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Franklin Legacy Financial

(3)

Meet Michael, Financial Calculators, Blog

“I receive a LOT of advice from Michael and refer ALL of my real estate clients to him because I am sure he will get a complete understanding of what their financial goals and needs are and will be patient and diligent with them in helping them create...”

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Rariden Investment Advisors

(1)

“I have been using George Rariden for over 10 years and I highly recommend his services.”

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Black Belt Credit Solutions

(7)

Credit Score

“Black Belt Credit Solutions have tremendously help with my credit in less than three months, my credit score has increased over a hundred points.”

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Carlos Travieso - Thrivent Financial

(1)

“Renesito usa”

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Investment & Insurance Planning Services

“Our work is fundamentally centered on your priorities, which are situated at the crossroads of what is important to you and what you can manage. This means creating a customizable financial plan that is as unique as you are. The goal is to create a p...”

Featured

401(k) Investing Demystified for Jet Blue Pilots and Employees Saving for retirement is a crucial aspect of financial planning, and 401(k) plans are one of the most popular ways to do so. If you’re a Jet Blue Pilot or Crew Member, the Jet Blue 401(k) plan offers an excellent opportunity to build your retirement savings while enjoying various investment options and benefits. However, choosing the right plan and investments can be overwhelming, and making the wrong choices could have a significant impact on your retirement savings and whether you’re able to retire comfortably. That’s why we’ve put together this blog post to help you navigate the Jet Blue 401(k) plan and make more informed decisions. Whether you’re a new pilot or crew member looking to get started or an existing participant seeking to optimize your investments, join us as we dive into the Jet Blue 401(k) plan.

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Nolan Capital Advisors

“Nolan Capital Advisors LLC. ("NCA”) is a registered investment advisor located in Oviedo, Florida. NCA and its advisors are in compliance with current filing requirements imposed upon by the State of Florida registered investment advisory firms and b...”

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Retirement Plan Specialists Inc

“Retirement Plan Specialists, Inc. (RPS) is a professional organization providing administrative, actuarial, and consulting services in the area of tax qualified pension and profit sharing plans to employers of all sizes, whether operating as corporat...”

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Asset Architects

“Our staff of tax preparers includes expert consultants in such fields as expatriate, bankruptcy and international individual tax transactions —services that are requested less frequently than tax and payroll, but which are just as important to client...”

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Semper Wealth Management

“Semper Wealth Management LLC was founded by Mike Machata in 2019. The name is derived from the Marine Corps Motto “Semper Fidelis”, which means “Always Faithful” in Latin. Mike wanted to take the principles of honor, courage, and commitment learned a...”

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Certified Financial Group

(13)

For Individuals, For Employers

“I have been doing business with Certified Financial for over the 12 years and my experience has always been above average with Joe Bert, Valerie and their amazing group of financial planners!”

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Duryea & Edwards Cpas

(50)

Services For Individuals, Tax Services, Business Services

“They exceed my expectations on a regular basis and I would recommend this office to friends and loved ones, as well as strangers, regardless of their income level or type of business because of their commitment to clients and based on my personal exp...”

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Bee Square Tax Service

(49)

Questions
Knowledge
Attention

“I had spoke to a number of facilities who really couldn't proceed without information on file for invoicing purposes first, but Jennifer gave me a call, asked me how she could assist, and allowed me to ask questions/vent/and almost break out into tea...”

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Souza's Tax & Accounting

(49)

Individual, Business

“Above all, and this is why I'm so thrilled with them - I explained how frustrated I was working with a different firm 2 years ago that completely messed up my refund and to date, they had lied to me about providing help, ghosted me after promising to...”

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Edwards Financial Services

(45)

Blog

“I have seen unimaginable, consistent personal fiscal growth attributable to the fact that his strategies are based on fiscal truths, remarkably accurate economic forecasting, a profound ability to analyze and apply the effects geo political economics...”

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Alper Law

(44)

Questions
Information
Estate Planning

“The confirmation I made the right decision come at the Meeting with the Trustee, Mr Alper meet me in court and we witness 3 other people interviewed before I did and I can tell you I become very nervous once I saw the trustee extra questioning becaus...”

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GRA CPA

(49)

Tax Return Preparation and Tax Planning, Business Consulting, Gaap Compliant Financial Statements

“I started a training business, and the advice they gave and the direction they showed me was very beneficial to my business i would recommend this type of service to anyone that needs help with anything that which resides in their business.”

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Cohn, Lopez & Associates

(49)

Tax Services, Intake Form, Accounting

“For two years, Cohn, Lopez & Associates have done an outstanding job in the preparation of not only my tax returns, but my daughter's taxes; she was the one that highly recommended this firm to me.”

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CPA Accounting & Tax Services

(42)

Business Services, International Tax Services, Tax Resolution Services

“From the moment I reached out, I was greeted with the utmost professionalism and care, especially by Patrice at reception, who went above and beyond to ensure that all my initial queries were addressed promptly and efficiently.”

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The Hidden Wealth Solution

(47)

Team
Strategies
Integrity

“They took all the time needed to educate my wife and myself about a personal financial strategy that will help us prepare for a more financially secure retirement focused on reducing our investment risk, increasing our investment returns, and minimiz...”

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BMA Taxes

(20)

Bookkeeping, Due Diligence, Tax Preparation

“Forwarded information regarding need to amend 2018 taxes and Mr Mendes had things completed in a matter of, no time actually, things were done that quickly.”

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Dias Wealth

(50)

Information
Understand
Speaker

“Also, I wish you went into more of an explanation of how QC Ds are limited not only by the dollar limit but also the amount of current IRA contributions when the taxpayer is still having earned income.”

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DC & Associates

(48)

Ginger
Tax Return
Tax Refund

“Micheal Crowder went above and beyond to help me out with an employment tax issue, guiding me through getting it taken care of and the question to ask and the answers to give so that I was able to get it resolved with his guidance.”

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Credit Repair of Florida

(47)

Get Started Here, Rental Kharma, Credit Monitoring

“Great company, great staff, honest and always on time, very helpful and has defenitly helped us with what has been needed and the results have been beyond execllent, after tryig many places this company has been the best ever WITH REAL results.”

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Oxford Advisory Group

(49)

Retirement
Tax
Seminar

“We didn't know what we were going to do with our investments moving forward but after speaking with Shea and Oxford Advisory Group we are much more confident and know what steps we are going to take to insure a beautiful future.”

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

Best Financial Advisors in Oviedo, FL

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

Franklin Legacy Financial

Rariden Investment Advisors

Black Belt Credit Solutions

Carlos Travieso - Thrivent Financial

Investment & Insurance Planning Services

Nolan Capital Advisors

Retirement Plan Specialists Inc

Asset Architects

Semper Wealth Management

Certified Financial Group

Duryea & Edwards Cpas

Bee Square Tax Service

Souza's Tax & Accounting

Edwards Financial Services

Alper Law

GRA CPA

Cohn, Lopez & Associates

CPA Accounting & Tax Services

The Hidden Wealth Solution

BMA Taxes

Dias Wealth

DC & Associates

Credit Repair of Florida

Oxford Advisory Group

Retirement Planning and Investment Management Services in Oviedo, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oviedo

Popular in Oviedo