Duryea & Edwards Cpas
“I have worked with this firm for years and would not trust my business with anyone other then this fantastic team at Duryea & Edwards..”
Best Financial Advisors in Lake Mary, FL
16 firms listed · all 16 in Lake Mary · 1 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 19, 2026
The Hidden Wealth Solution
“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.”
Dias Wealth
“It was very informative and I learned a lot about life insurance, annuities, long term care riders, etc.”
Wolfe Financial Group
“Bob & his staff are top drawer!”
Christian Financial Resources
“Great customer service and everything was explained to me as I asked questions.”
Aston Crest Wealth Management
“The customer support and management is top notch and I highly recommend them to anyone in need of a smart and well supported financial plan.”
The 16 firms listed for Lake Mary, 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: Lake Mary, FL
All 16 firms we list here are in Lake Mary itself. We have 22 firms in Lake Mary on file; this page shows the highest-rated 16. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 332 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Sundays. 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 9 list a public email and 2 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 Lake Mary take financial planning bookings online?
2 of the 16 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.
Symphony Financial Team
“Tiffany King made obtaining life insurance the easiest process...”
Xexis Private Wealth
“Dan, Deseree and team took us step-by-step at our own pace to build our customized financial plan.”
Collaborativewealth
“Honesty and very transparent, I would recommended this office and agent tom”
Financial Legacy Advisors
Capacuity
Bauerle Financial
“Bauerle Financial reviewed my Roth IRA and helped me feel secure about a strategy for my retirement planning.”
Traditions Wealth and Legacy Planning
Virji Investments
Nordmann Wealth Management
“Larry has done a great job managing an account for me.”
Wisepath Financial
“I was really liked getting Mario's opinion on some of our major financial decisions because he has a unique perspective about how to look at risk in the big picture.”
Why these companies made our list
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