Occams Advisory Inc.

1962 Main Street, Suite 420, 34236, Sarasota, United States
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4.85
Based on 20 Reviews

5

90.00%

4

5.00%

3

5.00%

2

0.00%

1

0.00%
About Occams Advisory Inc.

Occams Advisory brings Fortune 500 expertise to medium and small businesses. We serve not only as a trusted advisor, but also as a growth partner to advance our clients through their business lifecycle, from Inception to Infinity. We leverage our own entrepreneurial experiences, and a global, diverse perspective to deliver best-in-class capabilities to our clients. We help entrepreneurs synchronize and optimize upon diverse aspects of their business by providing clarity out of complexity through proven, customized, and integrated solutions to drive long-term, sustainable, and balanced growth. Our passionate journey has been distinguished by recognition from: 1. 2023: #178 Fortune’s Most Innovative Companies (#25 in Process, #61 Culture) 2. 2023: #469 Financial Time’s The Americas’ Fastest-Growing Companies 3. 2022: #471 Financial Time’s The Americas’ Fastest-Growing Companies 4. 2021: #478 Financial Time’s The Americas’ Fastest-Growing Companies 5. 2020: #423 Financial Time’s The Americas’ Fastest-Growing Companies 1. 2021: #4511 Inc. 5000 Fastest-Growing Private Companies in America 2. 2020: #4257 Inc. 5000 Fastest-Growing Private Companies in America 3. 2019: #3575 Inc. 5000 Fastest-Growing Private Companies in America 4. 2018: #438 Inc. 5000 Fastest-Growing Private Companies in America 5. 2017: #211 Inc. 5000 Fastest-Growing Private Companies in America 6. 2016: #153 Inc. 5000 Fastest-Growing Private Companies in America

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Jeremy Henri
GB

Did exactly what they said they would… Did exactly what they said they would do and they got us all this money that we didn’t even know about. Very easy and pleasant experience.

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Kim Bogar
GB

Anytime I had a question I was able to… Anytime I had a question I was able to reach out and have the answer by the end of the day. The whole crew was very patient with me and made sure that I understood everything. Thanks everyone.

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D. Morgan
GB

Worth the wait Worth the wait...The process took a long time, but it was well worth it in the end. The staff were all nice, friendly and professional.

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Susan Szymborski
GB

The company was clear in what they… The company was clear in what they needed from us to get the application submitted, and they handled the rest. They do not get paid until you do.

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Bennie O Brooks
GB

All representatives were very…Real. All representatives were very knowledgeable and customer service oriented. I felt they wanted to assist me and insure my needs were met. All my questions and concerns were addressed in a caring and professional manner- Thank you Fidelity and OCCAMS for your support in this effort!!!!!

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