Best Financial Advisors in Daytona Beach 2022
We scored 21 Financial Advisors in Daytona Beach and Picked the Top 8
Here are the Picks:
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Anchor Group
Anchor Group is a comprehensive financial services firm that serves the residents of Daytona Beach and the surrounding areas. It helps clients achieve long-term financial success through continuous wealth preservation and growth strategies. It works with companies such as Prudential Financial, Lincoln Financial, and American International Group. Anchor Group has been in operation for more than three decades. The company has a Chartered Financial Planner, Accredited Investment Fiduciary, and Certified Financial Planners on its staff.
Capstone Planning
Capstone Planning is an independent financial services firm catering to the Daytona Beach metro and the rest of Northeast Florida. The family-owned and family-operated firm provides a variety of financial solutions, including tax minimization strategies, wealth accumulation, asset protection planning, and retirement income programs. Its goal is to assist individuals in creating a fulfilling retirement through the use of investment and insurance products customized to their needs and objectives. Capstone Planning has been helping friends and neighbors in the community since 1997.
Certified Financial Group Inc
Certified Financial Group, Inc., has been serving clients in Daytona Beach since 1976. Its founder, Joseph Bert, is a member of the Financial Planning Association. The firm's team of fiduciaries performs checkups on matters affecting an individual's finances, such as tax liability, risk management, investment, estate, and social security, as part of its commitment to serving its clients as financial doctors. In addition, the firm is certified by the Centre for Fiduciary Excellence and has been featured in The Wall Street Journal.
Executive Compensation Group
Executive Compensation Group offers a range of financial advisory solutions to clients throughout Daytona Beach. This independent wealth management firm has been serving the local community since 1966, supporting individuals and businesses in the accumulation, conservation, and transfer of wealth to help reach their short-term and long-term financial goals. Services include financial planning, investment management, estate planning and wealth transfer, business continuation, and retirement planning. Two of the firm's principals, David Graffagnino and Joseph DeRosa, hold the Chartered Life Underwriter and the Chartered Financial Consultant designations.
Financial Legacy Advisors
Financial Legacy Advisors caters to individuals, families, and businesses in the Daytona Beach metro and the surrounding areas. It helps clients make knowledgeable wealth decisions by offering financial planning and management services. Its process involves determining which type of plan suits the customer, gathering necessary documents, and analyzing their assets, insurance coverages, investment strategies, and liabilities. Benjamin F. Dyal, a partner, has been working in the financial industry since 1980. He holds the Certified Financial Planner designation.
Holland Financial
Holland Financial provides solutions to customers in the Daytona Beach area. It consults with clients to determine their financial goals, concerns, and situations before identifying opportunities for improvement. The company offers several types of financial strategies, including conservative for capital preservation, balanced growth for capital appreciation, and growth for long-term goals. It advises each client on investment strategies to take based on their risk tolerance and investment time horizon. David Holland, the founder and CEO of Holland Financial, is a CFP Board Ambassador.
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Robertson Advisory
Robertson Advisory is a firm that offers an array of financial services in Daytona Beach and nearby locations. It serves business owners, families, and individuals, helping them achieve financial security through its comprehensive retirement and estate planning. The company also deals with investment planning, management, and review. Additionally, it provides financial planning assistance, which covers the processing of insurance policies and the implementation of investment products. Founder Tom Robertson is a CFP who has been in the industry since 1993.
Savannah Court Financial Advisors
Savannah Court Financial Advisors is a firm that serves clients in the Daytona Beach metro and its surrounding areas. It helps them deal with their financial concerns by providing a wide array of services that includes income planning, risk management, asset allocation, and retirement evaluation and projections. It also offers services that involve stocks, bonds, mutual funds, and annuities. One of its team members, Scott Weidman, is a Certified Financial Planner with more than two decades of experience in the industry.