Excel Wealth Management LLC

Dedicated Professionals, located in Lakewood Ranch, Florida, is a tax and small business consulting firm co-founded by Norma and Charlie Slade. With decades of combined experience in tax preparation, estate planning, and financial consulting, they aim to provide clients with comprehensive and ethically sound tax strategies that maximize financial outcomes. The firm's commitment to high standards and continuous improvement in tax knowledge has established its reputation for delivering outstanding service at reasonable prices. By fostering close relationships with clients and staying updated on changing tax laws, the team ensures that every deduction and incentive is considered for optimal tax planning. Generated from the website

Pathak Financial Group, based in Bradenton, FL, offers a comprehensive range of financial services including taxation, insurance, investments, and retirement planning. Established to provide expert solutions, the firm caters to the unique needs of both businesses and individuals through its team of experienced partners and accountants. With a dynamic and ongoing approach to financial planning, Pathak Financial Group focuses on helping clients achieve their financial goals and aspirations. The firm is committed to delivering a high level of expertise and professionalism, ensuring a positive future for all clients as they navigate their financial journeys. Generated from the website

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