Longwood, FL

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Longwood, FL
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Best Financial Advisors in Longwood, FL

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Longwood area.

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Custom Accounting

Custom Accounting

(41)
  • Tax Return
  • Knowledge
  • Questions
“I have been working with him for years and would highly recommend him to anyone who's looking for someone that they can talk to and find out what's the best option for them related to tax matters.”
In Business Since 2009
Remote Consultations Available
300 N Ronald Reagan Blvd #315, Longwood, FL 32750
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Siler Wealth Management

Siler Wealth Management

(9)
Retirement Planning, Alternative Investments, Financial Planning
“I am satisfied with the way my portfolio is performing and can sleep at night knowing that it is in good hands, with a good balance of growth and stable investments.”
Accepts All Major Credit Cards
In Business Since 2008
Licensed, BBB Rating: A+
100 Crown Oak Centre Dr, Longwood, FL 32750
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Chad D Elferink, Cpa, PA

Chad D Elferink, Cpa, PA

(7)
Tax Services, Services For Individuals, Business Services
“Chad is the man, the myth, and the legend!!”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
686 N Hunt Club Blvd # 140, Longwood, FL 32779
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The O'Toole Group

The O'Toole Group

(6)
“He speaks to the point and doesn't distract you with nonsense.”
In Business Since 2007
900 Fox Valley Dr #206, Longwood, FL 32779
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Master Captial Accounting & Tax Services

Master Captial Accounting & Tax Services

(1)
Mortgage Solutions, Insurance Solutions, Wealth Management
“Scott and Alex are genuinely awesome people looking out for your best interests.”
In Business Since 2006
300 N Ronald Reagan Blvd #214, Longwood, FL
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Retirement Wealth Specialists

Retirement Wealth Specialists

Retirement Planning, Investment Strategies, Tax Reduction Strategies
“We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.”
In Business Since 2012
407 Wekiva Springs Rd # 247, Longwood, FL 32779
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Legacy Financial Advisors Orlando

Legacy Financial Advisors Orlando

(1)
“Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews.”
In Business Since 2017
1855 W State Rd 434 #272, Longwood, FL 32750
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Tim Looney Investments

Tim Looney Investments

(1)
“Tim Looney is the best financial advisor I know and trust.”
In Business Since 2005
2180 FL-434 #6140, Longwood, FL 32779
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Talon Wealth Management

Talon Wealth Management

(11)
  • Knowledge
  • Understand
  • Information
“While listening to the radio I heard a consultant from Talon Wealth Management speaking of retirement and things to consider in order to protect one's retirement and this prompted me to reach out to Talon Wealth find out more.”
In Business Since 2013
Licensed
781 Ciara Crk Cv #1003, Longwood, FL
Featured

If you’re invested in stocks and you’ve been using a “hang in there” approach, you may have noticed your portfolio is back to where it was pre-2021. nnSo now what?nnThe fact is, we’re going to face some headwinds in 2024. Mike discusses how to prepare yourself and your portfolio for a slower economy. nnWatch now by clicking the link in our bio...

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Avanti Wealth Management

Avanti Wealth Management

Retirement, Financial Planning, Investments
“Avanti Wealth Management, Registered Investment Advisor. Joseph J. Bilello, ChFC, Registered Principal of, and Securities through G.A. Repple & Company, Registered Broker/Dealer, Registered Investment Advisor, Member”
In Business Since 2003
Licensed, BBB Rating: A+
110 Crown Oak Centre Dr, Longwood, FL 32750
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Lori M. Levasseur, Cpa, PA

Lori M. Levasseur, Cpa, PA

“We provide excellent support through professionalism, responsiveness and quality.”
Offers Financing Options
In Business Since 2005
Transparent Fees & Pricing
285 Reider Ave, Longwood, FL 32750
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Evergreen Financial Group

Evergreen Financial Group

“The optional lifetime income benefit riders are used to determine the lifetime payouts only and are not available for cash surrender or as a death benefit unless stated in the annuity contracts and any attached riders, endorsements and amendments. So...”
In Business Since 2018
Free Initial Consultation
127 W Church Ave, Longwood, FL 32750
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Master Capital Wealth Management

