Lake Mary, FL

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Lake Mary, FL
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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.

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Duryea & Edwards Cpas

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...”
In Business Since 2017
Licensed, BBB Rating: A+
Offers Financing Options
120 E Crystal Lake Ave, Lake Mary, FL
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Bee Square Tax Service

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...”
In Business Since 1973
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
1650 Sand Lake Rd #115, Orlando, FL
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Edwards Financial Services

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...”
In Business Since 2005
Licensed, BBB Rating: A+
Serving Lake Mary Area
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Alper Law

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...”
In Business Since 2015
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
255 Primera Blvd Suite 160, Lake Mary, FL
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The Hidden Wealth Solution

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.”
In Business Since 2015
CRD #175083
250 International Pkwy Suite 134, Lake Mary, FL 32746
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Dias Wealth

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.”
In Business Since 2019
Transparent Fees & Pricing
250 International Pkwy Suite 134, Lake Mary, FL 32746
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DC & Associates

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.”
In Business Since 2002
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check, Debit
Serving Lake Mary Area
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Aita Tax & Accounting Services CPA

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.”
In Business Since 2012
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
801 International Pkwy Suite 500 (5th floor, Lake Mary, FL 32746
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Sunrise Wealth Advisors

Sunrise Wealth Advisors

(6)
Wealth Management, Employee Plan Options, Nitrogen®
“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.”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts Cash
Transparent Fees & Pricing
6052 Turkey Lake Rd, Orlando, FL
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Barbery & Associates, CPA

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...”
In Business Since 2017
Offers Financing Options
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
255 Primera Blvd #160, Lake Mary, FL 32746
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Wolfe Financial Group

Wolfe Financial Group

(2)
Tax Services, Small Business Accounting, Bookkeeping
“They're were very knowledge, professional and delivered every time I needed them to.”
In Business Since 2012
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1515 International Pkwy STE 1001, Lake Mary, FL 32746
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Dan Calton, Cpa, PA

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.”
In Business Since 2007
Transparent Fees & Pricing
Remote Consultations Available
Free Initial Consultation
1540 International Pkwy STE 2000, Lake Mary, FL 32746
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Joaquin Torres CPA PA

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.”
In Business Since 2020
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
142 W Lakeview Ave Suite 2084, Lake Mary, FL
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Elise Palmieri CPA

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.”
In Business Since 2012
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Serving Lake Mary Area
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CPA Business Accounting & Consulting

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.”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
7300 Sand Lake Commons Blvd STE 317, Orlando, FL
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Christian Financial Resources

Christian Financial Resources

(8)
“The relationship with CFR has been such a catalyst for our growth and expansion projects at our church.”
In Business Since 2005
Transparent Fees & Pricing
1485 International Pkwy #3001, Lake Mary, FL 32746
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McDonough Capital Management

McDonough Capital Management

(1)
Investment Planning, Retirement Planning, Additional Products & Services
“I really love what Mc Donough Capital Management is doing!”
In Business Since 2003
Free Initial Consultation
6000 Turkey Lake Rd #212, Orlando, FL
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Aston Crest Wealth Management

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.”
In Business Since 2021
Accepts Check
1540 International Pkwy STE 2000, Lake Mary, FL 32746
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JLT Financial Services | Retirement Planning

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!”
In Business Since 2015
7380 W Sand Lake Rd #500, Orlando, FL
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Symphony Financial Team

Symphony Financial Team

(1)
“Tiffany King made obtaining life insurance the easiest process...”
In Business Since 2012
Transparent Fees & Pricing
1525 International Pkwy STE 4031, Lake Mary, FL 32746
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ABL Financial

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.”
In Business Since 2019
255 Primera Blvd #160, Lake Mary, FL 32746
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Integral Brothers Services

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.”
In Business Since 2021
7800 Sand Lake Rd STE 208, Orlando, FL
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Xexis Private Wealth

Xexis Private Wealth

(2)
“Dan, Deseree and team took us step-by-step at our own pace to build our customized financial plan.”
In Business Since 2013
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746
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Florida Properties With Gesi Calderon

Florida Properties With Gesi Calderon

(2)
“Very reliable and always available when needed.”
In Business Since 2022
7521 W Sand Lake Rd, Orlando, FL
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Retirement Planning and Investment Management Services in Lake Mary, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 297 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 297 cost profiles.

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Wealth Management Advisors near Lake Mary

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