Edwards Financial Services
“He has also has me on a savings plan that has really helped me meet my retirement goals without changing my current lifestyle.”
Best Financial Advisors near Alafaya, FL
There are no firms listed in Alafaya itself yet; the 15 below are the closest options, from Orlando (8, 10 mi) and Winter Park (7, 11 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Cohn, Lopez & Associates
“I am extremely satisfied and very grateful with the surveys that I got today at Coles Lopez and associate Miss Daisy Lopez is extremely knowledgeable very helpful very kind.”
KP Financial Firm
“Kelly has been doing my taxes for the last decade & I wouldn't trust anyone else to do so!”
Oxford Advisory Group
“Excellent advisory group, Trent helped me understand how my investments worked and growth of investment.”
Burgos & Brein Wealth Management
“Burgos and Brein guided us through the application process to get Aid and Attendance benefits for my 98 year old, WWII vet Dad.”
Retire Orlando, a Member of Advisory Services Network
“He has the experience and know-how you want in a financial advisor, yet he can explain things in a way that clients at any level can understand.”
The 15 firms listed for Alafaya, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Alafaya, FL
The 15 firms on this page are rated from 4.3 to 5.0 across 745 reviews; 5 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (81%) and quality (60%). The topics that come up most in reviews of the firms on this page are "trust", "attention to detail" and "expertise". 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), estate planning (3), tax planning (3), audits - reviews - compilations (2) and back taxes owed (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 46 years. 3 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Alafaya offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Bryan N. Schulman
“Bryan set up a trust for me at a very affordable price.”
Brinkman Accounting & Wealth Advisors
“I have been using Brinkman for a few years now and they are extremely helpful and very professional throughout all of my dealings.”
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Chairvolotti Financial
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
Nelson Financial Planning
“I've worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service.”
Dearrigoitia & Company PA
“He's been very helpful throughout the whole process.”
Retireguide
“Very knowledgeable about what happens when you pass away and you are on SSI”
Gambin Financial Group
“As a growing company we greatly appreciate the hands on approach and help navigating the goods and bads associated with such growth.”
Anders Retirement & Investment Advisors
“A company that has trustworthiness in 2023 is what one wants especially regarding your retirement.”
Kane & Associates
“Have used them for years they help me stay outa trouble”
Why these companies made our list
What clients say about firms near Alafaya
- “Knowledgeable, professional and friendly. Great meeting to pave the way to a retirement plan that is tailored to our needs.” — client of Oxford Advisory Group
- “This has been my first time using a financial planning company, and they’ve made the process a smooth and awesome experience.” — client of Nelson Financial Planning
- “As the market shifts and events around the world cause ripple effects, Scott keeps us up to date, explaining the situation, and makes timely adjustments to our portfolio.” — client of Retire Orlando, a Member of Advisory Services Network
Excerpts from public reviews of the firms listed on this page.
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