The O'Toole Group
“Highly recommend Sean and his team for guidance on any persons financial planning”
Best Financial Advisors in Longwood, FL
15 firms listed · 10 in Longwood · 2 open weekends · 10 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Master Captial Accounting & Tax Services
“Scott and Alex are genuinely awesome people looking out for your best interests.”
Retirement Wealth Specialists
Legacy Financial Advisors Orlando
Tim Looney Investments
“Tim Looney is the best financial advisor I know and trust.”
Avanti Wealth Management
The 15 firms listed for Longwood, 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: Longwood, FL
Of the 15 firms we list here, 10 are in Longwood itself and 5 come from Lake Mary (3, 4 mi) and Altamonte Springs (2, 4 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 348 reviews; 3 have 50 or more reviews and 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (86%) and value (71%). 2 are open on Saturdays. 1 shows a license on its website and 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 30 years. 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; 13 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Longwood listed here?
10 of the 15 firms are located in Longwood. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Evergreen Financial Group
Global Asset Management Group
Long View
Papa & Kaczor Financial Specialists
Duryea & Edwards Cpas
“They exceed my expectations on a regular basis and I would recommend this office to friends and loved ones, as well as strangers, regardless of their income level or type of business because of their commitment to clients and based on my personal experience with them.”
The Hidden Wealth Solution
“They transformed my retirement plans into something much better than what I had on my own.”
Dias Wealth
“Carlos is the only person I would consider working with when it comes to annuities!”
Certified Financial Group
“They have been consistently proactive about risk mitigation as well as identifying opportunities for high value investments, all the while regularly keeping us informed of new trends.”
Cash Solutions
“I have been getting my taxes done with Cash Solutions for years and look forward to continuing to receive excellent professional service.”
Why these companies made our list
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