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American Tax & Planning Services
Trust Returns, Corporate Returns, Individual Returns
“I have had a great experience with American Tax And Planning Services.”
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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Royal Alliance Associates
Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. DB Wealth Managementis not a registered broker/dealer and is independent of Raymond James Financial Services.”
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American Retirement Specialists
“Welcome to American Retirement Specialists, your trusted partner in securing a prosperous retirement future right here in Central Florida. As residents of this vibrant region, we understand the unique financial landscape that comes with retirement pl...”
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Parady Financial
- 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!!”
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West Financial Group
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.”
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Senior Financial Security
- 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.”
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Ballard Financial Group
- 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.”
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Hema Rupnarain CPA PA
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.”
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AGG - American Growing Group
- 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”
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Royal Fund Management: Kelley Pyles, CFP
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.”
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Lake Advisory Group
Medicare Planning, Insurance, Financial Planning Services
“Lake Advisory Group in The Villages is extremely professional and knowledgeable.”
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Cartier Financial
Events
“Awesome folks.”
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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...”
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Baum Financial Services
“They have helped me since I moved here in 2010”
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Zenith Advisory Group
“Daniel is very kind and professional not to mention super impressive.”
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Reveille Wealth Management
“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.”
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Family Financial Planners
Financial Planning, Business Focus
“Good service!!”
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John Romano, CFP
“Courteous, caring employees”
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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...”
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TB Financial Group
“Very informative and useful information!”
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Ruggie Wealth Management
“They have been so knowledgeable and professional.”
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Woodall and Associates
“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.”
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Cebert Wealth - Ameriprise Financial Services
“Catherine Harris has is our advisor and she is exceptional.”
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Elliott Wealth Management
“Simply Financial with Christopher Calandrais an innovative, comprehensive, informative and cutting edge financial podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers ...”
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
Why these companies made our list
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