Expertise.com
2024

Last updated:

Best Financial Advisors in Brandon

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Brandon Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

35

Reviewed

25

Curated

11

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.5
Google
4.5 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.7
Facebook
5.0 / 5 (11)
Google
4.1 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What advantages do SBL loans offer in comparison to student loans in Brandon?

    SBL loans in Brandon offer several advantages over traditional student loans. These include a simpler application process and rapid access to funds via wire transfer, check, or online; option to set up the loan in your child's name; potential financial savings on borrowing fees and costs; and more adaptable choices for repayment, such as the ability to pay just the interest.

  • What are some benefits of having a Roth IRA in Brandon?

    The key benefits of having a Roth IRA in Brandon include the following:

    • No age limit on contributions.
    • No required minimum distributions (RMDs) compared to traditional IRAs.
    • Penalty-free withdrawals for a first-time home purchase.
    • Taxes are not applied to Roth IRA distributions. Withdrawals from both contributions and earnings are tax-free after turning 59 ½ years old and maintaining an active Roth IRA for at least five years.
  • What is the difference between a 403(b) and a 401(k) in Brandon?

    The primary distinction between a 403(b) and a 401(k) plan in Brandon lies in the plan provider. Teachers, government workers, school administrators, librarians, doctors, and nurses are offered a 403(b) plan by public schools, nonprofits, and other tax-exempt organizations. On the other hand, a 401(k) plan, is provided by for-profit businesses to qualified employees, who can contribute either through pre- or post-tax payroll deductions. Additionally, employers can give eligible employees matching contributions.

  • Is it essential to diversify your investments in Brandon?

    It is essential to diversify your investments because you expose yourself to more risks if you put a sizable chunk of your portfolio into one particular investment in Brandon. Boosting upside potential while reducing negative risk are the objectives of effective investing. Although diversification does not guarantee a profit or protect against losses in a downturn in the market, it does allow for greater risk-adjusted returns.

  • What can you do if you currently have a concentrated stock position in Brandon?

    If you have a concentrated stock position in Brandon, consider taking these steps:

    • Evaluate your risk tolerance and allocate an appropriate percentage of your portfolio to a single stock.
    • Create a selling plan to reduce the effect on your portfolio when selling part or all of your concentrated stock.
    • Work with a financial advisor to develop a comprehensive investing strategy that suits your financial goals.
    • Diversify your portfolio with investments in various assets.
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.