Home Financial Advising & Planning United States

Top Strategic Financial Planning Firms in the United States

Ratings Updated: June 2, 2026

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15 Leaders 15 Contenders

1,396 Companies

Country: United States

List of the Top United States Strategic Financial Planners

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SoftPak Financial Systems, Inc

5.0 8 reviews

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Verified

$75,000+

$25 - $49 / hr

50 - 249

Wayland, MA

Services provided

50% Financial Advising & Planning

50% Custom Software Development

SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule.

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Reviews mention Attentive
Clients have expressed a highly positive sentiment regarding SoftPak Financial Systems, Inc's attentiveness throughout their projects. One client noted that the staff was 'really attentive to our demands' and provided 'frequent progress updates,' ensuring alignment and communication. Their ability to understand unique challenges and customize solutions was also highlighted, demonstrating a commitment to client needs. While there were minor delays due to documentation processes, the overall responsiveness and dedication were deemed impressive.

Custom Software Dev for Investment Co

5.0 Dec 12, 2024

Their staff was really attentive to our demands, and they delivered everything on schedule. They made sure we were informed and on the same page throughout the project by providing frequent progress updates.
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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Hospitality Mgmt Company
5.0 — SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and Read more
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Industry Experience

SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams.
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Hospitality & leisure Financial services Telecommunications

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United States (2) Australia (1) England (1)

This provider is fluent in 4 languages:

English

Arabic

Hindi

Spanish

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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Mortar Group

5.0 1 review
Verified

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Advising & Planning

60% Commercial Development

30% Funding & Investment

Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Mortar Group highlight their strong performance in real estate investment, with one client noting over 25% financial returns within three years. Clients appreciate the professionalism and expertise of the team, emphasizing effective communication through virtual meetings. Overall sentiment is highly positive, with no reported areas for improvement, showcasing Mortar Group as a reliable partner in achieving financial goals.
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Industry Experience

The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.
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Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.
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Manay CPA

Not yet reviewed
Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

20% Financial Advising & Planning

45% Accounting

15% Business Consulting +3 services

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.
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Manay CPA is very responsive
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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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Zinman & Company, PC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Consulting

Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing.
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ICT Lions

Not yet reviewed
Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Advising & Planning

40% Accounting

30% Financial Consulting

ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
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More responsive than most other service providers

ICT Lions is very responsive
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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

20% Financial Advising & Planning

80% Accounting

TGG Accounting is a financial services company specializing in running accounting and finance departments for businesses. The reviews highlight their cost-effectiveness, flexibility, and exceptional service, with 100% positive feedback emphasizing their strategic advice, clear communication, and ability to simplify financial processes. Clients appreciate TGG Accounting's expertise and ease of collaboration, noting it enhances their financial management significantly.

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Industry Experience

TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry.
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Legal Cannabis

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

Sensiba LLP is a professional auditing and compliance firm specializing in SOC and ISO certifications, as well as GDPR and HIPAA readiness audits. The firm consistently receives positive feedback, with 100% of reviews highlighting their professionalism and timely project delivery. Clients frequently commend their high-level expertise, personalized support, and strong communication skills, which have been crucial in completing complex compliance projects efficiently.

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Reviews mention Great project management
Clients have consistently praised Sensiba LLP for their exceptional project management capabilities. One client noted their 'excellent' project management, highlighting timely delivery and responsiveness to needs. The professionalism exhibited by Sensiba LLP was particularly impressive, contributing to successful outcomes such as passing ISO 27001 and SOC 2 audits. Overall, the sentiment reflects a strong confidence in Sensiba LLP's ability to manage projects effectively.

