Best Financial Consultants In United States

Trevor Higgins (NMLS 1410557) is a top-rated mortgage broker in Charlotte, NC, and the team leader at Fairway Home Mortgage. With over 12 years of experience, Trevor and his team specialize more...

Trevor Higgins (NMLS 1410557) is a top-rated mortgage broker in Charlotte, NC, and the team leader at Fairway Home Mortgage. With over 12 years of experience, Trevor and his team specialize in guiding Charlotte-area homebuyers and real estate investors through a fast, transparent, and on-time loan process. As a full-service mortgage lender, we provide clear, side-by-side loan comparisons to help clients achieve their goals, from first-time home purchases to scaling large investment portfolios. Expertise for Homebuyers: First-Time Home Buyer Loans Conventional, FHA, VA, & USDA Programs Jumbo Loans for High-Value Properties Specialized Investor Financing: DSCR (Debt Service Coverage Ratio) Loans Conventional 1-4 Unit Properties Financing for Short-Term Rentals (STR), PadSplit, & Co-living Cash-Out Refinances to Scale Portfolios We combine deep local expertise in the Charlotte, NC market with the power of a nationwide lender, ensuring clear communication from application to your clear-to-close. (Formerly Fairway Independent Mortgage Corporation.)

Recovery Law Group offers comprehensive debt‑relief and bankruptcy services to help individuals and businesses regain financial stability. Their experienced attorneys handle unsecured debt more...

Recovery Law Group offers comprehensive debt‑relief and bankruptcy services to help individuals and businesses regain financial stability. Their experienced attorneys handle unsecured debt — including credit card debt, medical bills, and other obligations — and provide solutions like Chapter 7 and Chapter 13 bankruptcy filing, debt settlement, and protection from creditor harassment, wage garnishment, and bank levies. They guide clients through the entire legal process with clear communication, affordable plans, and a commitment to personalized, jargon‑free support. If you’re overwhelmed by debt and need help finding a fresh financial start, Recovery Law Group can help.

X2 Mortgage is a trusted Arizona mortgage broker helping homebuyers, homeowners, and real estate investors secure the right home loan with confidence. From purchase loans to refinancing, FHA more...

X2 Mortgage is a trusted Arizona mortgage broker helping homebuyers, homeowners, and real estate investors secure the right home loan with confidence. From purchase loans to refinancing, FHA, VA, USDA, and non-QM options, X2 Mortgage offers flexible financing solutions tailored to your goals. With competitive rates, fast approvals, and personalized guidance, the team simplifies every step of the mortgage process. Whether you're buying your first home or refinancing to save money, X2 Mortgage delivers smarter home financing solutions across Arizona.

Vic McLane – State Farm Insurance Agent in Southlake, TX, provides personalized insurance solutions for individuals and businesses. Specializing in auto insurance, home insurance, life ins more...

Vic McLane – State Farm Insurance Agent in Southlake, TX, provides personalized insurance solutions for individuals and businesses. Specializing in auto insurance, home insurance, life insurance, and business insurance, Vic McLane helps customers protect what matters most. With a strong focus on customer service, clear guidance, and reliable coverage options, the team works closely with clients to find insurance plans that fit their needs and budget. Proudly serving Southlake and surrounding communities, Vic McLane State Farm is committed to long-term protection and peace of mind.

The infinite banking strategy uses dividend-paying whole life insurance to give you a growing pool of capital you control. Denzel Rodriguez helps families become debt free while building rea more...

The infinite banking strategy uses dividend-paying whole life insurance to give you a growing pool of capital you control. Denzel Rodriguez helps families become debt free while building real financial assets. Get money help from a trusted money advisor who understands how to design policies that actually perform and deliver results. For more details visit our Visit: https://share.google/MG00gtc5Pg4txC4jl Website: https://www.denzelrodriguez.com Location – 6750 N Andrews Ave Suite 200, Fort Lauderdale, FL 33309, United States Call: +1 954-519-5250

Since 1994, First Choice Business Brokers (FCBB) has been a leader in business brokerage, with main office Meridian, FCBB serves all of Idaho. We help business owners maximize value, preserv more...

Since 1994, First Choice Business Brokers (FCBB) has been a leader in business brokerage, with main office Meridian, FCBB serves all of Idaho. We help business owners maximize value, preserve their legacy, and ensure smooth transitions. Our advisory-driven approach helps business owners prepare their business for sale—resulting in higher valuations and faster closings. We don’t just find buyers—we find the right buyers, creating win-win outcomes that honor the seller’s legacy. Whether you’re planning to sell now or in the future, we’re here to help you achieve the best possible outcome. Let’s discuss how we can support your goals. Please visit our website or call us today to schedule a free consultation.

