Best Financial Advisors in Apopka, FL

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Apopka area.

Duvet Financial Services

Duvet Financial Services

(7)
Experience, Overview
“I never met such a professional individual that went the extra mile to make sure I received what I deserved.”
Free Initial Consultation
In Business Since 2012
737 Apopka-Vineland Rd Suite 300, Orlando, FL
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Fischer Wealth Management

Fischer Wealth Management

“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...”
In Business Since 1998
3312 E Semoran Blvd, Apopka, FL
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Spartan Tax and Accounting Services

Spartan Tax and Accounting Services

Business Services, Services For Individuals, Services For Quickbooks
“Spartan Tax and Accounting Services, LLC specializes in income taxes, accounting. Residential mortgages are also available through our affiliate Spartan Mortgage, LLC . We are professional, experienced, and affordable. We offer income tax for individ...”
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
Offers Financing Options
991 W Orange Blossom Trail, Apopka, FL
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Certified Financial Group

Certified Financial Group

(11)
For Employers, For Individuals
“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.”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts Check
Serving Apopka Area
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Business, Individual
“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.”
Licensed, BBB Rating: A+
In Business Since 2020
6239 Edgewater Dr, Orlando, FL
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Alper Law

Alper Law

(43)
Offshore Planning, Asset Protection, Bankruptcy
“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.”
Licensed, BBB Rating: A+
In Business Since 2017
Accepts All Major Credit Cards
255 Primera Blvd Suite 160, Lake Mary, FL
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Edwards Financial Services

Edwards Financial Services

(40)
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.”
Licensed, BBB Rating: A+
In Business Since 2005
Serving Apopka Area
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GRA CPA

GRA CPA

(49)
Bookkeeping and Accounting Services, Tax Return Preparation and Tax Planning, Reviewed Financial Statements
“With quality and fast customer service, their attention to detail, professionalism and willingness to go above and beyond have been just some of the many reasons I continue to utilize them for my business accounting and tax service needs!”
IRS Certified
In Business Since 2011
Accepts All Major Credit Cards
35 W Pine St #220, Orlando, FL
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Dias Wealth

Dias Wealth

(50)
  • Matter
  • Presentation
  • Information
“Also, I wish you went into more of an explanation of how QC Ds are limited not only by the dollar limit but also the amount of current IRA contributions when the taxpayer is still having earned income.”
Transparent Fees & Pricing
In Business Since 2019
Serving Apopka Area
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The Lifewealth Group

The Lifewealth Group

(49)
Meet the Team, Who We Are, Videos
“It fosters a sense of unity and camaraderie, bringing our office team and clients closer as we work together to combat food insecurity in our community.”
In Business Since 2009
Serving Apopka Area
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The Hidden Wealth Solution

The Hidden Wealth Solution

(42)
  • Funds
  • Tax
  • Team
“I cannot say enough about the accessibility of all individuals associated with the firm and their willingness to do what it takes to ensure the comfort of their clients.”
CRD #175083
In Business Since 2015
Serving Apopka Area
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BMA Taxes

BMA Taxes

(16)
Financial Preparation, Bookkeeping, Tax Planning
“I came across BMA Taxes and gave them a call & Brian answered and was immediately willing to help even though he didn't know me & I wasn't a current client!”
Licensed, BBB Rating: A+
In Business Since 2017
Emergency Services
Accepts All Major Credit Cards, Cash, Check
2111 E Michigan St #132, Orlando, FL
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Tax Pros of Clermont

Tax Pros of Clermont

(49)
  • Season
  • Questions
  • Professional
“I had no financial literacy when I entered their office and they are more than willing to sit with you and educate you on anything you need to know regarding finances and taxes.”
In Business Since 2017
Serving Apopka Area
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Burgos & Brein Wealth Management

Burgos & Brein Wealth Management

(49)
  • Spouse
  • Dad
  • Benefits
“Burgos & Brein Wealth Management did an excellent job of guiding us through the maze of regulations and requirements relative to obtaining VA benefits.”
In Business Since 2011
1060 Woodcock Rd Suite 117, Orlando, FL
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Oxford Advisory Group

Oxford Advisory Group

(49)
  • Meeting
  • Retirement
  • Questions
“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.”
In Business Since 2017
111 N Orange Ave #775, Orlando, FL
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Milton & Associates

Milton & Associates

(16)
Business Services, Services For Individuals, Industries
“Milton & Associates Inc have help me for three years now and I must say they really do care about their customers and make sure we pick the right option for what's best for us.”
Licensed, BBB Rating: A+
In Business Since 2010
Transparent Fees & Pricing
Accepts Check
1310 W Colonial Dr #15, Orlando, FL
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Locksley A Cameron CPA

Locksley A Cameron CPA

(11)
Internal Controls, Succession Planning, Business Services
“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.”
Licensed, BBB Rating: A+
In Business Since 2022
Offers Financing Options
Transparent Fees & Pricing
Serving Apopka Area
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More Than Taxes Online

More Than Taxes Online

(45)
Corporate Tax Preparation, Personal Tax Preparation, Debt Elimination
“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.”
In Business Since 2021
Serving Apopka Area
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Cohn, Lopez & Associates

Cohn, Lopez & Associates

(49)
Tax Planning, Tax Services, Retirement Panning
“For two years, Cohn, Lopez & Associates have done an outstanding job in the preparation of not only my tax returns, but my daughter's taxes; she was the one that highly recommended this firm to me.”
In Business Since 2009
Serving Apopka Area
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The Young Law Firm of Florida

The Young Law Firm of Florida

(19)
Probate, Business & Real Estate, Wills, Trusts, & Estates
“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.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
815 N Magnolia Ave Suite 200, Orlando, FL
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DC & Associates

DC & Associates

(48)
  • Ginger
  • Questions
  • Price
“He is extraordinarily competent, he makes my husband and me feel like valued family members, he responds to our inquiries with lightening-fast timing, and he is extremely fair in the pricing of his services.”
In Business Since 2002
Serving Apopka Area
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Retire Orlando, a Member of Advisory Services Network

Retire Orlando, a Member of Advisory Services Network

(39)
  • Understand
  • Market
  • Retirement
“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.”
In Business Since 2016
390 N Orange Ave #2300, Orlando, FL
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Strombeck Consulting Cpa's

Strombeck Consulting Cpa's

(38)
  • Company
  • Crystal
  • Financial
“We thought that we had a very good firm back in Ohio but once Mark got to know our business, he made some considerable recommendations to our business that resulted in significantly improving our bottom line.”
In Business Since 2000
150 Terra Mango Loop, Orlando, FL
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Florida Financial Advisors

Florida Financial Advisors

(29)
FFA Videos, Wealth Management, Tax and Insurance Strategies
“Dillon Donechie has been invaluable in navigating the complexities of proper investing and allocation to really set me on the right path to getting certain financial targets met.”
Accepts All Major Credit Cards
In Business Since 2018
Free Initial Consultation
622 E Washington St #320, Orlando, FL
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Retirement Planning and Investment Management Services in Apopka, FL Cost Estimates

Minimum cost
$1040
Maximum cost
$8837
National Average
$3119
Avg Per Hour Rates
$312
$2080
$5718
Average price range is based on 258 cost profiles
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Average Cost $3119
Minimum cost $1040
Maximum cost $8837
Avg Per Hour Rates $312

Average range $2080 to $5718 is based on 258 cost profiles.

Why these companies made our list

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