Lehigh Acres, FL

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Lehigh Acres, FL
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Best Financial Advisors in Lehigh Acres, FL

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Lehigh Acres area.

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Everwell Financial

Everwell Financial

(2)
Retirement, Moving To Florida, Wealth Management
“After going through divorce after 44 years of my ex doing all the financial business for our family, Danielle has been a Godsend.”
In Business Since 2020
1591 Hayley Ln Suite 202, Fort Myers, FL
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Hissam & Associates Accountants

Hissam & Associates Accountants

(49)
Services For Individuals, Services For Quickbooks, Business Services
“Starting from the office manager Sara letting me know all the details that would be entailed with my return, up to the impeccable service and knowledge of the accountant Dylan.”
In Business Since 1993
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
1937 Grace Ave, Fort Myers, FL
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Northrop Financial Group

Northrop Financial Group

(49)
  • Email
  • Feel
  • Questions
“Shane has also provided me with wisdom and advice that many others probably would have charged hourly rates for, but for Shane he has always been such a valuable resource and more than willing to help.”
In Business Since 2015
Accepts All Major Credit Cards
Remote Consultations Available
13700 6 Mile Cypress Pkwy #2, Fort Myers, FL
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Pruitt Cordell & Associates

Pruitt Cordell & Associates

(44)
“For over more than the last twenty years we have our Taxes done with Wally and Pruitt done one outstanding Accounting firm the best associates and professional Staff totally satisfied we highly recommend this company Thank you for doing a brilliant ...”
In Business Since 2017
Serving Lehigh Acres Area
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Spires & Associates

Spires & Associates

(5)
Services For Individuals, Quickbooks Services, Business Services
“They work in close coordination with our property management company's certified Community Association Manager (CAM), which help ensures the board and owners remain fully informed.”
In Business Since 2004
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Kenwood Lane, Fort Myers, FL,
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Corporate Investment Business Brokers

Corporate Investment Business Brokers

(16)
Business Valuation, Business & Succession Plans, Visa Facilitation
“Susan had approached us as she was a customer at the time and asked us if we had ever considered selling our business, I had said you must be a mind reader, This was the perfect timing, and to be honest with you I did not ever think of selling the bu...”
In Business Since 2005
Transparent Fees & Pricing
Free Initial Consultation
8890 Salrose Ln #204, Fort Myers, FL
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Lawrence Legacy Group

Lawrence Legacy Group

(34)
  • Expert
  • Wealth
  • Retirement
“While I will not be taking advantage of his services at this time, he encouraged me to reach out via email with any questions and/or help that I may need now and in the future.”
In Business Since 2018
Serving Lehigh Acres Area
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Retallick Financial Group

Retallick Financial Group

(23)
Retirement Strategy, Life Insurance, Annuities
“Don and staff are amazing at their work and is always trying to make sure that you are getting what you are entitled to, he knows his financial business and glad we have this company to help us.”
In Business Since 2013
Licensed
9160 Forum Corporate Pkwy #350, Fort Myers, FL
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Fasula Cohen

Fasula Cohen

(16)
Industries, Services For Individuals, Construction
“Because of Nikki and Fasula Cohen LLC not only was able to receive my $3900 stimulus money but I was also able to track it And know exactly when I was going to get It deposited!”
In Business Since 2020
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Lehigh Acres Area
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Myers Brettholtz & Co PA

Myers Brettholtz & Co PA

Strategic Business Planning, Succession Planning, Business Services
“Myers, Brettholtz & Company, PA is licensed in FL and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Free Initial Consultation
In Business Since 1989
Transparent Fees & Pricing
Licensed, BBB Rating: A+
12671 Whitehall Dr, Fort Myers, FL
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Alexander Peter Wealth Management

Alexander Peter Wealth Management

(12)
  • Investor
  • Felt
  • Team
“Though I consider myself something of a seasoned investor, UK/US tax and investment regulations get complex and I have found it has been highly useful to have Dave as an expert advisor.”
In Business Since 2021
Serving Lehigh Acres Area
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Finley Wealth Advisors

