The 7 Largest Financial Consulting Firm in Florida

Florida is home to a number of large and successful financial consulting firms. These firms provide a wide range of services to businesses and individuals, including financial planning, investment management, and tax advice. The five largest financial consulting firms in Florida are:

• Raymond James Financial
• Morgan Stanley
• Wells Fargo Advisors
• Merrill Lynch
• UBS Financial Services

These firms have a combined revenue of over 0 billion and employ thousands of financial advisors. They offer a wide range of services to their clients, including:

• Financial planning: These firms can help clients create a financial plan that meets their unique goals and objectives. This includes helping clients save for retirement, pay for college, and protect their assets.
• Investment management: These firms can help clients invest their money in a variety of ways, including stocks, bonds, mutual funds, and ETFs. They can also provide guidance on asset allocation and risk management.
• Tax advice: These firms can help clients reduce their tax liability by providing advice on a variety of topics, including tax planning, tax preparation, and tax audits.

Financial consulting firms play an important role in the Florida economy. They help businesses and individuals make sound financial decisions and achieve their financial goals. If you are looking for a financial advisor, it is important to do your research and choose a firm that is reputable and experienced.

The 7 Biggest Financial Consulting Firm near Florida

Financial Consultants & Investments, Inc.

• Address: 15160 SW 136th St UNIT 14, Miami, FL 33196, United States
• Map: Click here
• Rating: 5 (171)
• Phone: +1 786-471-1242
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 9:00 PM

  Tuesday: 9:00 AM – 9:00 PM

  Wednesday: 9:00 AM – 9:00 PM

  Thursday: 9:00 AM – 9:00 PM

  Friday: 9:00 AM – 9:00 PM

  Saturday: 9:00 AM – 9:00 PM

  Sunday: 9:00 AM – 9:00 PM
• Reviews:
  
  Susy Vazquez✭✭✭✭✭

  9 months ago

  This is my first time doing my taxes with Simo, he is a gift from The universe, he is the most caring and loving person, He is knowledgeable and helpful, I’ve had others do my taxes before and they have kept me blind about some things. Simon explained to me things I wasn’t aware of he does his best to help you, aside from being so good at what he does He is an Incredible human being with a beautiful energy and a caring soul, I won’t ever do my taxes with anyone else. I’m grateful to have found Simon not just because his good at doing taxes but because he’s a beautiful human who is kind, I highly recommended him.

  Victoria Pierre✭✭✭✭✭

  11 months ago

  I highly recommend Mr.Simon for any tax services. He completed my taxes with excellent care and professionalism, and he also earned me a sizable refund. I advise EVERYONE who resides in Miami, Florida, or wherever, to hire him for their tax preparation. He is the best of the best.

  Melissa Dee✭✭✭✭✭

  10 months ago

  I was definitely worried about filing my taxes this year, due to being the first year with no dependents and using the Marketplace insurance. The Marketplace also made a mistake in my paperwork and Mr. Simon called them and fixed it for me. I also have an LLC and the filing was more complex and Mr. Simon was very knowledgeable. In result, I am extremely satisfied with the service and my refund. Thank you

  Widdlyne Pierre✭✭✭✭✭

  a year ago

  Mr. Simon is the best! He was very professional and took his time doing my tax and got me a great refund! I recommend EVERYONE that lives in Miami florida or beyond to use him as your tax preparer! Thanks Mr. Simon you are the best!

  Stanley Pierre✭✭✭✭✭

  a year ago

  Simon did my taxes years ago . He’s an amazing person to do business with. He’s professionalism is outstanding. He puts he’s clients first. He makes sure that you understand the outcome of your results and explains everything so u can understand. Awesome business man.

Florida Financial Advisors

• Address: 401 S 12th St #2, Tampa, FL 33602, United States
• Map: Click here
• Rating: 4.9 (142)
• Phone: +1 813-333-1683
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Andy Randles✭✭✭✭✭

  a week ago

  I spent over 5 years trying to find the right financial advisor to focus on helping me grow my existing retirement nest egg. Most just wanted to sell me insurance or look at future investments but didn’t want to spend any time on my existing savings. Initially speaking with FFA I assumed they were the same… however I was pleasantly surprised. Working with Preston Green he focused on my concerns and looked at my existing savings and retirement goals. Preston has been very easy to work with and explains their thought process for the investment advise. I like to be informed on the “why”. Initially I was meeting with him bi-weekly to develop a financial plan and now we have moved to quarterly. The changes made to my existing retirement more than doubled the fee that I was charged after just one quarter. I would highly recommend FFA (specifically Preston and Dillion) to anyone looking at growing their existing retirement savings.