Master Capital Wealth Management

Tax Solutions, Insurance Solutions, Mortgage Solutions
“We offer Mortgage Plans, Insurance Solutions, Guarantee Issue Health, Dental & Life Insuranceand Financial Engineering. Master Capital Group, LLC has chosen this name for a reason. You see,we are masters in our professionbecause you deserve to work w...”
In Business Since 2006
300 N Ronald Reagan Blvd #214, Longwood, FL 32750
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HPL Wealth Advisors

HPL Wealth Advisors

(1)
“Fantastic group”
1120 N Ronald Reagan Blvd, Longwood, FL 32750
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Global Asset Management Group

Global Asset Management Group

2139 W State Rd 434 #102, Longwood, FL
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Long View

Long View

“LongView, Inc. is a Registered Investment Adviser in the State of Florida. What might have lead you to our site: Central Florida Certified Financial Planner; Certified Financial Planner in Central Florida; Orlando Retirement Planner; Central Florida ...”
In Business Since 2004
740 Florida Central Pkwy # 2000, Longwood, FL
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Papa & Kaczor Financial Specialists

Papa & Kaczor Financial Specialists

Community Involvement, Mission Statement, Team
“Your Financial Success is our goal. When you work with Papa & Kaczor, you have a trusted advisor team with the knowledge, experience and integrity that will help create a course to your financial success. Working on a highly personal basis with each ...”
In Business Since 1999
370 Crown Oak Centre Dr, Longwood, FL 32750
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Certified Financial Group

Certified Financial Group

(13)
For Individuals, For Employers
“CFG has a great new financial software program that lets me track my financial profile and shows me "what if" scenarios that help me make decisions on my future expenditures.”
Accepts Check
In Business Since 1996
Licensed, BBB Rating: A+
Serving Longwood Area
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Duryea & Edwards Cpas

Duryea & Edwards Cpas

(50)
Tax Services, Services For Individuals, Business Services
“I had another CPA doing them (probably my 4th firm in 22 years) and they were the most knowledgeable, responsive, helpful, polite and they are reasonably priced.”
Offers Financing Options
In Business Since 2015
Licensed, BBB Rating: A+
120 E Crystal Lake Ave, Lake Mary, FL
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Individual, Business
“Ricky and his team of Excellence has been my family accounting team for years and to see him flourish into his own business has made my family proud as a customer.”
In Business Since 2020
Licensed, BBB Rating: A+
6239 Edgewater Dr, Orlando, FL
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Edwards Financial Services

Edwards Financial Services

(45)
Blog
“Jason and his team are great to work with, my family and I knew very little about saving and investing although we knew it was something we had to do it.”
In Business Since 2003
Licensed, BBB Rating: A+
Serving Longwood Area
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Alper Law

Alper Law

(44)
  • Information
  • Price
  • Phone
“He also serves as an excellent representative to his profession by providing the highest quality representation, especially in the civil issues that he has worked through with me.”
Accepts All Major Credit Cards
In Business Since 2017
Licensed, BBB Rating: A+
255 Primera Blvd Suite 160, Lake Mary, FL
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GRA CPA

GRA CPA

(49)
Business Consulting, Compiled Financial Statements, Tax Return Preparation and Tax Planning
“The staff at GRA took their time to explain the breakdown of everything as in business expenses, claiming tips and went into detail for any of my concerns regarding filing.”
Accepts All Major Credit Cards
In Business Since 2013
IRS Certified
35 W Pine St #220, Orlando, FL
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Cohn, Lopez & Associates

Cohn, Lopez & Associates

(49)
Accounting, Tax Services, Tax Planning
“Daisy is a knowledgeable accountant; her & her team really take the time to explain complicated topics to their clients in ways that are easy to understand.”
In Business Since 2011
Licensed, BBB Rating: A+
Serving Longwood Area
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Retirement Planning and Investment Management Services in Longwood, 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 455 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 455 cost profiles.

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