Finley Wealth Advisors

(13)
Charitable Gifting, Financial Planning, Wealth Management
“Recently I have had a few conversations with Amber and was happy to report that after reviewing our investments over the past 3 years we were pleased to find our investments have grown more than we expected.”
In Business Since 2001
Serving Lehigh Acres Area
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Lighthouse Wealth Management

Lighthouse Wealth Management

(11)
“Lighthouse Wealth Management is a family owned and operated firm of knowledgeable, professional, and courteous people who genuinely care about their clients.”
In Business Since 2009
2205 McGregor Blvd, Fort Myers, FL
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Independent Investment Advisors

Independent Investment Advisors

(4)
Estate Planning, Investment Advisory Services, Long Term Care Planning
“Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager.”
In Business Since 2021
12525 New Brittany Blvd, Fort Myers, FL
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365 Wealth Partners

365 Wealth Partners

(4)
Useful Links, Portfolio Management
“Having worked in banking and trust department management as a career, I've found this wealth management team to be the most trusted”
In Business Since 2020
3908 King Williams St, Fort Myers, FL
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Waterstone Financial

Waterstone Financial

(3)
Overview, Estate and Asset Protection, Retirement Income Planning
“One of the things I appreciated most about working with James and his team was his policy of making sure his clients fully understand not only what, but why, on everything from his recommendations to when you move forward into actual contracts.”
In Business Since 2010
12597 New Brittany Blvd, Fort Myers, FL
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Freedom Financial Investment Advisor Group

Freedom Financial Investment Advisor Group

(1)
Financial Planning, Wealth Management, Tax Services
“He handled my famil's returns for 15+ years.”
In Business Since 2012
2069 First St Suite 204, Fort Myers, FL
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Roach Financial Services

Roach Financial Services

(1)
Michael D. Roach, Donna Roach, Tell A Friend
“Easy to work with and always answers questions as to what is in your best interest.”
In Business Since 1997
Accepts All Major Credit Cards
6835 Porto Fino Cir #2, Fort Myers, FL
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Hainsworth Wealth Advisory

Hainsworth Wealth Advisory

(5)
  • Invest
“Mike looked at what we had and took investments that were not earning and turned things around to where I feel secure in my money being there to last and still leave something for my family.”
In Business Since 2018
2180 W First St, Fort Myers, FL
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CPK Wealth Management

CPK Wealth Management

(5)
“I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need.”
In Business Since 2018
12381 S Cleveland Ave Suite 102, Fort Myers, FL
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Henderson Wealth Partners

Henderson Wealth Partners

(4)
“They provided me with great knowledge about their industry and products so that I could make an educated and guided decision!”
In Business Since 1995
Accepts All Major Credit Cards
12444 Brantley Commons Ct #101, Fort Myers, FL
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Hamilton Wealth Management

Hamilton Wealth Management

Videos, Articles, Newsletters
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2009
5237 Summerlin Commons Blvd, Fort Myers, FL
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Financial Enhancement Services

Financial Enhancement Services

(6)
  • Student Loan
  • Price
  • Debt
“The work you guys are doing is a blessing to so many.”
In Business Since 2022
Transparent Fees & Pricing
Se Habla Español
8359 Beacon Blvd #315, Fort Myers, FL
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Gfa Wealth Design

Gfa Wealth Design

Overview, Estate and Asset Protection, Retirement Income Planning
“Just as we take your financial planning seriously to help you prepare for a secure future, we are working together with the Waterstone team to help ensure continuity and provide a consistently high level of service now and in future. As we combine ou...”
In Business Since 1997
Licensed, BBB Rating: A+
12597 New Brittany Blvd, Fort Myers, FL
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Retirement Planning and Investment Management Services in Lehigh Acres, FL Cost Estimates

Minimum cost
$1188
Maximum cost
$10098
National Average
$3564
Avg Per Hour Rates
$357
$2376
$6534
Fair price range is based on 380 cost profiles
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Average Cost $3564
Minimum cost $1188
Maximum cost $10098
Avg Per Hour Rates $357

Fair range $2376 to $6534 is based on 380 cost profiles.

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Wealth Management Advisors near Lehigh Acres

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