Altamonte Springs, FL

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Altamonte Springs, FL
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Best Financial Advisors in Altamonte Springs, FL

Handpicked from 103 vetted & reviewed Financial Planning & Wealth Management firms in the Altamonte Springs area, discover the top 5 leading options among the selected group of 24 finalists.

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Certified Financial Group

Certified Financial Group

(13)
For Individuals, For Employers
“CFG has a great new financial software program that lets me track my financial profile and shows me "what if" scenarios that help me make decisions on my future expenditures.”
Accepts Check
In Business Since 1996
Licensed, BBB Rating: A+
1111 Douglas Ave, Altamonte Springs, FL 32714
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Credit Repair of Florida

Credit Repair of Florida

(47)
Rental Kharma, Get Started Here, Credit Monitoring
“Just started my credit repair journey Tim was very informative and professional feel really good about taking the necessary steps towards my future thanks to Credit Repair of Florida.”
In Business Since 2015
Free Initial Consultation
Serving Altamonte Springs Area
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Cash Solutions

Cash Solutions

(21)
Individuals, Business Tax Returns, Financial Planning
“Cash Solutions has been preparing our tax returns for the last decade,,, The knowledge of the tax law is over par and the responsibility of Cash Solutions goes above and beyond what you find out there in the market.”
In Business Since 2005
Remote Consultations Available
478 E Altamonte Dr STE 108-151, Altamonte Springs, FL
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Voyage Retirement Solutions

Voyage Retirement Solutions

(15)
Wealth Management, Benefit Guidance, What We Do
“I have worked with him for several years; he is extremely knowledgeable, professional, and he is very patient as he guides me through planning my financial needs for my long-term goals.”
In Business Since 2014
Family Business
220 E Central Pkwy suite 1000, Altamonte Springs, FL 32701
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Payne Financial Group

Payne Financial Group

(1)
Menu
“Very helpful and understanding will come back again and great service!”
In Business Since 1994
Licensed, BBB Rating: A+
Serving Altamonte Springs Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.7 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
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Franklin Legacy Financial

Franklin Legacy Financial

(3)
Financial Calculators, Blog, Meet Michael
“I receive a LOT of advice from Michael and refer ALL of my real estate clients to him because I am sure he will get a complete understanding of what their financial goals and needs are and will be patient and diligent with them in helping them create...”
In Business Since 2014
Serving Altamonte Springs Area
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Synergy Wealth Alliance

Synergy Wealth Alliance

(1)
Investment, Financial Services, Retirement
“Chris and his team are true experts in the management of their Client's resources.”
In Business Since 2019
Accepts All Major Credit Cards
215 N Westmonte Dr, Altamonte Springs, FL 32714
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Retirement Wealth Specialists

Retirement Wealth Specialists

Retirement Planning, Personalized Service, Investment Strategies
“We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.”
In Business Since 2012
Serving Altamonte Springs Area
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Your Mental Wealth Advisors (Occidental Asset Management

Your Mental Wealth Advisors (Occidental Asset Management

“Through a thorough process of discovery, we identify your financial health, create goals and make a plan to get you there.”
In Business Since 2016
711 Ballard St #2000, Altamonte Springs, FL 32701
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First Command Financial Planning

First Command Financial Planning

“Compiled by Sentient Decision Science, Inc., the First Command Financial Behaviors Index ® assesses trends among the American public's financial behaviors, attitudes and intentions through a monthly survey of approximately 530 U.S. consumers aged 25 ...”
In Business Since 1998
Altamonte Springs, FL 32714
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Mosaic Wealth Management Group

Mosaic Wealth Management Group

(5)
“I trust Karl & Mosaic Wealth Management and would refer them to anyone.”
In Business Since 2003
Serving Altamonte Springs Area
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Estate & Business Planning Group

