Best Financial Advisors in Clearwater, FL

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Clearwater area.

Consumer First Financial

Consumer First Financial

(29)
  • Pay
  • Family
  • Call
“They held my hand through the entire process of consolidating my debit, explained anything I did not understand patiently, not once did they force any decision or direction to take on me, and were transparent through the entire process.”
In Business Since 2015
Free Initial Consultation
14450 46th St N #104, Clearwater, FL
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Sherif Ghaffar

Sherif Ghaffar

(20)
Life Insurance Consultation, Personal Financial Strategy, Google Reviews
“It feels great to have such a comprehensive overview and detailed plan of action to reach those goals to tackle debt and build up savings, and I can't thank you enough for all your shared wisdom and expertise!”
In Business Since 2020
Licensed
626 Lakeview Rd Suite A, Clearwater, FL
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Fredrick James Accounting Tax & Consulting

Fredrick James Accounting Tax & Consulting

(13)
  • Team
“I found that Fredrick James also generously gives back to the community and cares about their clients, that makes a big difference to me when choosing someone who's handling my money.”
Accepts All Major Credit Cards
In Business Since 2012
Licensed, BBB Rating: A+
600 Bypass Dr UNIT 112, Clearwater, FL
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Mutual Trust Company Of America Securities

Mutual Trust Company Of America Securities

“At Mutual Trust, we have navigated the most challenging financial markets for over 36 years. Our investing philosophy has always stressed diversification. We believe it is a pillar of sound investing. Unlike our competition, which uses the same tired...”
Accepts All Major Credit Cards
In Business Since 1983
Below Average Price Tag
Licensed, BBB Rating: A+
2963 Gulf to Bay Blvd #330, Clearwater, FL
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Smith & Freeman P.A., Cpas

Smith & Freeman P.A., Cpas

(3)
Tax Services, Services For Individuals, Industries
“An incredible CPA group!”
Transparent Fees & Pricing
In Business Since 1989
Free Initial Consultation
Offers Financing Options
2515 Countryside Blvd, Clearwater, FL
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Accounting Solutions For Business

Accounting Solutions For Business

(8)
Estate Planning, Bookkeeping, Quickbooks
“I spoke to Tracy on the phone about helping me with the financial areas on my business plan and came in to discuss my future business accounting needs.”
In Business Since 2009
Free Initial Consultation
2451 N, McMullen Booth Rd Suite 256, Clearwater, FL
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VJ Consulting

VJ Consulting

(4)
Succession Planning, Why Quickbooks, Payroll
“Excellent work for an affordable price.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
1700 McMullen Booth Rd Suite B3, Clearwater, FL
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Long Term Care Solutions

Long Term Care Solutions

(10)
  • Company
  • Team
  • Medicaid
“The needs of all their Clients are of top priority and as a realtor working with the delicate transition of relocation, it's a breath of fresh air to work with a team with the standards of service that I hold representing the seller.”
20+ Years Experience
Free Initial Consultation
1421 Court St Unit F, Clearwater, FL
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The Holland Group Retirement Wealth Advisors

The Holland Group Retirement Wealth Advisors

(12)
“Whether you're very comfortable with investment topics or try to avoid them as much as possible, I recommend the Holland Group to help you reach your retirement goals.”
In Business Since 2001
2637 McCormick Dr #101, Clearwater, FL
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Seltzer Richard J CPA

Seltzer Richard J CPA

Tax Preparation and Planning, Personal Income Taxes, Preparation of Financial Statements
“Richard Seltzer, CPA - Full-service Tax Preparation, Accounting, Bookkeeping, and Financial Planning services available. Call (727) 442-1836 today to schedule a FREE Consultation!”
In Business Since 2013
Free Initial Consultation
1171 Lakeview Rd, Clearwater, FL
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The Zoe Abbott

The Zoe Abbott

(8)
Financial Management, Credit Repair, Tax Relief
“Thanks to Zoe helping me out since 2018, I've gotten my finances back on track, a 60k debt paid down to zero, and my financial future looking a lot brighter!”
In Business Since 2019
Accepts All Major Credit Cards
626 Lakeview Rd, Clearwater, FL
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Chambers Financial Group | LPL

