Top Real estate Financial Planning Companies

Discover Financial Planning companies serving the Real estate 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

31 Companies

Top Real estate Financial Planning Companies

Financial Advisor - Marcel WassermanProfile set up by Edverise AI
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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
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.”
Total Solutions Alliance LLCProfile set up by Edverise AI
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We are dedicated to offering impartial guidance and sound strategies across all aspects of Real Estate and Financial Services. Our services are customized to meet your specific requirements. We offer a range of services including Real Estate Sales, Real Estate Financing, Business Funding, Land Banki
Highlights
10-49
Employees
Stockton, California, Us
Services Provided+1 Services
30% Real Estate Brokerage Services
20% Real Estate Leasing
15% Wealth Management
20% Property Management Services
AI Summary
“Total Solutions Alliance LLC provides impartial, customized real estate and financial services including sales, financing, property management, business funding, insurance, retirement planning, and debt solutions.”
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.”
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.”
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
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.”
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.”
Sagelight Accounting LLCProfile set up by Edverise AI
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Sagelight Accounting is an outsourced accounting company that caters to real estate operators, e-commerce brands, funds, and multi-entity businesses throughout the United States. The firm offers a range of services including controller support, fund administration, financial planning and analysis (F
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Denver, Colorado, Us
Services Provided
48% Accounting Services
20% Bookkeeping Services
16% Financial Planning
16% CFO Services
AI Summary
“Sagelight Accounting delivers outsourced accounting and financial management services—including CFO support, bookkeeping, and fund administration—to diverse U.S. businesses with high accuracy and cost-efficiency.”
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, 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.”
Woodford Financial PLLCProfile set up by Edverise AI
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At Woodford Financial PLLC, we adopt a practical and results-driven strategy to assist our clients in reaching their financial objectives. Recognizing that each client has distinct circumstances, we prioritize understanding your individual accounting requirements. Whether you are launching a new bus
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Versailles, Kentucky, Us
Services Provided
49% Accounting Services
20% Bookkeeping Services
20% Financial Planning
11% Tax Preparation Services
AI Summary
“Woodford Financial PLLC in Lexington, KY offers personalized accounting services including bookkeeping, financial projections, and strategic tax planning to help clients achieve diverse financial goals.”
South Loop CPA LLCProfile set up by Edverise AI
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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+
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.”

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