Edwards Financial Services
“Every time I have contacted this office I have received SUPERB service!”
Best Financial Advisors in Winter Park, FL
16 firms listed · all 16 in Winter Park · 14 rated 4.5+
Data verified October 21, 2026
Cohn, Lopez & Associates
“It's always comforting to know that you can trust them as well as feel at peace with their experience and knowledge that they will help you file accurately and appropriately.”
Bryan N. Schulman
“His price was more than fair and it gave us a sense of relief that this most important end of life planning was finally done.”
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Chairvolotti Financial
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
Nelson Financial Planning
“I truly can't tell you how helpful and patient they are with their clients.”
Anders Retirement & Investment Advisors
“We have had very positive experiences in the two years since we began working with Anders.”
The 16 firms listed for Winter Park, 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: Winter Park, FL
All 16 firms we list here are in Winter Park itself. We have 26 firms in Winter Park on file; this page shows the highest-rated 16. 14 of the firms on this page have a rating, from 4.8 to 5.0 across 335 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (91%) and quality (67%). The topics that come up most in reviews of the firms on this page are "expertise" and "trust". The services the firms on this page list most often on their websites are estate planning (3), retirement planning (2) and tax planning (2). 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 16 of the firms on this page; 15 publish a contact page; 12 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Winter Park offer a free first meeting?
2 of the 16 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Kane & Associates
“Have used them for years they help me stay outa trouble”
Breed's Hill Wealth Management
Meeks Capital
“He has helped us navigate and implement our financial plan to accomplish our future goals.”
Spraker West Wealth Management
Lyons Wealth Management
First Choice Wealth & Retirement
Avenues Wealth
De Prince Race & Zollo
American Financial Advisors
“He routinely reviews with me my investments and answers any questions I may have.”
Baumgarten Gary T
“Their financial advice is excellent and their customer service is superior.”
Why these companies made our list
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