Accounting Firm

Campbell & Company FL

Florida CPA and wealth advisory firm combining tax, accounting and retirement-focused financial planning

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TrustList summary

Campbell & Company FL brings together accounting, tax and wealth management under one roof in Florida. The firm is led by Jackie Campbell, who acts as a fiduciary for her clients and holds the Certified Financial Planner designation, and it serves both individuals and businesses.

What Campbell & Company FL does

Accounting and tax: CPA services including tax planning aimed at reducing what clients owe.
Financial planning: written retirement plans that are reviewed each year to reflect changing circumstances.
Investment and wealth management: portfolio strategy that weighs risk, using a tool called Market Guard.
Wealth transfer: planning to pass assets on to the next generation.
Education and media: a resource centre for retirees, plus TV, radio and podcast appearances by the team.

Customers and markets

The firm focuses on current and future retirees, as well as individuals and business owners who want tax and investment advice from the same advisers.

Key facts

Based in: Florida, United States
Credentials: Certified public accountants; Certified Financial Planner professional
Structure: Three integrated lines of business covering CPA work, wealth advice and planning

Summary written by TrustList from the business's own published information, Sep 2026.

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Categories & features

Rankings

Campbell & Company FL is ranked on 1 TrustList ranking at #10.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Campbell & Company FL has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#10of 123
Media
It is one of 3 here listing insurance and one of 6 here listing security.
Its profile: “- Education and media: a resource centre for retirees, plus TV, radio and podcast appearances by the team.”
Of the top 63 here, 40 also cover accounting and 33 also cover tax; 3 also work in York and 3 also work in Dubai.
Behind Business Growth HQ, ahead of Carey & Hanna.

As of 2026-11-01. Organic ranks only; sponsored placements are never ranks. How TrustList ranks