Cybersecurity & IT Consulting for IT Auditing Company

5.0 Jul 9, 2025

Sensiba LLP's project management was excellent. They delivered on time and responded well to our needs.
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Industry Experience

Sensiba LLP has demonstrated expertise across several industries, including Information Technology, Financial Services, Telecommunications, and Advertising & Marketing. Clients consistently praise their professionalism, effective communication, and thorough project management in audits for SOC 1, SOC 2, and ISO certifications. The overall sentiment is highly positive, with notable strengths in providing tailored support and ensuring compliance, making them a suitable partner for businesses seeking certification in these sectors.
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Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Sensiba LLP's pricing as a key factor in their selection, noting it as a good fit for their budgets and providing strong value for money. Specific feedback includes remarks on their 'great culture fit' and 'good value for cost.' Overall sentiment is positive, with clients appreciating the thoroughness of the services provided while acknowledging that the costs align well with the quality of the deliverables.
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More responsive than most other service providers

Sensiba LLP is very responsive
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leadforce.info

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

45% Funding & Investment

35% Financial Consulting +1 service

5% Other Marketing

leadforce.info is a lead generation and investor outreach firm specializing in connecting startups with investors and facilitating capital raising. Reviews indicate a mixed reception, with approximately 70% positive feedback highlighting their effective communication, timely delivery, and attention to detail, while 30% of reviewers express concerns about unmet expectations and deliverables. Overall, clients appreciate their structured approach and commitment to generating investor connections.

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Reviews mention Transparent
Clients consistently highlight Leadforce.info's transparency throughout their engagement. One client noted the creation of clear working documents that documented outreach efforts, allowing for visibility into project progress. Another client appreciated the straightforward communication and effective management, stating, 'They are clear and effective.' Overall, sentiment regarding transparency is overwhelmingly positive, with clients recognizing Leadforce.info's commitment to open communication and thorough documentation.

LinkedIn Lead Generation for Electronics Manufacturing Co

5.0 Jan 24, 2023

Their team has created clear working documents on Google Docs so that everything is transparent and I can see the project’s progress. In these files, they’ve documented all the people they’ve reached and the ones who have responded, which has been very helpful. In addition to that, we have occasional meetings via Google Meet.
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0 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for leadforce.info indicate a negative sentiment, particularly regarding their lead generation services. A client from Novorise UK noted that the company promised to arrange investor meetings but failed to deliver, describing their performance as significantly underwhelming. While the company has been recognized for its connections with startups, the overall feedback emphasizes a lack of fulfillment of commitments and deliverables, leading to a strong recommendation against using their services.
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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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United States (10) England (3) Sweden (1) Switzerland (1)

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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

ArboHQ is a financial services company specializing in bookkeeping, financial planning, and accounting support for startups. Their reviews emphasize their exceptional customer service, timeliness, and tailored approach to client needs, with 100% positive feedback highlighting their expertise and personalized solutions. Clients appreciate their seamless integration into business processes and the clarity they bring to financial matters.

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Reviews mention Timely
Clients express a strong sentiment regarding ArboHQ's timeliness, highlighting their fast processing of requests and consistent responsiveness. One client noted, 'I can rely on their team’s timeliness and responsiveness,' emphasizing the smoothness they brought to accounting processes. Additionally, their project management was praised for keeping clients informed throughout the engagement. Overall, the feedback reflects high satisfaction with ArboHQ's promptness and reliability.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ is fast in processing my requests, which is important for me. Their work is also accurate and detail-oriented. They offer support when I'm lost with something, and I can rely on their team’s timeliness and responsiveness — they made my company’s accounting processes smoother.
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Industry Experience

ArboHQ has demonstrated expertise primarily in the Human Resources and Advertising & Marketing industries. Clients commend their detailed financial management, timely communication, and exceptional customer service. In Human Resources, their support has been crucial for startups navigating complex financial tasks, while in Advertising & Marketing, they have customized solutions that alleviate accounting burdens. Overall, ArboHQ is viewed positively, particularly among startups and businesses seeking personalized financial services.
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Human Resources Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently praise ArboHQ for their cost-effectiveness and the value they provide. One client noted a monthly fee of $199, describing their services as organized, straightforward, and tailored to their needs. Another client appreciated the standard monthly rates, emphasizing that they were not forced into a generic package. Overall, feedback indicates that ArboHQ offers excellent customer service and personalized support, making their services a smart investment for businesses seeking reliable accounting solutions.
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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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Reviews mention Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Financial Advising & Planning

25% Accounting

25% Other Digital Marketing +2 services

15% Business Consulting

10% Financial Consulting

WorldWide Local Connect Inc. is a financial advising and planning firm specializing in crafting comprehensive financial strategies and investment advisory services. Their clients lauded their efficacy in financial modeling, timely project management, and strategic guidance, contributing to significant business achievements like acquisitions. Impressively, 100% of the feedback highlights their pivotal role in business success and professionalism.

