Best Financial Advisors in Palm Bay, FL

The highest-rated Financial Planning & Wealth Management companies out of 118 vetted & reviewed in the Palm Bay area.

New Beginnings Financial Consulting

New Beginnings Financial Consulting

(5)
  • Life
“Knowing sean over the years, has been one of the greatest things that ever happened to me, why because he's a great accountant, very reliable ,honest, and very trustworthy..”
In Business Since 2008
Free Initial Consultation
1863 Edith St NE, Palm Bay, FL
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New Smyrna Beach Investors 14

New Smyrna Beach Investors 14

(1)
“So far my favorite stop along my travels.”
In Business Since 2023
Coupons & Offers
2375 Angel Rd, Palm Bay, FL
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Blue Orca Financial Services

Blue Orca Financial Services

(4)
““Our Quickbooks were such a mess from another Bookkeeper we hired and then Bill took over, got everything cleaned up fast and now we always have reliable and current financial information”
In Business Since 2018
2037 Gloria Cir, Palm Bay, FL
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Financial Cornerstone Group

Financial Cornerstone Group

Monthly Market Insights, PDF, New and Noteworthy
“A successful financial life takes commitment and diligence, but its best chance of surviving - and thriving - begins with a solid plan. Our greatest joy is to come alongside our clients to help establish that firm foundation, then continually provide...”
In Business Since 2018
2197 Julian Ave NE, Palm Bay, FL
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JNM Accounting

JNM Accounting

(18)
Services For Quickbooks, Business Services, Tax Services
“A big thank you Michelle and Jason for all you do and the countless hours you put in to make sure our taxes & quarterly get done in a timely manner and for always being so kind will definitely continue doing business with yall😎 …”
Free Initial Consultation
In Business Since 2022
Transparent Fees & Pricing
1301 W Eau Gallie Blvd, Melbourne, FL
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Chell Financial

Chell Financial

(34)
  • Goals
  • Market
  • Knowledge
“Nelson is always informative and communicative with me and has been helping me with my retirement accounts for several years now as a FF/ PM servicing the south Florida area.”
In Business Since 2022
Serving Palm Bay Area
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Blue Fox

Blue Fox

(16)
  • Books
  • Team
  • Nonprofit
“The company she founded, Blue Fox, always uses a proactive approach to support our goals and they made it easy to get up-and-running with cutting-edge technology.”
In Business Since 2018
Remote Consultations Available
2542 Woodfield Cir, Melbourne, FL
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Michael L Arbogast, CPA

Michael L Arbogast, CPA

(11)
Insurance, Taxes, Financial Planning
“I recommended them to a family member for his new business tax planning and they have been extremely helpful explaining and setting everything up for him.”
In Business Since 2007
CFP Certified
108 W New Haven Ave, Melbourne, FL
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Roberts Group CPA

Roberts Group CPA

(3)
“Carla was very responsive and took the time to explain my tax return and to answer my questions.”
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
1702 N Wickham Rd, Melbourne, FL
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Rossi & Associates

Rossi & Associates

Currently Conducting Business In These States, Florida College Savings Plan, Investment Options
“Although today is a world of standardized “one size fits all” type portfolios designed by parties who do not know the individuals or families they serve, we feel that approach is not appropriate for most people. That's why Rossi & Associates is truly...”
Accepts Debit, Cash
In Business Since 1996
Licensed, BBB Rating: A+
1800 W Hibiscus Blvd # 134, Melbourne, FL
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Three Bridges Planning

Three Bridges Planning

(9)
  • Knowledge
  • Team
  • Goals
“Absolutely the best decision when I moved to Three Bridges Planning and started working with their Team!”
In Business Since 2018
Transparent Fees & Pricing
304 S Harbor City Blvd Suite 200, Melbourne, FL
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Atlantic Financial Advisors

Atlantic Financial Advisors

(2)
Retirement Planning, Roth-Conversions, Life Insurance Retirment Plans
“He listens closely, advises often, and in between takes the time to teach why, how, what, and most important - when to invest.”
In Business Since 1982
Licensed, BBB Rating: A+
3682 N Wickham Rd Suite C, Melbourne, FL
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Ugreenit