Dunncreek Advisors LLC is a Fiduciary Financial Planner in Saint Paul, Minnesota, founded by Richard Dunn. The firm focuses on providing personalized, advice-driven financial services such a more...

Dunncreek Advisors LLC is a Fiduciary Financial Planner in Saint Paul, Minnesota, founded by Richard Dunn. The firm focuses on providing personalized, advice-driven financial services such as retirement planning, estate planning, risk management, and investment strategies. As a fiduciary, Richard prioritizes his clients' interests without any conflicts of interest. With over 22 years of experience, he offers tailored solutions for clients' unique financial goals.

"Global Connect Pro Financial (GConnectPro) is a business financing solutions provider specializing in fast, flexible funding for small and medium-sized businesses. With access to a diverse more...

"Global Connect Pro Financial (GConnectPro) is a business financing solutions provider specializing in fast, flexible funding for small and medium-sized businesses. With access to a diverse network of over 100 trusted lending partners, we simplify the loan process and deliver tailored financial solutions based on your unique business needs. Our services include SBA loans, business term loans, startup financing, business lines of credit, and merchant cash advances. Whether you’re expanding operations, managing cash flow, or launching a new venture, GConnectPro offers expert guidance, competitive rates, and quick approvals to help you secure funding—often within hours. Dedicated to reliability and transparency, our team works closely with each client to ensure a seamless experience from consultation to funding. With GConnectPro, securing business capital is no longer a complex process—it’s a conversation away. To learn more or get started, call (302) 298-0024 or visit www.gconnectpro.com."

Bluebird Partners, based in Newport Beach, California, specializes in providing comprehensive financial advisory services to growth-oriented organizations. Their expertise encompasses Fracti more...

Bluebird Partners, based in Newport Beach, California, specializes in providing comprehensive financial advisory services to growth-oriented organizations. Their expertise encompasses Fractional CFO services, Outsourced Accounting, Mergers and Acquisitions (M&A) Advisory, and Capital Markets/Fundraising assistance. By offering strategic financial guidance, Bluebird Partners aims to enhance financial clarity, ensure compliance, and support businesses in achieving their objectives. Their services are particularly beneficial for companies seeking expert financial support without the need for a full-time CFO or accounting team.

Datastub offers outsourced accounting and bookkeeping services for CPA firms, small and medium-sized businesses, and eCommerce companies across the U.S. and Canada. From sales tax prep and r more...

Datastub offers outsourced accounting and bookkeeping services for CPA firms, small and medium-sized businesses, and eCommerce companies across the U.S. and Canada. From sales tax prep and reconciliations to AP/AR and outsourced CFO solutions, we deliver accurate, cost-effective support. CPA firms trust us as a back-office partner, while businesses gain scalable accounting expertise powered by skilled professionals, efficient processes, and seamless tools.

Complete Healthcare Business Consulting specializes in Healthcare Business Consulting in Salt Lake City, Utah since 1997. We pride ourselves in providing exceptional services to providers an more...

Complete Healthcare Business Consulting specializes in Healthcare Business Consulting in Salt Lake City, Utah since 1997. We pride ourselves in providing exceptional services to providers and medical practices. We provide Practice Formations, Mergers/Acquisitions, Revenue Cycle Management, Practice/Operational Assessments, Billing/Coding, Compliance, Healthcare Delivery Systems, Contract Negotiation, Budgeting/Accounting, and Operations.

Financial Rescue LLC is among the top 10 debt settlement companies because of its outstanding customer service. Numerous clients recommend Bryan Palafox due to his commitment to patient, car more...

Financial Rescue LLC is among the top 10 debt settlement companies because of its outstanding customer service. Numerous clients recommend Bryan Palafox due to his commitment to patient, caring communication and expert advice, especially while dealing with complex financial and legal matters. Many customers feel safe and calm when Bryan handles their situation, as he builds trust and ensures they are at ease through the process. The firm is commended for its compassionate approach and its ability to help clients through tough times. Positive reviews on Financial Rescue speak to its reputation, approachability, and capacity to assist clients.

Treasure Valley Financial Planning ranks in the top ten because its team, especially Dave Morrison and J.T. Belnap, offers personalized attention and sound advice. Their clients regularly vo more...

Treasure Valley Financial Planning ranks in the top ten because its team, especially Dave Morrison and J.T. Belnap, offers personalized attention and sound advice. Their clients regularly vouch for their honesty, knowledge, and regard for their client’s interests. They have used in-depth checks, truthfulness, and nonstop support on their financial and estate planning jobs to accomplish this. Clients have a lot of confidence in their bespoke financial tactics. Their long-term business relationships and recommendations for Treasure Valley Financial Planning reflect the loyalty of several long-term clients.

Global Wealth Management is a top ten contender with an exceptional client service commitment. Clients frequently commend the professionals like Gregg Kleinman and John Thomas for their reti more...

