Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See 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.
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UndisclosedUndisclosed2 - 9Sunnyside, WA
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See all 1 projectsHernandez Financial offers a range of services including Financial Advising, Planning, and client support with a focus on payments. The reviews highlight positive outcomes such as increased customer satisfaction and profitability. Clients appreciate their reliability and expertise, noting minimal areas for improvement, which underscores the effectiveness of Hernandez Financial in meeting their clients’ needs.
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UndisclosedUndisclosed10 - 49Waukesha, WI
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See all 1 projectsDana Investment Advisors provides a range of services including Financial Analysis, Tax Preparation, and CPA-related tasks. Reviews emphasize the company's effective investment strategies and positive client outcomes, highlighting their good value for cost and strong customer feedback. However, there is a suggestion for more thorough research in their approach.
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UndisclosedUndisclosed2 - 9Kingston, PA
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See all 1 projectsTerrana Law P.C. offers legal services that support business expansion and equal opportunities, particularly for organizations aiding the needy. Reviews highlight their clear focus on client goals and effective communication, with clients noting significant business growth and satisfaction with services provided.
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UndisclosedUndisclosed50 - 249Fort Wayne, IN
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See all 1 projectsDOXA Insurance Holdings provides a range of insurance solutions, including professional liability, management liability, marine, real estate, and alternative risk coverage. The company is praised for its ability to navigate complex insurance needs and deliver fast turnaround times. However, some feedback indicates room for improvement in addressing specific client concerns.
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UndisclosedUndisclosed2 - 9North East, MD
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See all 1 projectsFive Rivers Financial Advisors offers investment recommendations and strategies to help grow overall wealth, focusing on financial growth and pension plans. Clients have reported a significant increase in wealth, evidencing successful outcomes. However, some clients have noted that communication could be improved to ensure they feel prioritized.
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UndisclosedUndisclosed250 - 999Minneapolis, MN
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See all 1 projectsWealth Enhancement Group offers comprehensive financial services, including CPA, Financial Reporting, and Financial Analysis. The reviews highlight their individual client attention, strategic financial advice, and effective money management. Overall, the feedback is positive, emphasizing their strong communication and client outcomes, although it notes limited options for local assessors.
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UndisclosedUndisclosed2 - 9Parsippany-Troy Hills, NJ
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See all 1 projectsALN FINANCIAL SERVICES specializes in Tax Preparation and provides support for financial tasks as needed. Reviews indicate high satisfaction with their CPA expertise, ensuring compliance and accurate filings. Clients appreciate their reliable service, although some note relatively high fees. Overall, ALN FINANCIAL SERVICES is valued for its professionalism and effective communication.
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UndisclosedUndisclosed1,000 - 9,999El Segundo, CA
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See all 1 projectsCetera Financial Group offers comprehensive services, including investment management, financial analysis, and handling legal matters. Overall feedback highlights increased efficiency and improved return on investment. While clients appreciate the value for cost and cultural fit, suggestions for improvement include better payroll consolidation.
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UndisclosedUndisclosed2 - 9Washington, DC
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See all 1 projectsJFW Accounting Services, LLC provides comprehensive accounting solutions including bookkeeping, financial reporting, and tax preparation. Clients have reported increased organization and professional handling of financial records, leading to improved customer satisfaction. The reviews consistently highlight the firm's effective communication and alignment with client values, underscoring their reliability and positive impact on business operations.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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See all 1 projectsPayroll Express offers comprehensive payroll services, including accurate payroll calculations, direct deposit activation, and tax form filings with state and federal governments. The overall feedback from their reviews highlights reliability in IRS reporting and satisfaction with their services, indicating strong performance in essential bookkeeping and tax preparation tasks. The company comes highly recommended by trusted sources, suggesting a dependable partnership.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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See all 1 projectsMcIntosh Accounting offers a range of services including bookkeeping and tax preparation, with a focus on personalized CPA support for independent contractors. The reviews highlight the firm's trustworthiness, effective communication, and alignment with client values, resulting in successful tax form completion. Clients appreciate the firm's local presence and commitment to delivering reliable accounting services.
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UndisclosedUndisclosed10 - 49Big Bear Lake, CA
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See all 1 projectsDoucett & Silfies CPAs Inc. offers a range of accounting services, including tax preparation and financial advice. The company is praised for minimizing tax risks and providing timely information, resulting in financial savings. Reviewers appreciate their professional reputation and alignment with client values, alongside effective communication through phone and email.
