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Chacon Diaz & Di Virgilio Wealth Management

(45)

Strategy
Retirement
Decisions

“They have proactively and judiciously taken care of our money, but the thing I appreciate the most is their supportive counseling with money questions.”

FAQs

How do you work as a team?

Upon joining the firm, you are not assigned an advisor ; instead, you have all three co-founders and all other personnel working on your affairs year-round. Each of our experts has specialized knowledge in different areas, ensuring that all of your wealth management needs are taken care of.

What types of accounts do you manage?

All types, if the account can hold an investment, we can manage it for you. Taxable accounts, trusts, IRAs, Roths, 401ks, 403bs, 457s, workplace retirement accounts, etc.

Is there a fee for the first consultation?

No, we believe it is important to spend ample time learning about your situation before any next steps are taken. Once we have all the information we need, and you have all the information you need about us, we give you a quote and then both parties can decide how to proceed from there.

More information can also be found on the FAQ page of our website.

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Revision Wealth Management

(24)

Goals
Advisor
Teaching

“We are happy with the services they provide, and we will continue recommend them to others that want to get better with money and achieve your financial goals.”

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Your Financial Legacy

(3)

Financial Coaching, Financial Planning, Investment Management

“She has continued to check in with me regularly which is something my prior two investment firms NEVER did (one was a national bank who never followed up with me, the other was an investment firm who only called once per year to meet minimum requirem...”

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North Florida Wealth Advisors

(1)

Useful Links, Blogs, Videos

“He helped me consolidate all of my 401k and well as set up a simple IRA for my staff.”

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Alan M Hagopian

(8)

“I own my own business and it's completely worth it to come see him than trying to figure out Turbo Tax and wondering if I filled everything out correctly.”

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American Accounting and Tax Company, PA

(4)

Year-Round Services, Electronic Filing, Delinquent Returns

“He has worked with us on several issues and we were very satisfied with the outcome.”

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John Henry Smith, CPA

(2)

Corporate

“Best CPA's in Gainesville- I've been working with John Henry to handle my corporate filings for over 5 years, and I firmly believe their family owned-and-operated accounting firm is the best in Gainesville.”

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Saturn Asset Management

(2)

“Tyler is intelligent, knowledgeable and ready to help you find the best ways to manage your wealth.”

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M. David Gracy Jr., CFP

Financial Planning

“A well-designed financial plan is a source of confidence, a road map to achieving your financial goals. At Gracy Wealth Management, we get to know you, gain an understanding of where you are today and where you want to be in the future. We guide you ...”

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Covenant Wealth Management

Blog, Useful Links

“The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company.”

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Summerlin Financial Advisors

“Summerlin Financial Advisors, Inc. For over 47 years, Summerlin Financial Advisors, Inc. has been the source of financial planning wisdom to hundreds of North Florida businesses and families seeking solutions to their needs, based on trust and knowle...”

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Successful Retirement Secrets

“My Comments: As of right now, ocean temperatures has absolutely nothing to do with financing your retirement or how to best accumulate and invest your money to satisfy your future needs. However, it still might have a dramatic effect on your future, ...”

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Cornerstone Financial Group

Cornerstone TAX Group

“At Cornerstone Financial Group, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family...”

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Capital Defender Advisors

Fiduciary Services, Qualified Plans, Wealth Management

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Peaceful Legacy Financial

“Tonya Cooper is highly trained, experienced, and committed to providing support through every step of the retirement planning process. She helps clients on their path to and through retirement via education and planning. Tonya is a Retirement Income ...”

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Clarity Wealth

Useful Links, Blogs, Videos

“With our collective 100+ years of experience in the industry, we will support you in all areas of your financial life and simplify the process. Whether you need financial planning, retirement planning, wealth management, insurance, business retiremen...”

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Cale Flage, CFP - Financial Planner

(2)

“Easy to work with financial planner in Gainesville!”

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Lara Financial Group

(3)

Tax Problem & Resolution Services, Accounting & Tax Services

“Will continue to use this service.”

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Lowry Financial Advisors

(1)

“This staff is smart and caring and you'll find no better place to put your trust.”

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Brannan & Hessel CPA

(40)

Tax Services, Business Services, Quickbooks Services

“Again and again, the Brannan CPA team has been there for filing my business and person tax returns in the most satisfactory and beneficial way allowed by law!”

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Heritage Financial

(2)

“Very friendly and concerned that I was happy with their service.”

Featured

í ¼í¾ Big Thank You to Heritage Financial LLC for their ongoing support and for entrusting Grady House with hosting your client breakfasts! í ¼í½³ nToday's spread was a hit with Eggs Benedict Tarts, Cinnamon Roll Sausage - fresh from Sweet Meat Butcher Shop, Hash Brown Casserole, Apple Roses, Fresh Fruit, and Oreo Truffle Trifles for dessert! í ½í¸ nWe're grateful for the opportunity to serve your clients and look forward to many more delicious gatherings together! í ¾í»¶ nn~ Another big thank you for the fresh Heritage Hen eggs!! í ½í°í ¾íµ nn~ One more BIG thank you to Blake Gelski for being my right hand today. â¤ï¸- your momma. í ½í¸nn #Gratitude #HeritageFinancial #ClientBreakfasts #OreoTruffleTrifles #farmfresheggs...

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Capital City Investments

(1)

“Great service”

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Solutions Financial Coaching

(2)

“Well organized and helpful I Referd her to my gf and it helped a lot to get her financial life on track worth the money even if it's only one session that can still give u a good plan to take it from there had an amazing experience with her service s...”

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P&C Tax Solutions

(24)

Business Valuation, Strategic Business Planning, Cash Flow Management

“She has prepared my taxes for 6 years and as my family and financial profile has changed, she has been able to provide great tax planning solutions for us!”

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Average Cost	$3582
Minimum cost	$1194
Maximum cost	$10147
Avg Per Hour Rates	$359

Best Financial Advisors in Gainesville, FL

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Gainesville area.

Chacon Diaz & Di Virgilio Wealth Management

Revision Wealth Management

Your Financial Legacy

North Florida Wealth Advisors

Alan M Hagopian

American Accounting and Tax Company, PA

John Henry Smith, CPA

Saturn Asset Management

M. David Gracy Jr., CFP

Covenant Wealth Management

Summerlin Financial Advisors

Successful Retirement Secrets

Cornerstone Financial Group

Capital Defender Advisors

Peaceful Legacy Financial

Clarity Wealth

Cale Flage, CFP - Financial Planner

Lara Financial Group

Lowry Financial Advisors

Brannan & Hessel CPA

Heritage Financial

Capital City Investments

Solutions Financial Coaching

P&C Tax Solutions

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

Why these companies made our list

Wealth Management Advisors near Gainesville

Popular in Gainesville