Best Financial Advisors in Gainesville, FL

Handpicked from 155 vetted & reviewed Financial Planning & Wealth Management firms in the Gainesville area, explore the top 5 leading options among the selected group of 24 finalists.

Covenant Wealth Management

Covenant Wealth Management

(2)
Blog, Useful Links
“The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company.”
In Business Since 2010
2622 NW 43rd St STE B4, Gainesville, FL
i
Florida Credit Union

Florida Credit Union

(29)
  • Asset
  • Transaction
  • Check
“Member Service Representative Melina Seoane is very helpful, Melina went the extra mile when it was time for closing she stayed and waited until my issues was resolved I like to thank Melina Seoane for taking care of my issues.”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 1996
3720 NW 13th St, Gainesville, FL
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Chacon Diaz & Di Virgilio Wealth Management

Chacon Diaz & Di Virgilio Wealth Management

(30)
  • Goals
  • Understanding
  • Portfolio
“Above and beyond wouldn't do justice to the level of service they've provided, we depend on their guidance and feedback in all financial aspects, and sometimes with HVAC questions.”
In Business Since 2009
6208 NW 43rd St, Gainesville, FL
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Your Financial Legacy

Your Financial Legacy

(1)
Financial Coaching, Financial Planning, Investment Management
“Tryssa has been the best at helping me plan for retirement.”
Transparent Fees & Pricing
In Business Since 2020
4623 NW 53rd Ave Suite 6, Gainesville, FL
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McDavid & Company, Cpa's

McDavid & Company, Cpa's

(2)
“Very knowledgeable and friendly !!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1986
4711 NW 53rd Ave, Gainesville, FL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Heritage Wealth Management

Heritage Wealth Management

(2)
Meet the Team, Meet Sophie Lancaster
“Very helpful and advice about medicare program plus they are able”
Licensed
In Business Since 2012
3600 NW 43rd St Suite G-2, Gainesville, FL
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Centerpoint Consulting

Centerpoint Consulting

(1)
Lack of Accurate Financial Information?, Knowing Where Your Business is Going?, The Cost of Employee Turnover?
“She will help you get your books in order!!”
In Business Since 2017
4131 NW 28th Ln, Gainesville, FL
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American Accounting and Tax Company, PA

American Accounting and Tax Company, PA

(4)
Year-Round Services, Electronic Filing, Delinquent Returns
“They worked with me on several issues and I was very satisfied with the outcome.”
Accepts All Major Credit Cards
In Business Since 1988
3463 NW 13th St, Gainesville, FL
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Together Planning Gainesville

Together Planning Gainesville

(2)
“We went to Together with some insurance, some retirement, some savings and investments, but really didn't fully understand how all of these things can work together to secure our financial success.”
In Business Since 2015
2631 NW 41 St Suite E-2, Gainesville, FL
i
HCM Titans

HCM Titans

(1)
“I am extremely impressed with their services and am proud to do business with them.”
In Business Since 2021
2236 NW 36th Pl, Gainesville, FL
i
North Florida Wealth Advisors

North Florida Wealth Advisors

(1)
“He helped me consolidate all of my 401k and well as set up a simple IRA for my staff.”
In Business Since 2009
2727 NW 43rd St a, Gainesville, FL
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Excellent Multi Services

Excellent Multi Services

“Excellent multi services is a thriving business dedicated to provide smart and efficient solutions for individuals, and businesses regarding taxation, Accounting, bookkeeping, payroll and issues. Since 2010, we have been providing accounting, tax and...”
Accepts Check
In Business Since 2000
714 NW 23rd Ave, Gainesville, FL
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C10 Financial

C10 Financial

Legal Support, Social Security Maximization, Tax Minimization Strategies
“Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insuran...”
In Business Since 2018
3921 NW 97th Blvd #101, Gainesville, FL
i
Cornerstone Financial Group

Cornerstone Financial Group

Cornerstone TAX Group
“At Cornerstone Financial Group, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family...”
In Business Since 2010
5200 W Newberry Rd, Gainesville, FL
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Florida Benefit Specialists

Florida Benefit Specialists

“Ben Mitchell is an Investment Advisor Representative registered with Kovack Advisors, Inc. and offer securities through Kovack Securities Inc. Member FINRA/SIPC. His sensibility and understanding of clients goals and needs as well as his ability to ...”
In Business Since 2009
2233 NW 41 St, Gainesville, FL
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Kidder Advisers Elio Chiarelli

Kidder Advisers Elio Chiarelli

“As an experienced, independent provider of retirement plan services, we can act as a broker, advisor or consultant for both qualified and nonqualified plans. We add value by helping plan sponsors reduce costs, educate employees, assist with fiduciary...”
In Business Since 2009
4061 NW 43rd St Suite 16, Gainesville, FL
i
Fresh Global

Fresh Global

Virtual Finance Controller, Government Services, Outsourcing
“In many countries, corruption is no longer silently accepted. Largely responsible for the change in attitudes is the increased awareness of costs associated with corruption and the rise in the number of countries that embrace democratic freedoms and ...”
Remote Consultations Available
In Business Since 2009
1213 SW 105 Terrace, Gainesville, FL
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ACH Wealth Management

ACH Wealth Management

In Business Since 2011
500 NW 43rd St #3, Gainesville, FL
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Financial Modeling Service

Financial Modeling Service

In Business Since 2020
1518 SW 66th Dr, Gainesville, FL
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Successful Retirement Secrets

Successful Retirement Secrets

In Business Since 2017
6382 SW 48th Dr, Gainesville, FL
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Cale Flage, CFP - Financial Planner

Cale Flage, CFP - Financial Planner

(2)
“Easy to work with financial planner in Gainesville!”
In Business Since 2021
Serving Gainesville Area
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Lowry Financial Advisors

Lowry Financial Advisors

(1)
“This staff is smart and caring and you'll find no better place to put your trust.”
In Business Since 2004
Serving Gainesville Area
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OPS Management

OPS Management

(3)
Tax Problem & Resolution Services, Accounting & Tax Services
“Will continue to use this service.”
Transparent Fees & Pricing
In Business Since 2018
Gainesville, FL
i
Sharon C Brannan CPA PA

Sharon C Brannan CPA PA

(29)
Tax Services, Business Services, Quickbooks Services
“It wasn't until I found Sharon Brannan that I finally had a thorough understanding of the most cost effective ways to itemize my business costs and save on taxes.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
Serving Gainesville Area
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Retirement Planning and Investment Management Services in Gainesville, FL Cost Estimates

Minimum cost
$1194
Maximum cost
$10147
National Average
$3582
Avg Per Hour Rates
$359
$2388
$6566
Typical price range is based on 414 cost profiles
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Average Cost $3582
Minimum cost $1194
Maximum cost $10147
Avg Per Hour Rates $359

Typical range $2388 to $6566 is based on 414 cost profiles.

Why these companies made our list

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