Best Financial Advisors in Alafaya, FL

The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Alafaya area.

Taxfile Multi Services

Taxfile Multi Services

(13)
“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.”
Transparent Fees & Pricing
In Business Since 2020
1802 N Alafaya Trail Suite 157, Orlando, FL
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Certified Financial Group

Certified Financial Group

(11)
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.”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts Check
Serving Alafaya Area
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BEE Square TAX Service

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.”
Licensed, BBB Rating: A+
In Business Since 1973
Accepts All Major Credit Cards
Transparent Fees & Pricing
1650 Sand Lake Rd #115, Orlando, FL
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Business, Individual
“Ricky explained all of the advantages to migrating my business from a DBA to an S Corp > and let me assure you, the advantages are so amazing you are hurting yourself not taking advantage of this if you are still Doing Business As.”
Licensed, BBB Rating: A+
In Business Since 2020
6239 Edgewater Dr, Orlando, FL
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Edwards Financial Services

Edwards Financial Services

(40)
Blog
“He and his team went over all of my financials and he gave me a breakdown of my numbers for both future retirement in 20 years and for current residual income we can work towards so I can eventually ease up on my overtime hours.”
Licensed, BBB Rating: A+
In Business Since 2003
Serving Alafaya Area
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GRA CPA

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!”
IRS Certified
In Business Since 2011
Accepts All Major Credit Cards
35 W Pine St #220, Orlando, FL
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CPA Accounting & Tax Services

CPA Accounting & Tax Services

(42)
Individual Tax Services, Business Services, International Tax Services
“There is no question that going forward, I will be moving all of my business and personal accounting needs over to Sonia's firm, and recommending her firm to my business and personal network.”
DBE Certified
In Business Since 2002
Free Initial Consultation
Accepts All Major Credit Cards, Check, Debit
1813 N Dean Rd #104, Orlando, FL
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Nona TAX - Lake Nona

Nona TAX - Lake Nona

(28)
Business Services, Services For Individuals, Tax Services
“I am back again this year, whether it's personal or business taxes, Nona Tax was able to help Resolve any questions, make suggestions to better use of my finances and help for planning for the future.”
Licensed, BBB Rating: A+
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
10783 Narcoossee Rd #117, Orlando, FL
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KP Financial Firm

KP Financial Firm

(48)
Financial Services, Tax Services, Other Services
“They help you and make sure you understand everything and even give advice on other financial options that can help … will definitely use them for all my tax and financial services”
In Business Since 2019
6900 Tavistock Lakes Blvd Suite 400-2, Orlando, FL
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Wooten CPA

Wooten CPA

(50)
  • Knowing
  • Questions
  • Technology
“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.”
In Business Since 2019
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL
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BMA Taxes

BMA Taxes

(16)
Financial Preparation, Bookkeeping, Tax Preparation
“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!”
Licensed, BBB Rating: A+
In Business Since 2015
Accepts All Major Credit Cards, Cash, Check
Emergency Services
2111 E Michigan St #132, Orlando, FL
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Oxford Advisory Group

Oxford Advisory Group

(49)
  • Meeting
  • Retirement
  • Questions
“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.”
In Business Since 2017
111 N Orange Ave #775, Orlando, FL
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Burgos & Brein Wealth Management

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 ...”
In Business Since 2011
1060 Woodcock Rd Suite 117, Orlando, FL
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Milton & Associates

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.”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts Check
Transparent Fees & Pricing
1310 W Colonial Dr #15, Orlando, FL
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Freedomtax Accounting, Payroll & Tax Services

Freedomtax Accounting, Payroll & Tax Services

(49)
Start A Business, Accounting & Payroll, TAX Services
“Freedom tax has done my taxes for the past 4 years, I strongly recommend everyone to go to Freedom tax and get their taxes done, the right way, by professionals who takes care of you and your taxes!”
Free Initial Consultation
In Business Since 2012
1016 E Osceola Pkwy, Kissimmee, FL
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J & J Financial Services

J & J Financial Services

(46)
  • Company
  • Questions
  • Knowledge
“For the most recent years, I've been going to “Turbotax” To file, but this year I thought I'd try something different & work with a local company & WOW, I'm very grateful for having “Genesis” as my Tax specialist, she Made me aware of alot of importa...”
In Business Since 2020
1800 W Oak Ridge Rd, Orlando, FL
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The Young Law Firm of Florida

The Young Law Firm of Florida

(19)
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.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
815 N Magnolia Ave Suite 200, Orlando, FL
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Cohn, Lopez & Associates

Cohn, Lopez & Associates

(49)
Tax Planning, Tax Services, Accounting
“For two years, Cohn, Lopez & Associates have done an outstanding job in the preparation of not only my tax returns, but my daughter's taxes; she was the one that highly recommended this firm to me.”
In Business Since 2011
Serving Alafaya Area
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DC & Associates

DC & Associates

(48)
  • Ginger
  • Questions
  • Price
“He is extraordinarily competent, he makes my husband and me feel like valued family members, he responds to our inquiries with lightening-fast timing, and he is extremely fair in the pricing of his services.”
In Business Since 2002
Serving Alafaya Area
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Retire Orlando, a Member of Advisory Services Network

Retire Orlando, a Member of Advisory Services Network

(39)
  • Market
  • Retirement
  • Decisions
“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.”
In Business Since 2016
390 N Orange Ave #2300, Orlando, FL
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Florida Financial Advisors

Florida Financial Advisors

(29)
FFA Videos, Wealth Management, Tax and Insurance Strategies
“Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met.”
Accepts All Major Credit Cards
In Business Since 2018
Free Initial Consultation
622 E Washington St #320, Orlando, FL
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KMG CPA

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.”
Licensed
In Business Since 2019
Accepts All Major Credit Cards
Free Initial Consultation
1101 Miranda Ln #109, Kissimmee, FL
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Nelson Financial Planning

Nelson Financial Planning

(25)
Wealth Management, Retirement Income Planning, Behavioral Coaching
“My wife said we should look for another service and I had been hearing a radio ad for a free evaluation from Nelson Financial Planning so we made an appointment, sat down with Joel, and within ten minutes I knew he was the right person for us.”
Family Business
In Business Since 2016
Serving Alafaya Area
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Sbc-Cpa

Sbc-Cpa

(29)
  • Questions
  • Team
  • Call
“Ed Mc Leod, his team with Maria and Rachelli, and their Front Desk staff, are nothing short of the perfect one-stop-shopping solution for what a business needs for a peace of mind that the critical aspects of tax, accounting, payroll, and office func...”
Accepts All Major Credit Cards
In Business Since 2014
Remote Consultations Available
1101 Miranda Ln, Kissimmee, FL
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Retirement Planning and Investment Management Services in Alafaya, FL Cost Estimates

Minimum cost
$1149
Maximum cost
$9760
National Average
$3445
Avg Per Hour Rates
$345
$2297
$6315
Average price range is based on 347 cost profiles
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Average Cost $3445
Minimum cost $1149
Maximum cost $9760
Avg Per Hour Rates $345

Average range $2297 to $6315 is based on 347 cost profiles.

Why these companies made our list

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