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Reviews mention Easy to work with
Clients consistently express that WorldWide Local Connect Inc. is exceptionally easy to work with. One client highlighted Hans's regular communication and prompt responses, stating he was 'very easy to get a hold of.' Another noted the team's willingness to explain processes and address questions, which contributed to a smooth workflow. Overall, the feedback underscores a strong sentiment of satisfaction regarding collaboration and communication throughout the project.

Web Development for Restaurant

5.0 Jan 21, 2022

Hans was regularly in communication with me. He would follow up every week with what has been done and the next steps. Any email I sent, he would answer it in minutes. Hans was very easy to get a hold of and communicate with.
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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read more
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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Financial Advising & Planning

50% Accounting

BEAN COUNTER Bookkeeping LLC is a professional accounting and bookkeeping firm with expertise in California’s cannabis, inheritance, and federal tax laws. Their clients commend their cost-reducing strategies, timely management, and strong communication, with no negative feedback noted. Approximately 100% of reviewers highlight their fair pricing and commitment to client interests.

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Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.
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JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

30% Financial Advising & Planning

70% Accounting

JPG is a Financial Advising and Planning company specializing in accounting services, including bookkeeping, tax planning, and payroll processing. Reviewers highlight their exceptional project management and responsiveness, leading to a 100% satisfaction rate. Approximately 80% of reviewers mention their impressive knowledge and client-focused service, emphasizing their suitability for businesses seeking comprehensive financial advisement.

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Reviews mention Timely
Clients have expressed high satisfaction with JPG's timeliness in project delivery. One CEO noted their 'top-notch' project management, emphasizing that JPG consistently delivers items on time, which is essential for smooth operations. Another consulting partner highlighted their prompt responses to inquiries, stating, 'They delivered on time, with great service.' Overall, the sentiment surrounding JPG's timeliness is overwhelmingly positive, showcasing their commitment to efficiency and client satisfaction.

Accounting Services for Branding & Product Dev Company

5.0 Mar 26, 2024

Certainly: Their project management is top-notch. They ensure all tasks are organized and executed efficiently. In my experience, they consistently deliver items on time, which is crucial for maintaining smooth operations. Additionally, their responsiveness to our needs has been outstanding.
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Accounting Services for Consulting Firm

5.0 Mar 18, 2024

They delivered on time, with great service and responded promptly to any question we had. This level of promptness and reliability was highly appreciated and contributed to the overall success of our project.
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2 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Branding & Product Dev Company
5.0 — JPG provides ongoing accounting services for a branding and product development company. The team is responsible for bookkeeping, tax planning, payroll processing, financial analysis, and audit Read more
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Industry Experience

JPG has garnered positive feedback in the Advertising & Marketing and Consulting industries. Clients commend their expertise in bookkeeping, payroll, and financial management, emphasizing strong project management skills and responsiveness. The sentiment is particularly favorable, with clients noting significant tax savings and timely delivery of services. Their approach aligns well with businesses seeking reliable financial services and operational support in these sectors.
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Advertising & marketing Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend JPG for their competitive pricing and strong value for money. One client noted that JPG's pricing fit their budget while delivering high-quality bookkeeping and financial services. Another client highlighted the company's good value for the cost, particularly in aligning with their company values. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant areas for improvement mentioned.
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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Services provided

20% Financial Advising & Planning

20% Accounting

20% Commercial Financing +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. According to client feedback, 100% of reviewers highlight their impressive use of technology and data analytics, which facilitates timely business decisions and efficient project management. Both reviews emphasize their reliable communication and responsiveness, with no negative feedback reported.

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Reviews mention Innovative
Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

10% Financial Advising & Planning

50% Insurance Services & Brokers

14% HR Outsourcing +2 services

13% HR Consulting

13% PEO/Employee Leasing

VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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Industry Experience

VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.
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Software

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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Capital Recovery Corporation

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Call Center Services +2 services

20% Commercial Financing

20% Insurance Services & Brokers

Capital Recovery Corporation is a collections management company known for its efficient and responsive services. The reviews highlight their excellent project management and local presence, which fosters strong client relationships. Overall, 100% of the feedback is positive, emphasizing their knowledge, quick communication, and effective client portal, although a minor suggestion for further website improvement was noted.

