Delray Beach, FL

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Best Financial Advisors in Delray Beach, FL

The highest-rated Financial Planning & Wealth Management firms out of 288 vetted & reviewed in the Delray Beach area.

Maclendon Wealth Management

Maclendon Wealth Management

Best of 2022
(2)
What We Do, Strategic Relationships, Investment Process
“Rather than pitch me on what he could do with my money - he wanted to first explore what I could do with my money.”
In Business Since 2011
137 NW 1st Ave, Delray Beach, FL
i
Annuity Depot

Annuity Depot

(9)
“Trevor is extremely knowledgeable and sensitive to the financial concerns of people of all ages; and he is able to convey these concepts in a clear and easily understood fashion to people of any background.”
In Business Since 2003
Free Initial Consultation
601 N Congress Ave STE 431, Delray Beach, FL
i
My Accounting Crew

My Accounting Crew

(20)
  • Patient
  • Small Business
  • Learned
“Audra's expertise on her You Tube videos was extremely helpful but they also made me realize that I should just inquire about seeing if she was available to actually do these forms for me!”
In Business Since 2021
Average Price Tag
CPA Certified
100 E Linton Blvd #151a, Delray Beach, FL
i
Peter Weisberg, CPA

Peter Weisberg, CPA

(4)
“I have recommended Pete's services to many friends and colleagues all who have had positive relationships with him.”
In Business Since 1988
Accepts Insurance, Travelers checks, All Major Credit Cards, Debit, Check
Licensed
Free Initial Consultation
15300 Jog Rd, Delray Beach, FL
i
Pinnacle Retirement Solutions

Pinnacle Retirement Solutions

(4)
“Very knowledgeable about many legal subjects helpful in keeping up with new laws and changes - wills retirement finances 401k annuity experience - PETER BECK is my go to guy.”
In Business Since 2020
Free Initial Consultation
601 N Congress Ave STE 434, Delray Beach, FL
i
Estate Management of Florida

Estate Management of Florida

(1)
Luxury Property Management Company, Hurricane Preparedness Services, Multi-Faceted Personal Liaison Division
“Roger, owner of Estate Management of Florida, goes above and beyond for all of his clients and is very detail oriented.”
In Business Since 2006
Emergency Services
Licensed
455 NE 5th Ave d204, Delray Beach, FL
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Keating Investment Counselors

Keating Investment Counselors

(1)
“Very informative staff”
In Business Since 1985
101 SE 6th Ave Suite A, Delray Beach, FL
i
Speedy Financial Services

Speedy Financial Services

(1)
Bookkeeping
“He really knows his stuff and does everything he can to get you a maximum refund.”
In Business Since 2009
990 S Congress Ave # 4, Delray Beach, FL
i
Jay Scarola Sage Settlement Consulting

Jay Scarola Sage Settlement Consulting

(20)
Structured Settlement Annuities, Government Benefit Preservation, Non-Qualified Structured Settlements
“Jay is able to help attorneys and clients navigate the settlement process in a way that ensures the client's recovery is protected and will provide for his or her care needs for the remainder of his or her life.”
In Business Since 2021
Offers Financing Options
Emergency Services
609 N Orange Ave Unit 3, Jupiter, FL
i
Statewide Financial Group

Statewide Financial Group

(13)
Social Security Benefits, Irmaa Income Planning
“My association with Statewide Financial Group's Stuart Boxenbaum, CFP, and his assistant/office manager Natasha Kassam has been a distinct pleasure and a very rewarding experience.”
In Business Since 1994
Below Average Price Tag
Licensed, BBB Rating: A+
116 Intracoastal Point Dr Suite 200, Jupiter, FL
i
Blue Ocean Financial Services

Blue Ocean Financial Services

(11)
Health Insurance, Disability Insurance, Life Insurance
“Chris is a consummate professional, but beyond that, he takes the time to learn and understand the needs of his clients and plan accordingly.”
In Business Since 1998
Locally Owned & Operated
Free Initial Consultation
1340 US-1, Jupiter, FL
i
Regroup Partners

Regroup Partners

(11)
Restructuring/ Settling Business Debt, Vendor Debt, Merchant Cash Advance Relief
“I felt like there was nothing to do but sell what we had left, I contacted a local business broker to sell and being our debt was a factor he referred me to a company who help one of his clients which was Regroup.”
In Business Since 2019
Free Initial Consultation
5301 N Federal Hwy Suite# 210, Boca Raton, FL
i
Wealth Care Financial

Wealth Care Financial

(20)
Investing, Retirement, Insurance
“Also having worked in the financial industry for a while, knowing the ins and outs of many things that never surface to the non-financial professionals i can confidently recommend them to plan your Financial future - may it be Insurances, Investing o...”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
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Retirement Planning and Investment Management Services Estimated Cost in Delray Beach, FL 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 213 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Average range $2040 to $5610 is based on 213 cost profiles.

Why these companies made our list

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