Best Financial Advisors near Deltona, FL

There are no firms listed in Deltona itself yet; the 15 below are the closest options, from towns including Lake Mary (7, 12 mi), DeLand (4, 9 mi) and Orange City (2, 5 mi).

Data verified October 19, 2026

Duryea & Edwards Cpas

Duryea & Edwards Cpas

5.0 50 reviews
“Working with Jack Edwards and the team at Duryea and Edwards was a genuinely positive experience.”
BBB A+Since 2017Financing
Lake Mary, FL · 12 mi from Deltona
i
Lefils & Company

Lefils & Company

4.1 9 reviews
“Greg and his staff are experienced and have provide excellent financial advice that has helped us grow our businesses through the years.”
Free consultationBBB A+Since 2003FinancingPrices online
Orange City, FL · 5 mi from Deltona
i
Wolfe Financial Group

Wolfe Financial Group

5.0 2 reviews
“They're were very knowledge, professional and delivered every time I needed them to.”
BBB A+Since 2013
Lake Mary, FL · 12 mi from Deltona
i
Stevenson & Blinn Cpa, PA

Stevenson & Blinn Cpa, PA

4.2 9 reviews
“Stevenson CPA got my business started for me 15 years ago!”
Free consultationSince 2008FinancingPrices online
Deland, FL · 9 mi from Deltona
i
Christian Financial Resources

Christian Financial Resources

4.6 8 reviews
“The relationship with CFR has been such a catalyst for our growth and expansion projects at our church.”
Since 1980Prices online
Lake Mary, FL · 12 mi from Deltona
i
Aston Crest Wealth Management

Aston Crest Wealth Management

5.0 5 reviews
“Andrew's knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.”
Since 2021
Lake Mary, FL · 12 mi from Deltona
i

The 15 firms listed for Deltona, 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: Deltona, FL

The 15 firms on this page are rated from 4.0 to 5.0 across 165 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (80%) and responsiveness (75%). The services the firms on this page list most often on their websites are tax services (4), business services (3) and services for individuals (3). 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 28 years. 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

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

3 of the 15 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.

Focus 9 Enterprises

Focus 9 Enterprises

5.0 10 reviews
“The entire staff at Focus are extremely helpful and very nice.”
Since 2011Prices online
Orange City, FL · 5 mi from Deltona
i
Evans Advisory Group

Evans Advisory Group

5.0 2 reviews
“I highly recommend him for your financial needs.”
BBB A+Since 2008
DeBary, FL · 4 mi from Deltona
i
DRT Financial Advisors

DRT Financial Advisors

5.0 2 reviews
“We are Thankful for all the work they have done and continue to do for our business .”
Free consultationSince 2011
Deland, FL · 9 mi from Deltona
i
Lori Endicott - Raymond James

Lori Endicott - Raymond James

5.0 1 review
Since 1998
Deland, FL · 9 mi from Deltona
i
Symphony Financial Team

Symphony Financial Team

5.0 1 review
“Tiffany King made obtaining life insurance the easiest process...”
Since 2012Prices online
Lake Mary, FL · 12 mi from Deltona
i
Xexis Private Wealth

Xexis Private Wealth

5.0 2 reviews
“Very kind and explained everything so that I understood what I was doing with my money.”
Since 2013
Lake Mary, FL · 12 mi from Deltona
i
Tim Looney Investments

Tim Looney Investments

5.0 1 review
“Tim Looney is the best financial advisor I know and trust.”
Since 2005
Longwood, FL · 16 mi from Deltona
i
RLJ Wealth Management

RLJ Wealth Management

Since 2010
Deland, FL · 9 mi from Deltona
i
Collaborativewealth

Collaborativewealth

4.0 2 reviews
“Georgiou and the Collaborative WEALTH team are amazing- true professionals.”
Since 2006
Lake Mary, FL · 12 mi from Deltona
i

Why these companies made our list

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