Top Medical Financial Planning Companies

Discover Financial Planning companies serving the Medical 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

28 Companies

Top Medical Financial Planning Companies

Financial Advisor - Marcel Wasserman
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Achieving financial security and protecting your assets requires careful planning. By consulting an independent financial advisor, you can save yourself years of work by starting on the correct path. I invite you to visit my website to discover more about my services.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Pretoria, Gauteng, Za
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Marcel Wasserman offers independent financial advisory services focused on strategic planning and asset protection, helping clients achieve long-term financial security efficiently.”
Accountz LLC
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Accountz LLC was established with the aim of delivering accounting services to clients across the United States. The main concept behind this initiative was to assist businesses in reaching their goals through seamless accounting and financial services, thus improving organizational efficiency. Foun
Highlights
10-49
Employees
Services Provided
50% Accounting Services
50% Financial Planning
AI Summary
“Accountz LLC provides nationwide accounting and financial services, including bookkeeping and payroll, enhancing business efficiency with global delivery and subscription-based solutions.”
Genistar Limited
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Established in 2007, Genistar is among the fastest-growing financial services firms in the UK. Our commitment lies in educating families about their financial options. Our goal is to help individuals understand the principles of money management, empowering them with the knowledge necessary to make
Highlights
10-49
Employees
Caterham, England, Gb
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Genistar Limited, a leading UK financial services firm since 2007, provides advising, planning, accounting outsourcing, and insurance brokerage, empowering clients with financial knowledge for informed decisions.”
Unique Investment Advisors
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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, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Financial Advisory & Consulting
AI Summary
“Unique Investment Advisors empowers individuals and businesses to achieve financial wellness through expert guidance and tailored strategies, fostering long-term financial goals and secure futures.”
Mighty Financial
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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.”
Vistica Wealth Advisors
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev
Highlights
2-9
Employees
Carlsbad, California, Us
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vistica Wealth Advisors provides expert wealth management and retirement planning across the U.S., prioritizing client interests through fiduciary commitment within a trusted advisory network.”
KMK Ventures Private Limited
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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.”
Hall, Kistler & Company LLP
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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.”
South Loop CPA LLC
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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+/hr
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.”
Pilot
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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, Us
Services Provided
69% Accounting Services
16% Financial Planning
15% Tax Preparation Services
AI Summary
“Pilot offers reliable accounting, CFO, and tax services for startups and small businesses, providing accurate financial records and integrated software to support business growth.”

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