Best Financial Advisors in Kissimmee

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American Financial Advisors logo

American Financial Advisors

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

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Apex Wealth Management LLC logo

Apex Wealth Management LLC

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

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Certified Financial Group, Inc. logo

Certified Financial Group, Inc.

1111 Douglas Ave, Altamonte Springs, FL 32714
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  • 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.

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Evolve Advisor Group logo

Evolve Advisor Group

2208 Hillcrest Street, Orlando, FL 32803
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  • 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.

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Financial Harvest Wealth Advisors logo

Financial Harvest Wealth Advisors

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

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Florida Financial Strategies logo

Florida Financial Strategies

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

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JMK Wealth Advisors logo

JMK Wealth Advisors

5018 Sawyer Cove Way, Windermere, FL 34786
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  • 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.

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Keiron Partners logo

Keiron Partners

720 Rugby St. Ste. 200, Orlando, FL 32804
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  • 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.

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Rainey & Randall Investment Management logo

Rainey & Randall Investment Management

610 Sycamore Street Suite 355, Celebration, FL 34747
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  • 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.

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Resource Consulting Group logo

Resource Consulting Group

301 East Pine Street, Suite 600, Orlando, FL 32802
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  • 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.

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Stonebridge Financial Planning Group LLC logo

Stonebridge Financial Planning Group LLC

203 Hillcrest Street, Orlando, FL 32801
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  • 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.

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Thorsen~Hixenbaugh~Kovaleski Wealth Advisors logo

Thorsen~Hixenbaugh~Kovaleski Wealth Advisors

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

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Virtus Financial Partners logo

Virtus Financial Partners

495 North Keller Road Ste 100, Maitland, FL 32751
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  • 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.

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Vision Wealth Advisors logo

Vision Wealth Advisors

12954 Tanja King Blvd., Orlando, FL 32828
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  • 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.

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Zehnder Wealth Management logo

Zehnder Wealth Management

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

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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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