Best Financial Advisors in Clearwater, FL

The highest-rated Financial Planning & Wealth Management firms out of 380 vetted & reviewed in the Clearwater area.

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 2007
Below Average Price Tag
Licensed, BBB Rating: A+
600 Bypass Dr UNIT 112, Clearwater, FL
i
Consumer First Financial

Consumer First Financial

(20)
  • Pay
  • Family
  • Call
“Consumer First Financial did what they said the were going to do to help my wife and I get out of the bonds of unsecured debt that was absolutely killing us.”
In Business Since 2015
Free Initial Consultation
14450 46th St N #104, Clearwater, FL
i
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
i
Paycron

Paycron

(20)
Merchant Services, Incorporation
“David Rogers from paycron has helped elevate my business so much if it was not for paycron I dont know where I would be, thank you again so much for your professional services!”
In Business Since 2012
1329 Lotus Path, Clearwater, FL
i
Sherif Ghaffar

Sherif Ghaffar

(15)
Life Insurance Consultation, Personal Financial Strategy, Google Reviews
“He helped me sort out my own personal finances and set up tax advantaged retirement accounts which he carefully walked me through so I had a very good understanding of what I was purchasing.”
In Business Since 2020
Licensed
626 Lakeview Rd Suite A, Clearwater, FL
i
The Holland Group Retirement Wealth Advisors

The Holland Group Retirement Wealth Advisors

(15)
“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
Average Price Tag
2637 Mc Cormick Dr #101, Clearwater, FL
i
Pro Vise Management Group

Pro Vise Management Group

(5)
Retirement Plan Consulting, Environmental, Social and Governance, Wealth Management
“Our partnership has put us on the path for the future while recognizing the realities of today.”
In Business Since 1997
611 Druid Rd Suite 105, Clearwater, FL
i
Mountain West IRA

Mountain West IRA

(8)
  • Questions
  • Self-Directed Ira
“Mountain West IRA is always a pleasure to work with and the experience is due largely to certain reps such as Bianca Krueger with whom I worked with today that makes it easy to work with the company.”
In Business Since 2011
Average Price Tag
600 Cleveland St Suite 316, Clearwater, FL
i
The Zoe Abbott

The Zoe Abbott

(7)
Financial Management, Credit Repair, Tax Relief
“She's helped bring so much order to my financial life, and helped me accelerate the achieving of my financial goals.”
In Business Since 2019
Accepts All Major Credit Cards
626 Lakeview Rd, Clearwater, FL
i
Lelekis Private Wealth Management Group

Lelekis Private Wealth Management Group

(1)
“Highly recommend”
In Business Since 2019
28100 US Hwy 19 N Suite 500, Clearwater, FL
i
Cortez Wealth Management

Cortez Wealth Management

(20)
  • Knowledge
  • Retirement
  • Honest
“Carlos has the utmost honesty and integrity when working for and with his clients His extensive, financial product knowledge will definitely help you now and all the way to your retirement nestegg.”
Serving Clearwater Area
i
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
i
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
i
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
i
Lewin & Associates

Lewin & Associates

(3)
“When it comes to investing money, Michael, understands the importance of preserving and protecting your assets while making sure they have the best chance of keeping pace with inflation and providing growth potential.”
In Business Since 1999
2737 Westchester Dr N, Clearwater, FL
i
Deidre Fernald, CFP

Deidre Fernald, CFP

(2)
“Often times when you are looking to build up your investment portfolio, it can be difficult to get an advisor to work with you if you don't already have a ton of money to invest.”
In Business Since 2021
100 S Belcher Rd #5341, Clearwater, FL
i
Chucri Financial

Chucri Financial

(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.”
28960 US Hwy 19 N Suite 103, Clearwater, FL
i
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
i
Ackerman Financial Group

Ackerman Financial Group

(4)
“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 E, Clearwater, FL
i
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 2009
557 S Duncan Ave, Clearwater, FL
i

Retirement Planning and Investment Management Services Estimated Cost in Clearwater, FL 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 180 cost profiles
Click to copy
Successfully copied!
Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 180 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top