Estate & Business Planning Group

Team, FRS Info
“The professionals at Estate & Business Planning Group are uniquely qualified to show you the right questions to ask and the answers you need provide the guidance that you want. For almost 25 years, the team at Estate & Business Planning Group has bee...”
In Business Since 2003
Free Initial Consultation
305 Douglas Ave, Altamonte Springs, FL
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Structured Settlements

Structured Settlements

“Selling future structured settlement payments is your right, but it's not a decision to be made lightly. That's why we offer guides and articles built on comprehensive research and advice from experts to help you get cash now without sacrificing your...”
In Business Since 1996
478 E Altamonte Dr ste 108-720, Altamonte Springs, FL 32701
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Primequest Wealth Strategies

Primequest Wealth Strategies

“PrimeQuest Wealth Strategies is a company that focuses on education, strategy, and results not products! Unfortunately, of the Financial Services Industry is mired in the belief they can create an investment or insurance product to address every fina...”
In Business Since 2013
800 Maitland Ave, Altamonte Springs, FL 32701
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GC Wealth Management

GC Wealth Management

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
In Business Since 2015
1180 Spring Centre S Blvd, Altamonte Springs, FL 32714
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Duryea & Edwards Cpas

Duryea & Edwards Cpas

(50)
Tax Services, Services For Individuals, Business Services
“We have a small business and they are willing to work with us and provide guidance to make sure we understand what we're doing, and more importantly the WHY of what we are doing.”
Offers Financing Options
In Business Since 2015
Licensed, BBB Rating: A+
120 E Crystal Lake Ave, Lake Mary, FL
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Bee Square Tax Service

Bee Square Tax Service

(49)
  • Attention
  • Tax Preparation
  • Office
“We also had a major personal life change in the last year, and Rebecca helped put us in the best possible tax position, plus helping us plan for the future.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1975
Licensed, BBB Rating: A+
1650 Sand Lake Rd #115, Orlando, FL
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Individual, Business
“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.”
In Business Since 2022
Licensed, BBB Rating: A+
6239 Edgewater Dr, Orlando, FL
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Edwards Financial Services

Edwards Financial Services

(45)
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.”
In Business Since 2005
Licensed, BBB Rating: A+
Serving Altamonte Springs Area
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Alper Law

Alper Law

(44)
  • Estate Planning
  • Price
  • Adoption
“Gideon Alper was super friendly, explained everything and guided us through the adoption process so the adoption was approved by the court without questions.”
Accepts All Major Credit Cards
In Business Since 2015
Licensed, BBB Rating: A+
255 Primera Blvd Suite 160, Lake Mary, FL
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GRA CPA

GRA CPA

(49)
Compiled Financial Statements, Reviewed Financial Statements, Tax Return Preparation and Tax Planning
“They're not only very knowledgeable about IRS and Overall Full-Service Accounting but creative too, having even helped me with ideas to redesign my business logo, and practical advice for building my website.”
Accepts All Major Credit Cards
In Business Since 2011
IRS Certified
35 W Pine St #220, Orlando, FL
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Cohn, Lopez & Associates

Cohn, Lopez & Associates

(49)
Accounting, Retirement Panning, Tax Services
“It's always comforting to know that you can trust them as well as feel at peace with their experience and knowledge that they will help you file accurately and appropriately.”
In Business Since 2009
Licensed, BBB Rating: A+
Serving Altamonte Springs Area
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CPA Accounting & Tax Services

CPA Accounting & Tax Services

(42)
International Tax Services, Tax Resolution Services, Business 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.”
Accepts All Major Credit Cards, Check, Debit
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2000
1813 N Dean Rd #104, Orlando, FL
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The Hidden Wealth Solution

The Hidden Wealth Solution

(47)
  • Integrity
  • Retirement
  • Questions
“Being a single mom from inception and surviving some health issues and a Realtor during the recession and two hurricanes to name a few of life challenges , Chuck and Devin have made my life worry free about my retirement.”
In Business Since 2015
CRD #175083
Serving Altamonte Springs Area
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Retirement Planning and Investment Management Services in Altamonte Springs, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 486 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 486 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Altamonte Springs

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