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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!”

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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.”

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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!!!!”

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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.”

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Anchor Certified Planners Group

(2)

“Very honest and forth write person, passionate about financial planning and offering the best advise.”

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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.”

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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.”

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Kane & Associates

(1)

IRS Liens, Payroll, Tax Preparation

“Have used them for years they help me stay outa trouble”

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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.”

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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.”

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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.”

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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.”

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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...”

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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.”

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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.”

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

(1)

“Best CPA group in the county.”

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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...”

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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...”

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Frank Reynolds & Company

(2)

Entrepreneurs, Individual/Families, Retirees

“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”

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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...”

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Ashford Investment Advisors

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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 ...”

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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 ...”

Featured

We are pleased to share the incredible commitment of our CEO, Dena Jalbert, who is the Chairperson of the board of directors for AdventHealth Central Florida’s Heart & Lung Vascular Institute (HLVI) Foundation, to help fundraise for AdventHealth’s Heartwise pilot program. Dena’s passion for this cause stems from her personal story, making her a dedicated advocate for women’s cardiovascular wellness.n nThe HLVI Foundation is launching the Mother’s Heartwise program, a groundbreaking initiative designed to address heart health risks during pregnancy. Led by Dr. Patricia A. Guerrero, this program emphasizes early intervention and education for expectant mothers, providing a unique opportunity to assess future cardiovascular risks.n nDena’s involvement underscores Align Business Advisory Services’ commitment to philanthropy and community impact. As a leader in Central Florida and beyond, Dena brings her expertise to champion this vital cause.n nWe invite you to connect with Dena and follow Align to learn more about HLVI’s philanthropic efforts and how Align Business Advisory Services continues to make a positive difference in the world of healthcare.n nIf you have the means to provide financial support for this great cause, we encourage you to do so. Read more at the link.n n#AdventHealth #HLVIFoundation #AlignCares #CommunityImpact #Philanthropy #HeartHealth #CentralFloridaLeadership #HealthandWellness #MothersHeartwise...

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Milan Prastalo, Independent Financial Advisor

Life Insurance

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

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.

Fraser Allport - the Total Advisor

Dynasty Tax Professionals

Spencer Tax and Accounting

Holland Financial

Anchor Certified Planners Group

Sarah Smith, Financial Advisor - Eagle Strategies

Chase C. Smith - Financial Advisor

Kane & Associates

BMC Cpas

Madewell Batten CPA

AVL Wealth Management

Compass Financial Management Group

Coastal Lending Services

CFO Strategic Partners

Weber Financial

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

The Center For Institutional Finance

RLJ Wealth Management

Frank Reynolds & Company

Loucretia Campos CPA PA

Ashford Investment Advisors

Firstrust

Align Business Advisory Services

Milan Prastalo, Independent Financial Advisor

Retirement Planning and Investment Management Services in New Smyrna Beach, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near New Smyrna Beach

Popular in New Smyrna Beach