Financial Advising near Tamarac, FL
30 locations found near Tamarac
View Map8:30 AM - 6:30 PM
6610 N University Dr, Tamarac
Financial Advising
Financial Advising
“Had the pleasure of working with carl. filing my taxes as a self employed contractor has aleays been a tricky thing for me to do on my own however carl has made the whole process easy & seamless also ensuring i receive all eligible benefits”
Financial Advising
“This is one of the best credit repair companies around. Denis loves what he does and that is helping people. You can tell he really cares about his clients. He will set you on a path of success. He is very knowledgeable and he educates his clients to help prevent them from making the same mistakes. Not only does the company enhance you credit but they overall enhance your life with the knowledge that you gain.All of his staff have been very helpful also. They all care about the clients. I will definitely refer those who need credit repair to Trusted Credit Repair”
Financial Advising
“I was referred and Rhode did an excellent job. 1. in getting me back the money I should2. Great communication skills and answering my questions. Also friendly.Will definitely use Rhode again next year!! Thank you!!”
Financial Advising
“Evelyne is truly the best! My credit score went up 100 points in a short time. She really knows what she is doing and still takes time out of her day to help me if I ever need her suggestions! 10/10 highly recommend.”
Financial Advising
“I can highly recommend Florida Mortgage Solutions. Roberto Meza and his Team are incredibly professional, honest and dedicated.My last two closings have been excellent, due to your hard work. The satisfaction of my Clients is the most important for me.Thank you Roberto you are the best !”
Financial Advising
“There is no need to look any further for an accountant. I've been through every scenerio with accountants that never filed, or aren't helpful/responsive... once i found Tony and Laura my worries dissolved.I am a firm believer in supporting family owned businesses and I know from experience that they are outstanding with their professionalism, quality of service, and I absolutely LOVE that they are digital and up to date with their methods. Tony has been an amazing guide to help me do things correctly with my company, the do's and dont's & pair that with Laura who just follows through with everything... you will sleep peacefully at night!Five stars - and wish i could give them TEN!!!”
Financial Advising
“Had different experiences with other offices. This one is where I stopped searching. All questions answered in a simple way, taxes handled and advices given. Everything is VERY SMOOTH. Best office about taxes. Bryan is the guy who helped me last 4-5 years and who helped to turn my debt (that was filed in another office with the suggestion "just pay" into a return! Recommending to my friends and will be coming back with any questions. They are the best❤️”
8:30AM - 5:30PM
2801 N University Dr # 306, Coral Springs
Financial Advising
“I have been working with this company for over 7 yrs. Nicole and Amy are always so helpful and ready to assist me with anything that arises! They are both very knowledgeable and extremely friendly. Even when extremely busy they are always quick to return a call, email or text to help with any issues I may be dealing with!”
Financial Advising
“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.”
9AM - 5:30PM
7301 Wiles Rd # 205, Coral Springs
Financial Advising
Financial Advising
“"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."”
Financial Advising
“Ricky gets it done and knows his stuff. Have recommended him countless times and he has taken care of our entire family with our life insurance and health needs.”
8:30AM - 6:30PM
9955 NW 31st St, Coral Springs
Financial Advising
“When I first got a call from them I was very skeptical about doing this but jarrod was a very helpful person he broke everything down and made sure I had no worries! He’s very easy to get in contact with and even more easy to communicate with. My overall experience was very smooth. I’ll rate my experience a 10/10!”
Financial Advising
“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.”
9:00 AM - 4:00 PM
7000 W Palmetto Park Rd, Boca Raton
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“If you're looking for great financial advice from a reputable company but prefer the more one-on-one interaction of a smaller firm, then you will be set here. Jim and his office manager run an excellent business. I love the personalized attention and ability to be flexible. There is no pressure there is no pressure to buy stocks or invest in anything specific. I highly recommend investing here. You can do this with as little money as you want which a lot of other companies won't allow.”
Financial Advising
“I needed to change my billing date also my banking information and believe it or not Customer service was very helpful CustomerSo Much so I didn't even mi d being but on hold”
8:30AM - 5PM
9879 W Sample Rd, Coral Springs
Financial Advising
“The office of Todd Currier of Edward Jones is very professional, accurate, and helpful. He truly looks out for the well being of his clients. In addition the administrative assistant is equally knowledgeable, helpful, and courteous.”
Financial Advising
“William Holland's team has been a real god-send to our family. The team, especially Kate!, are wonderful. They take time to explain anything you need to know, the advice is excellent and far-thinking, and they are very responsive. Although I give them all 5 stars for professionalism, they are also very human, very kind, and sincerely interested in you and your concerns. The kind of trustworthy customer service they offer doesn't come often these days. Do yourself - and your family - a real favor and contact them soon.”
Financial Advising
“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!”
Financial Advising
“Called customer service 2x now and spoke with krista P and someone else the first time. Arguably the friendliest Customer service reps I've had the pleasure of speaking with.???”
Financial Advising
“4/14/21Yesterday my wife and I took a look at Obamacare. We have heard of the Affordable Care Act for a while, but never checked it out until now. Since since one of us list a job for a while, being without health insurance hasn't been easy. Getting my insulin is more expensive without health insurance. I noticed changes going on since I couldn't afford to get my medication. Since yesterday the feeling of moving towards United Healthcare seems to be a better option than the other choices. The eye care and dental option are better with my wife's new job. I might get health care with this and just do the doctor's insurance through United Healthcare. Tomorrow we might just make up our minds on what we want to do. I will write an update once a decision has been made.I gotta say, I feel excited to be one step closer to having healthcare again.”
Financial Advising
8:30AM - 4:30PM
450 E Las Olas Blvd # 160, Fort Lauderdale
Financial Advising
“Michael Gutman their business banker is very knowledgeable, responsive and has a great demeanor and gets things done for his clients. Would highly recommend this bank because of Michael.”
Financial Advising
“Love the service they provided, everything from investing to financial planners. Anything they don't provide on site they linked us to an excellent group which included concierge service and legal”
8:30AM - 6PM
7100 Camino Real Rd, Boca Raton
Financial Advising
Financial Advising
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“They are up and running. You can choose to make an appointment during this time or drop your file off. Have everything organized if you go in, the appointment will go smooth and fast. They let me know the tax due date has been extended this year due to COVID-19. Dan is whom completes my taxes. Plenty of parking. Only two floors. There is an elevator as well as stairs.”