Top Legal Financial Planning Companies

Discover top Financial Planning companies with proven expertise in the Legal industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

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9 Companies

Top Legal Financial Planning Companies

Paces Ferry Wealth AdvisorsProfile set up by Edverise AI
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We prioritize our fiduciary responsibilities above everything else. We promote transparency and open communication, ensuring the highest level of interaction both ways. We are dedicated to assisting our clients at every stage of their financial journey by helping them identify and establish goals, d…
Highlights
$1,000+
Min Project Size
10-49
Employees
Atlanta, Georgia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Unique Investment AdvisorsProfile set up by Edverise AI
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At Unique Investment Advisors, we hold the view that financial wellness is attainable for all. Our skilled team of experts is dedicated to excellence, working to enable individuals and businesses to reach their financial aspirations and ensure a better future.
Highlights
2-9
Employees
Phoenix, Arizona, United States
Location
Services Provided
50% Financial Planning
30% Wealth Management
20% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
50% Financial Advisory & Consulting
30% Financial Planning
20% Risk Management Services
AI Summary
“No AI summary available for this company yet.”
PilotProfile set up by Edverise AI
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Pilot is the leading and most dependable accounting, CFO, and tax service for startups and small businesses in the U.S. Practically, this means you can reclaim your time. You'll no longer need to worry about the accuracy of your financial records, search for a new accountant whenever someone leaves,…
Highlights
50-249
Employees
San Francisco, California, United States
Location
Services Provided
69% Accounting Services
16% Financial Planning
15% Tax Preparation Services
AI Summary
“No AI summary available for this company yet.”
A
Austin Bookkeeping HubProfile set up by Edverise AI
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🔍 Seeking Affordable and Professional Bookkeeping Services in Austin, Texas?🔎 Your search ends here! 💰 At Austin Bookkeeping Hub, we offer expert bookkeeping services that won’t break the bank. 💰 📈 Are you a small business owner in Austin feeling overwhelmed by numbers and spreadsheets? 📑 💰📈…
Highlights
$10,000+
Min Project Size
25-49
Avg Hourly Rate
2-9
Employees
Austin, Texas, United States
Location
Services Provided
69% Bookkeeping Services
20% Financial Planning
11% Accounting Services
AI Summary
“No AI summary available for this company yet.”
J&K AssociatesProfile set up by Edverise AI
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J&K Associates is a professional accounting firm focused on empowering business owners through outstanding accounting and bookkeeping services. Our goal is to provide clients with financial clarity and confidence, fostering sustainable growth and success. We serve a wide range of clients, from small…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Fort Collins, Colorado, United States
Location
Services Provided
69% Accounting Services
20% Bookkeeping Services
11% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Outsourced Finance Professional CorporationProfile set up by Edverise AI
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Outsourced Finance is a CPA-led accounting firm based in Canada, focusing on bookkeeping, tax services, and virtual CFO support for small to mid-sized businesses, startups, and professional service firms. Located in Thornhill, Ontario, we assist entrepreneurs in achieving financial clarity through p…
Highlights
25-49
Avg Hourly Rate
2-9
Employees
Services Provided
49% Accounting Services
20% Payroll Services
20% Tax Preparation Services
11% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Chun & CompanyProfile set up by Edverise AI
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Situated in Kelowna within the scenic Okanagan Valley, we have been delivering accounting, tax, and financial planning services to individuals, businesses, trusts, and estates across Canada since 1994. Our smaller size enables us to prioritize client needs and respond swiftly to changes. We have acc…
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
2-9
Employees
Kelowna, British Columbia, Canada
Location
Services Provided
59% Accounting Services
30% Tax Consulting
11% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Pasquesi Partners LLCProfile set up by Edverise AI
0 Reviews
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Our mission is to assist growth-stage companies in managing the detailed financial aspects necessary to bring their visions to life. While we provide standard services like bookkeeping, payroll, tax preparation, and financial statements, we differentiate ourselves from traditional accounting firms b…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, United States
Location
Services Provided+1 Services
30% Bookkeeping Services
20% Payroll Services
20% Tax Preparation Services
15% Financial Planning
AI Summary
“No AI summary available for this company yet.”

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