Expertise.com
2024

Last updated:

Best Financial Advisors in Deltona

Our Recommended Top 10

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 Deltona Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30

Reviewed

22

Curated

10

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Deltona, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Deltona, FL

Why choose this provider?

Need help contacting a Financial Advisor in Deltona? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
1111 Douglas Ave, Altamonte Springs, FL 32714
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Certified Financial Group Inc. has been serving Deltona and the surrounding communities since 1976. With over 300 years of combined experience, its team of Certified Financial Planners provides financial plans and strategies to help clients pursue their personal life goals and financial future. It assists in planning for retirement, investment, Social Security, and estate. It also helps businesses develop employer-sponsored plans for their employees. The firm holds the Centre for Fiduciary Excellence Certification.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
423 Country Club Drive, Winter Park, FL 32789
  • Financial Planning

Why choose this provider?

Nelson Financial Planning helps clients in Deltona achieve their financial independence. The firm provides advice in areas of legacy planning, tax mitigation, and retirement income. It also guides clients in navigating investments like small-cap stocks, mutual funds, real estate, and short-term bonds. Jack Nelson started the firm in 1984 and he was later joined by his son-in-law Joel Garris. Dollars & Sense, a radio show that has been broadcasting in Central Florida for 30 years, is hosted by the firm.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1006 N. Woodland Blvd., DeLand, FL 32720
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Investment Advisor

Why choose this provider?

Dreggors, Rigsby & Teal, P.A. is a financial advisory firm that serves individuals and businesses in and around Deltona. It employs a team of public accountants and investment advisors to assist both first-time and longtime clients. The firm can help them establish financial goals, from retirement funding to increased profits. It then reviews their annual income and expenses to recommend allocated funds and stock investments to consider. The firm can also advise clients on identity protection from online and offline scammers.

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 (5)

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

Why choose this provider?

Since 1993, Robertson Advisory has been serving clients in Deltona and the surrounding communities. Tom Robertson is a Certified Financial Planner who helps clients achieve financial security and stability. He provides financial planning services, including cash management, investment management, and retirement planning. Robertson offers advisory services and securities through LPL Financial. Every two years, he completes at least 30 hours of financial planning continuing education units. The professional is a member of the Rotary Club of DeLand.

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)

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
1936 Lee Road - Suite 270, Winter Park, FL 32789
  • Finance Planning

Why choose this provider?

American Financial Advisors provides Deltona residents and businesses with money management advice and investment assistance. Its advisors analyze clients' financial circumstances, assessing factors like risk tolerance and cash flow goals to develop investment portfolio strategies accordingly. They also assist senior citizens and families in developing estate plans tailored around asset distribution and business succession. The company's workforce has over 100 years of combined experience and houses professionals with titles like the Certified Financial Planner designation from the Certified Financial Planner Board of Standards Inc.

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 (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

Website
725 Primera Boulevard Suite 110, Lake Mary, FL 32746
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Legacy Advisors offers financial planning for individuals and businesses in Deltona. For individuals planning for retirement or are into investment management, the company provides disability income insurance, individual retirement account, and life insurance programs. It also offers life insurance, special care, and trust services packages for important live events. The company also provides a financial planning strategy to ensure the business owner's sustainability. Financial Advisor Shane E. Larson teaches Financial Strategies for Successful Retirement (FSSR) seminars at the University of Central Florida and Volusia.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
812 N Woodland Blvd, DeLand, FL 32720
  • Certified Financial Planner (CFP)

Why choose this provider?

Fleishel Financial Associates is a company that caters to clients in Deltona and the neighboring communities. It provides individuals and families with an assortment of wealth solutions, including financial analysis, diversified portfolio development and management, college savings plan determination, and legacy plan creation. In addition, it assists corporate executives and business owners. Its founder and president, Thomas B. Fleishel, is a Certified Financial Planner. Denis Cronin, the firm’s associate planner, is also a Certified Financial Planner and Chartered Global Management Accountant.

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 (9)

Website
1750 N. Maitland Avenue, Maitland, FL 32751
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Evershore Financial Group caters to families, individuals, and business owners in Deltona. With an average of 17 years of experience, its financial professionals work with people who need advice and assistance in goal setting, risk management, retirement planning, and investment planning. They help clients create individualized strategies and plans tailored to meet their specific goals. The firm's managing partner, Robert D. Barboni, is a Certified Financial Planner. He also serves on the National Board of Advisors for Securian Financial Services, Inc.

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)

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

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.

  • Who can apply for a reserve line of credit in Deltona?

    Individuals and families who need to finance education, pay home renovation or repairs, settle tax liabilities, and acquire a home loan can apply for a reserve line of credit in Deltona. They can borrow money from an affiliated non-bank lender instead of borrowing from a bank. The securities within their accounts will serve as the collateral for the loan.

  • What can you do with your 401(k) plan if you transfer to another company in Deltona?

    You have several options with your 401(k) plan if you transfer to another company in Deltona. You may leave your 401(k) plan to your former employer, but this is only applicable if the plan allows it. You can also transfer it to your new employer's plan or take the cash and pay for the potential tax liabilities.

  • What will happen to your education savings account if your child does not want to go to college in Deltona?

    If your child has decided to not go to college in Deltona, you can transfer the education saving account to another family member without incurring negative tax consequences. You can also withdraw the funds when the beneficiary turns 30 years old. The recipient will need to pay a 10% federal income tax penalty if you withdraw the funds and use it for non-qualified expenses.

  • What is the difference between a 529 plan and a custodial account in Deltona?

    In Deltona, owners of a 529 plan can handle the funds of their own accounts, while beneficiaries of custodial accounts can take over their money until they reach their legal age. Funds from a 529 plan are not taxable as long as individuals use it for qualifying educational expenses, whereas custodial accounts can be used for anything but are subject to income taxes.

  • What financial documents or assets should you prepare during a divorce in Deltona?

    If you are dealing with divorce in Deltona, you should prepare and list all the account numbers and assets acquired before the marriage. You need to prepare savings and children's accounts, income and business tax returns for the past three to five years, social security statements, vehicle information, wills and trust agreements, and proof of your income and your spouse's current income.

  • 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.