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.”

“Ricky helped me with tax issues brought on by a national tax service-he was not only knowledgeable, but compassionate with my situation; his fees were less and he put in many hours untangling my situation with the IRS.”

“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.”

“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 cam eventually ease up on my overtime hours.”

“Cameron's accounting expertise added to the deep care he has for his clients and attention to detail he pays to his work will leave you extremely satisfied.”

“We had talked to a handful of specialists and their only solution to our retirement tax situation was to put more money into our retirement accounts to offset the coming tax bill.”

“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 ...”

“Scott is extremely knowledgeable about the health of the market economy and we can always trust that he makes informed decisions on our behalf on how to invest our money and what the best options are for our long term plan.”

“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.”

“They are an amazing team that has strategically advised us to a point that meets our risk tolerance while at the same time realizing very good returns.”

“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.”

“Lanier and Company, PA has guided our business for many years to include daily financial reconciliations in Quick Books, tax consulting / preparations.”

“What a great family run business.”

“After the loss of my husband's father, we were so impressed with the way Scott and Tom handled his trust that we decided to use them for ours as well.”