Best Financial Advisors in Deltona

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Deltona, FL

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

American Financial Advisors logo
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American Financial Advisors

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

Business Description

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 (9)

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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Certified Financial Group Inc

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

Business Description

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
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
Dreggors, Rigsby & Teal, P.A. logo
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Dreggors, Rigsby & Teal, P.A.

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

Business Description

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Evershore Financial Group logo
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Evershore Financial Group

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

Business Description

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
Financial Legacy Advisors logo
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Financial Legacy Advisors

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

Business Description

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
Facebook
5.0 / 5 (4)
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
Fleishel Financial Associates logo
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Fleishel Financial Associates

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

Business Description

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.
4.6
Google
4.6 / 5 (9)
Nelson Financial Planning logo
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Nelson Financial Planning

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

Business Description

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
Robertson Advisory logo
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Robertson Advisory

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

Business Description

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 (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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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