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UndisclosedUndisclosed50 - 249Northbrook, IL
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See all 1 projectsFirst Insurance Funding offers reliable and cost-effective financing solutions for insurance premiums, allowing agents to quote online and provide manageable payment terms for clients. Feedback highlights successful client retention and strong value for cost, though some reviews suggest improvements in online support for better transaction handling.
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UndisclosedUndisclosed10 - 49Omaha, NE
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See all 1 projectsJA McCoy, CPA, P.C. specializes in tax preparation and financial reporting, providing reliable and knowledgeable CPA services. Clients particularly appreciate their trustworthy approach and expertise in navigating new laws, indicating a high level of skill and professionalism in bookkeeping and financial analysis. Communication is effectively managed through phone calls and emails.
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UndisclosedUndisclosed2 - 9Spring, TX
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See all 1 projectsMcDade Insurance Brokerage Group, LLC offers brokerage services, working closely with clients to research and tailor policies that best meet their needs. The reviews highlight the company's strong alignment with client values, competitive pricing, and thorough examination of policy options, resulting in a successful partnership with no areas identified for improvement.
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UndisclosedUndisclosed2 - 9Glen Ellyn, IL
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See all 1 projectsWesley Financial Management offers services in investment and financial management, which have been positively received by clients. Clients commend their ability to align company values and deliver beneficial outcomes through strategies like equipment investment. The reviews emphasize satisfaction with their service, noting effective communication methods including in-person and virtual meetings, with no areas for improvement identified.
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UndisclosedUndisclosed2 - 9Norwalk, OH
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See all 1 projectsStein, Olsen & Stang, LLC offers comprehensive accounting services including bookkeeping, tax preparation, and financial reporting. Client feedback highlights their efficiency in managing books, accurate tax handling, and overall value for cost. Clients appreciate their clear communication and the positive impact on financial outcomes, indicating a reliable and professional service.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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See all 1 projectsMontag & Caldwell provides security solutions for both employees and customers, contributing to market growth. Their services are highly valued for increasing client income and delivering quality. Reviews emphasize their alignment with company values, positive ratings, and effective communication through various channels like in-person and virtual meetings.
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UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
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See all 1 projectsMcGriff offers a range of accounting services, including negotiation of benefits, compliance facilitation, and employee resource support. Overall feedback highlights their effectiveness in improving compliance and reducing costs, with clients valuing their positive reviews, geographic proximity, and alignment with company values.
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UndisclosedUndisclosed10 - 49Waltham, MA
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See all 1 projectsEastern States Insurance Agency offers comprehensive insurance services with a focus on excellent customer support, as evidenced by their positive reviews and high ratings. Clients highlight the agency's reliability and effective communication, which includes in-person meetings and various digital channels. Overall, customers appreciate the agency's value, budget-friendly pricing, and successful yearly outcomes.
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UndisclosedUndisclosed2 - 9Quincy, MA
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See all 1 projectsMc Taxes Incorporated provides comprehensive accounting services including bookkeeping, tax preparation, and financial reporting. Clients highlight the firm's efficiency, punctuality, and effective communication. Overall, Mc Taxes Incorporated is praised for delivering high-quality services that alleviate the workload for businesses.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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See all 1 projectsNumeric Accounting & Bookkeeping offers services such as bookkeeping, financial reporting, and tax preparation. Reviews indicate strong client satisfaction, highlighting their efficiency, accuracy, and excellent communication. Clients appreciate their proximity, budget-friendly pricing, and the positive impact on their financial management.
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UndisclosedUndisclosed10 - 49Elgin, IL
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See all 1 projectsAdvantax, Inc. offers comprehensive accounting services, including bookkeeping, financial analysis, and tax preparation, with a focus on reducing tax liabilities. The reviews highlight their effective strategies and significant impact on financial reporting, such as a notable 31% reduction in projected tax liability. Clients appreciate their professional approach and flexibility in communication.
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UndisclosedUndisclosed50 - 249Omaha, NE
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See all 1 projectsbiBERK Business Insurance provides insurance services that support businesses through challenging times. The company has been praised for its positive impact, reportedly increasing sales by 30%, and is recognized for its alignment with client values and budget-friendly pricing. Clients note effective communication and express satisfaction with no areas needing improvement.
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UndisclosedUndisclosed2 - 9Logan, WV
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See all 1 projectsVallet Tax provides comprehensive accounting services, including bookkeeping, payroll management, and tax preparation. Clients consistently praise the firm for its efficiency and reliability, particularly noting the timely handling of payroll and tax documents. The company is highly recommended for its professional approach and excellent communication.
