Sanford, FL

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Sanford, FL
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Best Financial Advisors in Sanford, FL

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

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Duryea & Edwards Cpas

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.”
Licensed, BBB Rating: A+
In Business Since 2018
Offers Financing Options
120 E Crystal Lake Ave, Lake Mary, FL
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Souza's Tax & Accounting

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...”
Licensed, BBB Rating: A+
In Business Since 2021
6239 Edgewater Dr, Orlando, FL
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Edwards Financial Services

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.”
Licensed, BBB Rating: A+
In Business Since 2006
Serving Sanford Area
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Alper Law

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...”
Licensed, BBB Rating: A+
In Business Since 2018
Accepts All Major Credit Cards
255 Primera Blvd Suite 160, Lake Mary, FL
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Cohn, Lopez & Associates

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!”
Licensed, BBB Rating: A+
In Business Since 2012
Serving Sanford Area
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The Hidden Wealth Solution

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...”
CRD #175083
In Business Since 2015
Serving Sanford Area
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Dias Wealth

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.”
Transparent Fees & Pricing
In Business Since 2019
Serving Sanford Area
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DC & Associates

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.”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards, Check, Debit
Serving Sanford Area
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Credit Repair of Florida

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.”
Free Initial Consultation
In Business Since 2015
Serving Sanford Area
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Aita Tax & Accounting Services CPA

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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2012
Offers Financing Options
Serving Sanford Area
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Lefils & Company

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.”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2003
Transparent Fees & Pricing
Serving Sanford Area
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Certified Financial Group

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.”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts Check
Serving Sanford Area
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Custom Accounting

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!”
Remote Consultations Available
In Business Since 2010
Serving Sanford Area
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Bryan N. Schulman

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...”
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
Serving Sanford Area
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American Tax & Business Shoppe

American Tax & Business Shoppe

(11)
“Great professional service and the nicest people you will ever have the privilege to know.”
Licensed, BBB Rating: A+
In Business Since 2010
Serving Sanford Area
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Siler Wealth Management

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.”
Licensed, BBB Rating: A+
In Business Since 2007
Accepts All Major Credit Cards
Serving Sanford Area
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Cash Solutions

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.”
Remote Consultations Available
In Business Since 2005
478 E Altamonte Dr STE 108-151, Altamonte Springs, FL
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Barbery & Associates, CPA

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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2016
Accepts All Major Credit Cards
Serving Sanford Area
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KDK Accountancy Corporation

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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2007
Accepts All Major Credit Cards
Serving Sanford Area
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Wolfe Financial Group

Wolfe Financial Group

(2)
Small Business Accounting, Tax Services, Bookkeeping
“Bob & his staff are top drawer!”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts All Major Credit Cards
Serving Sanford Area
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Cramer & Rauchegger

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”
Licensed, BBB Rating: A+
In Business Since 1976
Serving Sanford Area
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Chairvolotti Financial

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.”
CEFEX Certified
In Business Since 2009
Serving Sanford Area
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Nelson Financial Planning

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.”
Family Business
In Business Since 2016
Serving Sanford Area
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Voyage Retirement Solutions

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.”
Family Business
In Business Since 2014
Serving Sanford Area
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Retirement Planning and Investment Management Services in Sanford, FL Cost Estimates

Minimum cost
$1077
Maximum cost
$9154
National Average
$3231
Avg Per Hour Rates
$324
$2154
$5923
Average price range is based on 427 cost profiles
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Average Cost $3231
Minimum cost $1077
Maximum cost $9154
Avg Per Hour Rates $324

Average range $2154 to $5923 is based on 427 cost profiles.

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Wealth Management Advisors near Sanford

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