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Fraser Allport - the Total Advisor

(50)

Wills
Trust
Social Security

“One last thing, he is also very personable as well as professional and I feel comfortable that I can call him in the future for any concerns I have in this field and even beyond.”

Featured

Fraser Allport, a Fiduciary and Social Security Specialist, introduces his Complimentary Report for analyzing various Social Security Claiming Strategies. Understand and Maximize your Social Security Benefits with Fraser Allport, Fiduciary. Starting Social Security benefits is one of the most significant financial decisions of one's entire Your Life. But many Americans short-change themselves on the amount of their Social Security check because they do not fully understand their options for different Claiming Strategies. This is especially true for Married Couples, Divorcees, and the Widowed regarding complicated Spousal Claiming Strategies. Don't file for Social Security without reading Fraser Allport’s personalized Complimentary Social Security Claiming Analysis. Don't go it alone. Seek Professional advice. Schedule your Complimentary Social Security Consultation with Fraser at...

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Dynasty Tax Professionals

(50)

Newsletter, Resource Center, Business Start Up

“Will has done my taxes for the past 2 years and I don't pay into taxes at all I'm self employed and work part time job and he has got me back the best refund in 10 years.”

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Spencer Tax and Accounting

(26)

Industries, Tax Relief, Estate & Trust Tax Services

“Becky managed two state returns and several real estate transactions, answered all my questions clearly, and handled the whole process efficiently and speedily.”

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Holland Financial

(5)

“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.”

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Anchor Certified Planners Group

(2)

“Very honest and forth write person, passionate about financial planning and offering the best advise.”

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Sarah Smith, Financial Advisor - Eagle Strategies

(14)

Tax, Settlement & Inheirtance Planning, Retirement Planning, Financial Planning

“She is also a pillar of the community, active in the local Chamber of Commerce, a leader in multiple local business networking groups, and very well respected.”

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Chase C. Smith - Financial Advisor

(17)

Needs
Retirement

“Chase is not only VERY knowledgeable, organized and dependable, he also possesses wonderful human qualities such as active listening, a sense of humor, and a personal warmth and kindness.”

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BMC Cpas

(5)

Information
Team

“I have been with BMC for about 5 years for both my personal and business.”

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Madewell Batten CPA

(4)

IRS Wage Garnishment, IRS Payment Plan, IRS Levies

“We appreciate your expertise”

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AVL Wealth Management

(6)

Stock Options

“I met with Anthony on a Friday and by Tuesday of the next week he called with answers and solutions.”

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Compass Financial Management Group

(19)

Retirement Planning, College Planning, Investment Services

“For the most part as everyone retires there is always a little apprehensiveness in a retiree's mind, and the patience, professionalism, and extensive knowledge that the entire group has shown us has been first class.”

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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...”

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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.”

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

(1)

“Best CPA group in the county.”

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The Center For Institutional Finance

Commercial AND Bond Lending, SBA Consultants, Fundraising

“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...”

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MLR Financial Co

(3)

Life Insurance, College Planning, Financial Planning

“I am so happy with my Insurance coverage from the plan to the customer service.”

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Jbirney Financial

(1)

Estate Planning, Saving For College, Savings & Income Strategy

“Knowledgable and efficient.”

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Frank Reynolds & Company

(2)

Retirees, Entrepreneurs, Individual/Families

“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”

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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...”

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Ashford Investment Advisors

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Firstrust

“Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats ...”

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Expert Reserve Services

“With over 25 years of experience with reserve studies, milestones, and insurance appraisal, we service condominium associations, homeowner associations, businesses, clubs, and organizations. Let a team of experts and quality customer service provide ...”

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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...”

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Milan Prastalo, Independent Financial Advisor

Life Insurance

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Average Cost	$3306
Minimum cost	$1102
Maximum cost	$9366
Avg Per Hour Rates	$331

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.

Fraser Allport - the Total Advisor

Dynasty Tax Professionals

Spencer Tax and Accounting

Holland Financial

Anchor Certified Planners Group

Sarah Smith, Financial Advisor - Eagle Strategies

Chase C. Smith - Financial Advisor

BMC Cpas

Madewell Batten CPA

AVL Wealth Management

Compass Financial Management Group

Coastal Lending Services

Weber Financial

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

The Center For Institutional Finance

MLR Financial Co

Jbirney Financial

Frank Reynolds & Company

Loucretia Campos CPA PA

Ashford Investment Advisors

Firstrust

Expert Reserve Services

The Depasqua Wealth Advisory Group of Stifel

Milan Prastalo, Independent Financial Advisor

Retirement Planning and Investment Management Services in Daytona Beach, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Daytona Beach

Popular in Daytona Beach