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Best Financial Advisors in Clearwater

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Clearwater, FLClearwater, FL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Clearwater, FLClearwater, FL

Website

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: --

125 5th Street South Suite 201, St. Petersburg, FL 33701
St. Petersburg, FL 33701
  • Certified Financial Planner (CFP)

Since 1999, Align Wealth Management has been assisting individuals and small business owners in Clearwater and neighboring areas in wealth growth and preservation matters. This independent fiduciary firm has Certified Financial Planners and Chartered Financial Analysts in the team that guides clients in retirement planning, investment management, and 401(k) plan management. They help them maximize their return while minimizing risk, cost, and tax. In 2019, the firm has been selected by Financial Times as one of the Top Financial Advisers.

125 5th Street South Suite 201, St. Petersburg, FL 33701
St. Petersburg, FL 33701

Website(727) 455-0033

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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:

3 (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+

285 Clearwater Largo Rd N, Largo, FL 33770
Largo, FL 33770
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Chambers Financial Group caters to individuals, families, and businesses throughout Clearwater. It helps clients manage their wealth and achieve financial independence by providing them with a wide range of services, including financial planning, portfolio allocation, investment management, risk management, and estate planning. The company also offers an array of insurance options such as long-term care, variable, term, and whole life insurance. Founder Curtis W. Chambers has earned the CFP designation and has been quoted in NBC News and The Wall Street Journal.

285 Clearwater Largo Rd N, Largo, FL 33770
Largo, FL 33770

Website(727) 216-6280

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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:

3 (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+

4625 Little Road, Trinity, FL 34655
Trinity, FL 34655
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Cornerstone Wealth Advisors is a financial advisory firm that lists the Clearwater metro as one of its service areas. It provides a broad range of financial services to help address the needs and goals of clients, including preparing for retirement and investing. Led by its president, Charles "Chuck" Walker, the firm's team of advisors assists in managing finances and planning estates. Chuck has been in the financial advisory industry for more than 38 years and is a Certified Financial Planner.

4625 Little Road, Trinity, FL 34655
Trinity, FL 34655

Website(727) 375-1112

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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:

4.8 / 5 ( Best)

Total Reviews:

20 (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+

780 94th Ave N, Saint Petersburg, FL 33702
Saint Petersburg, FL 33702
  • Certified Financial Planner (CFP)
  • Retirement Planning

Deidre Fernald offers financial planning to the locals of Clearwater. She crafts plans that are centered around her client's lifestyle while tackling their top priorities such as spending and savings, retirement, debt management, family and education, and family protection. She accepts clients no matter where they're starting from financially. Fernald, a Certified Financial Planner, has been providing her planning services since 2004. Her goal is to educate, encourage, and give her clients the tools they need to be confident with their finances.

780 94th Ave N, Saint Petersburg, FL 33702
Saint Petersburg, FL 33702

Website(813) 550-2133

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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)

2430 Estancia Boulevard, Clearwater, FL 33761
Clearwater, FL 33761
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Dolphin Financial Group is a wealth management company located in Clearwater. It offers financial advisory services, such as income planning, insurance planning, investment management, Social Security maximization, and risk assessment. Founder and CEO Daniel J. Wendol has 15 years of experience working in various capacities of financial planning. He also has prior experience as an equities trader. Additionally, Daniel holds licenses to act in a fiduciary capacity and as a health and life insurance broker.

2430 Estancia Boulevard, Clearwater, FL 33761
Clearwater, FL 33761

Website(888) 508-5935

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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:

13 (Better)

Score Consistency:

Consistent (Best)

2764 Sunset Point Road #600, Clearwater, FL 33759
Clearwater, FL 33759
  • Certified Financial Planner (CFP)
  • Retirement Planning

George F. Cerwin Financial Management helps individuals gain financial wellness in Clearwater. The firm assists clients in securing their goals through financial planning. It also offers a variety of related services, including retirement, estate, insurance, and tax planning. The business also helps clients obtain a sound investment portfolio through investment planning. Namesake and president George F. Cerwin has over 40 years of experience. Cerwin is a Certified Financial Planner who is also an APFA founding member.

2764 Sunset Point Road #600, Clearwater, FL 33759
Clearwater, FL 33759

Website(727) 724-9499

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+

335 Ninth Ave. S., Safety Harbor, FL 34695
Safety Harbor, FL 34695
  • Certified Financial Planner (CFP)
  • Retirement Planning

MFP Financial Services offers financial guidance to the locals of Clearwater and the surrounding areas. The company works with its clients to guide them towards financial independence as they near retirement. Its advisors help clients achieve these goals through financial planning services that cover cash management, risk management, taxes and IRAs, inflation, retirement, and investing. Chris Mavrakos, the company president and CEO, is a Certified Financial Planner with more than 30 years of experience in wealth management.

