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Best Financial Advisors in Melbourne

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

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.

7380 Murrell Road, Suite 100, Viera, FL 32940
Viera, FL 32940

Website(321) 253-3131

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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:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

20 (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+

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

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.

3210 N. Wickham Road, Suite 4, Melbourne, FL 32935
Melbourne, FL 32935

Website(321) 757-3323

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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:

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: --

Detail: --

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

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.

190 McIver Lane, Rockledge, FL 32955
Rockledge, FL 32955

Website(321) 735-4994

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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:

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: --

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

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.

2200 Babcock Street, Melbourne, FL 32901
Melbourne, FL 32901

Website(321) 725-4700

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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:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

17 (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+

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

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.

1329 Bedford Dr, Suite 2, Melbourne, FL 32940
Melbourne, FL 32940

Website(321) 777-8482

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (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+

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

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.

118 Lanternback Island Dr, Satellite Beach, FL 32937
Satellite Beach, FL 32937

Website(321) 222-0890

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (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+

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

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.

100 Rialto Place Suite 736, Melbourne, FL 32901
Melbourne, FL 32901

Website(321) 733-2280

Show Number

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+

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

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.

3159 Alzante Circle Suite 101, Melbourne, FL 32940
Melbourne, FL 32940

Website(321) 253-2016

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:

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+

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

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.

6767 N. Wickham Road Suite 500, Melbourne, FL 32940
Melbourne, FL 32940

Website(321) 253-5400

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:

4 / 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+

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

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.

8245 Devereux Dr. Suite 103, Melbourne, FL 32940
Melbourne, FL 32940

Website(321) 383-8815

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:

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+

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

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.

7331 Office Park Place, Suite #300, Melbourne, FL 32940
Melbourne, FL 32940

Website(321) 254-6404

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:

4 (Good)

Score Consistency:

Consistent (Best)

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

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.

304 S. Harbor City Boulevard, Suite 200, Melbourne, FL 32901
Melbourne, FL 32901

Website(321) 225-3154

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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