Ugreenit

(1)
Payroll Management Service, Business Advisory, Bank Reconciliation Service
“Jason is a master of his craft and provided me excellent information!”
In Business Since 2019
1333 Gateway Dr ste 1021, Melbourne, FL
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Marvel Wealth Management

Marvel Wealth Management

Meet the Team
“We don't believe in one size fits all financial plans. Our primary focus is on creating transparent, customized strategies and executing them with robust technology and suitable investments. This approach coupled with our investment fiduciary respons...”
In Business Since 2019
100 Rialto Pl Suite 926, Melbourne, FL
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Blacksands Wealth Group

Blacksands Wealth Group

(1)
Wealth Preservation Strategies, Retirement Income Strategies, Retirement Planning Strategies
“Leasha Flammio- Watson is an exceptional manager of my 401 K .”
In Business Since 2005
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
3999 N Harbor City Blvd, Melbourne, FL
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Eastwood & Associates Wealth Strategies

Eastwood & Associates Wealth Strategies

(1)
“The entire staff has been awesome.”
In Business Since 2007
3210 N Wickham Rd, Melbourne, FL
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Black Lab Financial Services

Black Lab Financial Services

(11)
  • Interest
  • Decision
  • Goals
“We didn't know what to expect because we had know idea how things work but Kevin is a teacher by nature he made us understand the in and outs and made us fill very comfortable about are financial decisions.”
In Business Since 2022
Share with Sybil's Relaxation Station, 1301 W Eau Gallie Blvd 98 Office, Melbourne, FL
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Bloom Cpas and Advisors

Bloom Cpas and Advisors

(10)
Electronic Filing
“Their proactive approach to tax planning has saved me both time and money, allowing me to focus on what matters most – growing my business and securing my financial future.”
In Business Since 2022
3210 N Wickham Rd STE 5, Melbourne, FL
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Miller & Caruso

Miller & Caruso

(4)
“Trustworthy and do a great job on my taxes.”
In Business Since 2011
Transparent Fees & Pricing
486 N Harbor City Blvd, Melbourne, FL
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Flavin Nooney & Person, Cpas and Advisors

Flavin Nooney & Person, Cpas and Advisors

(7)
“Experienced, knowledgeable, and personable people.”
Accepts All Major Credit Cards
In Business Since 1993
Licensed, BBB Rating: A+
2200 S Babcock St, Melbourne, FL
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Trina W Downey CPA

Trina W Downey CPA

(2)
Tax Returns, Certified Public Accounting, Quickbooks Instruction and Support
“We have been with her for over a decade and highly recommend her firm!”
In Business Since 2007
Accepts All Major Credit Cards
Serving Palm Bay Area
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API Financial Management

API Financial Management

(1)
“Couldn't have picked a better firm to help me manage my finances, plan for retirement and build my wealth.”
In Business Since 2020
Serving Palm Bay Area
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JD Bowen Financial Group

JD Bowen Financial Group

(1)
“Extremely friendly & almost make you feel like family.”
In Business Since 2011
Serving Palm Bay Area
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Valavanis Financial

Valavanis Financial

Tell A Friend, Why Choose Us?, Why Valavanis Financial?
“ValaVanis Financial is owned and operated by Jason ValaVanis, Lois ValaVanis, and their son Max ValaVanis. Jason earned his Board Certification as a Financial Planner ( CFP) in 1996, and his Certification as a Senior Advisor ( CSA) in 1998. Max earne...”
In Business Since 2003
Licensed, BBB Rating: A+
600 E Strawbridge Ave # 100, Melbourne, FL
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Retirement Planning and Investment Management Services in Palm Bay, FL Cost Estimates

Minimum cost
$1181
Maximum cost
$10038
National Average
$3543
Avg Per Hour Rates
$355
$2362
$6496
Typical price range is based on 504 cost profiles
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Average Cost $3543
Minimum cost $1181
Maximum cost $10038
Avg Per Hour Rates $355

Typical range $2362 to $6496 is based on 504 cost profiles.

Why these companies made our list

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