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Best Financial Advisors in Kissimmee

2023

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Website
Kissimmee, 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.
3.4
Google
3.2 / 5 (15)
Yelp
4.0 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Kissimmee, FL

Why choose this provider?

Need help contacting a Financial Advisor in Kissimmee? 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
5018 Sawyer Cove Way, Windermere, FL 34786
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 2811837

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 (16)

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
495 North Keller Road Ste 100, Maitland, FL 32751
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
301 East Pine Street, Suite 600, Orlando, FL 32802
  • Certified Financial Planner (CFP)

Why choose this provider?

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 Davis previously practiced as a CPA and a lawyer. He has been quoted in magazines such as Forbes and Time.

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
203 Hillcrest Street, Orlando, FL 32801
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 154616

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 (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

Website
113 E. 13th Street, St. Cloud, FL 34769
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 142197

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 (4)

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

Why choose this provider?

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.

License Verified:

License: 108530

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 (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

Website
315 East Robinson Street, Suite 190,, Orlando, FL 32801
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

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
1091 W. Morse Blvd., Suite 200, Winter Park, FL 32789
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 148271

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 (34)
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

Website
2208 Hillcrest Street, Orlando, FL 32803
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Website
698 N. Maitland Avenue, Suite 100, Maitland, FL 32751
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 160108

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

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
610 Sycamore Street Suite 355, Celebration, FL 34747
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

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
12954 Tanja King Blvd., Orlando, FL 32828
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

  • 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.

  • Is Kissimmee a good place to invest in real estate?

    Kissimmee is a good place to invest in short-term rental properties because of its close proximity to Orlando and lower property prices and taxes compared to other areas nearby. Short-term rentals have an occupancy rate of 74% and a projected yearly revenue of around $50,000. The city is also minutes away from the world-famous Disneyland and is home to attractions such as shopping centers and water parks.

  • How much is the management fee for mutual funds in Kissimmee?

    In general, the management fee for mutual funds ranges from 0.5% to 2% per asset yearly. There are also other fees, including administrative charges, 12B-1, and exchange fees. Funds sold directly by companies to investors in Kissimmee are no-load funds that do not call for sales load charges but may have operating charges. Funds that are sold by brokers are called load funds which are deducted with sales commissions.

  • In Kissimmee, can you increase the contribution amount to your Florida Retirement System Investment Plan?

    No, you cannot increase contributions that would exceed the required standard of 3%. However, it is possible to roll over your other retirement fund accounts to your Florida Retirement System Investment Plan after service separation. You can also choose how your money will be invested under the plan and can select from thousands of investment options in Kissimmee under the Self-Directed Brokerage Account.

  • Can you file a lawsuit against a broker in Kissimmee even if there was no misrepresentation or fraud?

    If you lost money in investing because the broker in Kissimmee neglected to provide you with proper information, you may be able to sue the broker. Under FINRA's rules, brokers are required to gather information about the client and give investment recommendations based on the client's objectives, financial situation, and risk tolerance. You do not need to be deceived just to recover investment losses caused by the broker's negligence.

  • How can an investor in Kissimmee make a public records request to the Office of Financial Regulation?

    Investors in Kissimmee can send a request to the Office of Financial Regulation by email at OFRPublicRecords@flofr.gov or by phone call to (850) 410-9784. They can also send mail to this address: The Fletcher Building, Ste. 504 200 East Gaines Street Tallahassee, FL 32399-0379 Take note that if you do not want your email address to become a public record, call or write to the office instead. Florida laws deem email addresses to be public records.

  • 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.

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