Ormond Beach, FL

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Ormond Beach, FL
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Best Financial Advisors in Ormond Beach, FL

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Ormond Beach area.

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Spencer Tax and Accounting

Spencer Tax and Accounting

(26)
Estate & Trust Tax Services, New Business Formation, Business Services
“Becky managed two state returns and several real estate transactions, answered all my questions clearly, and handled the whole process efficiently and speedily.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
142 E Granada Blvd Suite 208, Ormond Beach, FL 32176
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BMC Cpas

BMC Cpas

(5)
  • Information
  • Team
“This group is amazing, accurate, available, informative and professional.”
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
Serving Ormond Beach Area
Featured

What are the tax implications of renting out a vacation home part of the year? It depends on the time it’s rented and the time you personally use the home. (Personal use includes vacation use by relatives and use by nonrelatives if market rate rent isn’t charged.) If you rent the property for less than 15 days during a year, it’s not treated as rental property. Any rent received isn’t included in your income for tax purposes. But you can only deduct property taxes and mortgage interest. If you rent the property for more than 14 days, you include the rent you receive in income and you can deduct part of the operating expenses and depreciation, subject to several rules. Questions? Contact us.

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Fraser Allport - the Total Advisor

Fraser Allport - the Total Advisor

(50)
  • Social Security
  • Expertise
  • Retirement
“My mother's husband was a client of his and after Dennis had passed he helped and went out of his way to ease the financial transition after her husband's passing.”
In Business Since 2010
Licensed
Serving Ormond Beach Area
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Dynasty Tax Professionals

Dynasty Tax Professionals

(50)
Resource Center, Credit Repair, Iprotect
“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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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.”
Accepts All Major Credit Cards
In Business Since 2001
CFP Certified
700 W Granada Blvd, Ormond Beach, FL 32174
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McFarlin & Brokke

McFarlin & Brokke

(12)
Tax Services, Services For Individuals, Quickbooks Services
“Super easy to work with and explains everything to a novice by myself as a business owner.”
Transparent Fees & Pricing
In Business Since 1955
Offers Financing Options
Accepts Check, All Major Credit Cards
E Granada Blvd, Ormond Beach, FL 32176
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Tax & Business Solutions CPA & Co.

Tax & Business Solutions CPA & Co.

(4)
Services For Quickbooks, Tax Services, Industries
“They have a good understanding of my situation.”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
Accepts All Major Credit Cards
1620 S Clyde Morris Blvd #100, Daytona Beach, FL
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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.”
Accepts Cash
In Business Since 1994
Licensed, BBB Rating: A+
1395 W Granada Blvd, Ormond Beach, FL 32174
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Sarah Smith, Financial Advisor - Eagle Strategies

Sarah Smith, Financial Advisor - Eagle Strategies

(14)
Retirement Planning, Financial Planning, Tax, Settlement & Inheirtance 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
Serving Ormond Beach Area
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Madewell Batten CPA

Madewell Batten CPA

(4)
Internal Controls, IRS Seizures, Quickbooks Setup
“Personable and takes time to make sure everything is done right!”
In Business Since 1996
Transparent Fees & Pricing
1326 S Ridgewood Ave, Daytona Beach, FL
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AVL Wealth Management

AVL Wealth Management

(6)
Stock Options
“He created a plan that will help me save on taxes next year and avoid unexpected taxes due while also saving me money.”
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)
Retirement Planning, College Planning, Investment Services
“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 1982
Accepts All Major Credit Cards
880 Airport Rd STE 112A, Ormond Beach, FL 32174
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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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Charles L. Belote & Associates P.A., Cpa's

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

(1)
“Best CPA group in the county.”
Transparent Fees & Pricing
In Business Since 1973
Accepts All Major Credit Cards
Serving Ormond Beach Area
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Weber Financial

Weber Financial

(1)
Education Planning, Wealth Management & Distribution 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
595 W Granada Blvd suite j, Ormond Beach, FL 32174
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The Center For Institutional Finance

The Center For Institutional Finance

Commercial AND Bond Lending, Fundraising, Charter 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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20/20 Financial Advisers of Daytona Beach

20/20 Financial Advisers of Daytona Beach

Retirement Planning Services, Personal Services, Business Services
“20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning...”
In Business Since 2004
1663 Clyde Morris Blvd STE 2, Daytona Beach, FL
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MLR Financial Co

MLR Financial Co

(3)
College Planning, Financial Planning, Life Insurance
“I am so happy with my Insurance coverage from the plan to the customer service.”
In Business Since 2020
Serving Ormond Beach Area
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Jbirney Financial

Jbirney Financial

(1)
Saving For College, Savings & Income Strategy, Estate Planning
“Knowledgable and efficient.”
In Business Since 2010
Serving Ormond Beach Area
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Frank Reynolds & Company

Frank Reynolds & Company

(2)
Retirees, Entrepreneurs, Individual/Families
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
In Business Since 2001
1620 S Clyde Morris Blvd, Daytona Beach, FL
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Loucretia Campos CPA PA

Loucretia Campos CPA PA

Quickbooks Accounting, Business & CFO Services, Individual & Business Tax
“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...”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
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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Retirement Planning and Investment Management Services in Ormond Beach, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 533 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 533 cost profiles.

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