Global Wealth Management is a top ten contender with an exceptional client service commitment. Clients frequently commend the professionals like Gregg Kleinman and John Thomas for their retirement investment acumen, tailored recommendations, and genuine commitment to their clients’ long-term goals. Global Wealth Management is unique because it offers extensive services like health care and legal advice, contributes to community outreach, and regularly provides insightful market data. Global Wealth Management is a prestigious investment management firm known for its expert client service, tailored investment strategies, and commitment to community involvement, making it a top ten contender with outstanding client experiences.

V&D Consulting Firm LLC is listed in the top ten list due to its outstanding customer service, expertise, and dedication to helping clients with credit issues and their journey through homeo more...

V&D Consulting Firm LLC is listed in the top ten list due to its outstanding customer service, expertise, and dedication to helping clients with credit issues and their journey through homeownership. The company specializes in reducing financial barriers to building economic access and wealth for the working class.

New Era Merchant Services is a top merchant services provider, specializing in transaction processing at competitive rates. The company has reported over $15 billion in payments processed. A more...

New Era Merchant Services is a top merchant services provider, specializing in transaction processing at competitive rates. The company has reported over $15 billion in payments processed. As customer satisfaction is also paramount, each account has a dedicated relationship manager to ensure priority service and all customers rave about the efficient, professional service they receive, with many praising Karla and Roberto in particular, making the provider top of mind in times of service.

FranFund is in the top-ten list because of its team of dedicated consultants. Clients say the team explains complex funding processes and is available whenever necessary. The team’s great se more...

FranFund is in the top-ten list because of its team of dedicated consultants. Clients say the team explains complex funding processes and is available whenever necessary. The team’s great service and consistent support have made a positive impression. Many reviewers recommend FranFund for ROBS and SBA loans.

Western Finance ranks top ten for offering customers personalized financial support with several years of services. They earn excellent ratings for their professionalism, dependability, and more...

Western Finance ranks top ten for offering customers personalized financial support with several years of services. They earn excellent ratings for their professionalism, dependability, and ability to help clients build their credit over time. Furthermore, its dedicated staff, led by Herman, consistently meets customers' needs and exceeds their expectations.

Retirement Planners of America earns a top 10 ranking due to its trusted financial planning, customized attention from Robert Tunnel and Aljon Lovelace, and precise asset protection strategi more...

Retirement Planners of America earns a top 10 ranking due to its trusted financial planning, customized attention from Robert Tunnel and Aljon Lovelace, and precise asset protection strategies. RPOA's dedicated advisors show market stability, and its clients have remarked on its transparency, practical guidance, and security in retirement planning.

Next Level Wealth Planning garners top-tier recognition due to exceptional client-aligned service quality. The firm’s advisors, namely Chad Majors and Jake McCarney, consistently surpass the more...

Next Level Wealth Planning garners top-tier recognition due to exceptional client-aligned service quality. The firm’s advisors, namely Chad Majors and Jake McCarney, consistently surpass the client expectations by delivering outstanding insights and personalized education for complex financial decisions and planning. Clients value the firm due to its trustworthiness, professionalism, and personalized strategies tailored to their needs over the years. Chad and Jake’s focus on forming connections, helping clients, and strategizing together and simplifying intricate financial matters make Next Level Wealth Planning the best choice for clients seeking sustainable long-term support in wealth planning.

Russell Investments is placed in the top 10 because it adopts a global strategy and leverages expertise over 50 years to improve financial security via investment solutions. The company’s gl more...

Russell Investments is placed in the top 10 because it adopts a global strategy and leverages expertise over 50 years to improve financial security via investment solutions. The company’s global reach and focus on “best of breed” management allow it to identify top performers regardless of region. Russell Investments emphasizes continuous and rigorous research, leading to well-informed investment strategies. Client reviews underline the firm’s quality, efficiency, and insights in wealth management, which point to its position as a leader and advocate in helping clients achieve long-term financial goals.

Golden Trust Financial Corporation is a top ten pick due to its excellent customer service, knowledgeable team, and a long-term dedication to clients’ interests. Many reports emphasize the f more...

Golden Trust Financial Corporation is a top ten pick due to its excellent customer service, knowledgeable team, and a long-term dedication to clients’ interests. Many reports emphasize the firm’s professionalism, ability to explain complex financial matters in an understandable way, and focus on maintaining relationships, which clearly shows the firm’s commitment to clients.

Reliable Financial Services secures a position in the top ten list for its exceptional customer service, expertise, and trustworthiness. Clients frequently emphasize the staff's professional more...