  Marissa Schupsky✭✭✭✭✭

  2 months ago

  If you end up going with Florida Financial, I hope its Matt Falt who takes your call. I made a decent bag from a property sale some years back and decided I wanted to throw it “aggressively” at the market. I’m young and I know nothing – this was always just the advice of the peanut gallery. Matt helped make the minutia of stock vernacular approachable, he went to war with my bank over some wire transfer mishap with a fierceness that made my Jersey heart proud; he’s been caring, sharp, flexible, and of course, he’s made me money. It’s not easy handing everything you have over to a stranger…Thanks, my guy 🙂

  K M✭✭✭✭✭

  4 months ago

  Can’t say enough good things about FF and Matt Falt. My 401k lost 10% last year. End of 2022 connected with Matt, this year Matt has made back my 10% loss and increased the value of my 401k by 10%.

  To me that’s outstanding and really appreciate all of his efforts. Matt is very personal and attentive to my future retirement plan.

  Jeff Sheiner✭

  6 months ago

  I was contacted by a recruiting coordinator named Cole Gwin regarding a posting for which I had applied. Cole texted to set an appointment and we agreed on a time. Cole called me more than an hour late. When I found out he was in Florida, I wondered if he was in the panhandle and there was just confusion on my part. There wasn’t; he admitted he was at fault for missing our appointment time. Then he cut the call and sent me an email stating they had found other candidates. Is this the kind of company you want to trust with your retirement?

  Bill Francis✭✭✭✭✭

  7 months ago

  I’ve been working with FFA advisor Matt Falt for about a year now and he has be instrumental in evaluating my current and future investment strategies based on my goals. With his advice I’ve been able to update my 401k and modify my investments to improve growth and minimize risk. Matt has been reliable with regular reviews and thorough explanations of our changes.

MANNA WEALTH MANAGEMENT – Florida Financial Advisors

• Address: 429 Lenox Ave. Suite 422, Miami Beach, FL 33139, United States
• Map: Click here
• Rating: 5 (71)

Florida Financial Advisors

• Address: 800 N Magnolia Ave Ste 1650, Orlando, FL 32803, United States
• Map: Click here
• Rating: 5 (39)

Florida Financial Advisors

• Address: 901 Ponce de Leon STE 600, Coral Gables, FL 33134, United States
• Map: Click here
• Rating: 5 (29)

Advisor Group Florida

• Address: 9100 Conroy Windermere Rd STE 200, Windermere, FL 34786, United States
• Map: Click here
• Rating: 5 (11)

Nperspective CFO & Strategic Services | Orlando, Florida

• Address: 941 W Morse Blvd Suite 100, Winter Park, FL 32789, United States
• Map: Click here
• Rating: 5 (10)

Discover top consulting firms in various states, like those mentioned in New York, Pennsylvania and Illinois, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Florida, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Florida

Florida is home to many financial consulting firms that offer a wide range of services to individuals and businesses. Here are three top financial consulting firm alternatives that are very popular in Florida:

1. PricewaterhouseCoopers (PwC)

• PwC is one of the largest financial consulting firms in the world, and it has a strong presence in Florida.
• They offer a comprehensive range of financial consulting services, including assurance, tax, and advisory.
• PwC has a team of experienced professionals who provide expert advice and solutions to help businesses improve performance and manage risks.
• The firm is known for its expertise in areas such as cybersecurity, digital transformation, and sustainability.
• PwC places a strong emphasis on innovation and technology, using advanced analytics and artificial intelligence to deliver insights and drive growth.

2. Deloitte

• Deloitte is another leading financial consulting firm with a strong presence in Florida.
• They offer a wide range of financial consulting services, including audit and assurance, tax consulting, and risk advisory.
• Deloitte has a team of professionals with deep industry knowledge and expertise, and they work closely with clients to provide customized solutions.
• The firm is known for its thought leadership and innovation in areas such as digital transformation, cybersecurity, and sustainability.
• Deloitte also offers specialized services for industries such as healthcare, real estate, and technology.

3. KPMG

• KPMG is a global network of professional firms providing financial consulting services, and it has a strong presence in Florida.
• They offer a range of financial consulting services, including audit and assurance, tax consulting, and advisory.
• KPMG has a team of experienced professionals who provide insights and strategic advice to help businesses navigate challenges and seize opportunities.
• The firm is known for its industry expertise in areas such as banking, insurance, and healthcare.
• KPMG also places a strong emphasis on technology and innovation, using advanced analytics and automation to deliver value to clients.

These are just a few of the top financial consulting firm alternatives that are popular in Florida. Each firm has its own strengths and areas of expertise, so it’s important to research and consider which firm aligns best with your specific needs and goals.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.