Expertise.com

Best Financial Advisors in Spring Hill

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
4048 Deltona Blvd., Spring Hill, FL 34606
Spring Hill, FL 34606
  • Estate Planning

Dougherty & Associates, LLC, is an independent financial advisory firm that serves Spring Hill. It helps clients by rendering them various services, such as tax, financial, retirement, and estate planning. In addition, the firm monitors clients' investments and wealth and manages it according to their specific needs and concerns. Dougherty & Associates, LLC, is led by John A. Dougherty, who is also a CPA. Having previously worked for an international consulting firm, John's previous clients included the U.S. Army and Pfizer Pharmaceuticals.

4048 Deltona Blvd., Spring Hill, FL 34606
Spring Hill, FL 34606

Website(352) 238-6411

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5471 Spring Hill Drive, Spring Hill, FL 34606
Spring Hill, FL 34606
  • Tax Preparation
  • Tax Planning

Suncoast CPA Group PLLC offers financial advisory and tax preparation services to clients in Spring Hill. It performs strategic planning, cash flow management, financing, valuation, and internal control solutions for small and medium-sized businesses. The company also caters to the tax planning, estate planning, and elderly assistance needs of its senior customers. In addition, it provides professional guidance and solutions to IRS concerns. Suncoast CPA Group uses QuickBooks software to render its accounting services. It has another office in Brooksville.

5471 Spring Hill Drive, Spring Hill, FL 34606
Spring Hill, FL 34606

Website(352) 596-2883

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you