Best Financial Advisors in Sanford, FL

“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.”

“Ricky helped me with tax issues brought on by a national tax service-he was not only knowledgeable, but compassionate with my situation; his fees were less and he put in many hours untangling my situation with the IRS.”

“He and his team went over all of my financials and he gave me a breakdown of my numbers for both future retirement in 20 years and for current residual income we can work towards so I cam eventually ease up on my overtime hours.”

“Between the Specially Designed Insurance Contracts (SDIC), the tax-washing strategic O&G investments, and the low-cost Custom Designed Portfolios, we are well on our way to securing the lifestyle we desire in retirement without an excessive burden of...”

“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.”

“They have helped me in every aspect of professional accounting services since day one: setting up my chart of accounts within the Quick Book environment; understanding tax law changes, paying the various quarterly and annual taxes and so much more.”

“Don is always keeping us up to date on any changes for the new tax year.”

“Her guidance included providing a clear path to get us back on track with our taxes and she even went the extra mile to give us some forward thinking advice for the upcoming tax year.”

“After the loss of my husband's father, we were so impressed with the way Scott and Tom handled his trust that we decided to use them for ours as well.”

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

“Bob & his staff are top drawer!”

“At G.A. Repple, we strive to empower our clients, advisors, and employees to “Invest Where It Matters”. This philosophy is founded in the idea of pouring out time, talents, and treasures into what matters most in life – our faith, family, finances, f...”