Best Financial Advisors in Oviedo, FL

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

Judy P Carroll Clark, Cpa, PLC

Judy P Carroll Clark, Cpa, PLC

(1)
Personal Financial Planning, Quickbooks Setup, IRS Levies
“I've used Judy for the last 5 years or so and she's great!”
In Business Since 2009
Offers Financing Options
Transparent Fees & Pricing
2236 Chantilly Terrace, Oviedo, FL 32765
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Franklin Legacy Financial

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...”
In Business Since 2014
485 Silver Springs Dr, Oviedo, FL 32765
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Brick Retirement Group

Brick Retirement Group

(1)
Retirement, Money, Tax
“Greg is a very knowledgeable advisor and was very helpful in helping me understand different options that suited my situation.”
In Business Since 2011
Licensed
434 N Central Ave, Oviedo, FL 32765
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Asset Architects

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...”
In Business Since 2007
Transparent Fees & Pricing
2441 W State Rd 426, Oviedo, FL 32765
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Rariden Investment Advisors

Rariden Investment Advisors

(1)
“I have been using George Rariden for over 10 years and I highly recommend his services.”
In Business Since 2000
2572 W State Rd 426 STE 2080, Oviedo, FL 32765
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Black Belt Credit Solutions

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.”
In Business Since 2017
Coupons & Offers
1700 Oviedo Mall Boulevard, Oviedo, FL
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Semper Wealth Management

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...”
In Business Since 2019
873 White Rose Way, Oviedo, FL 32765
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Retirement Plan Specialists Inc

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...”
In Business Since 2009
815 Eyrie Dr, Oviedo, FL 32765
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Jeffrey D. Woodward Chfc, CLU

Jeffrey D. Woodward Chfc, CLU

Articles, Tell A Friend
“Jeffrey D. Woodward ChFC, CLU may only conduct business with residents of states and/or jurisdictions for which he is properly registered. Please note that not all of the investments and services mentioned are available in every state.”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
1425 W Broadway St, Oviedo, FL 32765
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Carlos Travieso - Thrivent Financial

Carlos Travieso - Thrivent Financial

(1)
“Renesito usa”
In Business Since 2013
Accepts All Major Credit Cards
2441 W State Rd 426 #1061, Oviedo, FL
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Investment & Insurance Planning Services

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...”
In Business Since 2010
261 Plaza Dr B, Oviedo, FL 32765
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Nolan Capital Advisors

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...”
In Business Since 2011
799 Carrigan Ave, Oviedo, FL 32765
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Certified Financial Group

Certified Financial Group

(11)
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!”
In Business Since 1996
Accepts Check
Licensed, BBB Rating: A+
Serving Oviedo Area
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Souza's Tax & Accounting

Souza's Tax & Accounting

(49)
Individual, Business
“I've been coming to Ricky for years now I would rather go to him there anywhere else I could trust him he's clean safe and secure his staff is nice and well presented informative Once you meet him you never go back He may sure if you get the maximum...”
In Business Since 2022
Licensed, BBB Rating: A+
6239 Edgewater Dr, Orlando, FL
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BEE Square TAX Service

BEE Square TAX Service

(49)
  • Questions
  • Knowledge
  • Call
“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...”
In Business Since 1973
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
1650 Sand Lake Rd #115, Orlando, FL
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Alper Law

Alper Law

(43)
Asset Protection, Adoption, 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...”
In Business Since 2017
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
255 Primera Blvd Suite 160, Lake Mary, FL
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Edwards Financial Services

Edwards Financial Services

(40)
Blog
“  When meeting Jason, it's immediately obvious that he loves what he does and can discuss global economies as well as predict market trends with so much knowledge and enthusiasm that there is no question that he is one of the best in his field.”
In Business Since 2003
Licensed, BBB Rating: A+
Serving Oviedo Area
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GRA CPA

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.”
In Business Since 2011
Accepts All Major Credit Cards
IRS Certified
35 W Pine St #220, Orlando, FL
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CPA Accounting & Tax Services

CPA Accounting & Tax Services

(42)
Business Services, International Tax Services, Tax Resolution 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.”
In Business Since 2000
Coupons & Offers
Offers Financing Options
Accepts All Major Credit Cards, Check, Debit
1813 N Dean Rd #104, Orlando, FL
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Dias Wealth

Dias Wealth

(50)
  • Information
  • Learned
  • Matter
“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.”
In Business Since 2019
Transparent Fees & Pricing
Serving Oviedo Area
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The Hidden Wealth Solution

The Hidden Wealth Solution

(42)
  • Team
  • Strategies
  • Funds
“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...”
In Business Since 2015
CRD #175083
Serving Oviedo Area
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BMA Taxes

BMA Taxes

(16)
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.”
In Business Since 2017
Free Initial Consultation
Accepts All Major Credit Cards, Cash, Check
Emergency Services
2111 E Michigan St #132, Orlando, FL
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Burgos & Brein Wealth Management

Burgos & Brein Wealth Management

(49)
  • Benefits
  • Job
  • Spouse
“I'm happy to report that within weeks of filing, my mother was awarded Aid & Attendance benefits and now will be able to afford the much needed Assisted Living; and, I'll have peace of mind knowing that she will be receiving the much needed assistanc...”
In Business Since 2011
1060 Woodcock Rd Suite 117, Orlando, FL
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Oxford Advisory Group

Oxford Advisory Group

(49)
  • Retirement
  • Tax
  • Company
“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.”
In Business Since 2017
111 N Orange Ave #775, Orlando, FL
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Retirement Planning and Investment Management Services in Oviedo, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 423 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 423 cost profiles.

Why these companies made our list

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