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Best Financial Advisors in Orlando, FL

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Orlando area.

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Nona TAX - Lake Nona

Nona TAX - Lake Nona

(47)
Services For Quickbooks, Business Services, Industries
“After being dissatisfied with my experiences with several tax firms, I came across Nona Tax online and decided to give them a try for preparing my personal taxes.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2019
Transparent Fees & Pricing
10783 Narcoossee Rd #117, Orlando, FL
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Bee Square Tax Service

Bee Square Tax Service

(49)
  • Knowledge
  • Office
  • Attention
“She put me at ease immediately, asked pertinent questions, delved into more intricate questions, and lowered my tax bill far more than I thought was going to be possible.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1975
Accepts All Major Credit Cards
1650 Sand Lake Rd #115, Orlando, FL
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Business, Individual
“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.”
Licensed, BBB Rating: A+
In Business Since 2020
6239 Edgewater Dr, Orlando, FL
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GRA CPA

GRA CPA

(49)
Business Consulting, Reviewed Financial Statements, Bookkeeping and Accounting Services
“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.”
IRS Certified
In Business Since 2013
Accepts All Major Credit Cards
35 W Pine St #220, Orlando, FL
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CPA Accounting & Tax Services

CPA Accounting & Tax Services

(42)
Tax Resolution Services, Individual Tax Services, Business Services
“Ever since we began using the services provided by CPA Accounting & Tax Services, Comprehensive Family Medicine of Orlando has seen a great improvement in book keeping records and tax management.”
Coupons & Offers
Transparent Fees & Pricing
Free Initial Consultation
DBE Certified
1813 N Dean Rd #104, Orlando, FL
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BMA Taxes

BMA Taxes

(20)
Tax Planning, Financial Preparation, Due Diligence
“I came across BMA Taxes and gave them a call & Brian answered and was immediately willing to help even though he didn't know me & I wasn't a current client!”
Emergency Services
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2015
2111 E Michigan St #132, Orlando, FL
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KP Financial Firm

KP Financial Firm

(46)
Financial Services, Tax Services, Other Services
“Super Recommended, especially if it is your first time doing taxes, Miss Kelly helps you with everything you need and with any questions you have, very professional.”
In Business Since 2019
6900 Tavistock Lakes Blvd Suite 400-2, Orlando, FL
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Wooten CPA

Wooten CPA

(50)
  • Efficient
  • Mind
  • Documents
“Though painful to learn my previous tax professional was doing it wrong, it is a relief to go forward knowing Brad has my best interest professionally and in character.”
In Business Since 2019
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL
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Oxford Advisory Group

Oxford Advisory Group

(49)
  • Tax
  • Team
  • Seminar
“A tad disappointed in our meeting as we covered many of the same items from the seminar and they couldn't find the paperwork we filled out at the seminar.”
In Business Since 2017
111 N Orange Ave #775, Orlando, FL
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Burgos & Brein Wealth Management

Burgos & Brein Wealth Management

(49)
  • Job
  • Team
  • Spouse
“I want to say that from the beginning to end of my mother's VA Aid and Attendance Application, Burgos & Brein have been on top of everything -- especially what documents were needed.”
In Business Since 2011
1060 Woodcock Rd Suite 117, Orlando, FL
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Milton & Associates

Milton & Associates

(16)
Industries, Business Services, Notary Services
“Milton & Associates Inc have help me for three years now and I must say they really do care about their customers and make sure we pick the right option for what's best for us.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2010
1310 W Colonial Dr #15, Orlando, FL
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J & J Financial Services

J & J Financial Services

(47)
  • Text Message
  • File
  • Refund
“I highly recommend these guys for anyone who needs their taxes done BARBIE made it simple and easy for me and I appreciate her service she will be doing my taxes from now on”
In Business Since 2020
1800 W Oak Ridge Rd, Orlando, FL
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The Young Law Firm of Florida

The Young Law Firm of Florida

(22)
Probate, Business & Real Estate, Wills, Trusts, & Estates
“Simply outstanding professionals; if you're looking for problem solvers look no further-Young Law Firm is the one stop shop, they were very responsive and timely.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
815 N Magnolia Ave Suite 200, Orlando, FL
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Strombeck Consulting Cpa's

