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Bundza Wealth Management - Justin Bundza
“Online site is great for managing my accounts and getting a quick or in depth view of the performance of my investment accounts.”
Best Financial Advisors in Port Orange, FL
Handpicked from 108 vetted & reviewed Financial Planning & Wealth Management firms in the Port Orange area, discover the top 5 standout choices among the selected group of 24 finalists.
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Lefils & Company
Quickbooks Services, Financial Advising, Tax Services
“They are great and I enjoy going to the office to do my taxes.”
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Kohler Financial Services
- Questions
“Since being a valued customer myself 3 years ago, I have been beyond pleased with the level of friendliness, service and professionalism I have received!”
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Focus 9 Enterprises
“I am skilled at my business and thought I could manage my accounting, but I've missed so much and spent too much time trying to fix it when I could have been concentrating on my business!”
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Handlin Wealth Management
- Decision
- Health
- The Future
“I never considered a financial advisor, because let's face it- I always thought you needed millions for a service like that- but after speaking with Nate, I was able to better understand what exactly his service entails and it is one that my husband ...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Rudi Hoffman
“If you are in the Port Orange area around Christmas Easter Valentine's Day Saint Patrick's day Halloween and probably others I can't think of right now you must drive past this address and have a look”
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Above All Accounting
Your IRS File, Unfiled Return Completion, Offers in Compromise
“We have worked with Lisa and Above All Acct for 14 years and they have been the very best to work with: knowledgeable, helpful, kind and precise!!”
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R. L. K. Advisory Group
“Andrew has gone above and beyond helping me with investment questions and has always been available.”
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Atlantic Retirement Solutions
Home, Resources
“🤓 Part A, part B,C and D, all these Medicaid coverages and then choosing a company to go with after all that.”
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Prudential
Legacy Development, Education Savings, Estate Planning
“So when you begin work with Mantay & Company, know that you're entering into a unique, long-term relationship with me - a financial professional who takes the time needed to develop a thorough understanding of who you are, how you think, and what mat...”
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Fraser Allport - the Total Advisor
- Social Security
- Medicare
- Understand
“He is extremely thorough in getting to know & understand his clients needs & goals as well as providing you with the education necessary and advising you on the best options for you!”
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Dynasty Tax Professionals
Resource Center, Referral Program, Business Start Up
“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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Spencer Tax and Accounting
Estate & Trust Tax Services, Tax Preparation For Businesses, Non-Profit Organizations
“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
“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
“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
Tax, Settlement & Inheirtance Planning, Protection Planning, Retirement 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
- 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
- Information
- Team
“I have been with BMC for about 5 years for both my personal and business.”
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Madewell Batten CPA
Buy Quickbooks and Save, Get Your IRS File, Tax Planning
“We appreciate your expertise”
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AVL Wealth Management
Stock Options
“Anthony helped make tax season so much easier.”
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Compass Financial Management Group
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
“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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Charles L. Belote & Associates P.A., Cpa's
“Best CPA group in the county.”
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Weber Financial
Business Planning, Education Planning, Wealth Management & Distribution Planning
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
Retirement Planning and Investment Management Services in Port Orange, FL Cost Estimates
Minimum cost
$1088
Maximum cost
$9243
National Average
$3263
Avg Per Hour Rates
$327
$2175
$5981
Typical price range is based on
495 cost profiles
Why these companies made our list
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