Top Financial services Financial Planning Companies

Discover Financial Planning companies serving the Financial 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

41 Companies

Top Financial services Financial Planning Companies

J. Martin Wealth ManagementProfile set up by Edverise AI
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Jeff is a committed fiduciary financial advisor and the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm with locations in Chandler, Gilbert, Maricopa, and Tucson, Arizona. With more than 15 years of experience in the financial services sector, Jeff h
Highlights
$250,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Chandler, Arizona, Us
Services Provided
39% Financial Planning
30% Retirement Planning Services
20% Financial Advisory & Consulting
11% Tax Planning
AI Summary
“J. Martin Wealth Management, led by fiduciary advisor Jeff Martin, offers comprehensive fee-based financial planning and wealth management services across Arizona, focusing on retirement, investment, and tax planning.”
Yvonne Salsbury - State Farm Insurance AgentProfile set up by Edverise AI
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With 35 years of experience, our goal is to protect the assets and income of our clients as if they were our own family, while also helping them prepare for a more secure financial future. License #: SC-4714032 Yvonne Salsbury - State Farm Insurance Agent. You can find us at 395 Seaboard St., Myrtle
Highlights
2-9
Employees
Myrtle Beach, South Carolina, Us
Services Provided
70% Insurance Services
30% Financial Planning
AI Summary
“Yvonne Salsbury, a State Farm Insurance Agent with 35 years' experience in Myrtle Beach, offers personalized asset protection and financial security planning for clients.”
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.”
Digital Wealth PartnersProfile set up by Edverise AI
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Digital Wealth Partners operates as a wealth management and advisory firm specializing in cryptocurrencies and digital assets. Targeting crypto investors, family offices, high-net-worth individuals, and registered investment advisors, the firm offers personalized investment strategies in cryptocurre
Highlights
$100,000+
Min Project Size
50-249
Employees
Dallas, Texas, Us
Services Provided
49% Financial Advisory & Consulting
30% Wealth Management
15% Financial Planning
6% Educational Services
AI Summary
“Digital Wealth Partners delivers tailored wealth management and advisory services in cryptocurrencies and digital assets, emphasizing security, compliance, personalized strategies, and comprehensive client support across investor types.”
Coin MastersProfile set up by Edverise AI
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Coin Masters acts as your committed finance team, handling everything from bookkeeping to executive decisions. Offering a wide array of services, we go beyond being a mere financial services provider – we are your reliable partners in achieving financial excellence.
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Accounting Services
20% Business Consulting Services
16% Financial Planning
15% Financial Reporting
AI Summary
“Coin Masters offers comprehensive financial services, encompassing bookkeeping and executive decision support, serving as trusted partners committed to guiding clients towards financial success and excellence.”
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.”
Milman & Company Chartered AccountantsProfile set up by Edverise AI
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Milman & Company Chartered Accountants is a fully licensed and insured public accounting firm offering a comprehensive range of services. Our office is conveniently situated in North Toronto at the corner of Dufferin and Steeles, within the Dufferin Corners plaza (on the southeast side). We provide
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
39% Accounting Services
35% Tax Consulting
15% Audit Services
11% Financial Planning
AI Summary
“Milman & Company Chartered Accountants, based in North Toronto, offers comprehensive accounting, taxation, assurance, bookkeeping, and financial planning services for corporate and personal clients.”
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.”
4P Finance & Accounting SolutionsProfile set up by Edverise AI
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4P Finance & Accounting Solutions approaches the outsourcing of finance and accounting differently. Instead of merely providing services, we view ourselves as partners with our clients. We believe that our successes are intertwined. While we can manage your financial operations effectively, our prim
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
39% Accounting Services
40% Financial Planning
11% Business Consulting Services
10% Risk Management Services
AI Summary
“4P Finance & Accounting Solutions partners with clients to deliver comprehensive outsourced finance and accounting services, integrating technology, strategic planning, and compliance for long-term success.”
KMK Ventures Private LimitedProfile set up by Edverise AI
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KMK consists of a team of over 320 professionals, including CPAs and Chartered Accountants, collaborating with companies in the US to provide comprehensive Financial Planning & Analysis (FP&A), accounting, and tax services. We function as an extended back office for your finance and accounting needs
Highlights
< $25/hr
Avg Hourly Rate
250-999
Employees
Ahmedabad, Gujarat, In
Services Provided
50% Accounting Services
30% Financial Planning
20% Tax Preparation Services
AI Summary
“KMK Ventures Private Limited provides comprehensive FP&A, accounting, and tax services to over 200 US clients, leveraging a skilled Indian team to ensure cost-efficient finance back-office solutions.”

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