The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Alafaya area.
Learn how we score.
Prominent finalists A-Z in Alafaya
BEE Square TAX Service
BMA Taxes
Burgos & Brein Wealth Management
Business Services Advisors Consulting and Business Services
CPA Accounting & Tax Services
Certified Financial Group
Cohn, Lopez & Associates
Credit Repair of Florida
Custom Accounting
DC & Associates
Edwards Financial Services
GRA CPA
J & J Financial Services
KMG CPA
KP Financial Firm
Landmark Legal
Milton & Associates
Nona TAX INC
Oxford Advisory Group
Retire Orlando, a Member of Advisory Services Network
Souza’s Tax & Accounting
Taxfile Multi Services
The Young Law Firm of Florida
Wooten CPA
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Taxfile Multi Services
(13)
Ethical
Attention
“Very satisfied with the service provided, I loved the professionalism and love with which they help you organize your finances and fill out your templates.”
i
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Certified Financial Group
(13)
For Employers, For Individuals
“They have been consistently proactive about risk mitigation as well as identifying opportunities for high value investments, all the while regularly keeping us informed of new trends.”
i
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Nona TAX - Lake Nona
(47)
Business Services, Services For Individuals, Tax Services
“This year our tax preparation was done with Nona Tax, and Juan Rivera took really good care of Us, very acknowledged and patient with all my questions, we'll definitely como back, thanks.”
i
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Bee Square Tax Service
(49)
Expert
Questions
Income
“I had some complex issues that needed research and confirmation and Cindy was able to take the extra time to find the solution and be sure that everything was going to file correctly while maximizing my return.”
i
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Souza's Tax & Accounting
(49)
Business, Individual
“I've been coming to Ricky for years now I would rather go to him there anywhere else I could trust him he's clean safe and secure his staff is nice and well presented informative Once you meet him you never go back He may sure if you get the maximum...”
i
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Edwards Financial Services
(45)
Blog
“ When meeting Jason, it's immediately obvious that he loves what he does and can discuss global economies as well as predict market trends with so much knowledge and enthusiasm that there is no question that he is one of the best in his field.”
i
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GRA CPA
(49)
Bookkeeping and Accounting Services, Tax Return Preparation and Tax Planning, Compiled Financial Statements
“With quality and fast customer service, their attention to detail, professionalism and willingness to go above and beyond have been just some of the many reasons I continue to utilize them for my business accounting and tax service needs!”
i
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Cohn, Lopez & Associates
(49)
Tax Planning, Tax Services, Accounting
“She is always willing to take the time to explain what is being done, how she is going about it, she provides copies of all documents and we never feel rushed through our appointment!”
i
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CPA Accounting & Tax Services
(42)
Individual Tax Services, Business Services, International Tax Services
“Ever since we began using the services provided by CPA Accounting & Tax Services, Comprehensive Family Medicine of Orlando has seen a great improvement in book keeping records and tax management.”
“I came across BMA Taxes and gave them a call & Brian answered and was immediately willing to help even though he didn't know me & I wasn't a current client!”
i
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Business Services Advisors Consulting and Business Services
(3)
Business Services, Services For Individuals, Tax Services
“I will tell all my friends about you...”
i
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DC & Associates
(48)
Questions
Ginger
Letter
“Not mixing business with personal, I was grateful to have been referred to Miachel, his acceptance of taking on a new client in his busy season and his excellent commnication, guidance and peace of mind he has provided me.”
i
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Wooten CPA
(50)
Knowing
Questions
Peace
“Though painful to learn my previous tax professional was doing it wrong, it is a relief to go forward knowing Brad has my best interest professionally and in character.”
i
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KP Financial Firm
(46)
Financial Services, Tax Services, Other Services
“Super Recommended, especially if it is your first time doing taxes, Miss Kelly helps you with everything you need and with any questions you have, very professional.”
i
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Credit Repair of Florida
(47)
Credit Monitoring, Get Started Here, Rental Kharma
“I have been working with Tim and Harriet for over 6 months and have had nothing but success in removing unnecessary remarks on my credit reports and was able to remove some old collection accounts.”
i
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Oxford Advisory Group
(49)
Meeting
Retirement
Trust
“I can now enjoy these Golden Years knowing my years of hard work will not only support me in retirement, but also allow me to do things I didn't do wile working to prepare fore this time in my life.”
i
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Burgos & Brein Wealth Management
(49)
Dad
Benefits
Medicaid
“This group has been very helpful to me and my family member , they responded quickly, and the results were fast to realize, all along the way they stayed in touch with us, they were knowledgeable, and patient, I could not have done any of it without ...”
i
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Milton & Associates
(16)
Business Services, Services For Individuals, Tax Services
“Milton & Associates Inc have help me for three years now and I must say they really do care about their customers and make sure we pick the right option for what's best for us.”
i
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J & J Financial Services
(47)
Season
Questions
Emails
“They are a great staff I must say they are passionate we ran into a small problem and when I tell Josh was like I'm going to do everything in my power to help you him and Nina they are good people and treat you like family …SEE YOU NEXT YEAR”
i
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The Young Law Firm of Florida
(22)
Probate, Business & Real Estate, Wills, Trusts, & Estates
“He explains very clearly what process needs to be followed and the logic behind certain actions/recommendations he has, responds quickly to questions even late at night, and is always very respectful in all communication.”
i
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Retire Orlando, a Member of Advisory Services Network
(39)
Market
Retirement
Confident
“Scott proactively connects with us throughout the year, share updates in the financial investment world, explains "what this means/how this impacts us" and individually guides us through the differences in our financial strategies.”
i
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KMG CPA
(19)
Tax Problem Resolution, Tax Services, For Individuals
“From accommodating my reschedule, to helping my husband and I out by answering questions any questions we had and being very informative through out the whole process.”
i
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Landmark Legal
(32)
Debt
Company
Credit Card
“I had been struggling with credit card debt for almost 10years and landmark legal stepped in and worked out lower balances and smaller monthly payments.”
i
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Custom Accounting
(41)
Job
Questions
Knowledge
“It was the easiest, fastest experience my husband and I have ever had when it comes to filing our taxes, and we will definitely be going back every year!”
i
Retirement Planning and Investment Management Services in Alafaya, FL Cost Estimates