Best Financial Advisors in Port Orange, FL

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Port Orange area.

Lefils & Company

Lefils & Company

(7)
Quickbooks Services, Financial Advising, Tax Services
“Fast reliable and professional..”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2002
Serving Port Orange Area
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Friebis & Associates

Friebis & Associates

(8)
Quickbooks Services, Tax Services, Services For Individuals
“Their fees are not cheap, but i'd rather spend the extra money and know I am getting everything I need, than spend $50-100 at a generic H&R and feel like a number and very likely not get all of the help I need.”
Free Initial Consultation
Offers Financing Options
In Business Since 2015
Transparent Fees & Pricing
3890 Turtle Creek Dr Suite B, Port Orange, FL
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Kohler Financial Services

Kohler Financial Services

(16)
  • Questions
“I don't see them as my accountant, they treat me as a friend, and they give me advise regarding my tax matters like you talk to your friend and seeking solution.”
In Business Since 2015
Free Initial Consultation
145 Lakeside Dr E, Port Orange, FL
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Focus 9 Enterprises

Focus 9 Enterprises

(10)
  • Accounting
“I am skilled at my business and thought I could manage my accounting, but I've missed so much and spent too much time trying to fix it when I could have been concentrating on my business!”
Transparent Fees & Pricing
In Business Since 2011
Accepts All Major Credit Cards
Serving Port Orange Area
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Above All Accounting

Above All Accounting

(1)
Your IRS File, Unfiled Return Completion, Offers in Compromise
“We have worked with Lisa and Above All Acct for 14 years and they have been the very best to work with: knowledgeable, helpful, kind and precise!!”
In Business Since 2022
1515 Herbert St Unit 207, Port Orange, FL
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Bundza Wealth Management - Justin Bundza

Bundza Wealth Management - Justin Bundza

(2)
“Online site is great for managing my accounts and getting a quick or in depth view of the performance of my investment accounts.”
In Business Since 2014
1525 Herbert St #104, Port Orange, FL
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RLK Advisory Group

RLK Advisory Group

(1)
“Andrew has gone above and beyond helping me with investment questions and has always been available.”
In Business Since 2019
Accepts Cash, All Major Credit Cards
4240 S Ridgewood Ave, Port Orange, FL
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Romero Nora B CPA

Romero Nora B CPA

Tax Planning, Business Tax Returns, Individuals
In Business Since 2005
Serving Port Orange Area
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Atlantic Retirement Solutions

Atlantic Retirement Solutions

(1)
Home, Resources
“🤓 Part A, part B,C and D, all these Medicaid coverages and then choosing a company to go with after all that.”
In Business Since 2010
5111 S Ridgewood Ave #200, Port Orange, FL
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Rudi Hoffman

Rudi Hoffman

“As a CERTIFIED FINANCIAL PLANNER ™ professional, Chartered Life Underwriter and Chartered Financial Consultant, you have my personal guarantee of complete integrity and your long term satisfaction.”
Free Initial Consultation
In Business Since 2000
CFP Certified
1249 Robbin Dr, Port Orange, FL
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Fraser Allport - the Total Advisor

Fraser Allport - the Total Advisor

(26)
  • Fiduciary
  • Goals
  • Knowledge
“I am extremely satisfied with his professionalism, his expertise in various financial areas and especially his ability to follow through with all my needs concerning my annuity.”
In Business Since 2010
Licensed
Serving Port Orange Area
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Holland Financial

Holland Financial

(4)
“I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.”
Accepts All Major Credit Cards
In Business Since 2001
CFP Certified
Serving Port Orange Area
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McFarlin & Brokke

McFarlin & Brokke

(12)
Quickbooks Services, Tax Services, Services For Individuals
“We have been using them for years and highly recommend them.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1957
Accepts Check, All Major Credit Cards
Serving Port Orange Area
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Spencer Tax and Accounting

Spencer Tax and Accounting

(8)
Tax Relief, Services For Quickbooks, Tax Services
“Hands down the best experience I've ever had with a tax professional!”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Serving Port Orange Area
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The Center For Institutional Finance

The Center For Institutional Finance

Commercial AND Bond Lending, SBA Consultants, Non-Profit
“When we first met the people from The Center For Institutional Finance at a Leadership conference in New Orleans, they promised they would do everything possible to help us achieve our vision of a new college campus to replace the much too small, ove...”
Free Initial Consultation
In Business Since 2019
Offers Financing Options
101 S Palmetto Ave #5, Daytona Beach, FL
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Dynasty Tax Professionals

Dynasty Tax Professionals

(17)
Resource Center, Referral Program, Business Start Up
“From my knowledge, this company is the only private company in the county where clients are Safe, Secured and able to discuss all aspects of life situations to better assist their clients.”
In Business Since 2017
AFSP, AFSP Certified
2335 S Ridgewood Ave e, Daytona Beach, FL
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Coastal Lending Services

Coastal Lending Services

(4)
“As a top producing oceanfront specialist, I have recommended John Lynch and Coastal Lending Services to most clients needing financing - the consummate professional, John has been able to help with non-warrantable condos, condo-hotels, ARMS, jumbo lo...”
In Business Since 2002
Transparent Fees & Pricing
3624 S Atlantic Ave # 102, Daytona Beach, FL
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Chase C. Smith - Financial Advisor

Chase C. Smith - Financial Advisor

(12)
“I'm a city government retired firefighter, with that in mind our retirement is different and requires a certain knowledge and understanding and Chase Smith has it”
In Business Since 2015
Serving Port Orange Area
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Frank Reynolds & Company

Frank Reynolds & Company

(1)
Retirees, Entrepreneurs, Individual/Families
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
In Business Since 1999
1620 S Clyde Morris Blvd, Daytona Beach, FL
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BMC Cpas

BMC Cpas

(2)
“This group is amazing, accurate, available, informative and professional.”
Offers Financing Options
In Business Since 1982
Transparent Fees & Pricing
Serving Port Orange Area
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20/20 Financial Advisers of Daytona Beach

20/20 Financial Advisers of Daytona Beach

Retirement Planning Services, Personal Services, Business Services
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning...”
In Business Since 2004
1663 Clyde Morris Blvd STE 2, Daytona Beach, FL
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Sandollar Accounting & Taxes

Sandollar Accounting & Taxes

(5)
Tax Planning, Business Tax Returns, Individuals
“Really affordable and highly recommend!”
In Business Since 2013
Serving Port Orange Area
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Savannah Court Financial Advisors

Savannah Court Financial Advisors

“As financial planners, we too have goals. Ours is to turn our home on Fairview Avenue, we've named "Savannah Court" after our daughter, Savannah, into a Financial Planning and Investment Advisory office with a major footprint, right in the heart of D...”
In Business Since 2010
157 Fairview Ave, Daytona Beach, FL
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Weber Financial

Weber Financial

(1)
Business Planning, Education Planning, Wealth Management & Distribution Planning
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
In Business Since 2014
Serving Port Orange Area
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Retirement Planning and Investment Management Services in Port Orange, FL Cost Estimates

Minimum cost
$1088
Maximum cost
$9243
National Average
$3263
Avg Per Hour Rates
$327
$2175
$5981
Typical price range is based on 495 cost profiles
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Average Cost $3263
Minimum cost $1088
Maximum cost $9243
Avg Per Hour Rates $327

Typical range $2175 to $5981 is based on 495 cost profiles.

Why these companies made our list

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