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Industry Experience

Capital Recovery Corporation has demonstrated strong expertise in the financial services sector, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their ability to recover outstanding accounts efficiently. Their local presence fosters positive relationships, enhancing client satisfaction. Overall sentiment within the financial services industry is highly favorable, suggesting that companies seeking collection solutions would find a good match with this provider.
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Financial services

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Capital Recovery Corporation as offering good value for money, particularly due to their contingency-based fee structure, which means they only charge when collections are successful. One client noted an annual investment of $750,000–$1 million with a collection rate of 12%, highlighting the effectiveness of their services. Additionally, their responsiveness and local presence were praised, further enhancing their perceived value.
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Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Consulting

20% Fractional CFO Services

Liv Data LLC is a financial advising and planning firm specializing in corporate financial advisory and implementation strategies for AI in finance operations. Their impressive problem-solving skills and industry knowledge consistently resonate with clients, as evidenced by overwhelmingly positive feedback. Clients appreciate their swift communication and consulting approach, with 100% of reviewers noting their deep expertise in financial advising and planning.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

AI Consulting for Finance Automation Platform
5.0 — Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. Read more
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Industry Experience

Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.
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Information technology Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
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Univest

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Insurance Services & Brokers

Univest is a financial services company specializing in complex real estate financing solutions, particularly for neighborhood improvement zones. Reviews highlight their exceptional project management, with 100% of clients noting their punctuality and responsiveness, even during holidays. Clients are impressed by their deep industry knowledge and commitment, with no negative feedback reported.

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Industry Experience

Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects.
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Real estate

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value.
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Sage Finance

5.0 2 reviews

Undisclosed

$50 - $99 / hr

50 - 249

San Francisco, CA

Services provided

20% Financial Advising & Planning

30% Accounting

30% Finance & Accounting Outsourcing (FAO) +1 service

20% Financial Consulting

Sage Finance is an accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, payroll processing, and financial reporting. Their reviews indicate strong client satisfaction, with 100% positive feedback highlighting their exceptional support, efficiency, and proactive approach in optimizing tax strategies and financial management. Clients particularly appreciate their timeliness and responsiveness in meeting compliance deadlines and addressing business needs.

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Industry Experience

Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors.
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IT Services

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What Clients Have Said
Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

10% Financial Advising & Planning

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

Braj Aggarwal, CPA, P.C. is an accounting and auditing firm recognized for its full-suite services and adherence to Generally Accepted Auditing Standards (GAAS). The reviews consistently highlight their timely service delivery and effective communication, with approximately 100% of clients expressing satisfaction. Notably, the direct access to senior staff and the firm's efficient processes are frequently praised by clients.

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Reviews mention Experienced
Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.

Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.
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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.
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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

10% Financial Advising & Planning

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services +6 services

10% Commercial Development

10% Commercial Property Management

10% Direct Marketing

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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Reviews mention High-quality work
Clients have consistently praised ApiScrapy for delivering high-quality work, highlighting their excellent data quality and proactive communication. One reviewer noted the team's impressive technical competency and value for money, stating they provided 'quality deliverables' throughout the project. The overall sentiment reflects a strong satisfaction with the professionalism and maturity of ApiScrapy's team and processes, making them a reliable choice for data scraping projects.

Data Scrapping for IT Services Company

5.0 Feb 22, 2022

The team has provided quality deliverables and proactive communication and project management. Excellent technical competency - Value for money.
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Industry Experience

APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.
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Supply Chain, Logistics, and Transport Logistics & Supply Chain

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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New York, NY

80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY
New York, NY 10004
76 - 100

+1-30235 14656

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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Financial Consulting

20% Fractional CFO Services

BestCFO is a financial advising and planning firm specializing in corporate financial planning and financial advisement. They consistently receive positive feedback for their expert financial advice, particularly in maximizing cash flow and minimizing business risk. Notably, 100% of reviewers commend their responsiveness, knowledge, and timely project delivery, leading clients to highly recommend their services.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising Services for Tax & Accounting Firm
5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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Industry Experience

BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Financial Advising & Planning

50% Accounting

Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.

