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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.”

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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.”

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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.”

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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)

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.”

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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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BMC Cpas

(5)

Information
Team

“This group is amazing, accurate, available, informative and professional.”

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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Madewell Batten CPA

(4)

Internal Controls, IRS Seizures, Quickbooks Setup

“Personable and takes time to make sure everything is done right!”

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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.”

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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.”

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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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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.”

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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

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...”

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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.”

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Jbirney Financial

(1)

Saving For College, Savings & Income Strategy, Estate Planning

“Knowledgable and efficient.”

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Frank Reynolds & Company

(2)

Retirees, Entrepreneurs, Individual/Families

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

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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...”

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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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Ashford Investment Advisors

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Expert Reserve Services

“With over 25 years of experience with reserve studies, milestones, and insurance appraisal, we service condominium associations, homeowner associations, businesses, clubs, and organizations. Let a team of experts and quality customer service provide ...”

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Milan Prastalo, Independent Financial Advisor

Life Insurance

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The Depasqua Wealth Advisory Group of Stifel

My Staff, Mission Statement, Featured Links

“Your life will change. Families will grow, responsibilities will increase, careers will evolve and change, retirement years will arrive, andparents may face the unexpected. Estateswill need protection. Among the many benefits of working with The DePa...”

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

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.

Dynasty Tax Professionals

Fraser Allport - the Total Advisor

Spencer Tax and Accounting

Holland Financial

Anchor Certified Planners Group

Sarah Smith, Financial Advisor - Eagle Strategies

Chase C. Smith - Financial Advisor

BMC Cpas

Madewell Batten CPA

AVL Wealth Management

Compass Financial Management Group

Coastal Lending Services

Weber Financial

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

The Center For Institutional Finance

MLR Financial Co

Jbirney Financial

Frank Reynolds & Company

Loucretia Campos CPA PA

Firstrust

Ashford Investment Advisors

Expert Reserve Services

Milan Prastalo, Independent Financial Advisor

The Depasqua Wealth Advisory Group of Stifel

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

Why these companies made our list

Wealth Management Advisors near Ormond Beach

Popular in Ormond Beach