Duryea & Edwards Cpas
“Jack helped me out of a tax situation this year and I am very thankful.”
Best Financial Advisors near Sanford, FL
There are no firms listed in Sanford itself yet; the 15 below are the closest options, from towns including Lake Mary (6, 4 mi), Altamonte Springs (3, 11 mi) and Maitland (2, 12 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Edwards Financial Services
“The entire staff is courteous and professional; and Jason REALLY knows how to make money grow.”
The Hidden Wealth Solution
“The Hidden Wealth Solution has saved me money on taxes starting in 2022 and we have a plan going foreword in future tax years to do the same.”
Dias Wealth
“Carlos Dias is extremely knowledgeable about long term care policies and how to navigate the various options.”
Lefils & Company
“I have used Lefils for several years for my business and personal taxes.”
Certified Financial Group
“Their concern for us as clients gives us great confidence that our financial future is on the right path.”
The 15 firms listed for Sanford, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Sanford, FL
The 15 firms on this page are rated from 4.1 to 5.0 across 510 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (85%) and quality (63%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax services (3), business services (2), financial planning (2), services for individuals (2) and wealth management (2). 1 shows a license on its website and 8 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Sanford take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Cash Solutions
“He's a very smart man that has helped me understand my taxes and helped me do what's best for my family.”
Wolfe Financial Group
“They're were very knowledge, professional and delivered every time I needed them to.”
Cramer & Rauchegger
“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”
Voyage Retirement Solutions
“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.”
Ogden Wealth
“To sum it up, they're more than just financial advisors; they've become like family, taking care of my finances with great attention and expertise.”
G A Repple & Co
Christian Financial Resources
“Christian Financial Resources Is a great place to add to your retirement plans.”
Aston Crest Wealth Management
“Scheirer Wealth management has been handling my retirement funds and investments for over five years.”
Payne Financial Group
“Very helpful and understanding will come back again and great service!”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
