Laurels

Best Financial Advisors in Kissimmee
2022

American Financial Advisors

American Financial Advisors

  • Estate Planning

American Financial Advisors has been providing risk management solutions in Kissimmee since 1989. It helps families and individuals secure their future through its investment and financial planning services. The company offers portfolio management assistance where its agents review and discuss clients' risk tolerance, current investments, short- and long-term goals, and cash flow needs. It also deals with business succession preparation, estate plans review, and income analysis. President Matthew Joyce is a CFP who has been a part of the firm for 27 years.

1936 Lee Road - Suite 270
Winter Park, FL 32789

Website

Website

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:

9 (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+

Apex Wealth Management LLC

Apex Wealth Management LLC

  • Certified Financial Planner (CFP)

Apex Wealth Management LLC serves the residents of Kissimmee. It offers financial advisory solutions to individuals, families, and businesses. The firm prepares retirement, tax, and estate plans. It also provides Social Security planning and risk management services. In addition, it assists clients with growing and monitoring investments in the areas of real estate, private equity, oil and gas, and hedge funds. The firm's partner, Ken Patton, and managing partner, Daryl D. Jones, are CPAs with over 60 years of combined experience in the financial industry.

3300 S. Hiawassee Road, Suite 103
Orlando, FL 32835

Website

Website

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

Certified Financial Group, Inc.

Certified Financial Group, Inc.

  • Certified Financial Planner (CFP)

Certified Financial Group, Inc. provides guidance and advice to Kissimmee residents and their communities. The company offers retirement planning, investment and social security planning, and estate planning services. Its process involves goal alignment, plan customization, implementation, and account monitoring and adjustments. Its financial professionals are trained specialists and have more than 300 years of combined experience. The independent firm is a member of the Center for Fiduciary Excellence and has been featured in The Wall Street Journal and Kiplinger.

1111 Douglas Ave
Altamonte Springs, FL 32714

WebsiteInstagram

Website

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:

18 (Better)

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+

Evolve Advisor Group

Evolve Advisor Group

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Founded in 2007, Evolve Advisor Group is a financial advising firm that serves individuals and businesses in Kissimmee and the neighboring areas. Whether a client is embarking on retirement, starting a 401(k) plan for employees, selling a business, or changing a job, the firm's team of financial advisors guides clients throughout the process of financial planning. The plan covers retirement, investment, college funding, and insurance. Founder Ryan Evans has over 22 years of experience in the financial industry and holds the Certified Financial Planner designation.

2208 Hillcrest Street
Orlando, FL 32803

Website

Website
Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Financial Harvest Wealth Advisors helps individuals, families, and businesses in Kissimmee and the surrounding communities manage their finances. It assists in establishing estate plans, protecting assets, mitigating taxes, selling businesses, and planning successions and charitable giving. Its clientele includes company presidents, Lockheed VPs and directors, C-level executives, family stewards, and widows. To address the needs of their clients, the firm's advisors work with CPAs, attorneys, and insurance specialists. David Witter, who founded the company in 2002, is a Certified Financial Planner and Certified Succession Planner.

1091 W. Morse Blvd., Suite 200
Winter Park, FL 32789

WebsiteInstagram

Website

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:

2 (Better)

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+

Florida Financial Strategies

Florida Financial Strategies

  • Certified Financial Planner (CFP)

Florida Financial Strategies is a full-service firm that serves business owners, professionals, and families in Kissimmee. It assists clients with financial planning, integrating matters such as 401 (k), profit-sharing options, and gifting programs. Its team of planners assesses financial situations, analyzes risks and insurance benefits, develops debt reduction strategies, and creates plans for retirement and legacy building. They also provide investment management services for bonds, common stocks, brokerage accounts, treasury bills, and government securities.

698 N. Maitland Avenue, Suite 100
Maitland, FL 32751

Website

Website

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:

1 (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+

JMK Wealth Advisors

JMK Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

JMK Wealth Advisors is a firm that serves clients in Kissimmee and Central Florida. It offers financial planning solutions based on the individual needs of clients. It serves as a fiduciary partner that provides recommendations and strategies designed to help clients achieve their financial goals. The firm's services include personal planning, investment strategy, asset protection, retirement planning, education planning, and estate planning. It also assists with tax and business strategies. It was founded by Jeff Kuchinsky, a Certified Financial Planner and MBA with over 15 years of financial services experience.

5018 Sawyer Cove Way
Windermere, FL 34786

WebsiteInstagram

Website
Keiron Partners

Keiron Partners

  • Retirement Planning

Keiron Partners serves individuals, families, and business owners in Kissimmee. It helps clients achieve their future goals through tailored financial and retirement planning, and investment management. The firm's process involves identifying the client's goals to the smallest details and analyzing their current financial factors, including Medicare and Social Security. Each financial plan undergoes a stress test to establish its effectiveness in changing market conditions. One of its financial advisors, Scott Brown, has over 30 years of experience guiding clients towards a comfortable retirement.

