Best Financial Advisors in Melbourne

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Melbourne, 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.

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
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Price: Free consultation

Allen & Company logo
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Allen & Company

7380 Murrell Road, Suite 100, Viera, FL 32940
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  • Finance Planning
  • Financial Planning

Business Description

Established in 1932, Allen & Company is a financial advisory firm that serves individuals and businesses in Melbourne and the surrounding communities. It offers comprehensive wealth management solutions, such as retirement, education, and business succession planning, investment planning and portfolio management, life insurance plans, and charitable giving. The company's team of financial advisors holds various professional designations, including Certified Financial Planner, Chartered Financial Analyst, and Certified Investment Management Analyst. They participate in community projects like the Bonnet Spring Parks.

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.
4.9
Google
4.0 / 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
Eastwood & Associates Wealth Strategies, LLC. logo
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Eastwood & Associates Wealth Strategies, LLC.

3210 N. Wickham Road, Suite 4, Melbourne, FL 32935
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Eastwood & Associates Wealth Strategies, LLC, is a firm that works with clients in the Melbourne area. When it comes to important wealth management concerns, its financial advisors take a systematic approach to assist customers to prioritize goals. They offer tax-advantaged planning to help clients manage their money in the most tax-efficient way feasible. The firm also provides business succession, investment, retirement, and insurance planning. It works with a CPA firm, Bouvier & Associates, to provide a collaborative approach that helps clients understand their financial situations.

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.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Financial Cornerstone Group logo
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Financial Cornerstone Group

190 McIver Lane, Rockledge, FL 32955
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Financial Cornerstone Group serves Melbourne and the surrounding communities. The local advisory firm helps clients in accomplishing their short- and long-term financial goals. It offers assistance with budgeting, college and retirement planning, portfolio management, investments, profit sharing, and insurance. Professionals from the company assist individuals, families, and business owners in every aspect of their financial journey. They explain complex concepts, guide clients in making informed decisions, and develop strategies tailored to their situation and needs.

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 (3)

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
––
Flavin Nooney & Person CPAs and Advisors logo
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Flavin Nooney & Person CPAs and Advisors

2200 Babcock Street, Melbourne, FL 32901
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  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Flavin Nooney & Person CPAs and Advisors is a fiduciary financial firm serving Melbourne and nearby locations. It helps personal and commercial clients organize their assets and create strategies to reach their family and business goals. Its advisors assess current aspects such as investment risk and tax exposure, develop action plans, and assist customers in staying on track. Founded in 1989, Flavin Nooney & Person comprises accounting and finance professionals with more than 50 years of collective experience.

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.
4.2
Google
3.7 / 5 (10)
Facebook
5.0 / 5 (7)

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
JAG Financial logo
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JAG Financial

1329 Bedford Dr, Suite 2, Melbourne, FL 32940
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

JAG Financial serves individuals, families, and businesses in Melbourne as well as in several other states. It assists clients in achieving their financial goals through asset protection, investment planning, insurance, and tax planning. Owner Joseph A. Grutta, EA CFP® is a licensed by the IRS as a tax specialist and a Certified Financial Planner who partners with money managers to develop investment models for clients. He has managed small businesses and has been providing consulting services to business owners since 1983. Grutta offers securities through Peak Brokerage Services, LLC. Member FINRA and SIPC. Advisory Services are offered through Blackridge Asset Management, LLC a Registered Investment Advisor. JAG Financial Services, Peak Brokerage Services, LLC, and Blackridge Asset Management are separate entities.

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 (10)
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
Krehbiel Financial logo
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Krehbiel Financial

118 Lanternback Island Dr, Satellite Beach, FL 32937
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  • Certified Financial Planner (CFP)

Business Description

Krehbiel Financial provides personal financial planning services to individuals, couples, and tech professionals in the Melbourne area and neighboring communities. The company specializes in general financial advice, retirement and education planning, and investment, portfolio, and cash flow management. It also offers debt management, tax minimization, and income tax preparation. John Krehbiel opened the firm in 2018. Prior to that, he worked in marketing and engineering management for 15 years and taught physics for 11 years.

