Best Financial Advisors in Deland, FL

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Deland area.

Stevenson & Blinn Cpa, PA

Stevenson & Blinn Cpa, PA

(9)
Services For Quickbooks, Services For Individuals, Business Services
“I would gladly recommend them to my friends, family, and business associates.”
Offers Financing Options
In Business Since 2010
Accepts All Major Credit Cards
Free Initial Consultation
Serving Deland Area
i
Scorecrafters

Scorecrafters

(30)
  • Money
  • Future
  • Skeptical
“I met with Harry recently when I needed real help in understanding my score, how and why it fluctuates, and how to really better improve it when going to buy a home.”
In Business Since 2008
Serving Deland Area
i
Boatman & Bryant Cpa's

Boatman & Bryant Cpa's

(2)
Part-Time CFO Services, Non-Profit Organizations, Bank Financing
“Very knowledgeable and responsive to your questions.”
Offers Financing Options
In Business Since 2010
Accepts All Major Credit Cards, Check, Debit
Free Initial Consultation
Serving Deland Area
i
DRT Financial Advisors

DRT Financial Advisors

(2)
“We are Thankful for all the work they have done and continue to do for our business .”
In Business Since 2013
Free Initial Consultation
Serving Deland Area
i
Lori Endicott - Raymond James

Lori Endicott - Raymond James

(1)
Services, Services
“Always Sooo helpful.”
In Business Since 1998
120 N Alabama Ave, DeLand, FL
i
RLJ Wealth Management

RLJ Wealth Management

“Retirement should be a cause for anticipation, not anxiety. Our three-step RLJ Retirement Matters planning process not only will help you defend the people, pursuits and projects you care about most, but it also will guide you in identifying financia...”
In Business Since 2020
Serving Deland Area
i
Gunby & Company - Raymond James

Gunby & Company - Raymond James

Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Gunby & Company is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1966
Accepts Financing available
632 N Woodland Blvd, DeLand, FL
i
KBT Wealth Solutions

KBT Wealth Solutions

Estate Planning, Financial Planning, Retirement Planning
“Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to mee...”
In Business Since 2014
Serving Deland Area
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WV Wealth Management Solutions

WV Wealth Management Solutions

Insurance, Investment Management, Estate Planning
“At WV Wealth Management Solutions we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through...”
In Business Since 2020
Serving Deland Area
i
Lane Financial Strategies

Lane Financial Strategies

In Business Since 2024
Serving Deland Area
i
Lefils & Company

Lefils & Company

(9)
Quickbooks Services, Services For Individuals, Business Services
“Not only reasonable price for their services, but fast and accurate with lots of knowledge and experience.”
Offers Financing Options
In Business Since 2002
Licensed, BBB Rating: A+
Free Initial Consultation
Serving Deland Area
i
Tax & Business Solutions CPA & Co.

Tax & Business Solutions CPA & Co.

(4)
Industries, Tax Services, Business Services
“They really do go above and beyond helping with deductions and tax write offs.”
Offers Financing Options
In Business Since 2015
Accepts All Major Credit Cards
Family Business
1620 S Clyde Morris Blvd #100, Daytona Beach, FL
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Credit Rx America Credit Repair

Credit Rx America Credit Repair

(20)
  • Company
  • Credit Report
  • Results
“I highly recommend this company for anyone who is looking to get stuff removed fast and effectively and THE NO COST UNLESS THE ITEMS ARE DELETED IS AWESOME!!!”
Family Business
In Business Since 2012
Transparent Fees & Pricing
Free Initial Consultation
Serving Deland Area
i
Kohler Financial Services

Kohler Financial Services

(17)
  • Questions
“Since being a valued customer myself 3 years ago, I have been beyond pleased with the level of friendliness, service and professionalism I have received!”
In Business Since 2015
Free Initial Consultation
145 Lakeside Dr E, Port Orange, FL
i
Sunshine Tax & Accounting

Sunshine Tax & Accounting

(6)
Industries, Services For Individuals, Business Services
“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”
Free Initial Consultation
In Business Since 2024
Transparent Fees & Pricing
Offers Financing Options
40 N Charles Richard Beall Blvd, Debary, FL,
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Focus 9 Enterprises

Focus 9 Enterprises

(10)
“They're quick to reply via both phone and email, and their courteous, kind, and comprehensive answers to my accounting questions are always exactly what I need to keep my small business running.”
In Business Since 2013
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Deland Area
i
Evans Advisory Group

Evans Advisory Group

(2)
“Mike handled my Dad's investments and when my Dad passed Mike had everything organized clearly for me and my 2 brothers and 2 sisters.”
In Business Since 2010
Licensed, BBB Rating: A+
Serving Deland Area
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FSC Securities Corporation

FSC Securities Corporation

In Business Since 2009
Licensed, BBB Rating: A+
Serving Deland Area
i
BD Financial Concepts

BD Financial Concepts

In Business Since 2008
218 Sanford Ave, Sanford, FL
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Romero Nora B CPA

Romero Nora B CPA

Individuals, Tax Planning, Bookkeeping
In Business Since 2007
Serving Deland Area
i
Frank Reynolds & Company

Frank Reynolds & Company

(2)
Entrepreneurs, Individual/Families, Retirees
“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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Firstrust

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 ...”
In Business Since 2000
113 Executive Cir, Daytona Beach, FL
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The Depasqua Wealth Advisory Group of Stifel

The Depasqua Wealth Advisory Group of Stifel

Featured Links, Mission Statement, My Qualifications
“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 2011
1530 Cornerstone Blvd # 110, Daytona Beach, FL
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Max Refunds Express

Max Refunds Express

(2)
“The bonus is I have saved more money in these 10 years than with any other company I've ever used and felt way more comfortable about my tax situation than ever before.”
In Business Since 2007
Serving Deland Area
i

Retirement Planning and Investment Management Services in Deland, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 299 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 299 cost profiles.

Why these companies made our list

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