USA Directory > Business > Business Finance > Financial Consultants

  • Florida Financial Planning
    Florida Financial Planning (FFP) was founded with the belief that every family’s financial journey is unique. With over 12 years of experience, I’ve had the privilege of working with individuals and families of all backgrounds. One of the most valuable lessons I’ve learned is the importance of truly listening. After leaving the corporate world, I founded FFP to focus on understanding clients' values and delivering personalized, simple, and tax-efficient financial strategies.
    US www.floridafinancialplan.com/
  • 5 Star Energy - California Title 24 Reports, Energy Calculat
    At 5 Star Energy, we pride ourselves in fast and accurate Title 24 Energy Calculations that optimize your home efficiency. Our Manual J Load Calculation services and Manual D Duct Design are required in this world of building energy-efficient homes, especially in California, Oregon, & Washington.
    US 5star-energy.net/
  • Revolution Group, LLC
    Revolution Group, LLC, founded by Ryan Fleischer, offers family office-style wealth management services, including sophisticated planning and quality portfolio construction, traditionally reserved for billionaire families. With a focus on entrepreneurs, business owners, and high-net-worth families, the firm emphasizes client-first, innovative strategies, and transparent, conflict-free advice. Based in Omaha, Nebraska, Revolution Group is dedicated to exceeding client expectations.
    US www.revgroupllc.com/
  • AMG Wealth Advisors
    AMG Wealth Advisors, proudly serving the Austin area, is led by three highly credentialed and experienced managing partners—Jean Arias, Polly Moore, and Lori Gann Morris—who have been advising clients together since 2006. Specializing in asset growth and protection for high-net-worth individuals and institutional investors, our team brings a unique blend of talents, training, and perspectives to every client relationship. With a collaborative and client-focused approach, we tailor financial planning and investment strategies to help you navigate life’s twists and turns with confidence. Trust AMG Wealth Advisors to provide the expertise and personalized service you need to achieve your financial goals in Austin and beyond.
    US amgwealthadvisors.com/
  • Asset Preservation Wealth & Tax
    If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office. Most advisors aren't even talking about tax because they are prohibited from even mentioning it to their clients. Not us. Interested? Speak to an advisor at 602-449-0146.
    US www.apsitaxes.com/
  • SPSGZ
    SPS/GZ is a firm whose employee stock options administrators serve both public and private companies with their stock planning needs. The team of stock plan administrators at SPS/GZ are dedicated, knowledgeable, and able to help with a variety of needs. Your stock plan administrator will help you with comprehensive outsourcing, IRC 6039 reporting, database consulting, co-sourcing solutions, fill-in administration services, and valuation and financial reporting consulting. Contact SPS/GZ today to learn if a stock plan administrator is the right move for your business. # employee stock options # Financial Planning
    US www.spsgz.com/stock-plan-outsourcing/
  • CheckChangers Currency Exchange | Car Title
    CheckChangers is a family-owned business. Our first location opened after World War II and today, we have over 30 locations offering services in Illinois, Arizona, and New York. Throughout the years, our services have evolved to accommodate our customers’ needs. Technology has played a large role in the services we offer. Today, we make it easier for you to pay your bills, transfer money, or obtain vehicle licenses. We also have many partnerships which allow us to quickly and efficiently accommodate all our customers’ financial needs. We aim to be a dependable, accessible fixture in the communities in which we serve.
    US www.checkchangers.com/
  • Mindful Mint
    Mindful Mint is dedicated to enhancing financial literacy and mental well-being by providing resources that integrate financial education with mindfulness practices. Our mission is to empower individuals to achieve financial stability and mental clarity through informed decision-making and mindful living.
    US mindfulmint.org
  • Eco-Tax, Inc.
    Eco-Tax Inc. offers affordable tax, financial, and small business consulting services. With a team of experienced CPAs, EAs, and Accredited Virtual Tax Advisors, they provide tailored financial guidance to individuals and business owners. Eco-Tax Inc. ensures clients stay informed with continuous communication, expert strategies, and easy access to personalized resources. Stay up-to-date on tax law changes and improve your financial understanding, all at a competitive price.
