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

Teneya Taylei LLCProfile set up by Edverise AI
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Teneya Taylei LLC provides professional consulting services aimed at assisting individuals and businesses in realizing their potential through credit education, business organization, and legacy planning. They offer tailored support and prioritize empowering their clients by equipping them with the
Highlights
25-49
Avg Hourly Rate
2-9
Employees
Services Provided
40% Mortgage Broker Services
30% Business Formation
30% Financial Planning
AI Summary
“Teneya Taylei LLC offers professional consulting in credit education, business organization, and legacy planning, empowering clients with tailored guidance for financial success and long-term growth.”
Baker Wealth StrategiesProfile set up by Edverise AI
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Baker Wealth Strategies addresses intricate financial challenges and provides comprehensive wealth management and financial planning services for both businesses and individuals, covering areas like retirement, investments, risk management, asset protection, and tax strategy. Unlike large firms that
Highlights
2-9
Employees
Services Provided
50% Wealth Management
30% Financial Planning
20% Tax Planning
AI Summary
“Baker Wealth Strategies offers personalized wealth management and financial planning services, tailoring solutions in retirement, investments, risk management, and tax strategy to individual and business needs.”
Brown CPA GroupProfile set up by Edverise AI
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Brown CPA Group, Ltd. provides a wide range of top-notch accounting services to individuals and business owners in Northbrook, IL, as well as various suburbs along Chicago’s North Shore. We prioritize delivering outstanding personalized service and precise, comprehensive results. Whether you're an i
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Northbrook, Illinois, Us
Services Provided
69% Accounting Services
20% Financial Planning
11% Retirement Planning Services
AI Summary
“Brown CPA Group, Ltd. offers comprehensive accounting services to individuals and businesses in Northbrook and Chicago's North Shore, focusing on personalized, precise financial solutions.”
Azzet CapitalProfile set up by Edverise AI
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Azzet Capital identifies investment opportunities for clients who are looking to enhance their wealth and quality of life.
Highlights
10-49
Employees
Beverly Hills, California, Us
Services Provided
80% Wealth Management
20% Financial Planning
AI Summary
“Azzet Capital specializes in identifying and delivering investment opportunities aimed at enhancing clients' wealth and improving their overall quality of life through informed financial strategies.”
HilineProfile set up by Edverise AI
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We simplify financial management for small businesses, allowing entrepreneurs to concentrate on growing their companies. Our services—including scalable accounting, CFO support, tax assistance, and HR & Payroll—cater to growth-oriented firms, small enterprises, and nonprofits. Hiline merges personal
Highlights
50-249
Employees
Syracuse, New York, Us
Services Provided
40% Accounting Services
20% Financial Planning
20% Tax Consulting
20% HR Consulting Services
AI Summary
“Hiline offers comprehensive financial management solutions for small businesses and nonprofits, integrating expert services and technology to enhance decision-making, risk management, and growth.”
Fortitude Strategic SolutionsProfile set up by Edverise AI
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Fortitude Strategic Solutions is a specialized advisory firm focused on comprehensive financial planning, real estate investment, and financing. We act as fiduciaries for institutional investors, family offices, and high-net-worth syndicates throughout the United States. Our strategy merges a millen
Highlights
10-49
Employees
Houston, Texas, Us
Services Provided+1 Services
30% Financial Planning
25% Real Estate Investment
15% Retirement Planning Services
15% Risk Management Services
AI Summary
“Fortitude Strategic Solutions offers comprehensive financial advisory services including planning, real estate investment, and private lending, serving institutional and high-net-worth clients across the US with expert fiduciary guidance.”
Executor SupportProfile set up by Edverise AI
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Receive expert executor support from Douglas Lamb, a reputable financial planner with more than 35 years of experience in retirement planning, estate management, income tax, and investments. His executor assistance services guarantee a smooth and prompt estate settlement process in Ontario.
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Services Provided
59% Estate Planning Services
25% Financial Planning
16% Tax Preparation Services
AI Summary
“Executor Support offers expert estate settlement assistance in Ontario, led by Douglas Lamb with 35+ years' experience in retirement planning, taxes, and investments ensuring smooth processes.”
Leivas Tax Wealth ManagementProfile set up by Edverise AI
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Leivas Tax Wealth Management is a full-service tax and financial firm dedicated to helping clients achieve lasting financial prosperity. We aim to support clients across all areas of their finances, including tax reduction, business management, and retirement planning. Our team, made up of skilled p
Highlights
10-49
Employees
Riverside, California, Us
Services Provided
49% Tax Preparation Services
25% Financial Planning
15% Business Consulting Services
11% Retirement Planning Services
AI Summary
“Leivas Tax Wealth Management is a comprehensive firm specializing in tax, financial, and insurance services to help clients achieve lasting financial security and effective business management.”
Tailwinds FinanceProfile set up by Edverise AI
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Tailwinds Finance: Your Strategic Financial Ally At Tailwinds Finance, we revolutionize the way growing businesses manage their financial leadership. As your Fractional CFO partner, we deliver enterprise-class financial strategy without the associated high costs. 🎯 Our Services Include: - Strate
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Valley City, Ohio, Us
Services Provided
69% CFO Services
20% Financial Planning
11% Accounting Services
AI Summary
“Tailwinds Finance delivers strategic financial leadership as a Fractional CFO, offering SMEs tailored planning, cash flow optimization, tech integration, and data-driven growth solutions.”
Brampton InsuranceProfile set up by Edverise AI
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Brampton Insurance is committed to supporting families, newcomers, and seniors by providing trustworthy, community-focused financial protection. Our dedicated team of insurance agents in Brampton is here to assist you in selecting the appropriate life insurance, health coverage, and savings options.
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Toronto, Ontario, Ca
Services Provided
69% Insurance Services
20% Financial Planning
11% Employee Benefits Consulting
AI Summary
“Brampton Insurance provides comprehensive, affordable insurance and financial solutions tailored for families, seniors, and newcomers, emphasizing community-focused, trustworthy, and compassionate service.”

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