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APEX ADVISOR GROUP

APEX ADVISOR GROUP

5.0 (10)
We here at Apex Advisor Group are a team of highly qualified professionals that have over 40+ years of combined experience in the tax, accounting, insurance and financial services industry. Putting the clients’ needs first has always been the Apex Advisor philosophy and has helped us create a reputation of honesty, integrity and trust with our clients and our community.  We strive to increase financial literacy and awareness for all our clients and our community. Our commitment to all our clients is to provide impeccable service, keep them informed of current and upcoming events, help them achieve their financial objectives and ass ... View Profile
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Six Figure Club Dba Mentor Services Unlimited, LLC.

Six Figure Club Dba Mentor Services Unlimited, LLC.

5.0 (3)
Some Basic Financial Questions Everyone Needs To Ask!!!Everyone Needs To Answer…            a few more questions to increase your hire/success/profitability rate. (Answers provided by: James S Davis Jr         Pres/CEO/Founder - 9 separate business enterprises.)                                                        We create very serious INCOME RIVERS from our (HYRPIP) High Yield Return Passive Income Programs USING (O.P.M.) Other People's M ... View Profile
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Tax King & Accounting CPA, Inc.

Tax King & Accounting CPA, Inc.

5.0 (2)
We specialize in making sure that we customize our services to our client needs. We know that every business is different so we work with our clients to find the best solution for them. 
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BRANAM & ASSOCIATES, LLC

BRANAM & ASSOCIATES, LLC

5.0 (2)
Advisor and Broker Shavard Branam has been practicing full time remotely and in-person since 2013. He directly manages investment and insurance services while leveraging internal and external partners for tax and estate. His team primarily serves mid and late career professionals, families, businesses, and financial windfall matters. This team functione independent of all financial solution product providers so each client receives the most objective and customized recomendation. ... View Profile
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Joel R Medina CPA - KMG CPA, LLC

Joel R Medina CPA - KMG CPA, LLC

5.0 (1)
Our firm provides services in the areas of Audit, Accounting and Tax. We perform Compilations, Reviews and Audit Engagements. We can handle your outsourced monthly accounting process or review your monthly financials for advising on profitability. Most of all we certainly love helping our clients save big dollars on taxes through proper tax planning. Ultimately, the value we provide makes the difference to your bottom line results. Call or e-mail us now for a free strategy session. You will meet directly with an experienced Certified Public Accountant (CPA) with a demonstrated history of working with the Construction, Real Estate & Manufa ... View Profile
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Jim G Germer, CPA

Jim G Germer, CPA

Jim Germer Financial Corporation is a comprehensive financial services and CPA firm providing wealth management services in Bradenton, FL. We are conveniently located in downtown Bradenton, Florida -- minutes from Sarasota, Palmetto and Lakewood Ranch. Germer is a registered representative with Cetera Financial Specialists, LLC a full service brokerage firm. Cetera is one of our nation’s fastest growing and most respected brokerage firms. For more than 20 years, Jim Germer has been guiding clients to accomplish and pursue financial goals and dreams. Germer is proficient managing client portfolios, with proven investment strategies and t ... View Profile
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Northwestern Mutual

Northwestern Mutual

My name is Ryan Eichler and I have a finacial planning practice in Clearwater, FL.  I am a Florida native and grew up in Pinellas couny.  I have 3 teenage children and have been married for 22 years to my high school sweethart.  I am a fiduciary financial planner and I specialize in working with individuals, families, and small business to create tax efficiante and asset protected financial plans.  I offer a wide variety of services and I individually tailor the financial plan to meet the clients unique goals, dreams, and beliefs.  For more information about my services please visit my website at www.ryaneichler.nm.co ... View Profile
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Thoughtful Advisors

Thoughtful Advisors

I started Thoughtful Advisors in 2015 as a fiduciary-focused ethical alternative to the corporate financial service firms.  Having worked at First Union Securities, Merrill Lynch, American Express Financial Advisors, Franklin Templeton Investment and USAA Wealth Management over the previous 28 years, I've seen all the good and bad.  I believe "doing the right thing" is very uncommon.  We started Thoughtful Advisors for this very reason.     Our tax and financial planning strategies are based on two iconic observations from world-renowed pioneers: "if you want to have better performance than the crowd, you must do ... View Profile
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CFO911

CFO911

We love solving problems, and fortunately, we're good at it.  But problems come and go throughout the life of an organization, both big and small, so we realize that we're not for everyone -- at least not all at the same time! Our expertise is the ability to assess your situation through the eyes of a CEO/CFO, and then to provide a treatment plan, which is often in the form of stand-in, on-the-ground CEO/CRO/CFO expertise for your company. ... View Profile
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Sherrill Wealth Management

Sherrill Wealth Management

Certified Financial Planner (CFP) Professional with over 20 years of experience.  We are highly focused on the retired and near retired market in order to provide very specific and comprehensive advice.  We maintain a limited number of cleints to ensure each client gets the personalized attention they need.
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Regio Management LLC

Regio Management LLC

I am a Business Administrator specialized in International Business. With over 10 years of hands-on experience in bookkeeping with QuickBooks for different types of businesses. I have a real passion for solving problems and for helping other people to learn to use QuickBooks too. I have had my own bookkeeping and consulting business for 10+ years that has allowed me to gain experience working with many diverse industries. My areas of expertise range from Corporate Sales, Accounts Payable & Receivable , Payroll processing, Licensing & Inspections, Commercial Insurances, Worker’s Comp & GL Audits, Accounting & Corporate Ta ... View Profile
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Chancey Tax Services

Chancey Tax Services

On the fly Tax services, Afforable and accurate maxium tax return. As a miniumist company, I take pride offering the human element 24/7 return service. Currently, offering advice free of charge first in formost. Tax returns will be done at affordable prices. Instead of the mainstream up charging. I will comb through your return, soon as  possible gathering every penney for Tax Payer. Ready to service the local community. Services offered: Free Tax Advice  Tax Preperation Business Tax  Bookkeeper Electronic Prep  Notory    ... View Profile
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Retirement Wealth Resources, Inc. | Fiduciary Advisors, LLC

Retirement Wealth Resources, Inc. | Fiduciary Advisors, LLC

Retirement planning specialists with expertise in investment management, tax preparation, estate planning and healthcare planning.                                                            * * * * * * * William Gordon, CFP® is registered with and securities are offered through Kovack Securities, Inc., Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Fort Lauderdale, FL 33308. (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. Retirement Wealth  Resource ... View Profile
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