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UndisclosedUndisclosed2 - 9Highland, IL
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See all 1 projectsWellen Tax provides comprehensive accounting services, including payroll management, and is recognized for its timely and reliable service. A client from the restaurant and hospitality sector noted that Wellen Tax efficiently processes payroll bi-monthly, with no areas for improvement identified. The company's geographical proximity was a deciding factor in their selection.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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See all 1 projectsRoyal Insurance Agency, Inc. offers services in finding suitable insurance providers and delivering competitive quotes for businesses. The reviews indicate satisfaction with their ability to present excellent options, resulting in the selection of an insurance provider. Communication through in-person meetings and phone calls is effective, and no areas for improvement were noted in the feedback.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSafeBooks LLC specializes in payroll and collection services and is noted for its timely and accurate business practices, according to client reviews. The company is appreciated for its efficient communication methods and alignment with client values, reinforcing its credibility and reliability in the field of accounting services.
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UndisclosedUndisclosed1,000 - 9,999
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See all 1 projectsCommunity Bank, N.A. provides comprehensive financial services, including payroll management, bookkeeping, and tax preparation. Clients consistently praise their efficient processing and reliable communication, noting the bank's ability to meet specific financial needs effectively. The professional services offered by Community Bank, N.A. are highly recommended by users for their dependability and expertise.
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UndisclosedUndisclosed10 - 49Plano, TX
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See all 1 projectsThe Insurance City offers a range of services including the creation of new offices, community engagement, and customer support, leading to increased account creations and online impressions. Overall feedback highlights their effective contributions to business growth, though there is a minor suggestion for increasing worker support.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsTax-Ability Tax Services offers comprehensive tax advisory and legal compliance services tailored to prevent lawsuits and ensure smooth operations. Reviews highlight the company's effectiveness in minimizing legal challenges, their alignment with client values, and the ease of communication via multiple channels, including in-person and virtual meetings. Overall, clients express satisfaction with the results delivered by Tax-Ability Tax Services.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
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See all 1 projectsEPIC Insurance Brokers & Consultants offers comprehensive benefits administration services, including strategic partnership, tactical task management, and benefit expertise through policy and plan reviews. The reviews highlight the company's excellent collaboration with internal teams, seamless processes, and world-class customer support, with no areas for improvement noted, making them a valuable partner for digital transformation organizations.
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UndisclosedUndisclosed2 - 9Centralia, IL
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See all 1 projectsHoyt Advisors PC offers services in payroll processing, financial reporting, and handling IRS disputes. The reviews highlight their professionalism and dedication, with clients noting timely and meaningful deliverables like payroll reports. Clients appreciate the value for cost and commend their commitment to going the extra mile, making them a reliable partner for accounting needs.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
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See all 1 projectsClarity Financial Group offers comprehensive accounting services, including tax compliance, payroll management, and handling receivables. Clients appreciate their consistent communication and value for money, highlighting their effectiveness in keeping businesses on track. The firm's expertise in financial operations and their responsive approach to issues are repeatedly praised in reviews.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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See all 1 projectsACAPULCO provides comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation, tailored to ensure regulatory compliance and maintain business status. Client reviews highlight the company's alignment with client values, effective communication, and the ability to deliver good value. ACAPULCO's services facilitate the successful submission of required paperwork to appropriate agencies.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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See all 1 projectsBedel Financial Consulting offers comprehensive financial assistance, delivering stable and efficient services that have led to increased customer acquisition for their clients. The overall feedback highlights their effective and efficient partnership, with clients praising their positive reputation, suitable pricing, and proximity, while expressing no areas for improvement.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMcBane Insurance and Financial Services offers insurance solutions tailored to clients' needs, focusing on providing comprehensive coverage at competitive prices. The reviews highlight their ability to assess and recommend suitable insurance options, resulting in fully covered businesses. Clients appreciate their value for cost and effective communication, with no areas for improvement noted.
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UndisclosedUndisclosed10 - 49Needham, MA
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See all 1 projectsArmstrong Advisory Group Inc. offers a range of services, including financial planning, portfolio management, and advisory services. Clients appreciate their comprehensive approach to financial management and report successful outcomes, such as improved client performance and meeting satisfaction objectives. The company is noted for being a good cultural fit and having positive reviews and ratings.
