Best Financial Advisors in Apopka, FL

“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fischer Wealth Management is not a registered broker/dealer and is inde...”

“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.”

“Every year that goes by I realize more and more the additional value & quality which Duryea & Edwards CP As brings to the table compared to the competition which i work with regularly.”

“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...”

“  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.”

“Time constraints since I could only afford 45 minutes over two calls prevented me from getting some questions answered that were emailed prior to call.”

“The Hidden Wealth Solutions Team has been incredible to work with, and they are truly helping to educate my husband and me to make financial decisions that will set us up for the future.”

“Not only did he review the documentation and spend an hour on the phone with me discussing the technical aspects of it, but he did not even want to charge me at the end for his service.”

“I don't know many places where the owner of a company is willing to sit down with a small client and help you understand each stage of their process.”

“Burgos & Brein Wealth Management did an excellent job of guiding us through the maze of regulations and requirements relative to obtaining VA benefits.”

“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 took part in the conversation and I was amazed on how well versed David was about taxes, corporate structure and tax law in order to save you the maximum amount of money as legally allowed”

“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.”

“He ALWAYS responds very quickly to your calls and is very helpful if you have anything unusual to deal with or need help with special forms that you need to send to the IRS.”

“I was very pleased, especially during Covid, how fast they were to adapt and inform their clients about what the best options and solutions would be for thru live Zoom calls!”

“It took several weeks to get the info and when we reached back out he had left that credit union so we met with another financial planner from the credit union.”