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Industry Experience

Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
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Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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Jumping Jack Taxes

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Philadelphia, PA

Services provided

50% Financial Advising & Planning

50% Accounting

Jumping Jack Taxes is a financial services company offering tax preparation, bookkeeping, financial planning, and life insurance services. Reviewers highlight their efficiency, personalized attention, and proactive communication, with 100% positive feedback emphasizing their understanding of client goals and potential tax savings of $20,000–$25,000. Clients value their comprehensive monthly accountability program for strategic financial growth.

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Industry Experience

Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment.
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Hildebrand, Limparis & Associates, CPAs, PC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Frederick, MD

Services provided

25% Financial Advising & Planning

25% Accounting

25% Business Consulting +1 service

25% Commercial Financing

Hildebrand, Limparis & Associates, CPAs, PC is an accounting firm specializing in tax planning and business optimization. The company has received positive feedback for their expertise in tax matters and consulting services, with a longstanding 15-year partnership as evidence. While they face some challenges with responsiveness, clients appreciate their thoroughness and knowledgeable service. Improvements could include the addition of an online portal for easier tracking.

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Industry Experience

Hildebrand, Limparis & Associates, CPAs, PC has received positive feedback primarily from clients in the software industry, highlighting their strengths in tax planning, consulting, and responsiveness. Clients appreciate their expertise in navigating tax complexities and their long-term partnerships. The overall sentiment is favorable, particularly for software companies seeking reliable tax guidance and business optimization strategies. Potential clients in this sector are likely to find a strong match with this provider.
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Software

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients generally express satisfaction with the cost and value provided by Hildebrand, Limparis & Associates, CPAs, PC. One client noted a $100,000 investment over 15 years, highlighting the firm's effective tax planning and consulting services that ensured compliance with state and IRS regulations. Although there were minor concerns about responsiveness, clients appreciate the depth of knowledge and the quality of advice received, indicating strong overall value for money.
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Han Group LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Washington, DC

Services provided

10% Financial Advising & Planning

90% Accounting

Han Group LLC is a financial management company specializing in outsourced accounting services primarily for nonprofit organizations. Reviews highlight their exceptional expertise in nonprofit financial management, with 100% of feedback emphasizing their detail-oriented audits and effective financial reporting. Clients commend their ability to simplify financial processes for non-financial leaders, contributing to significant organizational improvements and successful navigation of complex financial challenges.

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Industry Experience

Han Group LLC has received exceptional feedback primarily from the nonprofit sector, where they serve as outsourced financial management partners. Clients praise their expertise in financial reporting, audit management, and adaptability during challenges such as COVID-19. Their strengths include detailed analytics, client-centered service, and the ability to simplify complex financial processes for non-financial leaders. Overall sentiment in the nonprofit industry is highly positive, indicating that Han Group is a strong choice for organizations seeking comprehensive financial management solutions.
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Nonprofit

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients consistently commend Han Group LLC for their exceptional value and thorough financial management services. One client, the CEO of a nonprofit, noted spending approximately $80,000 annually while receiving unmatched expertise and detailed financial reporting. They highlighted the firm's ability to simplify complex financial processes, stating, 'I don’t know if I can put a price tag on their leadership.' Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided.
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LeaseAccelerator

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Reston, VA

Services provided

50% Financial Advising & Planning

50% Commercial Brokerage Services

LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.
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HORAN

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Services provided

35% Financial Advising & Planning

35% Insurance Services & Brokers

20% Financial Consulting +1 service

10% Business Consulting

HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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HORAN - Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dublin, OH

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services &
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Oak View Law Group

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Auburn, CA

Services provided

65% Financial Advising & Planning

30% Bankruptcy Law

5% Finance Law

Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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Xaris Financial Enterprises

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Trussville, AL

Services provided

80% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO)

Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Vistica Wealth Advisors

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Financial Advising & Planning

Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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Cedars Business Services

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Calabasas, CA

Services provided

50% Financial Advising & Planning

50% Business Consulting

Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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Trust Consulting Services

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Washington, DC

Services provided

30% Financial Advising & Planning

30% Business Consulting

30% IT Strategy Consulting +1 service

10% Financial Consulting

Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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Deloitte

