Duvet Financial Services
“I never met such a professional individual that went the extra mile to make sure I received what I deserved.”
Best Financial Advisors near Apopka, FL
We have one firm in Apopka on file, and it is on this list, along with 14 from towns including Altamonte Springs (3, 9 mi), Lake Mary (3, 12 mi) and Winter Park (3, 13 mi).
2 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Fischer Wealth Management
The Hidden Wealth Solution
“I have been with Chuck Oliver and his team for 2 years and am totally happy with all the team members.”
Dias Wealth
“I would highly recommend participating in one of his webinars or contacting him for additional information relating insurance.”
The Lifewealth Group
“Been with LWG for several years, and my investments have all done very well.”
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”
The 15 firms listed for Apopka, 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: Apopka, FL
The 15 firms on this page are rated from 4.1 to 5.0 across 477 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (87%) and quality (68%). 2 are open on Saturdays. 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 5 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 firms listed for Apopka take financial planning bookings online?
5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Certified Financial Group
“) If you are looking for integrity, wise investing, and a company you can be proud to be associated with, certified financial is top of the list in my opinion.”
Bryan N. Schulman
“There was never any pressure, the planning was done at our pace and the legal services are reasonably priced.”
Cash Solutions
“I highly recommend CASH SOLUTIONS to anyone who wants to work with a professional to resolve any Tax or Estate issues.”
KDK Accountancy Corporation
“Bernie and his staff offer prompt, professional services, and will always give an honest answer.”
Wolfe Financial Group
“They're were very knowledge, professional and delivered every time I needed them to.”
Cramer & Rauchegger
“There are some annual fees association with this annuity but overall it's done very well to date.”
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Chairvolotti Financial
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
Nelson Financial Planning
“They have really made a big differences in our overall financial path.”
Voyage Retirement Solutions
“They are very helpful and explain in detail what the policy will do for me now and in the future.”
Why these companies made our list
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