Best Financial Advisors in Dover, DE

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Dover area.

Faw Casson CPA

Faw Casson CPA

(47)
  • Company
  • Books
  • Team
“As a financial officer in not for profit organization Faw Casson has provided me with excellent advice on the implementation of controls and reporting of financial transactions.”
In Business Since 1997
160 Greentree Dr, Dover, DE
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Mitten & Winters Cpas

Mitten & Winters Cpas

(11)
Tax Services, Accounting, Specialized Services
“I used the same online tax company that I've always used to file my 2017 taxes, once completed I decided to see Kevin at Mitten and Winters to take a quick look.”
Licensed, BBB Rating: A+
In Business Since 1989
117 W Loockerman St #119, Dover, DE
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Peter A Oldziey & Associates

Peter A Oldziey & Associates

(1)
“Great work.”
Licensed, BBB Rating: A+
In Business Since 1989
15 Park Dr, Dover, DE
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B.i.g. Investment Services

B.i.g. Investment Services

(2)
Tax Management, Education Funding, Retirement Planning
“Anything you're unsure of is explained in terms that are understandable.”
Accepts All Major Credit Cards
In Business Since 2013
450 Kings Hwy NE, Dover, DE
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Gunn Wealth Management

Gunn Wealth Management

(2)
“Excellent investment advice and found Mr.”
In Business Since 2009
11 N State St, Dover, DE
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First State Cpas and Associates

First State Cpas and Associates

(4)
Accounting Services, Tax Services, Software Services
“If you need a CPA firm for your business in Dover Delaware or the surrounding areas I would, and do on a regular basis, highly recommend the crew here at First State CP As.”
Remote Consultations Available
In Business Since 2010
18 S State St, Dover, DE
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Eagle Eye Professional Bookeeping

Eagle Eye Professional Bookeeping

(2)
Living Benefit, Indexed Universal Life, Life Insurance
“Along with keeping the books for my business in pristine condition, he is great at teaching how to utilize my bookkeeping software effectively so that I can track my expenses and income with a focus on business growth.”
Free Initial Consultation
In Business Since 2020
872 Walker Rd Suite C, Dover, DE
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Compass Investment Advisors

Compass Investment Advisors

Investment Advice, Financial Planning, Wealth Management
“Communication = Confidence. Successful families and businesses commit great focus and energy to growing and maintaining their success. To properly serve you we need to have a planning and investment process that incorporates straightforward communica...”
Accepts All Major Credit Cards
In Business Since 2015
46 S State St, Dover, DE
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Andersen Wealth Management

Andersen Wealth Management

(5)
“Michael is extremely trustworthy and we have been satisfied with the advice he has given my husband and I regarding a 401K when I left the company where I was employed.”
In Business Since 2016
6 W Dover St, Easton, MD 21601
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Wye Financial Partners

Wye Financial Partners

(1)
“I highly recommend the financial options offered here.”
In Business Since 2015
30 E Dover St, Easton, MD 21601
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Fantini Research

Fantini Research

(1)
“Fantastic Reports on the Gaming Industry”
In Business Since 2006
144 Kings Hwy SW Suite 305, Dover, DE
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Lawter Wealth Management

Lawter Wealth Management

Business Financial Consulting Service, Business Contact Form
“Sandra Lawter-O'Toole, CFP®, RICP® is licensed in DE, FL, MD, and NY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory se...”
Offers Financing Options
In Business Since 2013
1305 S Governors Ave, Dover, DE
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Wealth Management Group

Wealth Management Group

Investment Management, Tax Advisory & Preparation, Comprehensive Wealth Management
“When it comes to managing money, we all need someone we can trust – a guide who understands your needs and desires, thinks objectively, and keeps your best interests at heart. At Savant, our advisors combine Wall Street knowledge with Main Street val...”
In Business Since 2015
220 Beiser Blvd, Dover, DE
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Akssai

Akssai

“Our combined talent pool excels in providing solutions for a wide range of business domains, including finance, IT, tax, legal matters, compliances, licensing, advisory, HR, and more. Over the years, we have successfully assisted numerous foreign com...”
In Business Since 2018
8 The Green A, Dover, DE
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Tripp Wealth Solutions

Tripp Wealth Solutions

Medicare, Tell A Friend, Products & Services
“Tripp Wealth Solutions, located in Harford County, Maryland and Rehoboth Beach, Delaware is a full-service financial firm committed to helping individuals, families, and business owners pursue their financial goals. Our unique custom-tailored approac...”
In Business Since 2021
Serving Dover Area
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The Fiduciary's Friend

The Fiduciary's Friend

(1)
“Very knowledgeable and thorough when it comes to client's best interests.”
Transparent Fees & Pricing
In Business Since 2010
Serving Dover Area
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Clarity Financial Delaware

Clarity Financial Delaware

“Hiring an advisor could help to increase an investor's portfolio returns by around 3% net in an average year. In addition, advisors are needed because they keep you on track with your investing plan while looking out for things that can knock you off...”
Free Initial Consultation
In Business Since 2022
Serving Dover Area
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Alpha Consulting

Alpha Consulting

In Business Since 2022
Serving Dover Area
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Ignite Your Wealth

Ignite Your Wealth

“We are passionate about sharing our journey towards financial freedom, educating with clear concepts of finances for every stage and need in life regardless of starting point. All clients are treated as though they are part of our family. We do our b...”
Free Initial Consultation
Serving Dover Area
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Fitzgerald Financial Group

Fitzgerald Financial Group

(16)
  • Team
  • Goals
  • Financial Advice
“Larry broke down the goals into short term and long term timeframes and outlined what my options could be at each step on the journey of working, saving and properly spending.”
Free Initial Consultation
In Business Since 2017
727 E Landis Ave #1, Vineland, NJ
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Diehl Foraker Cpas

Diehl Foraker Cpas

(4)
Business Services, Virtual Currency, Services For Individuals
“It's one thing to lose your parents then to have to worry if you are going to be in trouble with the IRS because of taxes due to someone else's error”
Transparent Fees & Pricing
In Business Since 2014
Remote Consultations Available
Offers Financing Options
Serving Dover Area
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O'Donnell & Co

O'Donnell & Co

(7)
Business Services, Services For Individuals, Tax Services
“Obviously, everyone's situation is different when it comes to taxes, but I have been very pleased with this company the last two years.”
Accepts All Major Credit Cards
In Business Since 1981
Transparent Fees & Pricing
Free Initial Consultation
Serving Dover Area
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Van Hook, Robinson, & Co.

Van Hook, Robinson, & Co.

Business Services, Services For Individuals, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Transparent Fees & Pricing
In Business Since 1991
Offers Financing Options
Serving Dover Area
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Edward Gheysens, Jr. CPA

Edward Gheysens, Jr. CPA

Business Services, Services For Quickbooks, Services For Individuals
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
Serving Dover Area
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Retirement Planning and Investment Management Services in Dover, DE Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 374 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 374 cost profiles.

Why these companies made our list

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