New Smyrna Beach, FL

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New Smyrna Beach, FL
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Best Financial Advisors in New Smyrna Beach, FL

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the New Smyrna Beach area.

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Dynasty Tax Professionals

Dynasty Tax Professionals

(50)
Iprotect, Referral Program, Taxvid Playlist
“Will has done my taxes for the past 2 years and I don't pay into taxes at all I'm self employed and work part time job and he has got me back the best refund in 10 years.”
In Business Since 2017
AFSP, AFSP Certified
2335 S Ridgewood Ave e, Daytona Beach, FL
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Fraser Allport - the Total Advisor

Fraser Allport - the Total Advisor

(50)
  • Retirement
  • Medicare
  • Patience
“He is extremely thorough in getting to know & understand his clients needs & goals as well as providing you with the education necessary and advising you on the best options for you!”
In Business Since 2010
Licensed
Serving New Smyrna Beach Area
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Spencer Tax and Accounting

Spencer Tax and Accounting

(26)
Business Services, Tax Preparation For Businesses, Services For Quickbooks
“Becky and Ashley have done amazing work with me not only w my taxes but with information on any and all legal questions that I've ever asked always punctual and always willing g to help would recommend to friends as I always do!!!!”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
Serving New Smyrna Beach Area
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Holland Financial

Holland Financial

(5)
“I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.”
In Business Since 2000
CFP Certified
Accepts All Major Credit Cards
Serving New Smyrna Beach Area
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Anchor Certified Planners Group

Anchor Certified Planners Group

(2)
“Very honest and forth write person, passionate about financial planning and offering the best advise.”
In Business Since 1993
Licensed, BBB Rating: A+
Accepts Cash
Serving New Smyrna Beach Area
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Sarah Smith, Financial Advisor - Eagle Strategies

Sarah Smith, Financial Advisor - Eagle Strategies

(14)
Financial Planning, Investment Management, Protection Planning
“She is also a pillar of the community, active in the local Chamber of Commerce, a leader in multiple local business networking groups, and very well respected.”
In Business Since 2022
340 S Beach St #113, Daytona Beach, FL
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Chase C. Smith - Financial Advisor

Chase C. Smith - Financial Advisor

(17)
  • Needs
  • Retirement
“Chase is not only VERY knowledgeable, organized and dependable, he also possesses wonderful human qualities such as active listening, a sense of humor, and a personal warmth and kindness.”
In Business Since 2015
435 Canal St Suite 210, New Smyrna Beach, FL 32168
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Kane & Associates

Kane & Associates

(1)
IRS Liens, Payroll, Tax Preparation
“Have used them for years they help me stay outa trouble”
In Business Since 1981
Accepts All Major Credit Cards
Free Initial Consultation
Offers Financing Options
Serving New Smyrna Beach Area
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BMC Cpas

BMC Cpas

(5)
  • Information
  • Team
“Alyson's quick action alongside her firm base of knowledge and ability to share information in a very accessible manner is much appreciated.”
In Business Since 1998
Transparent Fees & Pricing
Offers Financing Options
205 Magnolia St, New Smyrna Beach, FL 32168
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Madewell Batten CPA

Madewell Batten CPA

(4)
IRS Payment Plan, Buy Quickbooks and Save, Payroll Tax Problems
“I could do my own but trust him so implicitly that I always tell him "You're my only friend I pay to visit.”
In Business Since 1997
Transparent Fees & Pricing
1326 S Ridgewood Ave, Daytona Beach, FL
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AVL Wealth Management

AVL Wealth Management

(6)
Stock Options
“Anthony was not only very personable but also was able to assist in a fairly complicated situation if I say so myself and saved me money on my taxes.”
In Business Since 2023
194 E Granada Blvd b2, Ormond Beach, FL
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Compass Financial Management Group

