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

Black Diamond CFO SolutionsProfile set up by Edverise AI
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I assist small and lower-middle market businesses in enhancing their financial outcomes by delivering practical insights that enable them to grow profitably and confidently, without the need for a full-time CFO. As a Fractional CFO, I collaborate closely with founders and leadership teams to provide
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
Colorado Springs, Colorado, Us
Services Provided
38% Financial Planning
12% Debt Collection Services
30% Business Consulting Services
20% Mergers & Acquisitions Consulting
AI Summary
“Black Diamond CFO Solutions provides fractional CFO services to small and mid-market businesses, delivering financial insights, planning, analysis, and strategic support to enhance growth and valuation.”
Concierge Wealth ManagementProfile set up by Edverise AI
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We offer our clients a dedicated Wealth Concierge who will create a customized financial and investment plan tailored to their personal life goals. This approach aims to enhance their confidence in managing their financial aspirations. It is crafted to answer both daily and long-term financial inqui
Highlights
10-49
Employees
Boston, Massachusetts, Us
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Concierge Wealth Management provides personalized financial and investment planning through dedicated Wealth Concierges, serving high net worth individuals and small business owners to meet their unique goals.”
Vellum Finance & PatrimoineProfile set up by Edverise AI
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Customized wealth guidance for middle-class and affluent individuals. We emphasize secure and compliant methods for legacy planning, global diversification, and consistent growth; ensuring your family's future with assurance, stability, and confidentiality.
Highlights
$1,000+
Min Project Size
2-9
Employees
Toulouse, Occitanie, Fr
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vellum Finance & Patrimoine offers tailored wealth management services focusing on secure legacy planning, global diversification, and sustainable growth for middle-class and affluent clients.”
The Pearl Realty GroupProfile set up by Edverise AI
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Our goal is to foster memorable experiences of achievement and develop wealth-building strategies aimed at establishing a lasting LEGACY for both our families and yours.
Highlights
2-9
Employees
Hollywood, Florida, Us
Services Provided
70% Real Estate Marketplace Services
30% Financial Planning
AI Summary
“The Pearl Realty Group focuses on creating memorable achievement experiences and developing wealth-building strategies to establish enduring legacies for clients and their families.”
Hall, Kistler & Company LLPProfile set up by Edverise AI
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The associates at our firm possess a diverse set of complementary skills, providing guidance to businesses, non-profits, and individuals on improving cash flow, minimizing tax burdens, adhering to financial and regulatory standards, enhancing business management, and maximizing wealth. Additionally,
Highlights
10-49
Employees
Canton, Ohio, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Business Consulting Services
AI Summary
“Hall, Kistler & Company LLP offers comprehensive accounting and advisory services, assisting businesses, non-profits, and individuals in financial management, tax optimization, and regulatory compliance.”
Barnes Wendling CPAsProfile set up by Edverise AI
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At Barnes Wendling CPAs, our primary focus is on client service, which aims to enhance and uphold your net worth. Whether you are a multi-business owner or an affluent individual, we provide you with important insights, resources, and guidance to help you make informed financial choices that will in
Highlights
50-249
Employees
Cleveland, Ohio, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“Barnes Wendling CPAs delivers tailored financial services to business owners and affluent individuals, offering expert insights and guidance to enhance and preserve client wealth effectively.”
Oak Harvest Financial GroupProfile set up by Edverise AI
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Place your financial security in the hands of our in-house experts dedicated to managing wealth, planning for asset protection, and prioritizing your best interests. At our Houston office, our Financial Advisors will first assist you in addressing important questions related to your retirement goals
Highlights
$50,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Houston, Texas, Us
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
AI Summary
“Oak Harvest Financial Group offers personalized wealth management, retirement planning, and asset protection services in Houston, focusing on maximizing income, minimizing taxes, and building lasting legacies.”
Oliria FinancialProfile set up by Edverise AI
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At Oliria Financial, we enable individuals, families, and business owners in LA County to reach their financial objectives through strategy-focused wealth management. Our fiduciary commitment guarantees that your finances are optimized for your benefit, offering peace of mind during life's changes.
Highlights
2-9
Employees
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Oliria Financial provides strategy-focused wealth management in LA County, helping individuals and businesses achieve financial goals with fiduciary care and personalized planning for lasting security.”
QX FinancialProfile set up by Edverise AI
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Our team of finance experts provides you with the essential information needed to make informed decisions. We are committed to the belief that everyone deserves the opportunity to attain financial freedom, security, and independence.
Highlights
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Financial Planning
AI Summary
“QX Financial delivers expert financial guidance, empowering individuals to achieve financial freedom, security, and independence through informed decision-making and comprehensive support.”
Blakely Financial ServicesProfile set up by Edverise AI
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Blakely Financial Services is an independent financial firm dedicated to our clients' needs. As fiduciaries in our advisory relationships, we are obligated to prioritize our clients' best interests when offering planning advice and making investment choices. We understand the significance of plannin
Highlights
2-9
Employees
Stockton, California, Us
Services Provided
59% Financial Advisory & Consulting
30% Financial Planning
11% Wealth Management
AI Summary
“Blakely Financial Services is an independent California-based firm providing commercial financing and investment advisory, prioritizing clients' best interests to achieve financial goals and future planning.”

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