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Tracie Lowe, CPA - IRS Tax Relief Firm
“She's very knowledgeable and helps to keep me calm when dealing with the IRS.”
Best Financial Advisors in Brandon, FL
15 firms listed · 10 in Brandon · 1 open weekends · 12 rated 4.5+
Data verified October 19, 2026
Ferraro Hayes Cpa's
“Ferraro Hayes has always been very thorough and timely with our preparations and submittals.”
Heath Wealth Management
“Working with Elijah as a financial advisor has been one of the best decisions I've made for my family's future.”
Full Coverage Financial Planning
“Doug did a wonderful job explaining financial concepts & helped get started on a positive financial journey.”
Focus Wealth Strategies
“Very satisfied with the professional, courteous and friendly service and the attention to the needs of the client.”
Hough Financial & Insurance
“Jim is an outstanding financial advisor who really cares about his clients!!”
The 15 firms listed for Brandon, 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: Brandon, FL
Of the 15 firms we list here, 10 are in Brandon itself and 5 come from Tampa (4, 10 mi). 13 of the firms on this page have a rating, from 4.4 to 5.0 across 299 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (83%) and quality (80%). 1 is open on Saturdays. 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 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 Brandon 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.
Bryon Holz & Associates
“Very professional and always willing to go to go the extra mile!”
Preservation 1st Financial Group
“My husband and I are using them as our financial advisors and have total confidence in their ability to help us save for retirement and answer our questions about insurance and Medicare.”
Nextwave Advisors
EKS Group
Florida Financial Advisors
“End of 2022 connected with Matt, this year Matt has made back my 10% loss and increased the value of my 401k by 10%.”
Bosworth Financial Group
“We feel comfortable and are quite please that he will be keeping in touch on a yearly basis which is something not all companies are willing to do.”
Running Valley Financial Associates
“She kept in constant contact and responded to all of our questions very quickly.”
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Waller & Wax Advisors
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Wealthkeel
“And as a bonus, really nice people and a pleasure to talk to/work with.”
Why these companies made our list
What clients say about firms in and near Brandon
- “Chad has every quality you'd want from a financial planner: knowledgeable, thorough, detailed, responsive, sincere, trustworthy.” — client of Wealthkeel
- “They took the time to understand our current financial plans and offer additional guidance and strategies for both the short and long term.” — client of Florida Financial Advisors
- “We did a portfolio review, and Steven was so helpful with explaining everything to me so that I could understand.” — client of Bosworth Financial Group
Excerpts from public reviews of the firms listed on this page.
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