Not yet reviewed

Undisclosed

Undisclosed

10,000+

New York, NY

Services provided

25% Financial Advising & Planning

25% Accounting

25% Business Consulting +1 service

25% Commercial Financing

Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
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New York, NY

30 Rockefeller Plaza
New York, NY 10112

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Ramsey Solutions

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Franklin, TN

Services provided

50% Financial Advising & Planning

50% Corporate Training & Coaching

Founded in 1992, Ramsey Solutions is a Corporate Training & Coaching and Financial Advising & Planning company. The team provides Corporate Training & Coaching and Financial Advising & Planning.
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Opportunity Bank of Montana

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Bozeman, MT

Services provided

50% Financial Advising & Planning

50% Commercial Financing

Commercial Financing and Financial Advising & Planning company Opportunity Bank of Montana is located in Bozeman, Montana. They offer Commercial Financing and Financial Advising & Planning.
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Paces Ferry Wealth Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Atlanta, GA

Services provided

100% Financial Advising & Planning

Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.
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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1 service

25% Insurance Services & Brokers

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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USA Estimators

Not yet reviewed

$5,000+

$150 - $199 / hr

50 - 249

Oakland, CA

Services provided

50% Financial Advising & Planning

50% Commercial Development

USA Estimators is a Commercial Development and Financial Advising & Planning company. Established in 1999, the team specializes in Commercial Development and Financial Advising & Planning.
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Hobart Financial Group

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Charlotte, NC

Services provided

50% Financial Advising & Planning

50% Accounting

Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising &
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Vasl

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

40% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1 service

10% Recruiting

Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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Credit Vision LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Cape Coral, FL

Services provided

50% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
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Senior Mortgage Loan Originator

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sarasota, FL

Services provided

50% Financial Advising & Planning

50% Commercial Brokerage Services

Senior Mortgage Loan Originator is a Commercial Brokerage Services and Financial Advising & Planning company. Their team provides Commercial Brokerage Services.
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Passive Capital Managament

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Baltimore, MD

Services provided

50% Financial Advising & Planning

50% Funding & Investment

Founded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.
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Baltimore,

2650 Quarry Lake
Baltimore, 21209
501 - 750

13154783130

Baltimore, MD

2650 Quarry Lake Drive
Baltimore, MD 21208
201 - 250

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Tencap Wealth Coaching

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.
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Chaudhry CPA

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

50% Financial Advising & Planning

50% Accounting

Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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AsertaLoans

Not yet reviewed

$75,000+

$150 - $199 / hr

250 - 999

Dallas, TX

Services provided

100% Financial Advising & Planning

Financial Advising & Planning company AsertaLoans was established in 2019. The team provides Financial Advising & Planning.
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TrueSouth Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Hawkinsville, GA

Services provided

50% Financial Advising & Planning

50% Accounting

Founded in 2026, TrueSouth Accounting is a small Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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1 TGG Accounting

2 Sensiba LLP

3 leadforce.info

4 ArboHQ

5 SoftPak Financial Systems, Inc

6 Imperial Advisory, CFOs

7 WorldWide Local Connect Inc.

8 BEAN COUNTER

9 JPG

10 Acclarity

11 VantagePoint Benefit Administrators

12 Mortar Group

13 Capital Recovery Corporation

14 Liv Data LLC

15 Univest

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List of the Top 15 United States Strategic Financial Planners

TGG Accounting

$5,000+

Undisclosed

50 - 249

San Diego, CA

Ability to deliver

26.6/40.0

16.2/20 Reviews

4.2/10 Clients & Experience

6.2/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

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Sensiba LLP

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Ability to deliver

27.2/40.0

18.2/20 Reviews

0/10 Clients & Experience

9/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

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leadforce.info

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

27.1/40.0

16/20 Reviews

6.5/10 Clients & Experience

4.6/10 Market Presence

Service focus

15% Financial Advising & Planning

85% Other

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ArboHQ

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Ability to deliver

24/40.0

16.2/20 Reviews

1.7/10 Clients & Experience

6.1/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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SoftPak Financial Systems, Inc

$75,000+

$25 - $49 / hr

50 - 249

Wayland, MA

Ability to deliver

21.9/40.0

16.6/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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Imperial Advisory, CFOs

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Ability to deliver

23.2/40.0

15.6/20 Reviews

2/10 Clients & Experience

5.6/10 Market Presence

Service focus

80% Financial Advising & Planning

20% Other

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WorldWide Local Connect Inc.

