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Duryea & Edwards Cpas

(50)

Services For Individuals, Business Services, Tax Services

“They exceed my expectations on a regular basis and I would recommend this office to friends and loved ones, as well as strangers, regardless of their income level or type of business because of their commitment to clients and based on my personal exp...”

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Bee Square Tax Service

(49)

Questions
Knowledge
Information

“I had spoke to a number of facilities who really couldn't proceed without information on file for invoicing purposes first, but Jennifer gave me a call, asked me how she could assist, and allowed me to ask questions/vent/and almost break out into tea...”

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Edwards Financial Services

(45)

Blog

“I have seen unimaginable, consistent personal fiscal growth attributable to the fact that his strategies are based on fiscal truths, remarkably accurate economic forecasting, a profound ability to analyze and apply the effects geo political economics...”

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Alper Law

(44)

Questions
Information
Responsive

“The confirmation I made the right decision come at the Meeting with the Trustee, Mr Alper meet me in court and we witness 3 other people interviewed before I did and I can tell you I become very nervous once I saw the trustee extra questioning becaus...”

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The Hidden Wealth Solution

(47)

Team
Strategies
Savings

“They have always looked out for getting the very best returns and tax benefits out of my assets and have helped me keep a solid diversification of those assets.”

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Dias Wealth

(50)

Information
Understand
Learned

“Also, I wish you went into more of an explanation of how QC Ds are limited not only by the dollar limit but also the amount of current IRA contributions when the taxpayer is still having earned income.”

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DC & Associates

(48)

Ginger
Tax Return
Small Business

“Micheal Crowder went above and beyond to help me out with an employment tax issue, guiding me through getting it taken care of and the question to ask and the answers to give so that I was able to get it resolved with his guidance.”

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Aita Tax & Accounting Services CPA

(24)

Tax Services, Industries, Services For Individuals

“Sherri's knowledge of not only taxes but quickbooks bookkeeping and her professionalism have saved us thousands these past couple years of using her exemplary services.”

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Sunrise Wealth Advisors

(6)

Wealth Management, Employee Plan Options, NitrogenÂ®

“Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in.”

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Barbery & Associates, CPA

(9)

“Here is it 2024 and Angela and Barbery and Associates have gone above and beyond what would be expected to help Val and I out by getting our tax return done so that we can get our refunded to help with some serious house issues that have come up in J...”

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Wolfe Financial Group

(2)

Tax Services, Small Business Accounting, Bookkeeping

“They're were very knowledge, professional and delivered every time I needed them to.”

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Dan Calton, Cpa, PA

(10)

Traditional Services, IRS Problems/Resolutions, Value Added Services

“He's very easy to talk to, explains things without giving you a feeling that he's "talking down" to you, and has helped me out with several situations that would have been hopelessly confusing for me if I'd had to figure them out on my own.”

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Joaquin Torres CPA PA

(3)

Services For Individuals, Industries, Business Services

“His professionalism, work ethic and customer service is incomparable, not to mention his knowledge of the IRS laws and regulations, makes him unique in his industry.”

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Elise Palmieri CPA

(1)

“I have great confidence in Elise and her team and know that they will do their very best to help me understand what my "fair share" is, and to also help me keep as much of my money as possible.”

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CPA Business Accounting & Consulting

(5)

“But the biggest plus for me was that not only did he remember how to say my wife's name, but he would say her name during conversations frequently and say it perfectly each time.”

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Christian Financial Resources

(8)

“The relationship with CFR has been such a catalyst for our growth and expansion projects at our church.”

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McDonough Capital Management

(1)

Investment Planning, Retirement Planning, Additional Products & Services

“I really love what Mc Donough Capital Management is doing!”

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Aston Crest Wealth Management

(5)

Wealth Management, Retirement Income Planning 50+, Medicare Selection

“He has been a friend, lending me his portable air conditioning unit when my HVAC died in this heat, even to the point of meeting me in the pouring rain to get it in my car.”

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JLT Financial Services | Retirement Planning

(9)

“Never did we think back then that after all these years he would still be here for us; but, now after our term insurance expired he was here to walk us through our next steps!”

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Symphony Financial Team

(1)

“Tiffany King made obtaining life insurance the easiest process...”

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ABL Financial

(1)

Financial Planning, Investment Management, Life Insurance

“After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices.”

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Integral Brothers Services

(12)

Labor

“Thanks to how well they have guided us on this issue, we were blessed to close the purchase of our house without any problems or questions about our tax returns.”

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Xexis Private Wealth

(2)

“Dan, Deseree and team took us step-by-step at our own pace to build our customized financial plan.”

Featured

Reading this guide and taking action right now will help you make the most of current opportunities and avoid the unpleasant surprises (like accidentally disinheriting your spouse) that could make life difficult for your loved ones. Click below to find out more. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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Florida Properties With Gesi Calderon

(2)

“Very reliable and always available when needed.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Lake Mary, FL

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Lake Mary area.

Duryea & Edwards Cpas

Bee Square Tax Service

Edwards Financial Services

Alper Law

The Hidden Wealth Solution

Dias Wealth

DC & Associates

Aita Tax & Accounting Services CPA

Sunrise Wealth Advisors

Barbery & Associates, CPA

Wolfe Financial Group

Dan Calton, Cpa, PA

Joaquin Torres CPA PA

Elise Palmieri CPA

CPA Business Accounting & Consulting

Christian Financial Resources

McDonough Capital Management

Aston Crest Wealth Management

JLT Financial Services | Retirement Planning

Symphony Financial Team

ABL Financial

Integral Brothers Services

Xexis Private Wealth

Florida Properties With Gesi Calderon

Retirement Planning and Investment Management Services in Lake Mary, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lake Mary

Popular in Lake Mary