Top Strategic Financial Planning Firms in Poland
2 Leaders 15 Contenders
25 Companies
List of the Top Poland Strategic Financial Planners
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$1,000+$50 - $99 / hr10 - 49Warszawa, Poland
Services provided
10% Financial Advising & Planning80% Accounting10% Tax LawSee all 9 projectsCGO Finance sp. z o.o. is a financial advising and planning firm specializing in accounting, VAT registration, and legal support. Clients consistently praise their professionalism, cost-effectiveness, and seamless communication, with 100% of reviewers highlighting their timely delivery and expert knowledge. Their integration with CGO Legal ensures comprehensive business support, making them a trusted partner for corporate financial planning needs.
Reviews mention High-quality work
Clients consistently praise CGO Finance sp. z o.o. for their high-quality work and exceptional support. One client highlighted their efficiency in closing financial statements for two years in under a month, noting their commitment and excellent communication. Another client commended their reliability and accuracy, stating that CGO Finance's timely tax filings and monthly financial statements significantly improved business performance. Overall, the sentiment reflects satisfaction with the company's professionalism and dedication to client needs.-
Accounting Services for Mobile App Development Company
5.0 Dec 6, 2022Everything has been running smoothly. CGO Finance met APTIVIST expectations. They are well-organized, accurate and experienced in accounting and taxation. CGO Finance has made tax filing and other reporting smoother by reconciling the books accurately and on time. They've also provided with a usable monthly financial statement, helping improve business performance.
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2 of 2 Financial Advising & Planning reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsFinancial Advising & Planning PROJECT HIGHLIGHT
Accounting Services for IT Services Company
5.0 — CGO Finance sp. z o.o. provides ongoing accounting services for an IT services company. The team is responsible for tax filings, bookkeeping, and other daily accounting tasks. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of CGO Finance sp. z o.o. consistently praise the company for its competitive pricing and strong value for money. Feedback highlights that their services are well-aligned with client budgets, with one client noting, "Pricing fits our budget" and another emphasizing "good value for cost." Overall sentiment reflects satisfaction with the cost-effectiveness of the services provided, demonstrating that clients feel they receive significant value relative to their investment.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Warszawa, Poland
Services provided
50% Financial Advising & Planning50% Business ConsultingSee all 6 projectsFinance PM is a financial advisory company specializing in financial management, due diligence, and CFO-on-demand services. Clients commend their professionalism, efficiency, and ability to quickly solve complex financial challenges. With 100% positive feedback, reviewers frequently highlight the team's expertise and reliability, with over 80% mentioning their impressive ability to deliver timely and comprehensive financial solutions.
Reviews mention Efficient
Clients have consistently praised Finance PM for their efficiency in addressing complex recruitment challenges. One client highlighted that Alexey quickly identified their needs and successfully filled a specialist role that had remained vacant for six months, achieving this in just over a month. The professionalism and autonomy demonstrated throughout the collaboration further solidified the positive sentiment regarding their efficient workflow and ability to deliver results promptly.-
Recruitment Services for Venture Capital Firm
5.0 May 15, 2021Professionalism and efficiency. Alexey figured out very quickly what kind of specialist our team needed, how and where to find him. In a little more than a month, Finance PM solved the problem we couldn’t solve in half a year.
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Industry Experience
Finance PM has garnered positive feedback across various industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients praised their professionalism, efficiency, and expertise in financial due diligence, strategic financial planning, and audit processes. In the Financial Services sector, they excelled in hiring and due diligence, while in Government, they established robust financial tools. Their adaptability in IT Services facilitated smooth relocations, and in Arts, they effectively prepared clients for investor negotiations. Overall, they are highly regarded for their impactful contributions and client support in diverse sectors.
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Financial services Government IT Services Arts, entertainment & musicWas this helpful?
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See All Locations (2)Warszawa, Poland
ul.Aleksandra Gieysztora 4/78
Warszawa, Poland 02-9992 - 5
+48 884 966 609
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$50,000+Undisclosed2 - 9Warszawa, Poland
Services provided
80% Financial Advising & Planning10% Business Valuation Services10% Funding & InvestmentAventis Advisors, a Financial Advising & Planning company, is located in Warszawa, Poland. The team offers Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
55% Financial Advising & Planning45% Business ConsultingFounded in 2016, RK RODO is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Business Consulting.
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$10,000+$25 - $49 / hr10 - 49Opole, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Opole is a Financial Advising & Planning company. The Opole, Poland-based company provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Katowice, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Katowice Śląsk is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Zielona Góra, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Zielona Góra, a Financial Advising & Planning company, was founded in 2021. The agency provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
100% Financial Advising & PlanningEstablished in 2021, Doradca Finansowy Warszawa is a Financial Advising & Planning company. The team provides Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Wrocław, Poland
Services provided
40% Financial Advising & Planning30% Financial Consulting20% Accounting +1 service10% Business Valuation ServicesSee all 1 projectsLantis is a financial advisory firm based in Wrocław, Poland, specializing in outsourced CFO services and financial implementations for small businesses with up to 50 employees. We work with
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$1,000+$200 - $300 / hr2 - 9Kraków, Poland
Services provided
30% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)20% Financial Consulting +1 service20% Tax LawFinance & Accounting Outsourcing (FAO) company Ntax Biuro Rachunkowe Sp. Z o.o. Was launched in 2018. The agency offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Warszawa, Poland
Services provided
20% Financial Advising & Planning30% Business Consulting30% Corporate Law +1 service20% Digital Asset ManagementManimama OÜ is a Business Consulting company. The Tallinn, Estonia-based firm was founded in 2021. Their services include Business Consulting and Corporate Law.
