Top Contracting Financial Planning Companies

Discover Financial Planning companies serving the Contracting 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

259 Companies

Top Contracting Financial Planning Companies

IntellicentsProfile set up by Edverise AI
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Intellicents was established by rebranding a 42-year-old company and implementing a strategy to develop a national independent financial services firm focused on employee benefits. Unlike many advisory firms that primarily cater to the wealthiest 1% of Americans, Intellicents is dedicated to assisti
Highlights
50-249
Employees
Albert Lea, Minnesota, Us
Services Provided
59% Employee Benefits Consulting
30% Financial Planning
11% Financial Advisory & Consulting
AI Summary
“Intellicents is a national independent financial services firm dedicated to supporting American workers with employee benefits, retirement plans, personal finance, education, and group insurance solutions.”
New York LifeProfile set up by Edverise AI
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For more than 175 years, we have been dedicated to enabling individuals to express love through actions. As a mutual company owned by our policyholders*, we adhere to the highest standards of transparency, objectivity, and integrity. Acknowledged as one of Fortune’s World’s Most Admired Companies**,
Highlights
10000+
Employees
New York, New York, Us
Services Provided
58% Insurance Services
30% Financial Planning
12% Employee Benefits Consulting
AI Summary
“New York Life, a mutual insurer with over 175 years' heritage, excels in life insurance, community engagement, and fostering professional growth while upholding transparency and integrity.”
Comfort Financial SolutionsProfile set up by Edverise AI
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CFS supports individuals and families in creating a secure future by promoting Financial Awareness and offering Risk Management Solutions. Our services include Life Insurance and Annuities. For more details about Comfort Financial Solutions, give us a call at (702) 900-5666 today!
Highlights
10-49
Employees
Las Vegas, Nevada, Us
Services Provided
50% Financial Advisory & Consulting
30% Financial Planning
20% Risk Management Services
AI Summary
“Comfort Financial Solutions offers life insurance, annuities, and risk management services in the U.S., promoting financial awareness to help individuals and families secure their future.”
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
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.”
Rothwell FundingProfile set up by Edverise AI
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We provide loan services to clients and businesses by connecting borrowers with lenders and investors.
Highlights
$10,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Ottawa, Ontario, Ca
Services Provided
70% Loan Brokerage Services
30% Financial Planning
AI Summary
“Rothwell Funding connects borrowers with lenders and investors, offering comprehensive loan services to individuals and businesses to facilitate financing solutions tailored to diverse needs.”
Tull Finanacial GroupProfile set up by Edverise AI
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Tull Financial Group is a reputable financial advisory firm committed to assisting individuals, families, and businesses in attaining lasting financial security. With many years of combined experience in the industry, our team breaks down intricate financial ideas and provides tailored strategies fo
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Chesapeake, Virginia, Us
Services Provided
50% Financial Advisory & Consulting
30% Financial Planning
20% Wealth Management
AI Summary
“Tull Financial Group provides tailored financial advisory services including retirement planning, investment management, risk protection, and wealth preservation, emphasizing education, transparency, and client-centered strategies.”
PL ConsultingProfile set up by Edverise AI
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PL Consulting is not your typical bookkeeping company; it offers personalized solutions for all your bookkeeping requirements. We focus on crafting a customized experience with expert and specialized services, while also providing support for future planning and enhancing productivity. Allow our ski
Highlights
10-49
Employees
Baltimore, Maryland, Us
Services Provided
50% Bookkeeping Services
30% Financial Planning
20% Business Consulting Services
AI Summary
“PL Consulting provides personalized bookkeeping and financial management solutions, leveraging expert staff and innovative strategies to enhance business productivity and client success.”
Iota FinanceProfile set up by Edverise AI
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Iota Finance is an innovative financial services company designed to thrive in today’s business environment. We focus on providing seamlessly integrated financial operations and deliver customized solutions in accounting, FP&A, and strategic finance tailored for venture-backed startups, growing comp
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“Iota Finance delivers integrated financial services and tailored solutions in accounting, FP&A, and strategic finance, empowering startups and growing companies with actionable insights and scalable frameworks.”
Breen Financial ManagementProfile set up by Edverise AI
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Breen Financial Management, Inc. is a standalone wealth management firm committed to helping you meet your financial, retirement, tax, and estate planning objectives. Our certified experts focus on your best interests, providing tailored advice and professional knowledge. We strive to develop enduri
Highlights
2-9
Employees
Heathrow, Florida, Us
Services Provided
49% Wealth Management
30% Financial Planning
11% Tax Planning
10% Estate Planning Services
AI Summary
“Breen Financial Management is a dedicated wealth management firm offering personalized financial, retirement, tax, and estate planning services to support clients' long-term financial goals.”
Proxy FinancialProfile set up by Edverise AI
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Proxy Financial is a fractional CFO and accounting firm that manages the financial operations for businesses run by their owners. Our holistic approach provides clarity and consistency, allowing business owners to operate, lead, and make decisions with assurance.
Highlights
2-9
Employees
Mandeville, Louisiana, Us
Services Provided
40% Accounting Services
30% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Proxy Financial offers fractional CFO and accounting services, delivering clear financial management and strategic support to business owners for confident decision-making and operational leadership.”

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