Leesburg, FL

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Leesburg, FL
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Best Financial Advisors in Leesburg, FL

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Leesburg area.

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West Financial Group

West Financial Group

(50)
Life Insurance, Fixed Index Annuities, Retirement Income Planning
“West Financial in The Villages President Skip West is committed to customer service and open to review any and all investments that his clients may have.”
Licensed, BBB Rating: A+
In Business Since 2022
Serving Leesburg Area
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Parady Financial

Parady Financial

(48)
  • Informative
  • Team
  • Music
“Outstanding and superlative cannot best describe the efforts and results which the Parady Team and its venue's Brownwood Team employed for the attending Parady clients!!”
Licensed, BBB Accredited
In Business Since 2002
3602 Kiessel Rd, The Villages, FL
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Senior Financial Security

Senior Financial Security

(49)
  • Retirement
  • Questions
  • Financial Services
“Jean and her team were the only ones who really took the time to listen to all our concerns and come up with a plan that makes us feel very comfortable with our retirement goals.”
In Business Since 2007
8564 E County Rd 466 Suite 202, The Villages, FL
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Ballard Financial Group

Ballard Financial Group

(29)
  • Financial Advisor
  • Retirement
  • Needs
“We found that Chris (and his staff) provided information that was very informative regarding financial planning and also different alternatives that are available depending on today's current financial situation.”
CFP Certified
30+ Years Experience
Serving Leesburg Area
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Hema Rupnarain CPA PA

Hema Rupnarain CPA PA

(13)
Payroll, Business Services, Tax Services
“She is always the most delightful during our appointments, answers any questions I have, and provides the best suggestions when it comes to handling the taxes for my business.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
3251 Wedgewood Ln, The Villages, FL
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AGG - American Growing Group

AGG - American Growing Group

(12)
  • Service
  • Accounting
  • Efficient
“Efficient, responsible, friendly and the main thing excellent workers,they are always available to answer my questions, thank you very much for being for us”
In Business Since 2016
Serving Leesburg Area
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Royal Fund Management: Kelley Pyles, CFP

Royal Fund Management: Kelley Pyles, CFP

(4)
Privacy Policy, Articles + Downloads, Services
“Eventually, I turned all accounts over to her and she has done nothing but make money for my mom and make sure she is taken care of throughout the rest of her life.”
In Business Since 2018
1515 Buenos Aires Blvd, The Villages, FL
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Doane CPA -Premier Payroll Processing

Doane CPA -Premier Payroll Processing

Payroll, Business Services, Internal Controls
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2003
Serving Leesburg Area
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Cartier Financial

Cartier Financial

(2)
Events
“Awesome folks.”
In Business Since 2009
Serving Leesburg Area
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Baum Financial Services

Baum Financial Services

(2)
“They have helped me since I moved here in 2010”
In Business Since 2002
940 Lake Shore Dr, The Villages, FL
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Reveille Wealth Management

Reveille Wealth Management

(1)
“He was willing to go the extra mile to ensure that my business investment questions/concerns were specifically addressed and recommended preliminary issues that I should address.”
In Business Since 2020
4048 Wedgewood Ln, The Villages, FL
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Zenith Advisory Group

Zenith Advisory Group

(1)
“Daniel is very kind and professional not to mention super impressive.”
In Business Since 2022
1068 Lake Sumter Landing, The Villages, FL
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Family Financial Planners

Family Financial Planners

(1)
Financial Planning, Business Focus
“Good service!!”
In Business Since 2013
Serving Leesburg Area
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Desjardins Retirement Solutions

Desjardins Retirement Solutions

Investment, Estate, Money
“We've all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Desjardins Retirement Solutions, we know how to disrupt...”
In Business Since 2013
Serving Leesburg Area
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Ruggie Wealth Management

Ruggie Wealth Management

(3)
“They have been so knowledgeable and professional.”
In Business Since 2004
Serving Leesburg Area
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Woodall and Associates

Woodall and Associates

(5)
“I have been working with Jason for years and am grateful for the opportunity to have him help me create and navigate my investment strategies to reach the goals I have.”
In Business Since 2016
Serving Leesburg Area
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Cebert Wealth - Ameriprise Financial Services

Cebert Wealth - Ameriprise Financial Services

(4)
“Catherine Harris has is our advisor and she is exceptional.”
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
In Business Since 2005
11714 NE 62nd Terrace #100, The Villages, FL
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Tada Wealth Advisors

Tada Wealth Advisors

Small Business Owner Financial Solutions, Financial Planning and Investment Advice
“Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perfor...”
Free Initial Consultation
In Business Since 2021
1126 Bichara Blvd, The Villages, FL
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Edgewater Family Wealth

Edgewater Family Wealth

(1)
“Easy to talk to and you could tell they definitely cared about what I wanted and what was best for me.”
In Business Since 2021
Serving Leesburg Area
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Blueprint Financial

Blueprint Financial

(4)
  • Financial Advice
“He's very market savvy and has been generous with his knowledge and time to explain what to do with my funds to get the best results with reasonable risk.”
In Business Since 2019
Serving Leesburg Area
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Alvalle & Associates Cpa's

Alvalle & Associates Cpa's

(2)
“Good service!!”
Serving Leesburg Area
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Linn Financial

Linn Financial

(1)
“Signed the paper giving you the right to do anything Sorry this happened”
561 Fieldcrest Dr, The Villages, FL
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Pinnacle Financial Group

Pinnacle Financial Group

Serving Leesburg Area
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JB Meridian Advisors

JB Meridian Advisors

“The equity markets continued to roll in the second quarter, as the broader market and specifically the tech sector led the rally. Gains were driven by spectacular earnings from some of the largest U.S. companies, as well as moderation in several infl...”
In Business Since 2010
Serving Leesburg Area
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Retirement Planning and Investment Management Services in Leesburg, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 356 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 356 cost profiles.

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