Best Financial Advisors in Sanford, FL

The highest-rated Financial Planning & Wealth Management firms out of 331 vetted & reviewed in the Sanford area.

Edwards Financial Services

Edwards Financial Services

(17)
Blog
“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.”
Licensed, BBB Rating: A+
In Business Since 2001
Serving Sanford Area
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Dan Calton, Cpa, PA

Dan Calton, Cpa, PA

(11)
IRS Problems/Resolutions, Traditional Services, Value Added Services
“He's very easy to talk to, explains things without giving you a feeling that he's "talking down" to you, and has helped me out with several situations that would have been hopelessly confusing for me if I'd had to figure them out on my own.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
Remote Consultations Available
Serving Sanford Area
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Chase C. Smith - Financial Advisor

Chase C. Smith - Financial Advisor

(12)
“I'm a city government retired firefighter, with that in mind our retirement is different and requires a certain knowledge and understanding and Chase Smith has it”
In Business Since 2015
Serving Sanford Area
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Dias Wealth

Dias Wealth

(8)
“I have attended Carlos' webinars on retirement planning and financial advisors and found them to be lively, informative and timely.”
Transparent Fees & Pricing
In Business Since 2019
Serving Sanford Area
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Franklin Legacy Financial

Franklin Legacy Financial

(3)
Useful Websites, Blog, Meet Michael
“Franklin has been able to help me tremendously in getting my finances in order and gave me a clear financial plan so I know where I stand and what I should be doing to make sure I am on the right path for retirement.”
In Business Since 2014
Serving Sanford Area
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Value Shield Capital Strategies

Value Shield Capital Strategies

(3)
Business Planning Services, Estate Planning, Mortgage Planning
“John and his team are phenomenal , family owned and operated business always feel welcomed and complex financial advice explained in simple language, highly recommend !!!”
In Business Since 2006
Serving Sanford Area
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Raymond James Financial Services

Raymond James Financial Services

(2)
Services, Services
“In todays market it is important to have a pro in your corner to have educated discussions with.”
In Business Since 1998
Serving Sanford Area
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Brick Retirement Group

Brick Retirement Group

(1)
Estate, Money, Insurance
“Greg is a very knowledgeable advisor and was very helpful in helping me understand different options that suited my situation.”
Licensed
In Business Since 2011
Serving Sanford Area
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Fellowship Financial

Fellowship Financial

(1)
Tax Planning, Fiduciary Advisor, Retirement Planning
“Michael is very helpful!”
In Business Since 2008
Serving Sanford Area
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Financial Legacy Advisors

Financial Legacy Advisors

(1)
Disability Income Insurance, Long Term Care Insurance, Trust Services
“Get your retirement and investments planning together with Ben or Shane at Financial Legacy Advisors.”
Licensed
In Business Since 2017
Serving Sanford Area
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Gregory Collier - Raymond James

Gregory Collier - Raymond James

(1)
Business Planning, Retirement Planning, Financial Planning
“Easy to talk to and you could tell they definitely cared about what I wanted and what was best for me.”
In Business Since 1998
Serving Sanford Area
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Living Legacies With Laveta

Living Legacies With Laveta

(1)
Life Insurance, Investments, College Coaching Program
“Highly recommend for anyone searching for direction in estate planning and life insurance!”
Licensed
In Business Since 2020
Serving Sanford Area
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Shariaportfolio

Shariaportfolio

(1)
Express, Zakat Calculator, Access
“The best financial advisors helped me to ensure my investments are funded in halal way”
In Business Since 2009
Serving Sanford Area
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Symphony Financial Team

Symphony Financial Team

(1)
“Tiffany King made obtaining life insurance the easiest process...”
Transparent Fees & Pricing
In Business Since 2012
Serving Sanford Area
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Pension Investors Corporation

Pension Investors Corporation

(1)
“She is immediately responsive, completely knowledgable of all the latest laws and rules, and explains everything thoroughly.”
Accepts All Major Credit Cards
In Business Since 1965
Serving Sanford Area
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Rariden Investment Advisors

Rariden Investment Advisors

(1)
“I have been using George Rariden for over 10 years and I highly recommend his services.”
In Business Since 2000
Serving Sanford Area
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Retirement Planning and Investment Management Services Estimated Cost in Sanford, FL 2023

Minimum cost
$1070
Maximum cost
$9095
National Average
$3210
Avg Per Hour Rates
$321
$2140
$5885
Fair price range based on 194 cost profiles
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Average Cost $3210
Minimum cost $1070
Maximum cost $9095
Avg Per Hour Rates $321

Typical range $2140 to $5885 is based on 194 cost profiles.

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