Best Financial Advisors in Tallahassee, FL

Jackson Financial Group is a full-service financial planning firm that serves the Tallahassee metro and the surrounding areas. The company supports individuals and businesses in making informed decisions by offering various financial solutions depending on their needs. These include debt management, asset management, retirement planning, college funding, stocks and bonds management, and insurance planning. The company has been serving clients since 1999. Its president, Terri Jackson, has been helping clients reach their financial goals since 1993.

Wealth Management Corporation provides financial planning services to clients in Tallahassee and the surrounding areas. It has been operating for more than 30 years and is specializes in helping corporations, high-net-worth individuals, small businesses, and non-profit organizations manage their wealth and finances to meet their short-term and long-term goals. The company's president, ​​William S. Horak, holds a master's degree in financial planning and has appeared on Florida's News Channel. Horak also received the Certified Financial Planner designation in 1990.

Gabor Financial Solutions serves clients in the Tallahassee area. It provides them with financial plans in every stage of their life, helping and guiding them to define their goals, create a plan, and execute it. It focuses on retirement saving, investment, and healthcare, and helps stakeholders have a debt-free retirement or at least maintain only low-interest debts. Gabor also provides insurance options, such as guaranteed universal, term, and whole life insurance. Gabor Financial Solutions was established in 1947.

Poppell Financial Group, LLC, delivers wealth planning and investment management services to clients in Tallahassee and the rest of the state. Its services include investment planning and advice for retirement, tax, and insurance. CEO and financial advisor Vaughn Poppell graduated in 1989 with a double undergraduate degree in accounting and finance. He also holds a postgrad degree in accounting with a concentration in tax. In 1995, Poppell became a registered representative of Voya Financial Advisors.

Tallahassee Financial Advisors is a wealth planning firm that focuses on total asset management. The team of financial advisors helps clients with matters related to investment advisory services, retirement planning, estate planning, tax reduction strategies, and deferred compensation rollover knowledge. In 2020 and 2021, the firm made it onto the Seminole 100, a list of the 100 fastest-growing Florida State University alumni-owned or alumni-led businesses in the country. Company president Trent Meewes has over 20 years of experience in the financial services industry.

Barnes Capital Group is a financial advisory firm with more than 50 years of expertise offering investment advisory and employee benefit consulting services to individuals, businesses, and organizations in Tallahassee. The company assists clients in finding solutions by listening, analyzing, and providing a thorough plan of action. Services include financial and estate planning, investment advisory services, manager search and selection, and life insurance analysis and planning. Stan Barnes, the managing director, is a registered principal with 32 years of experience in the financial services business.

Smith Bruer Advisors is a financial advisory firm that serves the residents of Tallahassee and the surrounding areas. Its wealth management services include financial planning, trust and estate planning, tax management, and investment management. The firm also provides full-service retirement plan solutions, which cover administrative and investment fiduciary management, built-in savings, and advisor services. Smith Bruer Advisors is a member of the National Association of Personal Financial Advisors, Investments & Wealth Institute, and the Fee Only Network.