Certified Financial Group
“In the last year that I have been with him he has been nothing but phenomenal, he has always steered me in the right direction and it never seems all about money with him.”
Best Financial Advisors in Altamonte Springs, FL
15 firms listed · 9 in Altamonte Springs · 1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Cash Solutions
“He stays on top of all the tax changes and has always handled our returns, questions, and concerns.”
Voyage Retirement Solutions
“His expertise and thoughtful considerations made the process much easier than I expected.”
Synergy Wealth Alliance
“Chris and his team are true experts in the management of their Client's resources.”
Retirement Wealth Specialists
First Command Financial Planning
The 15 firms listed for Altamonte Springs, 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: Altamonte Springs, FL
Of the 15 firms we list here, 9 are in Altamonte Springs itself and 6 come from towns including Winter Park (2, 5 mi), Lake Mary (2, 8 mi) and Longwood (1, 4 mi). 12 of the firms on this page have a rating, from 4.8 to 5.0 across 524 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (86%) and quality (60%). 1 is open on Saturdays. 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 2 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 Altamonte Springs offer a free first meeting?
2 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.
Your Mental Wealth Advisors (Occidental Asset Management
Estate & Business Planning Group
Primequest Wealth Strategies
GC Wealth Management
Edwards Financial Services
“He goes over everything with simplicity so you can understand and takes his time with your questions.”
Cohn, Lopez & Associates
“We have been going to Cohn Lopez & Asscoiates for years and always have the best experience.”
The Hidden Wealth Solution
“They spent a great deal of time to educated us and address our questions (more then once for sure!”
Dias Wealth
“Carlos is very thorough and understanding when he covers the information on Financial topics.”
Milton & Associates
“It's a pleasure doing business with Milton and associate inc,,they are efficient and reliable to do your business on professional terms,,I would recommend anyone to get on board”
Why these companies made our list
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