720 Rugby St. Ste. 200
Orlando, FL 32804

Website

Website

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:

5 (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: --

Merit Wealth Advisors

Merit Wealth Advisors

  • Certified Financial Planner (CFP)

Merit Wealth Advisors serves individuals and families in Kissimmee and nearby areas. It offers lifestyle-based financial planning services that encompass retirement plans, tax plans, estate management, charitable giving, and cash flow management. The firm helps create insurance strategies to protect families from financial risks, covering life, liability, and personal policies. Merit Wealth Advisors' team has over 80 years of combined experience in the industry. One of its advisors, David Schlitt, has CLU, CASL, and ChFC designations.

1060 Maitland Center Commons Blvd Suite 365
Maitland, FL 32751

Website

Website

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)

Rainey & Randall Investment Management

Rainey & Randall Investment Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Rainey & Randall Investment Management renders comprehensive financial services to individuals, families, franchise owners, and corporate employees in Kissimmee. It creates strategies to help clients pursue their retirement objectives and their dependents' continuing education needs. It also reviews insurance policies and estate planning documents and manages taxes and cash flows, risk tolerance profiles, and investment portfolios. Wayne Randall, the firm's president, has been working in the financial industry for over 27 years. He holds a CFP designation and is a Central Florida Financial Planning Association member.

610 Sycamore Street Suite 355
Celebration, FL 34747

Website

Website

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+

Resource Consulting Group

Resource Consulting Group

  • Certified Financial Planner (CFP)

Resource Consulting Group caters to the residents of Kissimmee and the surrounding areas. Since 1988, it has been offering wealth advisory solutions to individuals, families, and businesses. The firm's advisors create and implement financial plans parallel to each client's needs, goals, and budgets. They also provide investment management and retirement planning services. The firm is certified by the Centre for Fiduciary Excellence. Founder Mike Davies previously practiced as a CPA and a lawyer. He has been quoted in magazines such as Forbes and Time.

301 East Pine Street, Suite 600
Orlando, FL 32802

Website

Website

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+

Stonebridge Financial Planning Group LLC

Stonebridge Financial Planning Group LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

Stonebridge Financial Planning Group LLC offers its services to clients in the Kissimmee area. Its specialists carry out the analysis and planning of investments, which involve locating investment vehicles to fit a particular profile after the identification of goals and demands. Additional services are tax planning and preparation, Social Security analysis and planning, education funding, and retirement income planning. Its financial planner, Dianne Webb, is also a divorce financial analyst who focuses on helping women going through a difficult time in their lives, such as divorce, widowhood, layoffs, or inheritance disputes.

203 Hillcrest Street
Orlando, FL 32801

Website

Website

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:

1 (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+

Thorsen~Hixenbaugh~Kovaleski Wealth Advisors

Thorsen~Hixenbaugh~Kovaleski Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Thorsen~Hixenbaugh~Kovaleski Wealth Advisors serves individuals, families, and businesses in Kissimmee. It provides financial advice for retirement funding, educational savings, and estate planning. It offers advice on traditional investment options, such as bonds, stocks, stock options, and mutual funds. It conducts portfolio reviews and assists with insurance and annuities for increased stability of financial plans. The firm is a multigenerational wealth management practice that has over 38 years of experience in the industry. Managing director John Thorsen is a Certified Financial Planner.

315 East Robinson Street, Suite 190,
Orlando, FL 32801

Website

Website

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+

Virtus Financial Partners

Virtus Financial Partners

  • Certified Financial Planner (CFP)

Established in 2009, Virtus Financial Partners is a full-service planning firm that helps healthcare professionals, business owners, and pro athletes in the Kissimmee community. It assists clients in preparing for different aspects of life, including retirement, college, future legacy, and disability. The firm also provides customized solutions for investment and wealth management, corporate and executive benefits, tax liability, and business continuation. Founder Stan Stewart holds an MBA and previously played for the New York Yankees.

495 North Keller Road Ste 100
Maitland, FL 32751

Website

Website
Vision Wealth Advisors

Vision Wealth Advisors

  • Certified Financial Planner (CFP)

Vision Wealth Advisors serves families and businesses in Kissimmee. It offers financial planning services that are based on the current financial position of the client and their risk attitude. Its team utilizes MoneyGuidePro by PIEtech to provide consistent and customizable financial plans. Vision Wealth Advisors also assists with investment management, handling 529s, IRAs, and 401(k) rollovers. The firm has insurance products to cover life, long-term care, and businesses. Its managing partner, Chris Kmetz, has over 29 years of industry experience and has ChFC and CLU designations.

12954 Tanja King Blvd.
Orlando, FL 32828

Website

Website

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+

Zehnder Wealth Management

Zehnder Wealth Management

  • Certified Financial Planner (CFP)

Zehnder Wealth Management is a fiduciary financial planning firm that serves the residents of Kissimmee and the surrounding areas. It advises clients regarding retirement, investments, insurance, estate planning, taxes, and general financial matters. Its team also offers tax preparation and audit representation. Firm founder Christopher Zehnder has earned Certified Financial Planner and Enrolled Agent designations throughout his more than three decades of experience in the financial services industry. He was featured in Forbes, Newsweek, and Money Magazine.

113 E. 13th Street
St. Cloud, FL 34769

Website

Website

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:

4 (Good)

Score Consistency:

Consistent (Best)

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