Read moreSee All Locations (2)Warszawa, Poland
36 Mazowiecka
Warszawa, Poland 00-0481
+380963438585
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UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
35% Financial Advising & Planning35% Business Consulting30% Tax LawDistribute in Poland, a Business Consulting company, is in Kraków, Poland. The team offers Business Consulting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9Wrocanka, Poland
Services provided
20% Financial Advising & Planning20% Accounting20% Digital Asset Management +2 services20% Financial Consulting20% HR OutsourcingBiuro Rachunkowe Wojciech Kaczmarczyk is an Accounting company. The team is based in Wrocanka, Poland, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
30% Financial Advising & Planning70% Commercial Brokerage ServicesVelora Estate, a Commercial Brokerage Services company, was launched in 2024. They focuses on Commercial Brokerage Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Poznań, Poland
Services provided
10% Financial Advising & Planning45% Commercial Financing45% Funding & InvestmentFounded in 2011, CMT Advisory is a small Poznań, Poland-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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$5,000+$200 - $300 / hr2 - 9Szczecin, Poland
Services provided
20% Financial Advising & Planning20% Market Research15% Business Consulting +7 services10% Business Valuation Services10% Financial Consulting5% Business Continuity Management5% Compliance Consulting5% Corporate Training & Coaching5% Environmental Consulting5% Fractional CFO ServicesFounded in 2021, PREZO is a Financial Advising & Planning company. Their team provides Financial Advising & Planning and Market Research.
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Undisclosed$25 - $49 / hr10 - 49Gdańsk, Poland
Services provided
20% Financial Advising & Planning20% Accounting20% Corporate Law +2 services20% Employer of Record (EOR) Services20% Tax LawAccounting company TAXNXT is located in Gdańsk, Poland. They offer Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Gliwice, Poland
Services provided
20% Financial Advising & Planning60% Business Consulting20% Market ResearchSmall Business Consulting company QUANTUS CONSULTING, is in Gliwice, Poland. Their services include Business Consulting and Market Research.
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$1,000+$25 - $49 / hr2 - 9Wadowice, Poland
Services provided
15% Financial Advising & Planning85% AccountingAccounting Office Wadowice - M. Książek, B. Grzyb s.c., an Accounting company, was launched in 1999. In Wadowice, Poland, the team offers Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Katowice, Poland
Services provided
100% Financial Advising & PlanningLaunched in 2020, Doradca Finansowy Katowice, a small Financial Advising & Planning company, is based in Katowice, Poland. Their team specializes in Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerGorzów Wielkopolski, Poland
Services provided
50% Financial Advising & Planning40% Finance & Accounting Outsourcing (FAO)10% Finance LawDoradca Finansowy Gorzów Wielkopolski, a Financial Advising & Planning company, provide Financial Advising & Planning and Finance & Accounting Outsourcing (FAO). They were founded in 2013.
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UndisclosedUndisclosedFreelancerBielsko-Biała, Poland
Services provided
70% Financial Advising & Planning15% Commercial Financing15% Finance & Accounting Outsourcing (FAO)Eksperci Finansowi Bielsko-Biała, a Financial Advising & Planning company, was established in 2013. The company offers Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Kraków, Poland
Services provided
20% Financial Advising & Planning20% BI & Big Data Consulting & SI20% E-Commerce Development +2 services20% Ecommerce Marketing20% Social Media MarketingSocial media marketing agency ART POLYANA sp. Z o.o. Was launched in 2019. The firm offers Social Media Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
20% Financial Advising & Planning15% Business Consulting15% Financial Consulting +5 services10% Accounting10% Commercial Brokerage Services10% Commercial Financing10% Commercial Property Management10% Funding & InvestmentFounded in 2018, Burlington Real Estate is a Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Opole, Poland
Services provided
20% Financial Advising & Planning50% Talent Representation30% Sports MarketingFootball Academy Management is a Talent Representation company. Their team is headquartered in Opole, Poland and focuses on Talent Representation and Sports Marketing.
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Ability to Deliver considers three criteria:
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List of the Top 2 Poland Strategic Financial Planners
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$1,000+$50 - $99 / hr10 - 49Warszawa, Poland
Ability to deliver
26.6/40.016.2/20 Reviews5/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$100 - $149 / hr2 - 9Warszawa, Poland
Ability to deliver
24.2/40.016.2/20 Reviews2.9/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$50,000+Undisclosed2 - 9Warszawa, Poland
Ability to deliver
7.2/40.00/20 Reviews1.8/10 Clients & Experience5.5/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
7.2/40.00/20 Reviews2.1/10 Clients & Experience5.2/10 Market PresenceService focus
55% Financial Advising & Planning45% Other -
$10,000+$25 - $49 / hr10 - 49Opole, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Katowice, Poland
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$25 - $49 / hr2 - 9Zielona Góra, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$50 - $99 / hr2 - 9Wrocław, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
$1,000+$200 - $300 / hr2 - 9Kraków, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+Undisclosed10 - 49Warszawa, Poland
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Kraków, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
Undisclosed$50 - $99 / hr2 - 9Wrocanka, Poland
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Poznań, Poland
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr2 - 9Szczecin, Poland
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
Undisclosed$25 - $49 / hr10 - 49Gdańsk, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other
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