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Best Financial Advisors in Gainesville

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6208 Northwest 43rd Street, Gainesville, FL 32653
Gainesville, FL 32653
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 2009, Chacon Diaz & Di Virgilio Wealth Management is an independent financial company based in Gainesville. Co-founder Lisa Chacon leads a team of Certified Financial Planners and a Certified Investment Management Analyst offering financial planning services. These services include estate planning, investment planning, and life insurance analysis. The firm also handles pro bono work on a broad range of wealth management concerns. Chacon Diaz & Di Virgilio Wealth Management is acknowledged by Gator 100 as one of the 100 fastest-growing Gator businesses.

6208 Northwest 43rd Street, Gainesville, FL 32653
Gainesville, FL 32653

Website(888) 392-8007

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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:

28 (Best)

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+

2700 Northwest 43rd Street, Gainesville, FL 32606
Gainesville, FL 32606
  • Private Wealth Advisor
  • Retirement Planning

Koss Olinger is a wealth management and financial advisory firm located in Gainesville that was established in 1969. It offers cash flow projection, education funding, retirement planning, and asset protection and allocation services. It employs its trademarked processes, The Wealth Navigator System and The Wealth Manager, to perform financial planning, implementation, and investment management. One of its managing partners, Kirk Klein, has been in the financial services industry since 1992. He is a Certified Financial Planner and Chartered Financial Consultant.

2700 Northwest 43rd Street, Gainesville, FL 32606
Gainesville, FL 32606

Website(800) 373-3302

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:

2 (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

2727 Northwest 43rd Street, Gainesville, FL 32606
Gainesville, FL 32606
  • Certified Financial Planner (CFP)

North Florida Wealth Advisors has been serving the residents of Gainesville and the surrounding areas for more than 35 years. It offers goal discovery, investment portfolio management, and insurance analysis services. It also assists clients transitioning into retirement through services such as retirement planning, tax planning, estate planning, and Social Security strategies. Managing director Christopher Conner has been working in the financial services field for more than three decades. He has served as president of the North Central Florida Estate Planning Council.

2727 Northwest 43rd Street, Gainesville, FL 32606
Gainesville, FL 32606

Website(352) 225-3132

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:

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+

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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