Your Financial Planner | Tampa, FL

  • Service Area: Tampa, FL
  • Team Size: 2 employees
  • Business Duration: 2 years
Your Financial Planner

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Check
  • Credit Card
  • PayPal

Services Offered

Accounting needs

  • Preparing tax returns
  • Bookkeeping
  • Managing AR and AP
  • Preparing fin. statements

Entity type

  • Individual or sole proprietorship
  • Partnership
  • C-Corp / Corporation
  • S-Corp
  • Non-profit

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Non-profit
  • Other

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • TurboTax
  • Xero
  • NolaPro
  • Sage
  • Quicken

Work location

  • My customers travel to me
  • I travel to my customers

About

I am a CERTIFIED FINANCIAL PLANNER with a focus on the retiree market.

Please reach out to me for further details.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Ali El Sayed
    • Completed on 6/12/2023

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