Insights

Client-Centric Approach Financial Solution Advisors emphasizes personalized service in accounting and wealth management for middle-market businesses, indicating potential to upsell tailored financial planning and strategic advisory services.

Growth in Leadership The recent promotion of Emily Puglisi to Principal highlights a focus on leadership development, which can be leveraged to promote executive coaching, leadership training, and advanced advisory solutions.

Mid-Market Focus Specializing in business taxes and long-term planning within a middle-market environment presents opportunities to offer scalable financial tech tools, cloud-based solutions, and sophisticated tax planning services.

Technology Stack Utilization Use of digital marketing and analytics tools like Google Ads, LinkedIn Insight Tag, and ActiveCampaign suggests an openness to digital engagement, making targeted outreach for additional financial software or automation solutions promising.

Financial Strength With revenues between $25M and $50M, the firm is financially robust, creating potential for larger contracts, strategic partnerships, or offering premium consulting and investment advisory services to expand their portfolio.

Financial Solution Advisors Tech Stack

Financial Solution Advisors uses 8 technology products and services including Google Ads Conversion Tracking, Linkedin Insight Tag, Cloudflare CDN, and more. Explore Financial Solution Advisors's tech stack below.

Google Ads Conversion Tracking
Analytics
Linkedin Insight Tag
Analytics
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
oEmbed
Dev Tools
imagesLoaded
Javascript Libraries
ActiveCampaign
Marketing Automation
Yoast SEO
Search Engines

Media & News

Financial Solution Advisors, LLC promoted Emily Puglisi to Principal on Sep 29th '25.
JACKSONVILLE, Fla., Sept. 29, 2025 /PRNewswire-PRWeb/ - Financial Solution Advisors, LLC, is proud to announce the promotion of Emily Puglisi, CPA, to Principal.
Sep 29, 2025 | www.prweb.com

Financial Solution Advisors's Email Address Formats

Financial Solution Advisors uses at least 2 format(s):

Financial Solution Advisors Email Formats	Example	Percentage
FLast@gunnchamberlain.com	JDoe@gunnchamberlain.com	64%
Last@gunnchamberlain.com	Doe@gunnchamberlain.com	27%
First@gunnchamberlain.com	John@gunnchamberlain.com	9%
FLast@financialsolutionadvisors.com	JDoe@financialsolutionadvisors.com	100%

Frequently Asked Questions

What is Financial Solution Advisors's phone number?

You can contact Financial Solution Advisors's main corporate office by phone at

+1-904-296-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Solution Advisors's official website and social media links?

Financial Solution Advisors's official website is financialsolutionadvisors.com and has social profiles on LinkedIn.

What is Financial Solution Advisors's NAICS code?

Financial Solution Advisors's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Financial Solution Advisors have currently?

As of December 2025, Financial Solution Advisors has approximately 44 employees across 2 continents, including North AmericaAsia. Key team members include Ceo And Partner: S. L.Ceo: W. A.President: A. A.. Explore Financial Solution Advisors's employee directory with LeadIQ.

What industry does Financial Solution Advisors belong to?

Financial Solution Advisors operates in the Accounting industry.

What technology does Financial Solution Advisors use?

Financial Solution Advisors's tech stack includes Google Ads Conversion TrackingLinkedin Insight TagCloudflare CDNCloudflareoEmbedimagesLoadedActiveCampaignYoast SEO.

What is Financial Solution Advisors's email format?

Financial Solution Advisors's email format typically follows the pattern of FLast@gunnchamberlain.com. Find more Financial Solution Advisors email formats with LeadIQ.

When was Financial Solution Advisors founded?

Financial Solution Advisors was founded in 1978.

Financial Solution Advisors

Q: How many employees does Financial Solution Advisors have currently?

Financial Solution Advisors has approximately 44 employees.

Q: What technology does Financial Solution Advisors use?

Financial Solution Advisors's tech stack includes Floating UI, WordPress, Google Ads Conversion Tracking, Facebook Pixel, Cloudflare Bot Management.

AccountingFlorida, United States11-50 Employees

Financial Solution Advisors is a Jacksonville, Florida-based accounting firm focused on business taxes, accounting services, and long-term planning in the middle market business environment. Our team of advisors is committed to helping you achieve financial independence. From your business to your taxes to your long-term planning, we take an integrated approach to ensure everything works together to move you toward your goals. The firm was founded in 1978 to bring together the service offerings found at large, national firms with the personal attention and care of a local CPA firm. Financial Solution Advisors is a member of the American Institute of Certified Public Accountants. Each of our CPAs is also a member of the Florida and American Institutes of Certified Public Accountants. Learn more at financialsolutionadvisors.com.

Company Overview

Phone number: +1-904-296-****
Website: financialsolutionadvisors.com
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 1978
Employees: 11-50