Best Financial Advisors in Daytona Beach, FL

The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Daytona Beach area.

Spencer Tax and Accounting

Spencer Tax and Accounting

(8)
Industries, Estate & Trust Tax Services, Tax Preparation For Businesses
“When you have the best, you don't need the rest.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Serving Daytona Beach Area
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Fraser Allport - the Total Advisor

Fraser Allport - the Total Advisor

(26)
  • Social Security
  • Trust
  • Fiduciary
“Fraser has been our guide thru the complexities of retirement planning, estate planning, health insurance, social security and many other topics of concern.”
In Business Since 2010
Licensed
2 Oceans W Blvd, Daytona Beach Shores, FL 32118
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Holland Financial

Holland Financial

(4)
“I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.”
Accepts All Major Credit Cards
In Business Since 1999
CFP Certified
Serving Daytona Beach Area
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McFarlin & Brokke

McFarlin & Brokke

(12)
Quickbooks Services, Tax Services, Services For Individuals
“I have used Kathy for two of my business, she is always on top of everything.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1957
Accepts Check, All Major Credit Cards
Serving Daytona Beach Area
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The Center For Institutional Finance

The Center For Institutional Finance

SBA Consultants, Fundraising, Commercial AND Bond Lending
“When we first met the people from The Center For Institutional Finance at a Leadership conference in New Orleans, they promised they would do everything possible to help us achieve our vision of a new college campus to replace the much too small, ove...”
Free Initial Consultation
In Business Since 2019
Offers Financing Options
101 S Palmetto Ave #5, Daytona Beach, FL
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Dynasty Tax Professionals

Dynasty Tax Professionals

(17)
Newsletter, Resource Center, Business Start Up
“From my knowledge, this company is the only private company in the county where clients are Safe, Secured and able to discuss all aspects of life situations to better assist their clients.”
In Business Since 2017
AFSP, AFSP Certified
2335 S Ridgewood Ave e, Daytona Beach, FL
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Coastal Lending Services

Coastal Lending Services

(4)
“As a top producing oceanfront specialist, I have recommended John Lynch and Coastal Lending Services to most clients needing financing - the consummate professional, John has been able to help with non-warrantable condos, condo-hotels, ARMS, jumbo lo...”
In Business Since 2002
Transparent Fees & Pricing
3624 S Atlantic Ave # 102, Daytona Beach, FL
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Chase C. Smith - Financial Advisor

Chase C. Smith - Financial Advisor

(12)
“I'm a city government retired firefighter, with that in mind our retirement is different and requires a certain knowledge and understanding and Chase Smith has it”
In Business Since 2015
Serving Daytona Beach Area
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Frank Reynolds & Company

Frank Reynolds & Company

(1)
Retirees, Entrepreneurs, Individual/Families
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
In Business Since 2001
1620 S Clyde Morris Blvd, Daytona Beach, FL
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20/20 Financial Advisers of Daytona Beach

20/20 Financial Advisers of Daytona Beach

Retirement Planning Services, Personal Services, Business Services
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning...”
In Business Since 2004
1663 Clyde Morris Blvd STE 2, Daytona Beach, FL
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BMC Cpas

BMC Cpas

(2)
“This group is amazing, accurate, available, informative and professional.”
Offers Financing Options
In Business Since 1982
Transparent Fees & Pricing
Serving Daytona Beach Area
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Savannah Court Financial Advisors

Savannah Court Financial Advisors

“As financial planners, we too have goals. Ours is to turn our home on Fairview Avenue, we've named "Savannah Court" after our daughter, Savannah, into a Financial Planning and Investment Advisory office with a major footprint, right in the heart of D...”
In Business Since 2010
157 Fairview Ave, Daytona Beach, FL
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Jbirney Financial

Jbirney Financial

(1)
Estate Planning, Saving For College, Savings & Income Strategy
“Knowledgable and efficient.”
In Business Since 2010
Serving Daytona Beach Area
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Weber Financial

Weber Financial

(1)
Business Planning, Education Planning, Wealth Management & Distribution Planning
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
In Business Since 2014
Serving Daytona Beach Area
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Anchor Certified Planners Group

Anchor Certified Planners Group

(2)
“Very honest and forth write person, passionate about financial planning and offering the best advise.”
In Business Since 1997
Serving Daytona Beach Area
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Loucretia Campos CPA PA

Loucretia Campos CPA PA

Quickbooks Accounting, Business & CFO Services, Individual & Business Tax
“We take the time to get to know you, your business, and your goals, and we tailor our services to meet your needs. Our team can be as involved as you want. Do you prefer to take a hands-on approach and simply want us to provide reports to verify your...”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
444 Seabreeze Blvd suite 720, Daytona Beach, FL
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The Depasqua Wealth Advisory Group of Stifel

The Depasqua Wealth Advisory Group of Stifel

Featured Links, My Staff, Mission Statement
“Your life will change. Families will grow, responsibilities will increase, careers will evolve and change, retirement years will arrive, andparents may face the unexpected. Estateswill need protection. Among the many benefits of working with The DePa...”
In Business Since 2010
Accepts All Major Credit Cards
1530 Cornerstone Blvd #110, Daytona Beach, FL
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Ashford Investment Advisors

Ashford Investment Advisors

In Business Since 2007
629 N Peninsula Dr, Daytona Beach, FL
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Charles L. Belote & Associates P.A., Cpa's

Charles L. Belote & Associates P.A., Cpa's

(1)
“Best CPA group in the county.”
Transparent Fees & Pricing
In Business Since 1971
Accepts All Major Credit Cards
Serving Daytona Beach Area
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Milan Prastalo, Independent Financial Advisor

Milan Prastalo, Independent Financial Advisor

Life Insurance
In Business Since 2006
Serving Daytona Beach Area
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Straight Money Analysis

Straight Money Analysis

“I have personal experience with Joseph Meyer and received valuble knowledge from his Straight Money Analysis newsletters, Joseph is extremely knowledgable of world events and understands the world financial system as well as he is willing to speak pe...”
In Business Since 2009
Serving Daytona Beach Area
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Sibley Mike J CPA

Sibley Mike J CPA

Transition Planning, Due Diligence, Business Advisory
“For over 50 years, James Moore has invested in people—both our people and those we serve. We encourage and celebrate our team members' outside interests, as it benefits both their work and their well-being. This in turn helps them better transform ou...”
In Business Since 1996
Accepts All Major Credit Cards
121 Executive Cir, Daytona Beach, FL
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Prudential

Prudential

Legacy Development, Estate Planning, Asset Management
“So when you begin work with Mantay & Company, know that you're entering into a unique, long-term relationship with me - a financial professional who takes the time needed to develop a thorough understanding of who you are, how you think, and what mat...”
In Business Since 2011
149 S Ridgewood Ave Suite 200, Daytona Beach, FL
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Storms Walker & Rowdon

Storms Walker & Rowdon

“Thank you for your time, and welcome to Storms & Rowdon Wealth Management where you will find a cornucopia of information you have access to. As a client, you can access your account by clicking the account login tab above to always be only one touch...”
In Business Since 2019
Serving Daytona Beach Area
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Retirement Planning and Investment Management Services in Daytona Beach, FL Cost Estimates

Minimum cost
$1102
Maximum cost
$9366
National Average
$3306
Avg Per Hour Rates
$331
$2204
$6061
Typical price range is based on 429 cost profiles
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Average Cost $3306
Minimum cost $1102
Maximum cost $9366
Avg Per Hour Rates $331

Typical range $2204 to $6061 is based on 429 cost profiles.

Why these companies made our list

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