Top Strategic Financial Planning Firms in the United States
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
Established in 1999, New Mountain Capital is a midsize Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Sioux Falls, SD
Services provided
Equity Trust Company is a Commercial Financing company established in 1974. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Dimas, CA
Services provided
See all 1 projectsJAAG Financial Services is a financial planning and accounting firm offering LLC incorporation, tax preparation, and comprehensive financial management. Client feedback is predominantly positive, with 100% satisfaction regarding their guidance, attention to detail, and customer service. However, clients suggest a focus on long-term planning and exploring additional revenue streams.
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UndisclosedUndisclosed10 - 49Baltimore, MD
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See all 1 projectsPL Consulting is a management consulting firm specializing in bookkeeping, taxes, payroll, and legal consulting services. The feedback is overwhelmingly positive, with clients noting effective communication and fair pricing. Notably, 100% of reviewers praised their comprehensive support and client-focused approach, emphasizing their ability to exceed expectations and serve as a reliable partner.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
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See all 1 projectsKKAJ, LLP is a CPA firm specializing in tax preparation and financial planning. They have received positive feedback for their professionalism and effective project management, with 100% of reviewers highlighting a decrease in accounting errors and no audits since engaging them. However, 100% of reviewers suggest improvements in communication for enhanced strategic planning.
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UndisclosedUndisclosed2 - 9Crystal Lake, IL
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See all 1 projectsGRA, PC (George Roach & Associates) is an accounting firm specializing in audits and financial consulting. They have consistently demonstrated efficiency and punctuality, with 100% of reviewers highlighting their competitive pricing and effective communication. The firm is particularly noted for its patient and straightforward approach to handling accounting matters.
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UndisclosedUndisclosed2 - 9Hammond, IN
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FBTC Inc. Is a small Business Consulting company. They focus on Business Consulting and Accounting and were established in 2022.
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$1,000+$50 - $99 / hr2 - 9Greensboro, NC
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JJ&A Accounting Services is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2016, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Miami, FL
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Bulltick is a Miami, Florida-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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Undisclosed$50 - $99 / hr2 - 9San Jose, CA
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Accurite Data Solutions is a San Jose, California-based social media marketing company. They offer Social Media Marketing and Content Marketing and were established in 2021.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
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Apex Bookkeeping, an Accounting company, was founded in 2022. The team provides Accounting and Financial Advising & Planning and is headquartered in Newport Beach, California.
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$1,000+$50 - $99 / hr2 - 9Stafford, TX
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JJB CPA GROUP is an Accounting company. Their small team is headquartered in Stafford, Texas and focuses on Accounting and Financial Advising & Planning. The firm was established in 2023.
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$10,000+$200 - $300 / hr2 - 9Seattle, WA
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In Seattle, Washington, Orchestration is a Fractional CFO Services company. Established in 2022, the team offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr2 - 9Laguna Niguel, CA
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One Hub Financial Services is an Accounting company. Their small team is located in Laguna Niguel, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Heathrow, FL
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United Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Jersey City, NJ
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Skin Rights LLC is a small Conversion Optimization company established in 2018. Their services include Conversion Optimization and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Fast Factor Inc. Is a Business Consulting company. They are in Orlando, Florida. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Antravia LLC is a Finance & Accounting Outsourcing (FAO) company based in Phoenix, Arizona and London, England. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed2 - 9Houston, TX
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Established in 2025, Saluja & Associates CPA PLLC is a Business Consulting company. The agency specializes in Business Consulting and Accounting, and is small.
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Undisclosed$100 - $149 / hr2 - 9Costa Mesa, CA
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DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr2 - 9Jersey City, NJ
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Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Finance & Accounting Outsourcing (FAO) company FITR Technologies was launched in 2023. The team offers Finance & Accounting Outsourcing (FAO) and ERP consulting and SI.
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$1,000+< $25 / hr2 - 9Stamford, CT
Services provided
AiccountingPros is an Accounting company. Launched in 2026, the agency offers Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Houston, TX
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TBG Shoppe LLC is a small Business Consulting company established in 2021. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Altamonte Springs, FL
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Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.