Chambers Financial Group | LPL

(3)
Speaking, Process, Covid-19
“You can see and feel he has your interest at heart.”
In Business Since 2014
Accepts All Major Credit Cards
285 Clearwater Largo Rd, Largo, FL
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Provise Management Group

Provise Management Group

(3)
Retirement Plan Consulting, Environmental, Social and Governance, Wealth Management
“They have done very will for us both in protecting and growing our investments.”
In Business Since 1997
611 Druid Rd Suite 105, Clearwater, FL
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Chucri Financial Services & Retirement Planning

Chucri Financial Services & Retirement Planning

(7)
  • Investments
  • Trust
  • Family
“For people in the medical field, who do not have a complete understanding of the financial side of life, it is nice to have someone like Chuck, who we can trust.”
In Business Since 2018
28960 US Hwy 19 N Suite 103, Clearwater, FL
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Ackerman Financial Group

Ackerman Financial Group

(6)
“I have been impressed by Jake's responsiveness and true desire to gather up all the necessary information that is required to make a determination as to what type of financial recommendations would be best for my situation.”
In Business Since 2020
1212 Court St Suite A, Clearwater, FL
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Voege Financial Services

Voege Financial Services

(1)
“Worth your time to check them out and make the investment.”
In Business Since 2000
Family Business
2555 Enterprise Rd #6, Clearwater, FL
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Core Investment Management

Core Investment Management

Events, Investment Committee, Community Involvement
“Investment Advisory Services offered through Asset Management Financial Services, Inc. (AMFS). AMFS only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up a...”
30+ Years Experience
Licensed, BBB Rating: A+
1401 S Ft Harrison Ave, Clearwater, FL
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Flaharty Asset Management

Flaharty Asset Management

Educational Planning, Retirement Planning, Investment Management
“Can you imagine a financial planning and investment firm that uses a custom family index to guide your investment portfolio in a completely objective manner? With a limited number of clients, and in-house specialist managing your financial affairs? W...”
In Business Since 2013
Licensed, BBB Rating: A+
311 Park Place Blvd Suite 150, Clearwater, FL
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R S Williams & Associates

R S Williams & Associates

(1)
“He is always there if we have additional questions about any of our finances.”
In Business Since 2007
557 S Duncan Ave, Clearwater, FL
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Axa Advisors

Axa Advisors

“The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between th...”
In Business Since 2007
304 S Belcher Rd STE B, Clearwater, FL
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FND Trust Services

FND Trust Services

(1)
Family Pooled Fund, National Pooled Trust, Settlement Protection Trusts
“They have helped me as a disabled individual who crushed half of his entire body in a accident many years ago to navigate the complexities of banking while disabled and helped in my being able to be self reliant at the same time.”
Free Initial Consultation
In Business Since 2016
Remote Consultations Available
26750 US Hwy 19 N Suite 410, Clearwater, FL
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Csenge Advisory Group

Csenge Advisory Group

Other Services, Wealth Management, Asset Management
“Whatever your goals for the future are, the better we understand them, the better we can provide the consistent, high-quality advice that can make them a reality. Our team is always professional and caring, so you can discuss your personal situation ...”
Accepts All Major Credit Cards
In Business Since 2005
Transparent Fees & Pricing
Licensed, BBB Rating: A+
4755 E Bay Dr, Clearwater, FL
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Successful Portfolios

Successful Portfolios

(3)
Social Security Strategy, Investments, Premium Market News
“They are the most experienced and certified to handle your money.”
In Business Since 2009
611 Druid Rd Suite 407, Clearwater, FL
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Key Financial

Key Financial

(4)
“Always a pleasure speaking with anyone from the company I was informed every step of the way they made getting out of debt painless and stress free thank you so much.”
In Business Since 2014
4900 Creekside Dr suite f, Clearwater, FL
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Retirement Planning and Investment Management Services in Clearwater, FL Cost Estimates

Minimum cost
$1183
Maximum cost
$10055
National Average
$3549
Avg Per Hour Rates
$355
$2366
$6507
Typical price range is based on 449 cost profiles
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Average Cost $3549
Minimum cost $1183
Maximum cost $10055
Avg Per Hour Rates $355

Typical range $2366 to $6507 is based on 449 cost profiles.

Why these companies made our list

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