    US eco-tax.com/
  • Midwest Reserves
    Midwest Reserves, LLC is a leading financial consulting firm concentrating on reserve research studies and capital planning for homeowner and managers. With a dedication to accuracy and clarity, we give tailored solutions that satisfy the distinct demands of our varied clientele, consisting of HOAs, condominiums, colleges, and country clubs. Our expert team, composed of competent engineers, carries out extensive assessments and delivers easy-to-understand reports. Devoted to exceptional client assistance, we make sure clear communication and customized financial strategies. At Midwest Reserves, our mission is to encourage customers with the details and support necessary for sound financial decision-making.
    US www.midwestreserves.com/
  • La Costa Tax & Accounting
    La Costa Tax & Accounting provides expert tax services to individuals and businesses throughout North County San Diego in locations like Carlsbad, Encinitas, San Marcos, Solana Beach, Vista and Oceanside. Our experienced professionals offer comprehensive tax preparation, strategic planning, and year-round support. Specializing in local industries, we deliver personalized solutions to minimize tax burden and maximize returns. Free consultation available.
    US lacostatax.com
  • Kiepe Tax Services
    Kiepe Wealth Management, based in Spokane, WA, offers comprehensive tax services with a focus on integrity and personalized client relationships. Co-founded by John and Diane Kiepe, the firm emphasizes proactive tax planning to minimize clients' lifetime tax burdens. Serving both local and virtual clients nationwide, they are dedicated to educating clients for a clear understanding of their financial situations.
    US www.kiepefinancial.com/
  • Williams Asset Management
    At Williams Asset Management, we aim to empower you with informed financial decisions and thoughtful investment solutions for a confident future. Our personalized wealth management approach is tailored to guide you toward a fulfilling retirement. By understanding your goals and income needs, we create a customized plan that aligns with your unique situation, helping you make clear, educated choices.
    US www.williamsassetmanagement.com/
  • Evergreen Gavekal
    Evergreen Gavekal is an independent registered investment advisor with offices in Bellevue, Portland, and California's Bay Area. We serve high net-worth individuals, as well as endowments and foundations with investment management, financial planning, and tax advice.
    US evergreengavekal.com/
  • Rockford Financial Planning
    Your Wilmington Delaware Financial Advisors. We collaborate with families and small businesses nationwide to efficiently manage finances over multiple generations.
    US www.rockfordfinancialplanning.com/
  • Bridge Financial Strategies
    Bridge Financial Strategies is a comprehensive financial advisory firm committed to helping clients achieve their financial goals through personalized planning and investment strategies in Scottsdale, AZ. With a focus on integrity and transparency, our team offers expert guidance in areas such as investment management, tax planning (and preparation), financial planning, cash management, legacy planning, and insurance planning. Our holistic approach to financial planning gives you the best opportunity to become financially independent. Visit https://www.bridgefinancialstrategies.com/ or contact us today to schedule your personalized consultation and take the first step toward achieving your financial dreams!
    US www.bridgefinancialstrategies.com/
  • Bigger Bottom Line
    Bigger Bottom Line publishes hundreds of how to articles and books for small businesses and entrepreneurs, covering all facets of small business management and ownership. It has published the Ultimate Guide Series: Step by Step how to start your business, SBA loans, equipment loans, revenue based financing, lines of credit, real estate financing, cannabis financing, franchise financing, accounts receivable financing, purchase order financing, merchant cash advances and many more.
    US www.biggerbottomline.com
  • SmartBiz Pro LLC
    We specialize in custom offshore strategies to reduce taxes, diversify wealth, and protect assets from unwanted onlookers. We offer entity selection & creation, such as LLCs, Corporations, Non-Profits, Partnerships, and Trusts to diversify and internationalize legal structures to lower your taxes and protect your assets. Our firm is supervised by an "Old School Tax Guy" who graduated from New York University School of Law in Taxation, ranked number 1 # in the U.S.A. Asset Protection combined with Tax Reduction Strategies are our priority.
    US assetprotectionnow.net/
  • Seven Hills Merchant Partners
    Seven Hills Merchant Partners, located in Las Vegas, Nevada, offers merchant services to Nevada businesses. Specializing in credit card processing and dual pricing, we provide the best credit card processing services for small businesses, ensuring cost-effective payment solutions.
    US www.sevenhillsmerchant.com/
  • Joyce Marter Enterprises, Inc.
    Joyce Marter, LCPC, is a renowned psychotherapist, entrepreneur, national speaker, author, and media contributor who takes great pride and pleasure in empowering others to reach their full potential. From speaking engagements to webinars to coaching and consulting and more, Joyce can guide and support you in achieving greater personal and professional prosperity.
    US www.joyce-marter.com/presentations-topics/