Compass Financial Management Group

(19)
College Planning, Investment Services, Retirement Planning
“For the most part as everyone retires there is always a little apprehensiveness in a retiree's mind, and the patience, professionalism, and extensive knowledge that the entire group has shown us has been first class.”
In Business Since 1983
Accepts All Major Credit Cards
Serving New Smyrna Beach Area
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Coastal Lending Services

Coastal Lending Services

(4)
“As a top producing oceanfront specialist, I have recommended John Lynch and Coastal Lending Services to most clients needing financing - the consummate professional, John has been able to help with non-warrantable condos, condo-hotels, ARMS, jumbo lo...”
In Business Since 2002
Transparent Fees & Pricing
3624 S Atlantic Ave # 102, Daytona Beach, FL
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CFO Strategic Partners

CFO Strategic Partners

(3)
Strategic Financial Consulting, Business Value Analysis, Financial Reporting and Analysis
“Top shelf in responsiveness, professionalism, and spot-on in fulfilling the critical fractional CFO need enabling more effective, efficient operations while enabling continued company success and growth to the next level.”
In Business Since 2006
Serving New Smyrna Beach Area
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Weber Financial

Weber Financial

(1)
Wealth Management & Distribution Planning, Protection & Estate Planning, Business Planning
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
In Business Since 2014
Serving New Smyrna Beach Area
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Charles L. Belote & Associates P.A., Cpa's

Charles L. Belote & Associates P.A., Cpa's

(1)
“Best CPA group in the county.”
In Business Since 1974
Accepts All Major Credit Cards
Transparent Fees & Pricing
350 Causeway N, New Smyrna Beach, FL 32169
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The Center For Institutional Finance

The Center For Institutional Finance

Charter School Funding, Faith Based Funding, Private School Funding
“When we first met the people from The Center For Institutional Finance at a Leadership conference in New Orleans, they promised they would do everything possible to help us achieve our vision of a new college campus to replace the much too small, ove...”
In Business Since 2019
101 S Palmetto Ave #5, Daytona Beach, FL
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RLJ Wealth Management

RLJ Wealth Management

“Retirement should be a cause for anticipation, not anxiety. Our three-step RLJ Retirement Matters planning process not only will help you defend the people, pursuits and projects you care about most, but it also will guide you in identifying financia...”
In Business Since 2020
Serving New Smyrna Beach Area
Featured

When it comes to choosing the investments for your portfolio, you don't have to worry about knowing exactly what to pick because your Financial Advisor has years of experience to do that for you. This, along with our formal education, has prepared us to make smarter, more informed investment decisions that will help you reach your future goals! Contact us today to get started.

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Frank Reynolds & Company

Frank Reynolds & Company

(2)
Entrepreneurs, Individual/Families, Retirees
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
In Business Since 2002
1620 S Clyde Morris Blvd, Daytona Beach, FL
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Loucretia Campos CPA PA

Loucretia Campos CPA PA

Business & CFO Services, Individual & Business Tax, Quickbooks Accounting
“We take the time to get to know you, your business, and your goals, and we tailor our services to meet your needs. Our team can be as involved as you want. Do you prefer to take a hands-on approach and simply want us to provide reports to verify your...”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
444 Seabreeze Blvd suite 720, Daytona Beach, FL
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Ashford Investment Advisors

Ashford Investment Advisors

In Business Since 2007
629 N Peninsula Dr, Daytona Beach, FL
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Firstrust

Firstrust

“Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats ...”
In Business Since 2000
113 Executive Cir, Daytona Beach, FL
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Align Business Advisory Services

Align Business Advisory Services

“We provide a suite of business advisory services to help our clients maximize the value of their enterprise. After all, M&A is not about what something costs, it is about what it is worth. Most of Align's compensation relies on a successful sale, so ...”
In Business Since 2017
Coupons & Offers
Serving New Smyrna Beach Area
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Milan Prastalo, Independent Financial Advisor

Milan Prastalo, Independent Financial Advisor

Life Insurance
In Business Since 2006
Serving New Smyrna Beach Area
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Retirement Planning and Investment Management Services in New Smyrna Beach, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 408 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 408 cost profiles.

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