John Pinkley - Raymond James
“John and Jeannie are fabulous people!”
Best Financial Advisors near Pine Hills, FL
There are no firms listed in Pine Hills itself yet; the 15 below are the closest options, from towns including Orlando (8, 11 mi), Winter Park (3, 8 mi) and Maitland (2, 6 mi).
2 open weekends · 12 rated 4.5+
Data verified October 19, 2026
Pando Partners Wealth Management
Wheelock Wealth Solutions at Raymond James
The Lifewealth Group
“We have been with the Life Wealth Group for several years and are very pleased with the services they provide, but more importantly, we trust their insight, and market knowledge and understanding of trends.”
Burgos & Brein Wealth Management
“My parents have a very complicated life and Burgos & Brein really helped us with the overly complicated VA process.”
Oxford Advisory Group
“The office is always very professional, the team member's are knowledgeable and well prepared with good advice.”
The 15 firms listed for Pine Hills, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Pine Hills, FL
13 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 417 reviews; 3 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (83%) and quality (64%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), our approach (2), retirement planning (2), risk management (2) and tax services (2). 5 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 60 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Pine Hills offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Milton & Associates
“Professional and always PATIENT and thorough from the first encounter for Tax service which was 15 years ago.”
Retire Orlando, a Member of Advisory Services Network
“Scott has been helping us for several years now and whenever I have a question or concern he is quick to research the request and get back with us.”
Sunrise Wealth Advisors
“Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in.”
Bryan N. Schulman
“Went to Bryan for a Will but he explained the difference between a Will and Estate Planning.”
Cash Solutions
“Cash Solutions has been preparing our tax returns for the last decade,,, The knowledge of the tax law is over par and the responsibility of Cash Solutions goes above and beyond what you find out there in the market.”
KDK Accountancy Corporation
“Bernie is such a help when it comes to taxes and anything financial.”
Cramer & Rauchegger
“There's a sense of pride and "white glove" excellence in all that they do, and they definitely have the knowledge to guide your financial needs.”
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Chairvolotti Financial
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
Nelson Financial Planning
“They are true financial planners and will take the time to understand your current finacial situation and put together a plan to meet your goals.”
Why these companies made our list
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