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Duryea & Edwards Cpas

(50)

Business Services, Services For Individuals, Tax Services

“Every year that goes by I realize more and more the additional value & quality which Duryea & Edwards CP As brings to the table compared to the competition which i work with regularly.”

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Souza's Tax & Accounting

(49)

Business, Individual

“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...”

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Edwards Financial Services

(45)

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.”

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Alper Law

(44)

Knowledge
Information
Phone

“Gideon and Jackie handled my case from start to conclusion and during the entire process showed patience, compassion, knowledge and experience far superior to any Law Firm of its kind; they really cared about me as a client and a person and their pri...”

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Cohn, Lopez & Associates

(49)

Tax Planning, Retirement Panning, Tax Services

“She is always willing to take the time to explain what is being done, how she is going about it, she provides copies of all documents and we never feel rushed through our appointment!”

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The Hidden Wealth Solution

(47)

Tax
Strategies
Income

“Aside from the Specially Designed Insurance Contract component, which (I believe) is the gravamen of what they offer, they have taken great care to design an investment portfolio using funds managed only by award-winning (Nobel) managers, and the ret...”

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Dias Wealth

(50)

Presentation
Understand
CPA

“Not only did he review the documentation and spend an hour on the phone with me discussing the technical aspects of it, but he did not even want to charge me at the end for his service.”

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DC & Associates

(48)

Questions
Tax Return
Information

“Not mixing business with personal, I was grateful to have been referred to Miachel, his acceptance of taking on a new client in his busy season and his excellent commnication, guidance and peace of mind he has provided me.”

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Credit Repair of Florida

(47)

Credit Monitoring, Get Started Here, Rental Kharma

“I have been working with Tim and Harriet for over 6 months and have had nothing but success in removing unnecessary remarks on my credit reports and was able to remove some old collection accounts.”

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Aita Tax & Accounting Services CPA

(24)

Services For Individuals, Quickbooks Services, Tax Services

“Her professionalism, knowledge and customer service skills were evident from our first meeting and I was very pleased with the entire tax preparation process.”

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Lefils & Company

(9)

Business Services, Quickbooks Services, Services For Individuals

“My father has used this company for years, and when I found myself in a situation and needed help, I knew exactly where to go.”

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Certified Financial Group

(13)

For Employers, For Individuals

“They have been consistently proactive about risk mitigation as well as identifying opportunities for high value investments, all the while regularly keeping us informed of new trends.”

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Custom Accounting

(41)

Job
Tax Return
Company

“It was the easiest, fastest experience my husband and I have ever had when it comes to filing our taxes, and we will definitely be going back every year!”

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Bryan N. Schulman

(20)

Probate and Estate Administration, Estate Planning

“I feel confident that our kids, should something happen, will not have the confusion and stress of dealing with "stuff" as often is the case for so many - AND, it's comforting to know that Bryan will also be there for them should they have any questi...”

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American Tax & Business Shoppe

(11)

“Great professional service and the nicest people you will ever have the privilege to know.”

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Siler Wealth Management

(9)

Financial Planning, Alternative Investments, Retirement Planning

“Nikki takes the time to explain complex financial concepts in a way that is easy to understand, ensuring I am always informed and comfortable with the plan in place.”

Featured

Comprehensive Financial Planning is an ongoing process where clients work with a financial professional to identify goals, review resources, and develop a plan to achieve their client’s financial objectives. Financial Planning is more than just investment advice. It can provide confidence in knowing how to remain financially on track throughout the many stages of life. Reach out to us today to get started on your financial journey.

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Cash Solutions

(21)

Accounting Services, Business Tax Returns, Financial Planning

“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.”

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Barbery & Associates, CPA

(9)

“Here is it 2024 and Angela and Barbery and Associates have gone above and beyond what would be expected to help Val and I out by getting our tax return done so that we can get our refunded to help with some serious house issues that have come up in J...”

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KDK Accountancy Corporation

(14)

Business & Management Consulting, Planning, Quickbooks Accounting

“Bernie and his team have been available to answer any questions I've had which has helped me learn more about business structuring and financial aspects of running a business.”

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Wolfe Financial Group

(2)

Small Business Accounting, Tax Services, Bookkeeping

“Bob & his staff are top drawer!”

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Cramer & Rauchegger

(11)

Fees
Retirement
Asset

“Their Office staff are some of the hardest working professionals, all outstanding in their fields of expertise, friendly and ready to assist with any questions you might have”

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Chairvolotti Financial

(1)

Private Wealth, Retirement Services

“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”

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Nelson Financial Planning

(26)

Wealth Management, Florida Retirement System, Account Access

“My wife said we should look for another service and I had been hearing a radio ad for a free evaluation from Nelson Financial Planning so we made an appointment, sat down with Joel, and within ten minutes I knew he was the right person for us.”

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Voyage Retirement Solutions

(15)

Retirement Navigator, Benefit Guidance, What We Do

“I have worked with him for several years; he is extremely knowledgeable, professional, and he is very patient as he guides me through planning my financial needs for my long-term goals.”

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Average Cost	$3231
Minimum cost	$1077
Maximum cost	$9154
Avg Per Hour Rates	$324

Best Financial Advisors in Sanford, FL

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Sanford area.

Duryea & Edwards Cpas

Souza's Tax & Accounting

Edwards Financial Services

Alper Law

Cohn, Lopez & Associates

The Hidden Wealth Solution

Dias Wealth

DC & Associates

Credit Repair of Florida

Aita Tax & Accounting Services CPA

Lefils & Company

Certified Financial Group

Custom Accounting

Bryan N. Schulman

American Tax & Business Shoppe

Siler Wealth Management

Cash Solutions

Barbery & Associates, CPA

KDK Accountancy Corporation

Wolfe Financial Group

Cramer & Rauchegger

Chairvolotti Financial

Nelson Financial Planning

Voyage Retirement Solutions

Retirement Planning and Investment Management Services in Sanford, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sanford

Popular in Sanford