Top Business services Financial Planning Companies

Discover Financial Planning companies serving the Business services 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

40 Companies

Top Business services Financial Planning Companies

Bobby M CollinsProfile set up by Edverise AI
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Bobby M. Collins is an expert in annuity education located in the Dallas/Fort Worth area, including North Texas. With a wealth of experience, he focuses on aiding retirees and individuals approaching retirement throughout the Metroplex, Denton County, Amarillo, North Texas, and Abilene. He assists c
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Wichita Falls, Texas, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Bobby M. Collins specializes in annuity education and retirement planning across Texas, helping clients enhance income, reduce taxes, and secure long-term financial stability through tailored solutions.”
Financial Advisor - Marcel WassermanProfile set up by Edverise AI
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Achieving financial security and protecting your assets requires careful planning. By consulting an independent financial advisor, you can save yourself years of work by starting on the correct path. I invite you to visit my website to discover more about my services.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Pretoria, Gauteng, Za
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Marcel Wasserman offers independent financial advisory services focused on strategic planning and asset protection, helping clients achieve long-term financial security efficiently.”
Genistar LimitedProfile set up by Edverise AI
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Established in 2007, Genistar is among the fastest-growing financial services firms in the UK. Our commitment lies in educating families about their financial options. Our goal is to help individuals understand the principles of money management, empowering them with the knowledge necessary to make
Highlights
10-49
Employees
Caterham, England, Gb
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Genistar Limited, a leading UK financial services firm since 2007, provides advising, planning, accounting outsourcing, and insurance brokerage, empowering clients with financial knowledge for informed decisions.”
Neuman + AssociatesProfile set up by Edverise AI
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At Neuman + Associates, we view your financial well-being as encompassing more than just the amount in your checking account. We collaborate with you to align all facets of your financial situation. Our team is committed to providing you with top-notch assistance and implementation of:
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Neuman + Associates collaborates closely with clients to holistically manage financial well-being, offering comprehensive, high-quality guidance and implementation across all aspects of personal financial situations.”
Fiscal Advocate, Inc.Profile set up by Edverise AI
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Fiscal Advocate, Inc. delivers technology-driven financial management services specifically designed for professional service firms throughout the United States. Our main offerings include: 1. **Financial Infrastructure Configuration**: We organize and refine your financial data to deliver clear and
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Highland Park, Illinois, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Automation Services
AI Summary
“Fiscal Advocate, Inc. provides technology-driven financial management services to U.S. professional service firms, specializing in accounting, financial planning, and infrastructure to optimize cash flow, profitability, and growth.”
Mighty FinancialProfile set up by Edverise AI
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Mighty Financial is an accounting firm dedicated to offering financial advice, strategic planning, and hands-on support to startups and small businesses. We take pride in delivering accurate results on the first attempt and recognize the challenges you are facing. Our goal is to collaborate with you
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
North Attleborough, Massachusetts, Us
Services Provided
60% Accounting Services
40% Financial Planning
AI Summary
“Mighty Financial provides comprehensive accounting, financial advice, and strategic planning to startups and small businesses, serving as a dedicated partner to support growth and resource management.”
Vistica Wealth AdvisorsProfile set up by Edverise AI
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev
Highlights
2-9
Employees
Carlsbad, California, Us
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vistica Wealth Advisors provides expert wealth management and retirement planning across the U.S., prioritizing client interests through fiduciary commitment within a trusted advisory network.”
Oak Business ConsultantProfile set up by Edverise AI
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Oak Financial and Management Consultant is a premier consulting firm focusing on financi
Highlights
10-49
Employees
Dubai, Dubayy, Ae
Services Provided
39% Financial Planning
30% Business Consulting Services
20% Performance Management
11% Accounting Services
AI Summary
“Oak Business Consultant specializes in financial and management consulting, offering strategic planning, performance analysis, and operational support across retail, transportation, manufacturing, and IT sectors.”
Lance CPA GroupProfile set up by Edverise AI
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Joshua Lance CPA, LLC is a specialized public accounting firm based in Chicago, Illinois, that focuses on providing outsourced accounting and CFO services to small businesses and entrepreneurs through cloud-based solutions. We also offer consulting for small businesses, as well as services in financ
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
48% Accounting Services
20% Financial Planning
20% Tax Preparation Services
12% Business Consulting Services
AI Summary
“Lance CPA Group, based in Chicago, offers outsourced accounting, CFO services, consulting, financial and tax planning for small businesses, leveraging cloud-based solutions to support entrepreneurs.”
Luft Advisory ServicesProfile set up by Edverise AI
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As a premier provider of Fractional CFO services, Luft Advisory Services collaborates with your team to navigate complex financial matters, creating pathways for sustainable growth and operational excellence across a variety of industries. We seamlessly integrate with your business, offering a range
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
69% CFO Services
16% Financial Planning
15% Mergers & Acquisitions Consulting
AI Summary
“Luft Advisory Services offers expert Fractional CFO solutions across diverse industries, enhancing financial management, strategic planning, and operational efficiency for startups, private firms, and family funds.”

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