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Top Financial Services Firms in Orlando

Ratings Updated: June 5, 2026

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2 Leaders 15 Contenders

161 Companies

Country: United States

State: Florida

City: Orlando

List of the Top Orlando Financial Services Companies

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What are Featured Providers?

CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Orlando, FL

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR 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.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 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.
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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What 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.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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View projects from:

Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Orlando, FL

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent 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.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting 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 more
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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.
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Hospitality & leisure

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Average Project Cost Breakdown

What 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.
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Tried & True Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

20% Accounting

40% Business Consulting

20% Back Office Outsourcing +1 service

20% HR Outsourcing

Tried & True Consulting is a small Business Consulting company launched in 2009. Their team provides Business Consulting and Back Office Outsourcing.
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Kohl & Company, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Wales, FL

Services provided

70% Accounting

30% Business Consulting

Accounting company Kohl & Company, CPA is based in Lake Wales, Florida. The team specializes in Accounting and Business Consulting.
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IM Strategic Planning

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Longwood, FL

Services provided

20% Accounting

20% Branding

20% Business Consulting +2 services

20% HR Consulting

20% Litigation Support Services

IM Strategic Planning is a branding agency. They were established in 2023, and their services include Branding and Business Consulting.
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M.Y.O.B. Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

70% Accounting

30% Business Consulting

Accounting company M.Y.O.B. Consulting is based in Orlando, Florida. Their services include Accounting and Business Consulting.
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OverDrive Accounting Services, LLC.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

60% Accounting

40% Business Consulting

OverDrive Accounting Services, LLC. Is an Accounting company. They offer Accounting and Business Consulting and were established in 2022. The firm is headquartered in Orlando, Florida.
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Tactegy, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lakeland, FL

Services provided

20% Business Continuity Management

20% Business Valuation Services

15% Business Consulting +3 services

15% Financial Advising & Planning

15% Financial Consulting

15% IT Strategy Consulting

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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Torima

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

40% Accounting

20% Compliance Consulting

20% ERP Consulting and SI +1 service

20% IT Strategy Consulting

Torima is an Accounting company. They specialize in Accounting and IT strategy consulting and are located in Orlando, Florida.
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Navitas Partners, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Altamonte Springs, FL

Services provided

10% Accounting

20% Cybersecurity

20% IT Staff Augmentation +5 services

10% Application Testing

10% Corporate Training & Coaching

10% Procurement Support

10% Recruiting

10% Staffing

Navitas Partners, LLC is a midsize Cybersecurity company founded in 2008. Their team provides Cybersecurity and IT staff augmentation.
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Altamonte Springs, FL

1070 Montgomery Rd #2217
Altamonte Springs, FL 32714
1

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Farina Notary & Professional Services

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Lakeland, FL

Services provided

30% Accounting

50% Litigation Support Services

20% Real Estate Law

Established in 2005, Farina Notary & Professional Services is a small Litigation Support Services company. Their services include Litigation Support Services and Accounting.
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ModSquare Design, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Ormond Beach, FL

Services provided

10% Conversion Optimization

10% Corporate Photography

10% Email Marketing +7 services

10% Financial Advising & Planning

10% Graphic Design

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

10% Web Development

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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Verafy Insurance

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Ocala, FL

Services provided

50% Insurance Services & Brokers

50% Waste Management

Verafy Insurance is an Insurance Services & Brokers and Waste Management company. Their small team is based in Ocala, Florida. Their team focuses on Insurance Services & Brokers and Waste
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Graphite

2 DiMercurio Advisors

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 2 Orlando Financial Services Companies

Graphite

Undisclosed

Undisclosed

50 - 249

Orlando, FL

Ability to deliver

31.1/40.0

16.6/20 Reviews

8.3/10 Clients & Experience

6.1/10 Market Presence

Service focus

34% Accounting

66% Other

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DiMercurio Advisors

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

22.5/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

5.5/10 Market Presence

Service focus

80% Accounting

20% Other

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HF Holdings, Inc.

$1,000+

< $25 / hr

2 - 9

Orlando, FL

Ability to deliver

8.9/40.0

0/20 Reviews

3.6/10 Clients & Experience

5.3/10 Market Presence

Service focus

50% Accounting

50% Other

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Merritt Business Solutions

Undisclosed

Undisclosed

2 - 9

Apopka, FL

Ability to deliver

7.5/40.0

0/20 Reviews

2.4/10 Clients & Experience

5.1/10 Market Presence

Service focus

40% Accounting

60% Other

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Grennan Fender Hess & Poparad, LLP

$1,000+

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

5.9/40.0

0/20 Reviews

0.6/10 Clients & Experience

5.3/10 Market Presence

Service focus

90% Accounting

10% Other

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51 State Insurance

Undisclosed

Undisclosed

10 - 49

Altamonte Springs, FL

Ability to deliver

5.8/40.0

0/20 Reviews

0/10 Clients & Experience

5.8/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Paynuity

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

5.8/40.0

0/20 Reviews

0/10 Clients & Experience

5.8/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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Thaney & Associates CPAs, P.C.

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

80% Accounting

20% Other

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CPA Solutions

$1,000+

$25 - $49 / hr

2 - 9

Orlando, FL

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

80% Accounting

20% Other

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Nperspective CFO & Strategic Services

$5,000+

Undisclosed

10 - 49

Winter Park, FL

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

30% Accounting

70% Other

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Dan Gallogly CPA, CFF - FairValue Advisors

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

100% Accounting

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SparkLMS

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

20% Accounting

80% Other

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Tax Prep Buddies,LLC

$250,000+

$25 - $49 / hr

10 - 49

Alafaya, FL

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

50% Accounting

50% Other

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Oak Street Technologies

Undisclosed

$25 - $49 / hr

50 - 249

Orlando, FL

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% Accounting

90% Other

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MEJ Business Solutions

$1,000+

$50 - $99 / hr

2 - 9

Orlando, FL

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Accounting

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Innovant Solutions Inc.

Undisclosed

Undisclosed

50 - 249

Altamonte Springs, FL

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

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Great American Credit Repair

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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