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$1,000+< $25 / hr50 - 249Paterson, NJ
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Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Houston, TX
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Grapeson M. Wilson CPA LLC is an Accounting company established in 2010. Located in Houston, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Schaumburg, IL
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Ktax and Accounting is a small Finance & Accounting Outsourcing (FAO) company launched in 2022. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49North Miami, FL
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Dawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
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$5,000+$150 - $199 / hr10 - 49Cypress, TX
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Financial Consulting company Stratego Intel Consulting was founded in 2017. Located in Cypress, Texas, the team specializes in Financial Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Miami, FL
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Headquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
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$10,000+Undisclosed10 - 49New York, NY
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Launched in 2024, Zeerak Advisory is a Finance & Accounting Outsourcing (FAO) company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
Services provided
See all 1 projectsTim Yeager, CPA is a financial services company specializing in corporate taxes, payroll, and bookkeeping. The company receives highly positive feedback, with clients emphasizing Tim's integrity, transparency, and personal touch. Approximately 100% of reviewers commend his ethical approach and commitment to client interests.
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$100,000+Undisclosed10 - 49Montville, NJ
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See all 1 projectsStratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsFinance For Thought offers advanced financial and tax planning solutions, thorough research, and custom proposals to support business processes. Reviews highlight their meticulous and detail-oriented approach, delivering tailored results and meeting deadlines despite challenges. Clients appreciate their exceptional solutions but suggest improving communication and streamlining processes.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
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Based in Ann Arbor, Michigan and Holland, Michigan, Stonepath Wealth Management is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Wellesley, MA
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Livingston & Haynes, PC is a small Wellesley, Massachusetts-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Camden, DE
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CPA USA, LLC is an Accounting and Financial Advising & Planning company. The Camden, Delaware-based team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Accounting and Financial Advising & Planning company Hayes & Associates, L.L.C. Was founded in 1983. The team specializes in Accounting and Financial Advising & Planning and is in Omaha, Nebraska.
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UndisclosedUndisclosed10 - 49Washington, DC
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2ndWave LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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VSC Insurance is a San Antonio, Texas-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Rockville, MD
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Financial Advising & Planning company Integrated Financial Engineering Inc. Was founded in 2002. The company offers Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Glendale, CA
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United Field Services, Inc., a Financial Advising & Planning company, was launched in 2008. The small team specializes in Financial Advising & Planning and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Hyattsville, MD
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Anderson Integrated Management Consulting, LLC is an Accounting and Financial Advising & Planning company established in 2014. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Janesville, WI
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Accounting and Financial Advising & Planning company Summit Accounting Group, Inc. Was established in 1993. The small team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bristol, CT
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Adams Samartino & Co., P.C. Is a small Accounting and Financial Advising & Planning company headquartered in Bristol, Connecticut. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Elyria, OH
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Headquartered in Elyria, Ohio, Levis Seguin CPAs is a small Accounting and Financial Advising & Planning company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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Align Impact is a small Commercial Financing and Financial Advising & Planning company. They provide Commercial Financing and Financial Advising & Planning and were established in 2014.
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UndisclosedUndisclosed10 - 49Waukesha, WI
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See all 1 projectsDana Investment Advisors offers services in Financial Advising, Financial Planning, and Investment Advisory. The reviews highlight the company's positive impact on investment success, with clients appreciating their valuable insights and effective communication. Despite minor feedback regarding research, overall satisfaction is driven by Dana Investment Advisors' ability to deliver successful financial strategies and favorable cost-value alignment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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List of the Top 15 United States Strategic Financial Planners
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$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$25 - $49 / hr2 - 9Atlanta, GA
Ability to deliver
24/40.016.2/20 Reviews1.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$75,000+$25 - $49 / hr50 - 249Wayland, MA
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
$5,000+$50 - $99 / hr10 - 49Maynard, MA
Ability to deliver
25/40.016.2/20 Reviews4.8/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Houston, TX
Ability to deliver
22.3/40.016.2/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Frederick, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Washington, DC
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed50 - 249Reston, VA
Ability to deliver
9.4/40.00/20 Reviews2.4/10 Clients & Experience7/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr50 - 249Auburn, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
$1,000+$150 - $199 / hr2 - 9Trussville, AL
Ability to deliver
8.8/40.00/20 Reviews2.7/10 Clients & Experience6.1/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Ability to deliver
8/40.00/20 Reviews2.1/10 Clients & Experience6/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other
