Tax & Accounting, an Accounting company, specialize in Accounting. They were established in 2012.
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UndisclosedUndisclosed2 - 9Stuart, FL
Services provided
In Stuart, Florida, Acquisition Experts LLC is a Financial Advising & Planning company. They focus on Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Naples, FL
Services provided
Launched in 2021, Tangible Property Tax Methods is an Accounting and Financial Consulting company. The small team provides Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr2 - 9Boynton Beach, FL
Services provided
Intention Enterprises is a Finance & Accounting Outsourcing (FAO) company. Their team is in Boynton Beach, Florida. The company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr250 - 999Pompano Beach, FL
Services provided
Accountants Now is a midsize Accounting company founded in 2019. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9St. Augustine, FL
Services provided
Insurance Services & Brokers company Health Insurance Diva was established in 2000. The agency provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49St. Augustine, FL
Services provided
Based in St. Augustine, Florida, 904 Bookkeeping is an Accounting company. Founded in 2019, the team offers Accounting.
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$1,000+$25 - $49 / hr10 - 49North Miami, FL
Services provided
Dawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
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UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Affordable Insurance Team is an Insurance Services & Brokers company founded in 2023. The small team provides Insurance Services & Brokers.
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$5,000+$50 - $99 / hr10 - 49Rockledge, FL
Services provided
No Limit Public Adjusters is an Insurance Services & Brokers company. The small Rockledge, Florida-based team focuses on Insurance Services & Brokers. The company was launched in 2021.
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$5,000+$150 - $199 / hr2 - 9Weston, FL
Services provided
Accountit, CPA is an Accounting company. Established in 2004, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+$150 - $199 / hr2 - 9Port St. Lucie, FL
Services provided
Zenith Tax & Accounting LLC A CPA Firm, an Accounting company, was established in 2023. Based in Port St. Lucie, Florida, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Port St. Lucie, FL
Services provided
Accounting and Fractional CFO Services company Zenith Tax & Accounting LLC was founded in 2005. The company provides Accounting and Fractional CFO Services, and is small.
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UndisclosedUndisclosed2 - 9Brandon, FL
Services provided
See all 1 projectsMost business owners don’t need another balance sheet—they need clear, real-time financial insights that actually help them make decisions. That’s where we come in. We help you fit that. We
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Gainesville, FL
Services provided
Breadwinner Financials is an Accounting company in Gainesville, Florida and Jacksonville, Florida. They focus on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Sarasota, FL
Services provided
Social media marketing firm Clear Nexus specializes in Social Media Marketing and Search Engine Optimization. They are located in Sarasota, Florida.
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$1,000+$50 - $99 / hr10 - 49Jacksonville, FL
Services provided
TaxTallyPro is an Accounting company launched in 2024. Based in Jacksonville, Florida, the team specializes in Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Naples, FL
Services provided
Tax Expert Today LLC is a Business Consulting company. Based in Naples, Florida, the company specializes in Business Consulting and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49St. Petersburg, FL
Services provided
Zenith Assistance is a small phone answering service based in St. Petersburg, Florida. The team provides Call Center Services and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Tallahassee, FL
Services provided
Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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$1,000+Undisclosed2 - 9Kendall, FL
Services provided
Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Delray Beach, FL
Services provided
Data Reprise is an Accounting company. Headquartered in Delray Beach, Florida, the company was established in 2018. Their team specializes in Accounting and Commercial Financing.
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$5,000+$50 - $99 / hr2 - 9St. Petersburg, FL
Services provided
Consulting Group of America, LLC is a Business Consulting company launched in 2021. The small team offers Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Hollywood, FL
Services provided
See all 1 projectsTriumph Solutions offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced SERVICES FOR INDIVIDUALS You get one-on-one
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$1,000+$100 - $149 / hr2 - 9Port St. Lucie, FL
Services provided
Xecutive Drive, a small Finance & Accounting Outsourcing (FAO) company, is located in Port St. Lucie, Florida. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
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UndisclosedUndisclosed10 - 49Sun City Center, FL
Services provided
Founded in 2020, Tax Proz Efile is an Accounting company. The agency provides Accounting, and is small.
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$1,000+$150 - $199 / hr250 - 999Fort Lauderdale, FL
Services provided
BPB Managed Cyber Solutions is an IT strategy consulting company founded in 1980. Their services include IT strategy consulting and Cybersecurity.
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$1,000+Undisclosed2 - 9Lauderdale-by-the-Sea, FL
Services provided
Established in 2020, Digital Airdrop Analyst - Gareth Dreher is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Digital Asset Management.
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$1,000+$300+ / hr10 - 49Miami, FL
Services provided
Compliance Consulting company The Molieri Group LLC provides Compliance Consulting and Accounting. They were established in 2016.
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$1,000+$200 - $300 / hr2 - 9Land O' Lakes, FL
Services provided
Spartan Tax Group is a small Accounting company founded in 2024. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Fort Lauderdale, FL
Services provided
Based in Fort Lauderdale, Florida, WSC Accounting LLC is an Accounting company. They specialize in Accounting and were launched in 2021.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
My Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
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Undisclosed$25 - $49 / hr2 - 9Davie, FL
Services provided
Emerald Staffing Group is an Accounting company. Based in Davie, Florida, the company was founded in 2024. Their team offers Accounting and Staffing.
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$1,000+$25 - $49 / hr2 - 9St. Petersburg, FL
Services provided
Seller Growth Valley is an Advertising company. Founded in 2024, the team specializes in Advertising and Conversion Optimization. The firm is based in St. Petersburg, Florida.
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$1,000+Undisclosed2 - 9St. Augustine, FL
Services provided
Till CFO is a small St. Augustine, Florida-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Heathrow, FL
Services provided
United Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.
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List of the Top 10 Florida Financial Services Companies
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UndisclosedUndisclosed50 - 249Largo, FL
Ability to deliver
27.8/40.013.4/20 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
22.5/40.017/20 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+$300+ / hr10 - 49St. Petersburg, FL
Ability to deliver
21.4/40.017/20 Reviews0/10 Clients & Experience4.4/10 Market PresenceService focus
100% Accounting -
$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 - 999Tampa, FL
Ability to deliver
7.1/40.01.8/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Ability to deliver
6.7/40.00/20 Reviews1.8/10 Clients & Experience4.9/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% 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 -
$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 -
UndisclosedUndisclosed50 - 249Miami Beach, FL
Ability to deliver
25.5/40.016.2/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other
