Top Other industries Financial Planning Companies

Discover Financial Planning companies serving the Other industries industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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36 Companies

Top Other industries Financial Planning Companies

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.”
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.”
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.”
Lance CPA GroupProfile set up by Edverise AI
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Joshua Lance CPA, LLC is a specialized public accounting firm based in Chicago, Illinois, that focuses on providing outsourced accounting and CFO services to small businesses and entrepreneurs through cloud-based solutions. We also offer consulting for small businesses, as well as services in financ
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
48% Accounting Services
20% Financial Planning
20% Tax Preparation Services
12% Business Consulting Services
AI Summary
“Lance CPA Group, based in Chicago, offers outsourced accounting, CFO services, consulting, financial and tax planning for small businesses, leveraging cloud-based solutions to support entrepreneurs.”
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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/hr
Avg Hourly Rate
2-9
Employees
Austin, Texas, Us
Services Provided
69% Bookkeeping Services
20% Financial Planning
11% Accounting Services
AI Summary
“Austin Bookkeeping Hub offers affordable, expert bookkeeping services in Austin, Texas, catering to diverse industries with customized solutions and over 20 years of financial management experience.”
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.”
Iota FinanceProfile set up by Edverise AI
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Iota Finance is an innovative financial services company designed to thrive in today’s business environment. We focus on providing seamlessly integrated financial operations and deliver customized solutions in accounting, FP&A, and strategic finance tailored for venture-backed startups, growing comp
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“Iota Finance delivers integrated financial services and tailored solutions in accounting, FP&A, and strategic finance, empowering startups and growing companies with actionable insights and scalable frameworks.”
CA4ITProfile set up by Edverise AI
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CPA4IT (Chartered Professional Accountants for Information Technologists) is a Chartered Professional Accounting firm based in Canada that specializes in offering bookkeeping, accounting, tax, paralegal, and financial planning services tailored for independent contractors, small business owners, and
Highlights
10-49
Employees
Toronto, Ontario, Ca
Services Provided
40% Accounting Services
25% Tax Consulting
15% Legal Services
20% Financial Planning
AI Summary
“CPA4IT is a Canadian Chartered Professional Accounting firm providing bookkeeping, tax, paralegal, and financial planning services tailored for IT professionals, independent contractors, and small businesses.”
Spry Vision - Small Business AdvisoryProfile set up by Edverise AI
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Managing a small business is a tough endeavor! As an entrepreneur, you face daily challenges, but certain core issues may continue to arise. Are you putting in more effort than ever without seeing a boost in profits? Is your business performing well yet you're often short on cash? Do you find yourse
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
78% Business Consulting Services
22% Financial Planning
AI Summary
“Spry Vision - Small Business Advisory offers guidance and resources to help entrepreneurs overcome challenges, improve profitability, manage cash flow, and achieve sustainable business growth.”
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.”

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