Financial Advising near Margate, FL

18 locations found near Margate

“What an amazing company fixed my credit kept me up to date if I had any questions Dennis and his team were just amazing honest and I can't say enough greatness about Dennis and his team if you wanna fix your credit these are the guys to talk to you will see your credit score rise in no time if you listen to what they say... just overall amazing results... amazing people.. Susan and Dennis have you covered i guarantee you that... you will not be disappointed”

5 Superb183 Reviews

“TaxFam are not just a great family, they are professional and courteous and friendly. Excellent tax services and on point!! Moses and his staff are awesome. I highly recommend them. I been going to Tax family for 10 years!!!
I get great customer service and my taxes are done in a rapid manner. Rhode did my taxes for 2022 & 2023 and she was attentive, courteous and professional.”

4.9 Superb134 Reviews

“Carl is the ultimate tax professional, he provides clarity and sound advice, every single time. Tax issues can be scary, but I’m confident in Carl’s knowledge and leave every appointment feeling like I have a better handle of my finances. Thanks Carl!”

5 Superb52 Reviews

“Jarrod was great! He was very patient & very easy to get ahold of whenever I had questions. He did a wonderful job breaking down all of the concepts & going more in depth of how to be financially intelligent. I had a smooth experience!”

4.7 Superb23 Reviews

“Rick is the best tax accountant I have used. Rick is incredibly courteous, does what he says he's going to do on time, and most importantly was very meticulous in going through my books and educating me on the different credits I qualify for and why. Rick educated me on all the appropriate forms I am supposed to be filing and helped me put them together. I will certainly be back!”

5 Superb12 Reviews

“Carl took an hour to go over every account I have and we made a plan to work on my credit. He answered any question I had and is always quick to reply to my messages. Thank you.”

4.8 Superb61 Reviews

“I must say that it's been a while since I had such a great experience that I wish to rave about. The gals at the Title Alliance are simply outstanding and they are always on the ball, being proactive to the clients needs. Adriana and Susan are both very knowledgeable and willing to assist when we run into issues or questions.I personally highly recommend them.”

4.6 Superb19 Reviews

“A cigar bar that we visited very nice the people were really nice and stayed open on New Year's a little bit for us to stay there we enjoyed ourselves thank you so much.”

4.2 Good15 Reviews

“They do exactly as advertised. I had one phone call with a nice rep who looked at my finances and income to determine that I was a good fit. Lo and behold 6 months later my score keeps going up and my debt keeps going down. All while don't have to do anything. Creditguard collects payment for me.

I usually don't leave reviews, but this place saved my piece of mind.”

3.7 Good46 Reviews

“I cannot say enough good things about this company. They are professional, proficient, loyal to their customers, and just all around great at their business. I have to mention two of the best people there, Nicole and Amy. They are always eager to help me with anything that arises.”

4.5 Superb31 Reviews

“"Everyone at Blum and Blum was sincerely welcoming and informative during my consult.I am confident that I will receive the guidance needed to capitalize on the benefits that are available to my small businesses."”

5 Superb41 Reviews

“I was referred to IAA Wealth Management and its by far - the best broker firm! Tiffany Taylor manages my portfolio and her knowledge and professional background is quite impressive. I am glad to have her overseeing my retirement and investments. I highly recommend IAA Wealth Management!”

5 Superb4 Reviews

“Unmatched and unbelievable customer service! Eve took my call after hours Doing her free time and spent at least an hour on the phone with me give me a wealth of information.

As well as analyzing my credit report and providing a solution! I called the other credit repair companies in the past. And the service I was given by them, definitely did not put me at ease.

Eve was able to change my mindset and show me that there are some good people out there still.

I would highly advise using Eve services to not only my friends and family. But to their friends and family as well!”

5 Superb46 Reviews

“Fraimy was pleasant, fast service! Great attitude working a holiday! Highly recommend him! When the time comes give him the best raise possible! Thanks for your help!”

2.9 Average130 Reviews

“Sofia Trevino went above and beyond yesterday to help me and my daughter settle an account. She would not stop in pursuing avenues to come to a resolution which we did accomplish. She is smart, personable and really cares about her clients. I would honestly give her 10 stars!! Thank you Sofia.”

2.8 Average28 Reviews

“I have been dealing with banks and finance people my entire life in many different places.

Yanet actually took the time to treat me like a human and not a number. Very rare to find actually good customer service at a bank.

Thank you YANET”

2.7 Average26 Reviews

“I had almost given up on Charles Schwab because I wasn’t getting a very good response or service but then I got a call from Adam Rittersporn at Charles Schwab Fort Lauderdale and things changed :) Adam provided me with world class service and helped me set up accounts and had great follow up to make sure I got what I needed. I’ve never had such great service from a representative at any bank like I got from Adam. Highly recommend!”

2.8 Average13 Reviews

“Albert Einstein thought so. Seeing your money grow thanks to compound interest can be just as amazing as seeing the Great Wall of China or the Colosseum. He said, "Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it."”

2.6 Average29 Reviews