335 Ninth Ave. S., Safety Harbor, FL 34695
Safety Harbor, FL 34695

Website(727) 443-3300

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:

22 (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+

801 West Bay Drive Suite 517, Largo, FL 33770
Largo, FL 33770
  • Retirement Planning
  • Business Formation

Premier Planning Partners is a wealth management firm that serves clients in Clearwater. It helps individuals, families, and businesses achieve their financial goals through financial planning. The firm educates clients on 401k rollovers, IRAs, and retirement saving options to help them achieve financial independence. Its financial advisors create plans based on the needs, concerns, and goals of clients. Owner Marc D'Elia received his wealth management professional designation from The American College of Financial Services.

801 West Bay Drive Suite 517, Largo, FL 33770
Largo, FL 33770

Website(727) 210-7795

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)

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+

611 Druid Road East, Suite 105, Clearwater, FL 33756
Clearwater, FL 33756
  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1986, ProVise Management Group has been providing financial services to clients in Clearwater. It advises diverse people, from working professionals to retirees, on financial planning. The company educates them on areas like estate planning. It also offers the Personal Financial Officer program to help business owners with personal asset management. The company's CEO, V. Raymond Ferrara, was awarded the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association. He has over five decades of industry experience.

611 Druid Road East, Suite 105, Clearwater, FL 33756
Clearwater, FL 33756

Website(727) 441-9022

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:

4 / 5 ( Good)

Total Reviews:

8 (Good)

Score Consistency:

Variable (Good)

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+

26301 Us Hwy 19 N, Clearwater, FL 33761
Clearwater, FL 33761
  • Certified Financial Planner (CFP)

The Carlson Group is a team of financial and wealth management advisors serving the community of Clearwater. Led by Mark Carlson who has more than 30 years of experience, the firm offers a goals-based approach to its client's investment-related decisions. It assists them in not only growing and preserving their wealth but also in transferring their legacy to their children. The team offers its recommendations in managing healthcare expenses, purchasing properties, and saving for retirement.

26301 Us Hwy 19 N, Clearwater, FL 33761
Clearwater, FL 33761

Website(727) 824-7385

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: --

2637 McCormick Drive, Suite 101, Clearwater, FL 33759
Clearwater, FL 33759
  • Retirement Planning
  • Insurance Products

The Holland Group is a Clearwater company that offers personal financial planning services to clients in the metro. It has been in business since 1993 and was founded by Steve and Elizabeth Holland, who both have been in the financial and insurance industry for over 30 years. Its services include wealth management, retirement planning, tax planning, estate planning, and life insurance. Steve has held over 1500 financial workshops and was featured on top news outlets NBC, CBS, and Fox.

2637 McCormick Drive, Suite 101, Clearwater, FL 33759
Clearwater, FL 33759

Website(727) 724-3334

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:

4.7 / 5 ( Best)

Total Reviews:

24 (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: --

220 Pine Ave. N Suite A, Oldsmar, FL 34677
Oldsmar, FL 34677
  • Certified Financial Planner (CFP)
  • Retirement Planning

Unified Wealth Management offers taxation and financial planning services to clients in Clearwater. Through a goal-based and life circumstance-guided approach, it provides professional advice on long-term and short-term investments, insurance policies, retirement plans, and estate plans. The company also caters to the tax preparation needs of startups and charitable donation plans of corporations. Dave Meglay, a member of the team, is a Certified Public Accountant and a Certified Financial Planner with over 19 years of experience.

220 Pine Ave. N Suite A, Oldsmar, FL 34677
Oldsmar, FL 34677

Website(727) 216-8051

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:

21 (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+

1499 Gulf-to-Bay Blvd Suite 100, Clearwater, FL 33755
Clearwater, FL 33755
  • Certified Financial Planner (CFP)

Universal Financial Consultants offers guidance to clients in the Clearwater and Tampa metro with concerns regarding growing and preserving their wealth. The firm helps clients identify their goals, analyze their current situations, and help make sure they are on the path to living the retirement of their dreams. UFC offers tax-saving strategies, business succession planning, and advanced estate planning solutions including premium financing. Universal Financial Consultants has offered financial guidance to clients for three decades and works with all of the top insurance carriers and lenders in the nation.

1499 Gulf-to-Bay Blvd Suite 100, Clearwater, FL 33755
Clearwater, FL 33755

Website(727) 669-0109

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:

4.4 / 5 ( Best)

Total Reviews:

7 (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: --

9303 Seminole Blvd., Suite A, Seminole, FL 33772
Seminole, FL 33772
  • Certified Financial Planner (CFP)

Vernick Financial is an advisory firm that provides financial planning services to individuals and families in Clearwater and nearby areas. Its team of financial experts has more than 50 years of combined experience providing advice in various fields, such as retirement planning, charitable giving, risk management, and cash planning. The firm guides trustees, fiduciaries, and guardians in managing assets. Its founder, Mark Vernick, is a Certified Financial Planner who also has an Accredited Investment Fiduciary designation.

9303 Seminole Blvd., Suite A, Seminole, FL 33772
Seminole, FL 33772

Website(727) 258-9001

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:

23 (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+

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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