Top Insurance Financial Advisory & Consulting Companies

Discover top Financial Advisory & Consulting companies with proven expertise in the Insurance industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 29, 2026

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6 Companies

Top Insurance Financial Advisory & Consulting Companies

Genesis Wealth Advisor Group, LLCProfile set up by Edverise AI
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Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,…
Highlights
2-9
Employees
Evesham, New Jersey, United States
Location
Services Provided
68% Financial Advisory & Consulting
20% Tax Consulting
12% Retirement Planning Services
AI Summary
“No AI summary available for this company yet.”
MPC Financial CorporationProfile set up by Edverise AI
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At MPC Financial Corporation, we view your success as our primary objective. Established in 2005 by Christian Mura, CPA, we have evolved from a one-person operation into a reliable group of experts dedicated to guiding businesses and individuals through their financial paths with assurance.
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Services Provided
59% Financial Advisory & Consulting
25% Accounting Services
16% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
Swanson Reed | AustraliaProfile set up by Edverise AI
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Swanson Reed operates across the country, handling every aspect of the R&D tax incentive program. Our services include: - Assessments for R&D tax incentive eligibility - Preparation of R&D tax incentive claims - R&D tax advisory services, which also cover ATO audits and AusIndustry reviews. We prior…
Highlights
10-49
Employees
Sydney, New South Wales, Australia
Location
Services Provided
59% Tax Consulting
25% Financial Advisory & Consulting
16% Risk Management Services
AI Summary
“No AI summary available for this company yet.”
Kredline IncProfile set up by Edverise AI
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Kredline provides small businesses with quick and adaptable funding solutions without the hassle. We link business owners to suitable financing choices that align with their objectives, such as business lines of credit, short-term loans, merchant cash advances (MCAs), equipment financing, and SBA (7…
Highlights
2-9
Employees
Services Provided
50% Financial Advisory & Consulting
50% Business Financing
AI Summary
“No AI summary available for this company yet.”
Vision Sync SolutionsProfile set up by Edverise AI
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Vision Sync Solutions is a US-based business process outsourcing (BPO) provider with operational centers in the Philippines and India. Our goal is to assist businesses in optimizing various functions including customer support, call center operations, CCTV monitoring, finance and accounting, payroll…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
50-249
Employees
Services Provided
100% Customer Support Outsourcing
42% Financial Advisory & Consulting
30% Payroll Services
28% Security Guard Services
AI Summary
“No AI summary available for this company yet.”
J. Martin Wealth ManagementProfile set up by Edverise AI
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Jeff is a committed fiduciary financial advisor and the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm with locations in Chandler, Gilbert, Maricopa, and Tucson, Arizona. With more than 15 years of experience in the financial services sector, Jeff h…
Highlights
$250,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Chandler, Arizona, United States
Location
Services Provided
39% Financial Planning
30% Retirement Planning Services
20% Financial Advisory & Consulting
11% Tax Planning
AI Summary
“No AI summary available for this company yet.”

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