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.
4.9
Google
4.9 / 5 (12)
Yelp
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
Mastro Financial Services LLC logo
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Mastro Financial Services LLC

100 Rialto Place Suite 736, Melbourne, FL 32901
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  • Certified Financial Planner (CFP)

Business Description

Mastro Financial Services, LLC is a wealth management company that caters to Melbourne-based clients. It provides customers with a comprehensive financial plan, which can include the handling of retirement, estate, survivorship, education, business, and taxes. It also facilitates employee financial education and investment advisory services. The company also offers financial products like life, disability, medical, and long-term care insurance, and fixed and variable annuities. Chartered Financial Consultant Robert Mastrosimone has been in the industry for more than 35 years.

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
McPherson Financial Group logo
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McPherson Financial Group

3159 Alzante Circle Suite 101, Melbourne, FL 32940
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  • Certified Financial Planner (CFP)

Business Description

McPherson Financial Group dates back to 1980, when Dave McPherson, a captive agent with Liberty National and Prudential, established Dave McPherson and Associates, an independent agency. After many years and several name changes, the company has grown to be a full-service financial planning firm serving Melbourne and nearby communities. Its services include investment management, estate planning, and tax minimization. Additionally, it offers private wealth management to high-net-worth individuals. The firm uses WealthGuard, a portfolio monitoring system, when overseeing its managed accounts.

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.
4.5
Google
4.5 / 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
Moisand Fitzgerald Tamayo logo
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Moisand Fitzgerald Tamayo

6767 N. Wickham Road Suite 500, Melbourne, FL 32940
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  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

Moisand Fitzgerald Tamayo provides financial services to Melbourne and the surrounding areas. The firm comprises a team of Certified Financial Planners and tax specialists. It works with clients to understand their short-term and long-term goals, level of risk tolerance, and overall lifestyle to provide tailored advice, financial plans, investment strategies, and tax planning that meet their financial objectives. Moisand Fitzgerald Tamayo has been recognized as one of the top independent wealth management firms by the Financial Times.

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
Google
4.0 / 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
Security Financial Management logo
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Security Financial Management

8245 Devereux Dr. Suite 103, Melbourne, FL 32940
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  • Certified Financial Planner (CFP)

Business Description

Serving Melbourne, Security Financial Management (SFM) assists clients to help them achieve their investment goals. It serves high net-worth individuals, young families, pre-retirees, retirees, business owners, corporate executives, and employees. For over three decades, SFM has been working with clients to develop a custom financial plan according to their needs, goals, and current situation. Managing partners Michael Allen and David Allen are both Certified Financial Planners. While Frank Lovaglio, another managing partner, is a Registered Financial Consultant.

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
The Office of Rob Dale logo
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The Office of Rob Dale

7331 Office Park Place, Suite #300, Melbourne, FL 32940
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  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

The Office of Rob Dale is a franchise of LPL Financial, providing retirement and financial planning services to clients in Melbourne. Its branch manager, Robert Dale, is a Certified Financial Planner who guides in achieving both short-term and long-term goals, which includes securing financial independence. He also helps clients in managing their current taxes, controlling their debts, and preparing for their child's college education. In addition to financial planning, the firm offers business, investment, and insurance services.

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)
threebridgesplanning.com logo
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threebridgesplanning.com

304 S. Harbor City Boulevard, Suite 200, Melbourne, FL 32901
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Three Bridges Planning is a financial and investment management firm that serves the Melbourne metro. The firm helps its clients achieve their financial goals and responsibilities by developing custom plans involving college funding, debt reduction, health care, retirement income, and Social Security maximization. It offers investment management services for asset classes such as mutual funds and ETFs. One of the firm's founders, Brian Laughlin, is a Certified Financial Planner and currently serves as a trustee on the City of Rockledge General Pension.

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
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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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