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

Stratego Intel ConsultingProfile set up by Edverise AI
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Stratego Intel Consulting is a specialized Fractional CFO firm that caters specifically to fitness, wellness, and HALO brands with annual revenues ranging from $500K to $30M. The firm is led by Albert Ramos Jr., who previously served as the Director of Strategic Finance at Life Time Inc. (NYSE: LTH)
Highlights
$5,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Cypress, Texas, Us
Services Provided
69% CFO Services
20% Financial Planning
11% Analytics Services
AI Summary
“Stratego Intel Consulting provides specialized fractional CFO services for fitness and wellness brands, offering advanced financial planning, cash flow forecasting, and investor reporting without long-term contracts.”
South Loop CPA LLCProfile set up by Edverise AI
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We are a specialized Certified Public Accounting firm offering clients a comprehensive approach to financial strategies. Our services include a variety of accounting, tax preparation, and financial planning solutions for both families and businesses.
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
40% Accounting Services
40% Tax Preparation Services
20% Financial Planning
AI Summary
“South Loop CPA LLC is a Certified Public Accounting firm providing comprehensive accounting, tax preparation, and financial planning services tailored for families and businesses.”
Richmond Street AdvisorsProfile set up by Edverise AI
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Richmond Street Advisors specializes in serving clients whose financial situations require careful attention, confidentiality, and continuous guidance. As a boutique executive tax firm, we cater to a select group of individuals: executives with equity compensation and multi-state income, those recei
Highlights
2-9
Employees
Services Provided
59% Tax Preparation Services
25% Financial Planning
16% Wealth Management
AI Summary
“Richmond Street Advisors is a boutique executive tax firm providing personalized, confidential guidance to executives, business owners, real estate investors, and high-net-worth clients with complex financial needs.”
Miners Mills, Inc.Profile set up by Edverise AI
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Chief Financial Officer & Strategic Analyst for Entrepreneurial Ventures in Los Angeles and Beyond. (We handle the calculations for you!) FINANCIAL ACCOUNTING & REPORTING Let's ensure the figures are accurate and keep all relevant stakeholders well-informed. Service examples include: FINANCIAL P
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
48% CFO Services
25% Financial Planning
15% Financial Reporting
12% Business Strategy & Planning
AI Summary
“Miners Mills, Inc. provides comprehensive financial accounting, planning, analysis, and strategic consulting services, supporting entrepreneurial ventures with accurate reporting and growth-focused decision-making.”
Seely, Mullins & Associates, P.C.Profile set up by Edverise AI
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For more than fifty years, Seely, Mullins & Associates, P.C. has been delivering personalized, high-quality financial advice to individuals and businesses in the community. Their range of services includes everything from basic tax management and accounting to more comprehensive offerings like audit
Highlights
10-49
Employees
Glendale, California, Us
Services Provided
59% Accounting Services
21% Audit Services
20% Financial Planning
AI Summary
“Seely, Mullins & Associates, P.C. provides personalized financial, tax, audit, and planning services with experienced professionals, serving individuals and businesses in the Phoenix metro area for over fifty years.”
T
Twenty EightyProfile set up by Edverise AI
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Twenty Eighty assists small businesses in increasing their revenue from $0 to $10,000,000. We founded Twenty Eighty because we believe that when professionals—such as veterinarians, dentists, chiropractors, and optometrists—as well as entrepreneurs and founders, have access to high-quality financial
Highlights
$1,000+
Min Project Size
2-9
Employees
Calgary, Alberta, Ca
Services Provided
59% Accounting Services
21% Business Consulting Services
20% Financial Planning
AI Summary
“Twenty Eighty specializes in tailored financial services and back-office management for small professional businesses, enabling efficient cash flow, accurate cost tracking, and strategic growth.”
Woodford Financial PLLCProfile set up by Edverise AI
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At Woodford Financial PLLC, we adopt a practical and results-driven strategy to assist our clients in reaching their financial objectives. Recognizing that each client has distinct circumstances, we prioritize understanding your individual accounting requirements. Whether you are launching a new bus
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Versailles, Kentucky, Us
Services Provided
49% Accounting Services
20% Bookkeeping Services
20% Financial Planning
11% Tax Preparation Services
AI Summary
“Woodford Financial PLLC in Lexington, KY offers personalized accounting services including bookkeeping, financial projections, and strategic tax planning to help clients achieve diverse financial goals.”
Mercer wmProfile set up by Edverise AI
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Providing customized wealth management and financial planning designed to meet your specific objectives. Supporting you at every stage of life with expert investment and retirement strategies. Committed to making your financial journey simpler with integrity and professionalism.
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Services Provided
69% Wealth Management
20% Financial Planning
11% Retirement Planning Services
AI Summary
“Mercer WM offers tailored wealth management and financial planning services, providing expert investment and retirement strategies with a commitment to integrity and personalized client support.”
Chapman Insurance TeamProfile set up by Edverise AI
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The Chapman Insurance Team is an insurance brokerage located in Simcoe. We focus on delivering tailored insurance solutions, including options for vehicles, properties, commercial enterprises, life, and other specialties. We act as a client-centric intermediary, dedicating time to comprehend each cl
Highlights
2-9
Employees
Services Provided
69% Insurance Services
20% Financial Planning
11% Business Consulting Services
AI Summary
“Chapman Insurance Team in Simcoe offers personalized insurance solutions across auto, home, commercial, life, and specialty coverages, providing expert advice and competitive options tailored to client needs.”
SD Mayer & Associates LLPProfile set up by Edverise AI
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SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“SD Mayer & Associates LLP is a comprehensive accounting and wealth management firm serving diverse industries, leveraging extensive expertise and global partnerships to support client success and community engagement.”

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