Best Financial Advisors in Brandon

Accurate Advisory Group provides financial advice about investment, retirement, and insurance to clients in Brandon. It educates individuals about retirement income strategies that help retirement savings last longer. Its advisors help in developing plans that incorporate insurance products and annuities for creating income opportunities throughout one's retirement. They also inform about how to minimize tax liabilities and preserve wealth. Owner Robert Leone is a Certified Trust and Fiduciary Advisor. He started his financial and insurances services career in 1995.

Allen & Company has been serving businesses, individuals, and retirees throughout the Brandon metro for over 85 years. The firm provides a wide range of services, such as investment planning and portfolio management, life insurance, business succession planning, private wealth management, charitable giving and gifting, and retirement planning. Its team is composed of Certified Financial Planners and financial advisors. Allen & Company also supports several community projects, including the 4th Annual InnerAct Alliance Red Ribbon Half Marathon and 5K Run.

Asset Money Management, Inc. helps clients in Brandon in developing financial strategies for their retirement. Its financial advisors provide recommendations that are customized according to individuals' goals, desired returns, risk tolerance, cash requirements, and time horizons. They strategize investments with the long-term goals of customers in mind. The advisors also assist with asset protection, wealth accumulation, tax minimization, and life insurance. Founder Tracy Gillette, who has over 20 years of financial services experience, holds a CFP designation.

Established in 1983, Bryon Holz & Associates helps clients achieve financial independence through its services. The firm serves Brandon-based individuals, families, and business owners by offering a variety of financial solutions. These include asset preservation, wealth accumulation, retirement income, and legacy planning. Founder and namesake Bryon Holz uses his knowledge as a Chartered Financial Consultant in building a comprehensive plan befitting a client’s financial picture. He is also a Life Underwriter Training Council Fellow and a NAIFA member.

CORE Wealth Advisors is a financial management firm that caters to clients based in Brandon. It handles financial planning and investment management for both individuals and businesses. It is a fee-only fiduciary, with an advisory team that includes individuals with Certified Financial Planner, Personal Financial Specialist, Chartered Retirement Plans Specialist, and Certified Public Accountant designation. The firm also supports community initiatives by art institutions like the Polk Museum of Art, Lakeland Community Theatre, and Imperial Symphony Orchestra.

Founded in 1978, Ferraro Hayes, Certified Public Accountants, serves Brandon and the surrounding areas. It provides financial and tax advisory services to individuals and small businesses. Its financial planning services cover business succession, college education funding, estate, insurance, retirement plans, and tax. In addition, it helps in constructing portfolios, recommending investments through asset allocation, and advising on potential risks. Ferraro Hayes also offers other services, such as cash flow and budgeting analysis and estate and trust planning.

Focus Wealth Strategies, LLC, provides financial advisory services to individuals and businesses in Brandon and the surrounding areas. The firm devises strategic solutions and implementation by taking on a consultative approach with its clients. Under its personal retirement service, it helps clients manage funds to cover day-to-day expenses, plan for healthcare costs and medical insurance, and in carrying out periodic retirement check-ins. The firm also offers needs analysis and recommendations for life, disability, and long-term care insurances.

Hough Financial Services assists its Brandon-based clients through financial planning. With over four decades of experience in the industry, financial advisor James D. Hough helps families, professionals, and business owners by offering services such as insurance analysis, retirement and legacy planning, estate analysis, and portfolio review and analysis. Employing an educational and analytical approach in designing financial strategies for his clients, he applies his prior experience as a college professor by guiding his clients in making healthier financial choices.

Serving the Brandon community, Preservation 1st Financial Group, LLC, is a company that is committed to helping individuals reach their financial goals. Its team of financial advisors is equipped with the knowledge to help clients with their financial planning and insurance needs. Its website provides information about the basic concepts of financial management. It also offers annuities, life insurance, and Medicare plans. Michael Beiter Sr., one of the firm's partners, is a financial advisor with two decades of experience.

Sickle Hunter Financial Advisors is an asset management firm that serves clients in Brandon. It helps clients in achieving financial security and stability through financial planning and investment management. Its advisors develop financial and insurance plans based on the unique needs and objectives of clients. The firm offers investment services through Independent Financial Partners and securities through LPL Financial. Company president Travis Sickle is a CFP and Accredited Asset Management Specialist, who owns and operates a Youtube channel about money management.

Success Wealth Management is a firm that serves Brandon residents. Utilizing eMoney’s emX Pro, it provides personalized financial planning services covering college education, estate, insurance, investment, and retirement goals. Its team of professionals assesses clients’ current financial positions and handles investment management, including asset allocation, discretionary portfolio management, diversification, money management, and risk assessment analysis. They also help evaluate tax consequences on investments. In addition, Success Wealth Management offers annuities, bonds, and exchange-traded funds.

Wealth Advisors of Tampa Bay is an independent financial advisory firm that serves clients in Brandon and the surrounding communities. It assists individuals in managing wealth and taking control of their finances by offering various services, such as financial planning, investment management, retirement planning, trust services, and estate planning and wealth transfer. The firm's founder and president, Robert Giles Jr., has been in the financial services industry for over 35 years. He is a Certified Investment Management Analyst.

Woolfson Tax & Financial Strategies is an advisory firm in the Brandon metro that provides personalized financial services to both individuals and businesses. It assists its clients in creating a plan to achieve their financial goals. It also gives advice regarding the strategies for the allocation and management of their wealth. In addition, the business's financial planning solutions cover estate, retirement, Social Security, and tax matters. Its founder has been in the field for more than three decades and is a Certified Financial Planner.