Strombeck Consulting Cpa's

(41)
  • Advisors
  • Financial
  • Mind
“Both myself personally, and my son and I who jointly own Remote Control Hobbies - Orlando, have used Strombeck's services for the past nearly eight years.”
In Business Since 2000
150 Terra Mango Loop, Orlando, FL
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Retire Orlando, a Member of Advisory Services Network

Retire Orlando, a Member of Advisory Services Network

(39)
  • Information
  • Goals
  • Understand
“I have been with Retire Orlando now for a couple years, It was a great decision to move to this company, it has been rewarding for me financially as well as learning from Scott.”
In Business Since 2016
390 N Orange Ave #2300, Orlando, FL
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Florida Financial Advisors

Florida Financial Advisors

(29)
Education Planning, Investment Types, Estate Planning
“These guys and girls actually CARE about you, and not only do they provide great advice, but they try to consider every aspect of your situation before suggesting anything.”
Accepts All Major Credit Cards
In Business Since 2018
Free Initial Consultation
622 E Washington St #320, Orlando, FL
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Landmark Legal

Landmark Legal

(32)
  • Account
  • Call
  • Expectations
“I had been struggling with credit card debt for almost 10years and landmark legal stepped in and worked out lower balances and smaller monthly payments.”
Free Initial Consultation
In Business Since 2000
100 W Lucerne Cir Ste. 600, Orlando, FL
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Consumer Consulting Group

Consumer Consulting Group

(31)
  • Obligation
  • Fee
  • Results
“He called down to the resort and effectively negotiated an acceptable fee to have the management company cancel the contract between us, and saved us thousands of dollars.”
Licensed, BBB Accredited
In Business Since 2019
Free Initial Consultation
1500 Park Center Dr Suite 230, Orlando, FL
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Sunrise Wealth Advisors

Sunrise Wealth Advisors

(6)
Employee Plan Options, Wealth Management, Nitrogen®
“Everyone should have an experienced financial advisor they can trust to help them develop sound investment strategies, and Nick (and the team at Sunrise Wealth Advisors) are AMAZING!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2011
Accepts Cash
6052 Turkey Lake Rd, Orlando, FL
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Brinkman Accounting & Wealth Advisors

Brinkman Accounting & Wealth Advisors

(18)
Services For Quickbooks, Business Services, Industries
“We have been using them for over 20 years for our business and personal needs and will never go anywhere else, no need to, they're THE BEST team in Orlando!!”
Transparent Fees & Pricing
In Business Since 1987
Offers Financing Options
4853 S Orange Ave Suite A, Orlando, FL
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Xel Advisors

Xel Advisors

(34)
  • Confidence
  • Saving
  • Communication
“They are able to put me at ease, even when dealing with complex financial issues, and I trust them implicitly to handle my finances with the utmost care.”
Free Initial Consultation
In Business Since 2022
6965 Piazza Grande Ave STE 214, Orlando, FL
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Perez Goree & Associates

Perez Goree & Associates

(20)
  • Questions
  • Financial
  • Planning
“They consistently offer resources to help in planning and have always been extremely responsive to our questions when they come up, no matter how small or trivial.”
Transparent Fees & Pricing
In Business Since 2009
Free Initial Consultation
4700 Millenia Blvd #175, Orlando, FL
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Chairvolotti Financial

Chairvolotti Financial

(1)
Private Wealth, Retirement Services
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
CEFEX Certified
In Business Since 2010
631 Orlando Ave #103, Winter Park, FL 32789
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Dearrigoitia & Company PA

Dearrigoitia & Company PA

(6)
Bank Financing, Non-Profit Organizations, Audits - Reviews - Compilations
“I began freelancing in Orlando's film and television industry back before 1990, and someone advised me that a good accountant will save you more money than they cost.”
Offers Financing Options
Accepts Cash, All Major Credit Cards, Check
Free Initial Consultation
In Business Since 1992
4555 Hoffner Ave, Orlando, FL
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Retirement Planning and Investment Management Services in Orlando, FL Cost Estimates

Minimum cost
$1230
Maximum cost
$10455
National Average
$3690
Avg Per Hour Rates
$369
$2460
$6765
Average price range is based on 475 cost profiles
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Average Cost $3690
Minimum cost $1230
Maximum cost $10455
Avg Per Hour Rates $369

Average range $2460 to $6765 is based on 475 cost profiles.

Why these companies made our list

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