Best Indian Certified Financial Planners in Deland, FL

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FinAccurate LLC

FinAccurate LLC

location_on Serving the Deland Area
  • 5star15 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financial Accountant, Corporate Accountant, and Manager of Accounting Operations, Jay has a proven track record in handling general accounting functions, transaction processing, account analysis, reconciliations, and fixed asset and inventory/cost accounting. Since starting FinAccurate in 2015, Jay has been committed to bringing about better processes, lowering risks, and increasing value for her clients.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more

Majestic Wealth Builders

Majestic Wealth Builders

location_on Serving the Deland Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history8 Years in Business
  • Commercial Business Insurance Services

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

ASHOKA WEALTH MANAGEMENT

ASHOKA WEALTH MANAGEMENT

location_on Serving the Deland Area
  • 5.1
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Punjabi , Bengali +3 more
  • 5413847

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more

Surefinbiz Financial Services

Surefinbiz Financial Services

location_on Serving the Deland Area
  • 5star8 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Telugu , English +1 more
  • NPN 19454748

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more

Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more

Showing 1 - 10 of 42 results

From the Business:Square S Strategies is an Independent Insurance Agency representing many different companies for your insurance needs. As independent insurance agents, you have the ability to choose the best carrier for your insurance needs. That is the main advantage to using an independent insurance agency, we work to satisfy your needs. Our goal is to educate and service the Michigan communities and throughout USA. Through our independence, we strive to educate the community on the best options for their insurance needs. We can provide an assessment of your insurance needs with a choice of which package fits you best. Our Services include: Home and Auto insurance Visitors insurance Health insurance Venue insurance Business insurance Life insurance Financial planning Mortgage (new/refinance) Free Notary serviceRead more

From the Business:" Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured, we have helped clients, with all types of backgrounds, successfully achieve their goals. They are happily retired with their financial hopes and dreams met. We want to help make that dream become a reality for you and your family also. Be sure to call us for a FREE consultation!!! "Read more

From the Business:East West Accounting Services, LLC is a local Miami, FL CPA firm offering timely and cost-effective financial management solutions for small businesses. We’re your one stop for accounting services, tax advisory, financial consulting, and audit and assurance. It’s our goal to exceed your expectations by providing exceptional service and practical financial advice you can count on. With our support, you can focus your time and efforts on running your business and leave the accounting to us. At East West Accounting Services, LLC, we know that every small business is different so we don’t try to fit yours into a box. Instead, we strive to understand your unique reporting requirements, financial concerns, and long-term goals in order to create a package of accounting and tax services that’s right for you. We offer a wide variety of accounting services including budgeting, financial statements, and cash flow management. We’ll also identify tax planning strategies that will reduce your tax liability and increase your profits. For more details contact us.Read more

From the Business:For almost sixteen years now, we have been helping our clients with their tax issues. Our Tax Office believes in building relationships with our clients, and we view these relationships as partnerships. Our service is founded on the commitment, dedication and professionalism of our people. We strive to service our clients by adhering to our own standard of excellence. We are your source for personal tax help when you don’t think your tax issues can be handled on your own. We work round-the-clock and seven days a week, to ensure the taxpayer’s problem is resolved, and that you are getting the exceptional help. Dean R Haran, CPA, is a Certified Public Accountant licensed in Florida with 35 years accounting experience specializing in small business and personal tax preparation. Mr. Haran graduated with a MS Accounting from Annamalai University, India, and earned an MBA from Keller Graduate School of Management. He began his career as a staff accountant in CPA firms and moved into public accounting. He worked as a budget and planning manager for Fortune 500 companies. Since 2005, Haran, CPA, has established itself as a personally-oriented accounting firm in Land O Lakes, Florida. Haran, CPA, concentrates in individual and business tax preparation and planning services. Mr. Haran also provides small and medium-sized businesses with monthly bookkeeping and tax services. The firm specializes in services for medical practitioners, veterinarians, therapists, real estate brokerages, and retail stores. We believe that selecting the right financial services firm is paramount to the financial success of any person or organization.Read more

From the Business:We are a CPA firm which uses the Tax knowledge and Technology to analyses your business data and help you to save taxes. We believe that your business or individual needs is an important tax advisor to do Tax planning. You need a firm with a knowledgeable staff, Technology savvy wide-ranging experience, a commitment to integrity, and a full complement of services. We provide our clients with hands-on services that keep their businesses running smoothly, as well as sound advice that helps them avoid costly mistakes and ensure Tax savings. We'd love to have an opportunity to talk with you about our firm’s knowledge and experience with Tax Analytics and what we can do for you. HelloMyCPA.Com is a full service tax and accounting practice offering Accounting, Payroll, Tax Services, Expatriate Tax service , LLC Incorporation services, Financial Services, Bringing Money to USA.Team at HelloMyCPA.Com is headed by CPAs,EA and Indian CAs.Read more

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Ratings & Reviews for Financial Planning

  • 5/5
  • Based on 1 review
grading
perm_identityBreezy C
calendar_month1 year ago

I worked with Nikil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favor.

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