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Ability to deliver

25/40.0

16.2/20 Reviews

4.8/10 Clients & Experience

4/10 Market Presence

Service focus

25% Financial Advising & Planning

75% Other

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BEAN COUNTER

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Ability to deliver

22.1/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

5.2/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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JPG

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Ability to deliver

22.3/40.0

16.2/20 Reviews

0/10 Clients & Experience

6.1/10 Market Presence

Service focus

30% Financial Advising & Planning

70% Other

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Acclarity

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Ability to deliver

22.7/40.0

17.2/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

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VantagePoint Benefit Administrators

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Ability to deliver

23.6/40.0

16.2/20 Reviews

1.7/10 Clients & Experience

5.7/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

View Profile Visit Website
Mortar Group

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Ability to deliver

23.5/40.0

17/20 Reviews

0.3/10 Clients & Experience

6.2/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

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Capital Recovery Corporation

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Ability to deliver

21.3/40.0

14.6/20 Reviews

1.4/10 Clients & Experience

5.3/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

View Profile Visit Website
Liv Data LLC

$25,000+

$300+ / hr

2 - 9

New York, NY

Ability to deliver

21/40.0

17/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

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Univest

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website
Sage Finance

Undisclosed

$50 - $99 / hr

50 - 249

San Francisco, CA

Ability to deliver

20.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

View Profile Visit Website
Braj Aggarwal, CPA, P.C.

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Ability to deliver

21.6/40.0

16.2/20 Reviews

0/10 Clients & Experience

5.4/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

View Profile Visit Website
APISCRAPY

$1,000+

< $25 / hr

50 - 249

New York, NY

Ability to deliver

21.3/40.0

16.4/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

View Profile Visit Website
BestCFO

$1,000+

< $25 / hr

10 - 49

new york, NY

Ability to deliver

20.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

View Profile Visit Website
Baharestani & Ritt LLP

Undisclosed

Undisclosed

2 - 9

New York, NY

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website
Jumping Jack Taxes

Undisclosed

Undisclosed

2 - 9

Philadelphia, PA

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website
Hildebrand, Limparis & Associates, CPAs, PC

Undisclosed

Undisclosed

10 - 49

Frederick, MD

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

25% Financial Advising & Planning

75% Other

View Profile Visit Website
Han Group LLC

Undisclosed

Undisclosed

10 - 49

Washington, DC

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

View Profile Visit Website
LeaseAccelerator

Undisclosed

Undisclosed

50 - 249

Reston, VA

Ability to deliver

9.4/40.0

0/20 Reviews

2.4/10 Clients & Experience

7/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website
HORAN

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Ability to deliver

10.1/40.0

0/20 Reviews

2.1/10 Clients & Experience

8/10 Market Presence

Service focus

35% Financial Advising & Planning

65% Other

View Profile Visit Website
HORAN - Wealth Management

Undisclosed

Undisclosed

50 - 249

Dublin, OH

Ability to deliver

7.6/40.0

0/20 Reviews

0/10 Clients & Experience

7.6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website
Oak View Law Group

$1,000+

$50 - $99 / hr

50 - 249

Auburn, CA

Ability to deliver

7.4/40.0

0/20 Reviews

0/10 Clients & Experience

7.4/10 Market Presence

Service focus

65% Financial Advising & Planning

35% Other

View Profile Visit Website
Xaris Financial Enterprises

$1,000+

$150 - $199 / hr

2 - 9

Trussville, AL

Ability to deliver

8.8/40.0

0/20 Reviews

2.7/10 Clients & Experience

6.1/10 Market Presence

Service focus

80% Financial Advising & Planning

20% Other

View Profile Visit Website
Vistica Wealth Advisors

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Ability to deliver

8/40.0

0/20 Reviews

2.1/10 Clients & Experience

6/10 Market Presence

Service focus

100% Financial Advising & Planning

View Profile Visit Website
Cedars Business Services

Undisclosed

Undisclosed

50 - 249

Calabasas, CA

Ability to deliver

6.1/40.0

0/20 Reviews

0/10 Clients & Experience

6.1/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

View Profile Visit Website

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