Chacon Diaz & Di Virgilio Wealth Management

5.0 45 reviews

“We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial 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

5.0 24 reviews

“It's a pleasure to have meet Mr Robinson at that appointed time I truly believe you will be satisfied with the advise they will give you concerning your future (Making Money Make Sense”

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Your Financial Legacy

5.0 3 reviews

“She's extremely generous with her time and I would not hesitate to recommend her.”

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North Florida Wealth Advisors

5.0 1 review

“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

5.0 8 reviews

“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

5.0 4 reviews

“They worked with me on several issues and I was very satisfied with the outcome.”

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The 15 firms listed for Gainesville, 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: Gainesville, FL

All 15 firms we list here are in Gainesville itself. 10 of the firms on this page have a rating, from 4.0 to 5.0 across 115 reviews; 9 are rated 4.5 or higher. 1 is open on weekends. 1 shows a license on its website. 9 have ten or more years of experience, the longest 50 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Gainesville take financial planning bookings online?

3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

John Henry Smith, CPA

4.0 2 reviews

“Smith took his time to explain the process of settling her estate & took care of her tax return for me.”

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Saturn Asset Management

5.0 2 reviews

“Tyler is easy to work with and saved me from potential risks I wasn't thinking about in my portfolio.”

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M. David Gracy Jr., CFP

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Covenant Wealth Management

“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

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Successful Retirement Secrets

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Cornerstone Financial Group

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Capital Defender Advisors

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Peaceful Legacy Financial

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Best Financial Advisors in Gainesville, FL