Best Financial Advisors in Clearwater, FL

23 firms listed · all 23 in Clearwater · 1 open weekends · 12 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Book onlineBook
The Holland Group Retirement Wealth Advisors

The Holland Group Retirement Wealth Advisors

4.9 38 reviews
“They do a Great job in helping guide you thru the retirement maze.”
Since 1993
2637 McCormick Dr STE 101
i
Sherif Ghaffar

Sherif Ghaffar

5.0 26 reviews
“I really love to work with him as he is really caring and knowledgeable.”
Since 2020
626 Lakeview Rd Suite A
i
Accounting Solutions For Business

Accounting Solutions For Business

4.9 10 reviews
“Have been using the Accounting Solutions team for 5 years and will continue to do so.”
Since 2009
2451 N, McMullen Booth Rd Suite 256
i
The Zoe Abbott

The Zoe Abbott

5.0 10 reviews
“Zoe is a very efficient and well organized person, she cares about her clients and always gives more than they expected”
Since 2019
626 Lakeview Rd
i
Seltzer Richard J CPA

Seltzer Richard J CPA

Free phone consultationSince 2013
1171 Lakeview Rd
i
Lewin & Associates

Lewin & Associates

5.0 3 reviews
“He has gone completely out of his way to get me the best rate possible for my situation.”
CRD #175083Since 1999
2737 Westchester Dr N
i

The 23 firms listed for Clearwater, 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: Clearwater, FL

All 23 firms we list here are in Clearwater itself. We have 27 firms in Clearwater on file; this page shows the highest-rated 23. 16 of the firms on this page have a rating, from 3.8 to 5.0 across 154 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), estate planning (2), payroll (2) and retirement planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 22 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Clearwater offer a free first meeting?

3 of the 23 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.

Chucri Financial Services & Retirement Planning

Chucri Financial Services & Retirement Planning

5.0 7 reviews
“With Chuck's extensive financial acumen and full understanding of my/our financial resources, he helped us set up investments through annuities that have grown far in excess of the Stock Market.”
Since 2018
28960 US Hwy 19 N # 103
i
Ackerman Financial Group

Ackerman Financial Group

5.0 6 reviews
“Jake Ackerman is a very professional and experienced go getter that has provided great financial information regarding both my business and personal affairs.”
Since 2020
111 N Belcher Rd.
i
Successful Portfolios

Successful Portfolios

5.0 2 reviews
“They are the most experienced and certified to handle your money.”
Free consultationLicensedSince 2009
611 Druid Rd STE 407
i
Provise Management Group

Provise Management Group

4.2 2 reviews
“They have done very will for us both in protecting and growing our investments.”
Since 1997
611 Druid Rd STE 105
i
Voege Financial Services

Voege Financial Services

5.0 1 review
Since 2000Family-owned
2555 Enterprise Rd # 6
i
Core Investment Management

Core Investment Management

BBB A+30+ years
1401 S Ft Harrison Ave
i
Cormier & Rabb, Cpas

Cormier & Rabb, Cpas

4.3 2 reviews
“They are the best CP As in the Clearwater Tampa area and their prices are pretty good.”
Serves Tampa Bay area, United StatesSince 2008
28163 US Hwy 19 N # 204
i
VJ Consulting

VJ Consulting

3.8 4 reviews
“I could not be more pleased with the service I received and I highly recommend them for your tax needs.”
Since 2014FinancingPrices online
1700 McMullen Booth Rd Ste B3
i
Senior Management Advisors INC

Senior Management Advisors INC

Since 2006
13770 58th St N
i
Clear Financial Co

Clear Financial Co

Since 2008
611 Druid Rd STE 703
i
Skyway Financial Planning

Skyway Financial Planning

Since 2015
2531 Landmark Dr
i
Tampa Bay Financial Planning

Tampa Bay Financial Planning

Since 1998
2531 Landmark Dr #201
i
R S Williams & Associates

R S Williams & Associates

“He is always there if we have additional questions about any of our finances.”
Since 2007
557 S Duncan Ave
i
Wealth Advisory Group

Wealth Advisory Group

Since 2001
905 S Ft Harrison Ave
i
Newbold Advisors

Newbold Advisors

Since 2006
25400 US Hwy 19 N Suite 124
i
Noble Family Wealth

Noble Family Wealth

Since 2021
2475 Enterprise Rd
i
Glenn A. McKinney

Glenn A. McKinney

LicensedSince 2005
2454 McMullen Booth Rd Suite 700
i
HomeWealth Management AdvisorsFloridaClearwater, FL

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top