Best Financial Advisors in Daytona Beach, FL

The highest-rated Financial Planning & Wealth Management firms out of 351 vetted & reviewed in the Daytona Beach area.

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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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 1998
1620 S Clyde Morris Blvd, Daytona Beach, FL
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Sandollar Accounting & Taxes

Sandollar Accounting & Taxes

(5)
Business Valuations, Tax Planning, Individuals
“Really affordable and highly recommend!”
In Business Since 2013
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 1994
Serving Daytona Beach Area
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Friebis & Associates

Friebis & Associates

(8)
Quickbooks Services, Tax Services, Services For Individuals
“Their fees are not cheap, but i'd rather spend the extra money and know I am getting everything I need, than spend $50-100 at a generic H&R and feel like a number and very likely not get all of the help I need.”
Free Initial Consultation
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
3890 Turtle Creek Dr Suite B, Port Orange, FL
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Kohler Financial Services

Kohler Financial Services

(16)
  • Questions
“I don't see them as my accountant, they treat me as a friend, and they give me advise regarding my tax matters like you talk to your friend and seeking solution.”
In Business Since 2015
Free Initial Consultation
145 Lakeside Dr E, Port Orange, FL
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Barbery & Associates, CPA

Barbery & Associates, CPA

(8)
“All the staff are knowledgeable as well as personable.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2016
Offers Financing Options
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
Serving Daytona Beach Area
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Anne H. Stevenson Cpa, PA

Anne H. Stevenson Cpa, PA

(8)
“Used this service but due to miscommunication it was not what i needed .”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
Free Initial Consultation
Serving Daytona Beach Area
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Behrle & Associates

Behrle & Associates

(8)
“I've been working with John over 16 years and John has always responded quickly with our questions and requests and has always provided us a truly great experience over the years.”
Free Initial Consultation
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
Serving Daytona Beach Area
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Scorecrafters

Scorecrafters

(30)
  • Understanding
  • Skeptical
  • Future
“Once I left his office I began to diligently put the plan into action since my husband and I were on a very specific timeframe in needing a better score.”
In Business Since 2008
Serving Daytona Beach Area
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AGA Cpa's & Advisors

AGA Cpa's & Advisors

(2)
Services For Quickbooks, Tax Services, Services For Individuals
“Very knowledgeable and professional team!”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Daytona Beach Area
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Boatman & Bryant Cpa's

Boatman & Bryant Cpa's

(2)
Tax Services, Internal Controls, Succession Planning
“Very knowledgeable and responsive to your questions.”
Free Initial Consultation
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
Serving Daytona Beach Area
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Above All Accounting

Above All Accounting

(1)
For Small Businesses, Your IRS File, Offers in Compromise
“We have worked with Lisa and Above All Acct for 14 years and they have been the very best to work with: knowledgeable, helpful, kind and precise!!”
In Business Since 2022
1515 Herbert St Unit 207, Port Orange, FL
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Sunshine Tax & Accounting

Sunshine Tax & Accounting

(5)
“I love working with them, they are always available to answer questions and are very knowledgeable on small businesses which has made it so much easier for us”
In Business Since 2021
1235 Providence Blvd, Deltona, FL,
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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

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

Why these companies made our list

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