Best Financial Advisors in Port Orange, FL

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Port Orange area.

Lefils & Company

Lefils & Company

(7)
Quickbooks Services, Financial Advising, Tax Services
“Fast reliable and professional..”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2002
Serving Port Orange Area
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Friebis & Associates

Friebis & Associates

(8)
Quickbooks Services, Tax Services, Services For Individuals
“Their fees are not cheap, but i'd rather spend the extra money and know I am getting everything I need, than spend $50-100 at a generic H&R and feel like a number and very likely not get all of the help I need.”
Free Initial Consultation
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
3890 Turtle Creek Dr Suite B, Port Orange, FL
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Kohler Financial Services

Kohler Financial Services

(17)
  • Questions
“I don't see them as my accountant, they treat me as a friend, and they give me advise regarding my tax matters like you talk to your friend and seeking solution.”
In Business Since 2015
Free Initial Consultation
145 Lakeside Dr E, Port Orange, FL
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Focus 9 Enterprises

Focus 9 Enterprises

(10)
“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!”
Transparent Fees & Pricing
In Business Since 2007
Accepts All Major Credit Cards
Serving Port Orange Area
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Rudi Hoffman

Rudi Hoffman

(1)
“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”
Free Initial Consultation
In Business Since 2000
CFP Certified
1249 Robbin Dr, Port Orange, FL
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Above All Accounting

Above All Accounting

(1)
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!!”
In Business Since 2022
1515 Herbert St STE 207, Port Orange, FL
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Handlin Wealth Management

Handlin Wealth Management

(15)
  • The Future
  • Financial Advisor
“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 ...”
In Business Since 2022
10+ years, 601 Oak St Building 4 Unit G, Port Orange, FL 32127
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Bundza Wealth Management - Justin Bundza

Bundza Wealth Management - Justin Bundza

(2)
“Online site is great for managing my accounts and getting a quick or in depth view of the performance of my investment accounts.”
In Business Since 2014
1525 Herbert St STE 104, Port Orange, FL
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R. L. K. Advisory Group

R. L. K. Advisory Group

(2)
“Andrew has gone above and beyond helping me with investment questions and has always been available.”
In Business Since 2019
Accepts Cash, All Major Credit Cards
4240 S Ridgewood Ave STE 1, Port Orange, FL
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Romero Nora B CPA

Romero Nora B CPA

Tax Planning, Business Tax Returns, Individuals
In Business Since 2007
Serving Port Orange Area
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Atlantic Retirement Solutions

Atlantic Retirement Solutions

(1)
Home, Resources
“🤓 Part A, part B,C and D, all these Medicaid coverages and then choosing a company to go with after all that.”
In Business Since 2010
5111 S Ridgewood Ave #200, Port Orange, FL
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Prudential

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...”
In Business Since 2011
128 Orange Ave #211, Daytona Beach, FL
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Spencer Tax and Accounting

Spencer Tax and Accounting

(10)
Estate & Trust Tax Services, Tax Preparation For Businesses, Non-Profit Organizations
“She was quick to answer any questions I had and maintained professional the entire time.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Serving Port Orange Area
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BMC Cpas

BMC Cpas

(5)
“I have been with BMC for about 5 years for both my personal and business.”
Offers Financing Options
In Business Since 1984
Transparent Fees & Pricing
Serving Port Orange Area
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Dynasty Tax Professionals

Dynasty Tax Professionals

(48)
Resource Center, Referral Program, Business Start Up
“My tax consultant responded promptly to my questions via email and and was diligent in asking for information from me to ensure I was filing all my information properly.”
In Business Since 2017
AFSP, AFSP Certified
2335 S Ridgewood Ave e, Daytona Beach, FL
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Fraser Allport - the Total Advisor

Fraser Allport - the Total Advisor

(43)
  • Social Security
  • Medicare
  • Decisions
“We cannot say enough for how wonderful he has been to us for all our financial needs from social security, health care, Medicare & investments across the board to wills & trusts!!”
In Business Since 2010
Licensed
Serving Port Orange Area
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Holland Financial

Holland Financial

(5)
“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.”
Accepts All Major Credit Cards
In Business Since 1999
CFP Certified
Serving Port Orange Area
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Tax & Business Solutions CPA & Co.

Tax & Business Solutions CPA & Co.

(4)
Industries, Services For Quickbooks, Tax Services
“They have a good understanding of my situation.”
Family Business
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
1620 S Clyde Morris Blvd #100, Daytona Beach, FL
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McFarlin & Brokke

McFarlin & Brokke

(12)
Quickbooks Services, Tax Services, Services For Individuals
“We have been using them for years and highly recommend them.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1955
Accepts Check, All Major Credit Cards
Serving Port Orange Area
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Anchor Certified Planners Group

Anchor Certified Planners Group

(2)
“Very honest and forth write person, passionate about financial planning and offering the best advise.”
Accepts Cash
In Business Since 1994
Licensed, BBB Rating: A+
Serving Port Orange Area
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Sarah Smith, Financial Advisor - Eagle Strategies

Sarah Smith, Financial Advisor - Eagle Strategies

(14)
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.”
In Business Since 2022
340 S Beach St #113, Daytona Beach, FL
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Chase C. Smith - Financial Advisor

Chase C. Smith - Financial Advisor

(16)
  • 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.”
In Business Since 2015
Serving Port Orange Area
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Madewell Batten CPA

Madewell Batten CPA

(4)
Buy Quickbooks and Save, Get Your IRS File, Tax Planning
“We appreciate your expertise”
In Business Since 1994
Transparent Fees & Pricing
1326 S Ridgewood Ave, Daytona Beach, FL
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Coastal Lending Services

Coastal Lending Services

(4)
“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...”
In Business Since 2002
Transparent Fees & Pricing
3624 S Atlantic Ave # 102, Daytona Beach, FL
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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
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Average Cost $3263
Minimum cost $1088
Maximum cost $9243
Avg Per Hour Rates $327

Typical range $2175 to $5981 is based on 495 cost profiles.

Why these companies made our list

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