Reliable Financial Services secures a position in the top ten list for its exceptional customer service, expertise, and trustworthiness. Clients frequently emphasize the staff's professionalism, responsiveness, and in-depth understanding of financial nuances. Many use the service for years and mention the ease of communication, dedication to providing clients peace of mind, ainsi than the fact that they love the future security it provides. Positive reviews assert that Reliable Financial is the top selection for credit restoration and accounting services. Reliable Financial Services is a top credit repair and tax preparation service that offers personal and business tax prep assistance, payroll services, and other financial services without hidden charges.

McAdam Financial earned a spot on the top ten list due to its personalized client service, expert advisors, and successful strategies. Multiple reviews highlight the careful guidance, custom more...

McAdam Financial earned a spot on the top ten list due to its personalized client service, expert advisors, and successful strategies. Multiple reviews highlight the careful guidance, custom plans, and comprehensive help clients get from the advice they need through complexities like retirement preparation. The company's consistent dedication to making clients feel welcome and supported makes it a trustworthy option for clients looking for long-term financial planning.

Ranked among the top firms, M&M Financial Consulting, Inc. specializes in back tax issues, practices employee ownership, and offers personalized client support. M&M excels in resolving corpo more...

Ranked among the top firms, M&M Financial Consulting, Inc. specializes in back tax issues, practices employee ownership, and offers personalized client support. M&M excels in resolving corporate tax issues differently from other firms, as described in the following reviews. All reviews mention a client-first mentality, employees like Kelly and Lupe providing consistent, high-quality support, and their competent, effective interventions in the face of the IRS system. Clients highly regard M&M for their employee-driven culture, responsive client support, and proven track record of success in IRS negotiations.g clients. The reviews depict the firm as consistently competent, thorough, compassionate, and able to remove the burden of tax problems from their lives.

Sullivan Financial Partners is rated one of the top ten firms. It has shown exclusive personal service and insightful financial advice over several years. Craig and the Sullivan team's exten more...

Sullivan Financial Partners is rated one of the top ten firms. It has shown exclusive personal service and insightful financial advice over several years. Craig and the Sullivan team's extensive knowledge help clients to navigate complex retirement and inheritance plans, giving practical, tailored guidance. They’re praised for their dedication to clients, the community, and their quick response times. The firm organizes live events which allow participants to connect and learn at their own pace. This dedication to building relationships makes Sullivan Financial Partners the most trustworthy choice for financial advice.

Oak Harvest Financial Group's commitment to personalized retirement and investment strategies using institutional-grade management makes it one of the top ten firms. This approach is distinc more...

Oak Harvest Financial Group's commitment to personalized retirement and investment strategies using institutional-grade management makes it one of the top ten firms. This approach is distinct and valued in the very competitive financial services industry, as evidenced by the firm's client service, tax strategy expertise, and evident dedication to clients' long-term interests.

RiversEdge Advisors earns a spot in the top 10 list due to its exceptional client service, expertise, and a personalized approach that keeps clients informed. Brian Carney is highly sought a more...

RiversEdge Advisors earns a spot in the top 10 list due to its exceptional client service, expertise, and a personalized approach that keeps clients informed. Brian Carney is highly sought as he pays attention, is devoted to clients, and demystifies complex financial choices. Clients laud RiversEdge's ability to help them navigate life's challenges and long-term investment journeys, establishing trust and confidence in them. The experience speaks of 10 years of understanding, unwavering assistance, and the ability to give clients what they are looking for. This group is also special because it offers practical advice, frequent feedback, and lifelong connections that make you feel secure. RiversEdge's dedicated team and its ability to help clients reach their long-term financial goals make it a compelling player in the financial advisory field.

Accion Opportunity Fund is in the top ten because of its consumer focus, fair terms, fast processing, and personal assistance from specialist staff like Rexie and Mayra. They help small busi more...

Accion Opportunity Fund is in the top ten because of its consumer focus, fair terms, fast processing, and personal assistance from specialist staff like Rexie and Mayra. They help small businesses, especially those disadvantaged by traditional lenders. The fund is also enthusiastic about eliminating systemic barriers to ownership.

CreditCEO is one of the top 10 due to custom plans, expert advice, and excellent customer service from Jesse Rodriguez. He oversees the review and negotiation of reports, always looking out more...

CreditCEO is one of the top 10 due to custom plans, expert advice, and excellent customer service from Jesse Rodriguez. He oversees the review and negotiation of reports, always looking out for clients’ interests. CreditCEO isn’t like regular companies. It offers one-on-one consultations, a tracking portal, and no additional fees. Clients are rating Jesse and CreditCEO high for their success with problems that other credit repair companies won’t help with, showing that Jesse’s success is real and quantifiable. CreditCEO clients appreciate Jesse’s no-judgment approach and hard work. Jesse accurately identifies persistent payment issues and harassment, and Jesse connects with clients in a more human way, always looking to help them move past their credit problems and build credit.