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UndisclosedUndisclosed2 - 9Dallas, TX
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See all 1 projectsE4U Solutions LLC specializes in Tax Preparation, Financial Reporting, and monthly financial reviews for businesses across multiple jurisdictions. Reviews highlight their professionalism, effective communication, and alignment with client values, noting significant progress in documentation and tax filings. Clients appreciate their cost-effective services and consistent results, with no immediate areas for improvement identified.
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UndisclosedUndisclosed50 - 249Ridgefield, CT
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See all 1 projectsReynolds + Rowella offers CPA services with a focus on Tax Preparation and Financial Reporting for companies. The reviews highlight their expertise in managing complex tax situations, ensuring timely and accurate filings, and their ability to secure tax savings. Clients value their availability, communication, and the high-quality service provided, though they note the firm's services are relatively expensive.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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See all 1 projectsEllis Insurance & Financial Group provides comprehensive wealth management services, including financial reporting and bookkeeping. The company has received positive reviews for aligning well with client values and improving business outcomes, evidenced by client retention and better business performance. Communication is facilitated through various channels, ensuring efficient collaboration.
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UndisclosedUndisclosed2 - 9Saginaw, MI
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See all 1 projectsScioli & Associates, P.C. specializes in providing representation and payroll services. Reviews indicate that clients appreciate their thorough understanding of client needs, friendly consultants, and effective communication methods, including in-person and virtual meetings. The overall feedback emphasizes successful partnerships and clients' satisfaction with the services provided, despite some concerns about pricing.
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UndisclosedUndisclosed10 - 49Celina, OH
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See all 1 projectsAult Henderson & Lewis CPAs provide services including Tax Preparation and bookkeeping. Reviews highlight their reliability in handling taxes effectively, with clients noting they have never faced audits. The firm is appreciated for its strong communication through in-person meetings, phone calls, and emails, though some feedback suggests that services could be more cost-effective.
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UndisclosedUndisclosed10 - 49Totowa, NJ
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See all 1 projectsISU - Hanson & Ryan Inc. provides comprehensive insurance advisory services tailored to the needs of small and medium-sized businesses. Client reviews highlight their commitment to aligning with company values and providing proactive support for growth. Overall, customers appreciate their responsive communication and ability to secure optimal coverage.
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UndisclosedUndisclosed1,000 - 9,999Apache Junction, AZ
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See all 1 projectsMountain America Credit Union offers a range of financial services, focusing on helping clients achieve their financial goals and dreams. Overall feedback indicates a strong emphasis on customer satisfaction without aggressive sales tactics, though one area for improvement is prioritizing clients' needs over financial gains.
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UndisclosedUndisclosed10 - 49Lenexa, KS
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See all 1 projectsAinsworth Accounting and Tax Firm specializes in tax preparation, exemplifying professionalism and efficiency in their services. Their reviews highlight successful tax preparation and assistance with understanding estimated quarterly payments, emphasizing good value and exceptional service. This suggests a reliable partnership for managing financial aspects, particularly for business owners facing complexities.
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UndisclosedUndisclosed10 - 49Carrollton, GA
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See all 1 projectsGrillo and Associates offers comprehensive accounting services, including financial planning, bookkeeping, and tax preparation. The overall feedback indicates a high level of client satisfaction, particularly highlighting the company's effective resource allocation and financial planning expertise, resulting in measurable sales growth for their clients.
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UndisclosedUndisclosed10 - 49Nashville, TN
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See all 1 projectsSnyder Insurance specializes in providing comprehensive benefits packages, including health, vision, and dental insurance, to businesses. Reviews highlight their ability to secure competitive rates and present information in a clear, accessible format. Overall, clients appreciate their thorough annual research and effective communication, though there is a suggestion to proactively offer additional insurance options.
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UndisclosedUndisclosed10 - 49Troy, MI
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See all 1 projectsAmerican Insurance Advisors, LLC specializes in sourcing affordable general liability and workers' compensation insurance for businesses. Reviews indicate that clients are highly satisfied with the excellent service and competitive pricing obtained through their annual insurance searches. Clients appreciate the strong relationships with insurance providers facilitated by the firm.
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UndisclosedUndisclosed2 - 9Stone Ridge, VA
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See all 1 projectsSmart Business Services offers risk assessment and strategic options consulting for e-commerce and B2B goods providers. The reviews highlight their comprehensive industry knowledge, personalized service, and effective communication. Clients appreciate the peace of mind provided by their thorough risk analysis, with no notable areas for improvement mentioned.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.