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Edwards Financial Services

(45)

Blog

“Jason and his team are great to work with, my family and I knew very little about saving and investing although we knew it was something we had to do it.”

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Cohn, Lopez & Associates

(49)

Retirement Panning, Tax Services, Intake Form

“Daisy is a knowledgeable accountant; her & her team really take the time to explain complicated topics to their clients in ways that are easy to understand.”

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The Lifewealth Group

(49)

Videos, Who We Are, Podcast

“I have never had anyone take the time to educate and advise to the extent as Lifewealth does, every person there cares and you are treated like you are their only client from the moment you walk through the door!”

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Credit Repair of Florida

(47)

Get Started Here, Credit Monitoring, Rental Kharma

“Not only professional and takes care of business but also goes beyond to teach and make sure you understand how your credit is affected and how it works.”

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Consumer Consulting Group

(31)

Obligation
TCG
Fee

“He called down to the resort and effectively negotiated an acceptable fee to have the management company cancel the contract between us, and saved us thousands of dollars.”

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Bryan N. Schulman

(20)

Estate Planning, Probate and Estate Administration

“We have consulted with several estate attorneys as we have moved from state to state, and we have found Bryan and Lorraine to be exemplary professionals.”

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American Tax & Business Shoppe

(11)

“Christie (Karen) is very helpful and is a great partner.”

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Chairvolotti Financial

(1)

Retirement Services, Private Wealth

“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)

Florida Retirement System, Behavioral Coaching, Legacy Planning

“The weekly radio show is very informative and has helped me to understand more of how the markets work, especially in this time of turbulent economics and political uncertainty.”

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Behrle & Associates

(10)

“They exhibited a deep understanding of tax regulations and financial strategies, offering invaluable advice that significantly improved my financial situation.”

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Kraft III Kenneth H CPA

(10)

“He is one of the most pleasant professionals I have ever worked with over the years.”

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Anders Retirement & Investment Advisors

(20)

Email
Funds
Video

“I highly recommend them and after experiences with other places, where Don Anders saved me from making a huge mistake, I am sticking with Anders and Anders from now on.”

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Newell Wealth Management

(11)

Near Retirement, Disney Leaders/Salaried Cast Members

“He understands that we are all people who work hard for our money and want to do everything we can to set ourselves and our family up for long-term success.”

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Kane & Associates

(1)

Cash Flow Management, Quickbooks Setup, Quickbooks Training

“Have used them for years they help me stay outa trouble”

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Nperspective CFO & Strategic Services

(10)

Government & Defense Contracting, Accounting Support, Business & Strategic Planning

“When they are looking for advice and assistance in setting up their finance and accounting systems to support the Department of Defense, I point them to Nperspective.”

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Jose J Villafana Broker Asociado

(10)

Patience

“Very responsible and sincere, in our case we had complications, which thanks to him we managed to close, he behaved professionally and managed to solve our problem.”

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Jaime Santiago, C.p.a.

(1)

Small Business Accounting, Payroll Services, Business Consulting

“Jaime Santiago CPA, Has extensive knowledge of the accounting and audit process that companies must follow and comply with to navigate the businesses regulatory system”

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Payne Financial Group

(1)

Menu

“Very helpful and understanding will come back again and great service!”

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Corepay

(4)

“Very helpful and responsive, would greatly recommend!”

FAQs

What is a chargeback ratio?

Reading Time: < 1 minute Per card brand rules, it is a measure of how many chargeback claims a merchant has received compared to the number of transactions the merchant has processed in a given month.

Are you a payment gateway?

Reading Time: < 1 minute Yes. Corepay offers its own cutting-edge proprietary gateway that is tailor-made to support e-commerce merchants. In addition, we always offer merchants options an agnostic approach in choosing a payment gateway based on their back end to ensure that the gateway can seamlessly plug into their existing setup.

What is a merchant account?

Reading Time: < 1 minute A merchant account is a type of bank account that allows businesses to accept payments through debit or credit cards. These accounts are established under an agreement between a merchant and an acquiring bank for the settlement of payment card transactions.

What industries does Corepay not accept as clients?

Reading Time: < 1 minute Corepay does not accept or condone any illegal business activity or business affiliated with it. All merchants must undergo a thorough in-house KYC process to ensure compliance prior to the application process.

Which industries does Corepay service?

Reading Time: < 1 minute Corepay specializes in high-risk merchant accounts for industries such as adult content, attorneys, beauty & health, CBD, collection companies, cryptocurrency, fantasy sports, firearms, forex, high ticket businesses, e-commerce, law firms, medical, MLM, online dating, travel, vape, etc. However, we are proud to service all low-risk industries, including restaurants and retail, while doing so with unbeatable prices and service.

We do have more answers on the FAQ page on our website.

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CFO Strategic Partners

(3)

Business Value Analysis, Interim CFO Services, Financial Systems and Integration

“Top shelf in responsiveness, professionalism, and spot-on in fulfilling the critical fractional CFO need enabling more effective, efficient operations while enabling continued company success and growth to the next level.”

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Raymond James Financial Services

(2)

Services, Services

“His contacts in the financial industry led us in planning with a recommended legal team to prepare and create our Family Trust.”

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Breed's Hill Wealth Management

(1)

Retirement Planning, Estate Planning, Taxation

“I want to give you some history dealing with Dan Novotny with Breed's Hill Wealth Management after 12 years not including my father”

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Meeks Capital

(1)

Who We Are, Process, Client Portal

“He has helped us navigate and implement our financial plan to accomplish our future goals.”

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Fimognari Financial

(1)

“His use of easy to understand graphics to illustrate every point or analysis is impressive, but the two most important attributes about Paul are his knowledge base and listening ability.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Winter Park, FL

The highest-rated Financial Planning & Wealth Management companies out of 195 vetted & reviewed in the Winter Park area.

Edwards Financial Services

Cohn, Lopez & Associates

The Lifewealth Group

Credit Repair of Florida

Consumer Consulting Group

Bryan N. Schulman

American Tax & Business Shoppe

Chairvolotti Financial

Nelson Financial Planning

Behrle & Associates

Kraft III Kenneth H CPA

Anders Retirement & Investment Advisors

Newell Wealth Management

Kane & Associates

Nperspective CFO & Strategic Services

Jose J Villafana Broker Asociado

Jaime Santiago, C.p.a.

Payne Financial Group

Corepay

CFO Strategic Partners

Raymond James Financial Services

Breed's Hill Wealth Management

Meeks Capital

Fimognari Financial

Retirement Planning and Investment Management Services in Winter Park, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Winter Park

Popular in Winter Park