KP Financial Firm
“I appreciate the advice that you are willing to give me every year and to get the best and largest refund, thank you for your help always.”
Best Financial Advisors in Orlando, FL
23 firms listed · all 23 in Orlando · 6 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Burgos & Brein Wealth Management
“Their expertise and support in the subject matter made the otherwise confusing process of working with the VA as straight forward as possible”
Oxford Advisory Group
“Luke has helped us get our retirement and Social Security planning on track.”
Milton & Associates
“Otis who was welcoming and professional over the phone and took my name down and ETA so that once I arrived, I could be assisted.”
Retire Orlando, a Member of Advisory Services Network
“He took the time to understand our goals and come up with a strategic plan on how to get there.”
Sunrise Wealth Advisors
“Despite a volatile market, the plans used based primarily on his advice, allowed us to retire in 2022, as hoped.”
The 23 firms listed for Orlando, 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: Orlando, FL
All 23 firms we list here are in Orlando itself. We have 61 firms in Orlando on file; this page shows the highest-rated 23. The firms on this page are rated from 4.3 to 5.0 across 556 reviews; 3 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (76%) and quality (59%). 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (5), business services (4), industries (2), services for individuals (2) and tax preparation (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 17 publish a contact page; 19 list a public email and 9 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Orlando take financial planning bookings online?
9 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Brinkman Accounting & Wealth Advisors
“Everything is accurate and they're very knoweledgable to help manage taxes and investement portfolio.”
Dearrigoitia & Company PA
“From the time you walk in the door and get greeted by Sylvia to the special care Eric gives you, the service is phenomenal!”
Gambin Financial Group
“On a personal note, (without getting into private details) I can say unequivocally that this service has permanently changed the course of my families life while approaching personally finances from a generational wealth perspective.”
Retireguide
“They gave me the answers I needed in a way I could understand.”
TMI Group, TAX AND Accounting Solutions
“Their team's expertise and proactive approach have been instrumental in optimizing our tax strategy and financial well-being.”
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Security Financial Management
“Dave and his team are very attentive to my needs and provide very sound advice.”
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McDonough Capital Management
“I really love what Mc Donough Capital Management is doing!”
Rea Financial
“REA looks at the whole big picture for us to make sure we are on the right track.”
JLT Financial Services | Retirement Planning
“Jorge is very helpful and makes the process easy to understand and a smoothly set up.”
Nancy D. Murray CPA
“I was stressed and overwhelmed before I came to Nancy by the time I left I was happy and at ease.”
On Target Business Solutions - Raquel Mowrer
Duvet Financial Services
“You will not regret going to him for help on your mortgage, insurance, and taxes!”
Stokes Wealth
“I have been working with Jay for about ten years and he's the only one that I'd trust managing my money.”
Tripletail Wealth Management
“I enjoy the curated financial service experience that I receive from Tripletail Wealth Management.”
Orlando Divorce Planning
“They are extremely responsive and professional and their expertise has been instrumental in resolving some of my more complicated cases.”
Integral Brothers Services
“Responsible and super professional people, they always have an answer for me to any question.”
Start Financial Plan Rollover 401k Zoom or Webex
“My investments with Security Financial Management, thanks to excellent advice I have received from Sylvia, will allow me to retire early from a job I thought I would be chained to for years to come !”
Why these companies made our list
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