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This year was an especially difficult year for me due to a major issue with my employer. He always is so friendly, helpful and works hard to make sure I get all I should get in my return. Adams, Edward Jones - Financial Advisor : Christopher R. Manning, Edward Jones - Financial Advisor : Brad Smith, Edward Jones - Financial Advisor : Cameron T. Starke, Edward Jones - Financial Advisor : Will Jakes.

Petersburg area of Florida is known for boating, golfing, beaches, and sunshine. And for many residents of this resort area, finding a good financial advisor in Tampa helps ensure they can enjoy life and retire with a sound financial future. Burt Wealth Advisors is a boutique financial advisory firm in Rockville, Maryland that takes a conservative, balance and disciplined approach to wealth management. We have you covere from accounting and income tax preparations, to financial planning and insurance brokering.

Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies.

To achieve this Sanjay Muppaneni has transformed himself into an IRS Enrolled Agent (EA), Member AICPA, IRS Certified Acceptance Agent, Financial Advisor , College Planning Consultant, Insurance Agent and an IRS authorized e-file provider. Fee-Only Financial Advisors Never Earn Commission or Sell Investment Products. Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.

The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation. Here is the definitive list of financial planners near your location as rated by your neighborhood community. Want to see who made the cut?

A note to our community regarding COVID-19. Business Description: 8x Super Service Award Recipient. Independent insurance broker representing every major health insurance carrier in United States. At AgriFinance Advisors , we promise to give you an actionable goals-based financial plan specifically tailored to your needs.

Whether you need financial planning help for your business, want more information on additional financing, or need insight into expanding your investment portfolio, we can help. Our advisors can help you pursue your long-term financial goals through planning, investing and making the most of the resources you have. When accountants get restless preparing tax returns, they may recharge their career by becoming financial advisors. It takes time and effort, but making the switch can pay off. He is a Certified Financial Planner and a Certified Life Underwriter.

John is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. To find a financial advisor near you, use our search tool to locate a financial advisor in your community. Financial planning and other consultation engagements are only offered when I feel that real value can be given to the client. Find a Financial Advisor. This philosophy makes me not only your financial advisor , but your advisor for life.

Reasonable fees, low cost tax preparation, honesty, and integrity have made me a life advisor for many of my clients. ProAdvisor search and reviews - connect with a local QuickBooks expert to help with setup, bookkeeping, accounting, and more. Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U. It has a find an advisor link on its website. We specialize in low- tax solutions and advanced tax planning for small companies.

The Masterclass presents strategies to get your tax rate below , solutions with. We start with the end in mind. He is licensed both as a Tax Advisor , enrolled to practice by the United States Department of Treasury and as a Investment Advisor with the State of Missouri. Get the help you need for every financial season. Looking for accountants near me to help you with your business idea!

Click on a professional freelancer below that can help you today. The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (AAAA) was created to address the needs and concerns of African American Financial Professionals. AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals.