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Best Financial Advisors in Daytona Beach

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2023
Laurels

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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Daytona Beach, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

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.
4.0

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Anchor Group logo
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License Verified:

License: 230171

Investment Adviser Public Disclosure Database, SEC

Anchor Group

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1395 W Granada Blvd, Ormond Beach, FL 32174
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 230171

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Facebook
4.7 / 5 (13)
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
Certified Financial Group Inc logo
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License Verified:

License: 120990

Investment Adviser Public Disclosure Database, SEC

Certified Financial Group Inc

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1111 Douglas Ave, Altamonte Springs, FL 32714
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 120990

Investment Adviser Public Disclosure Database, SEC

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)
Yelp
2.5 / 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
Executive Compensation Group logo
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License Verified:

License: 837677

Investment Adviser Public Disclosure Database, SEC

Executive Compensation Group

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325 N Williamson Blvd Suite #120, Daytona Beach, FL 32114
  • Private Wealth Advisor

Business Description

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.

License Verified:

License: 837677

Investment Adviser Public Disclosure Database, SEC

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)
Yelp
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Financial Legacy Advisors logo
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License Verified:

License: 5299140

Investment Adviser Public Disclosure Database, SEC

Financial Legacy Advisors

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1673 Mason Ave Suite 300, Daytona Beach, FL 32114
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

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.

License Verified:

License: 5299140

Investment Adviser Public Disclosure Database, SEC

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 (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
Holland Financial logo
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License Verified:

License: 136302

Investment Adviser Public Disclosure Database, SEC

Holland Financial

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700 West Granada Boulevard, Ormond Beach, FL 32174
  • Certified Financial Planner (CFP)

Business Description

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. Holland Financial has been in practice for 25 years and today has four CERTIFIED FINANCIAL PLANNER™ professionals on staff.

License Verified:

License: 136302

Investment Adviser Public Disclosure Database, SEC

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.
4.0
Google
4.0 / 5 (8)

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
Robertson Advisory logo
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Robertson Advisory

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145 East Rich Avenue Suite D, Deland, FL 32724
  • Certified Financial Planner (CFP)

Business Description

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.

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
Savannah Court Financial Advisors logo
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Savannah Court Financial Advisors

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340 S. Beach St Suite #128, Daytona Beach, FL 32114
  • Certified Financial Planner (CFP)

Business Description

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.

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