Top Insurance Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Insurance industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

1,001 Companies

Top Insurance Financial Advisory & Consulting Companies

NBG Chartered Professional Accountant Professional Corporation
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NBG Chartered Professional Accountant is an accounting firm located in Hamilton that offers a variety of services, including accounting, tax, and business advisory, to individuals and small to medium-sized enterprises. Our extensive offerings encompass corporate and personal tax returns, bookkeeping
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Hamilton, Ontario, Ca
Services Provided
80% Accounting Services
10% Business Consulting Services
10% Financial Advisory & Consulting
AI Summary
“NBG Chartered Professional Accountant offers comprehensive accounting, tax, and advisory services to individuals and small businesses in Hamilton, combining expertise with personalized, strategic support.”
Avalon Accounting
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Avalon serves as your virtual accounting department, offering online bookkeeping, accounting services, and expert financial guidance for small businesses throughout Canada. Operating remotely eliminates the need for in-office visits with piles of receipts; everything is digitized and can be accessed
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Victoria, British Columbia, Ca
Services Provided
69% Accounting Services
20% Bookkeeping Services
11% Financial Advisory & Consulting
AI Summary
“Avalon Accounting offers remote, cloud-based bookkeeping and financial consulting tailored for Canadian small businesses, enabling efficient financial management and supporting growth through expert guidance and resources.”
Pro Business Plans
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Pro Business Plans is a prominent consulting firm that focuses on creating professional business plans, developing pitch decks, and providing strategic advisory services. Established by a banking expert with more than a decade of experience, the firm has assisted in generating over $4.0 billion in i
Highlights
10-49
Employees
New York, New York, Us
Services Provided
50% Business Plan Development
30% Business Consulting Services
20% Financial Advisory & Consulting
AI Summary
“Pro Business Plans specializes in crafting professional business plans, pitch decks, and strategic advisory services, leveraging extensive banking expertise to support global investments across diverse industries.”
Incro
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Incro offers external CFO services, financial controlling, and business intelligence solutions tailored for tech startups, scale-ups, and SMEs with revenues between $10 million and $100 million. We assist rapidly growing companies in organizing their financial operations without the need to hire a f
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Warszawa, Masovian, Pl
Services Provided
60% Accounting Services
20% CFO Services
10% BI & Big Data Consulting & SI
10% Financial Advisory & Consulting
AI Summary
“Incro provides external CFO and financial management services, delivering expert operational finance solutions tailored for growing tech startups and SMEs generating $10M-$100M revenue.”
Startup Credit
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Discover the power of business credit through our tailored courses aimed at helping veterans and upcoming entrepreneurs achieve financial success. We are dedicated to making the credit-building process easier by equipping you with the essential tools and insights to safeguard your business's future.
Highlights
2-9
Employees
Services Provided
69% Educational Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Startup Credit offers tailored courses empowering veterans and entrepreneurs to build strong business credit, providing essential tools and insights to secure financial success and sustainable growth.”
Stephens Bros Tax Service
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Stephens Bros Tax Service provides tax-related financial services to clients in New York, New Jersey, Texas, California, Florida, Georgia, and Pennsylvania, delivering value at competitive prices while meeting customer needs. The company offers these services through a network of partnerships.
Highlights
10-49
Employees
Elizabeth, New Jersey, Us
Services Provided
59% Tax Preparation Services
21% Tax Consulting
20% Financial Advisory & Consulting
AI Summary
“Stephens Bros Tax Service delivers comprehensive tax-related financial services across multiple U.S. states through strategic partnerships, ensuring value-driven solutions tailored to diverse client needs at competitive prices.”
Raj Dhawan CPA
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At RAJ DHAWAN CPA, we specialize in comprehensive accounting services tailored to your financial needs. We provide everything from precise bookkeeping and expert tax services to financial consulting, dedicated to helping individuals and businesses make informed choices that drive their success. Our
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
San Francisco, California, Us
Services Provided
59% Accounting Services
21% Tax Preparation Services
20% Financial Advisory & Consulting
AI Summary
“RAJ DHAWAN CPA offers expert accounting, tax, bookkeeping, and financial consulting services, helping individuals and businesses simplify finances, ensure compliance, and support strategic growth.”
Green Zone Capital
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Green Zone Capital is a private investment management and research firm designed for high-net-worth individuals, family offices, and institutional investors. We focus on providing unique investment opportunities through in-depth market analysis, strategic capital allocation, and top-tier approaches
Highlights
$100,000+
Min Project Size
2-9
Employees
Services Provided
58% Wealth Management
20% Financial Advisory & Consulting
11% Research Services
11% Data Analytics Services
AI Summary
“Green Zone Capital offers tailored investment management for high-net-worth clients, utilizing advanced analytics across diverse assets to optimize portfolios with privacy and strategic market insights.”
FYN Tax Group
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FYN Tax Group is a premier financial services company committed to offering extensive solutions for businesses and individuals across a range of sectors. Our expertise encompasses financial consulting, tax advisory, audit and assurance, investment management, deal advisory, and legal advisory, all u
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
30% Financial Advisory & Consulting
20% Tax Consulting
15% Audit Services
15% Wealth Management
AI Summary
“FYN Tax Group offers comprehensive financial, tax, audit, investment, deal, and legal advisory services, delivering tailored solutions that enhance growth, compliance, and long-term client success.”
The Total CFO
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The Total CFO is a reliable accounting firm located in Dubai, UAE. It is officially registered with the Department of Economic Development (DED), Dubai under License No. 934286. We focus on providing essential services such as Accounting, Bookkeeping, and Tax compliance (including VAT and Corporate
Highlights
$5,000+
Min Project Size
10-49
Employees
Dubai, Dubayy, Ae
Services Provided
40% Accounting Services
20% Financial Planning
20% Financial Advisory & Consulting
20% CFO Services
AI Summary
“The Total CFO, a Dubai-based accounting firm, offers comprehensive services including accounting, bookkeeping, and tax compliance with certified experts ensuring regulatory adherence.”

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