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Best Financial Advisors in Brandon

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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Wesley Chapel, FL 33544
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

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.

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Wesley Chapel, FL 33544

Website(813) 994-0984

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1401 South Florida Avenue, Lakeland, FL 33803
Lakeland, FL 33803
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

1401 South Florida Avenue, Lakeland, FL 33803
Lakeland, FL 33803

Website(863) 688-9000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1104 Nikki View Drive, Brandon, FL 33511
Brandon, FL 33511
  • Retirement Planning

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.

1104 Nikki View Drive, Brandon, FL 33511
Brandon, FL 33511

Website(813) 914-0440

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

207 Cindy Lane, Brandon, FL 33510
Brandon, FL 33510
  • Estate and Trust Specialist
  • Insurance Products

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.

207 Cindy Lane, Brandon, FL 33510
Brandon, FL 33510

Website(813) 684-1163

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

124 South Florida Avenue, 4th Floor, Lakeland, FL 33801
Lakeland, FL 33801
  • Certified Financial Planner (CFP)

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.

124 South Florida Avenue, 4th Floor, Lakeland, FL 33801
Lakeland, FL 33801

Website(863) 904-4745

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

217 Lithia Pinecrest Rd, Brandon, FL 33511
Brandon, FL 33511
  • Certified Financial Planner (CFP)

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.

217 Lithia Pinecrest Rd, Brandon, FL 33511
Brandon, FL 33511

Website(813) 689-7153

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3419 Brook Crossing Drive, Brandon, FL 33511
Brandon, FL 33511
  • Certified Financial Planner (CFP)

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.

3419 Brook Crossing Drive, Brandon, FL 33511
Brandon, FL 33511

Website(813) 305-0411

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1739 S. Kings Ave., Brandon, FL 33511
Brandon, FL 33511
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1739 S. Kings Ave., Brandon, FL 33511
Brandon, FL 33511

Website(813) 689-2766

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

912 Lithia Pinecrest Rd., Brandon, FL 33511
Brandon, FL 33511
  • Certified Financial Planner (CFP)

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.

912 Lithia Pinecrest Rd., Brandon, FL 33511
Brandon, FL 33511

Website(813) 627-0872

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1646 W. Snow Ave. Suite 144, Tampa, FL 33606
Tampa, FL 33606
Instagram
  • Certified Financial Planner (CFP)

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.

1646 W. Snow Ave. Suite 144, Tampa, FL 33606
Tampa, FL 33606

InstagramWebsite(813) 321-6423

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

401 E. Jackson St. Suite 3675, Tampa, FL 33602
Tampa, FL 33602
  • Certified Financial Planner (CFP)

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.

401 E. Jackson St. Suite 3675, Tampa, FL 33602
Tampa, FL 33602

Website(813) 237-7767

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602
Tampa, FL 33602
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Insurance Products

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.

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602
Tampa, FL 33602

Website(813) 642-7730

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1104 Nikki View Dr., Brandon, FL 33511
Brandon, FL 33511
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

1104 Nikki View Dr., Brandon, FL 33511
Brandon, FL 33511

Website(813) 914-0440

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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