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Best Financial Advisors in Palm Coast

2023

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SmartAdvisor by SmartAsset

Palm Coast, 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.
4.0

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Palm Coast, FL

Why choose this provider?

Need help contacting a Financial Advisor in Palm Coast? 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
56 Fanshawe Ln, Palm Coast, FL 32137
  • Finance Planning
  • Financial Planning

Why choose this provider?

Fickett Financial Coaching caters to the needs of individuals, executives, and business owners in Palm Coast and neighboring areas. The business provides clients with financial coaching services, including financial stress reduction and private coaching, workshops, and speaking engagements. Lora Fickett, the owner of the firm, is a Certified Financial Stress Reduction Coach who has made it her mission to help her clients increase their financial education in order to be more successful in their personal and business life.

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 (10)

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
395 Palm Coast Parkway S.W. #5, Palm Coast, FL 32137
  • Estate Planning

Why choose this provider?

Beacon Investment Solutions provides financial services to clients in the Palm Coast area. Its advisors help individuals and families manage their cash flow through improved budgeting and debt consolidation, along with setting up retirement and education plans. They also offer estate planning services to financially secure heirs. The firm creates investing strategies by looking at a client's budget and goals. It also assists with planning taxes and getting insurance coverage. One of the firm's founders, Mark L. Tannen has over three decades of industry experience.

Website
1825 Business Park Blvd., Suite E, Daytona Beach, FL 32114
  • Certified Financial Planner (CFP)

Why choose this provider?

Keyes Stange & Wooten Wealth Management, LLC, is a company that caters to clients in Palm Coast and the surrounding communities. Founded in 2004, it offers financial planning and consulting services to individuals, trusts, estates, pension plans, and business entities. In addition, it handles wealth management, estate planning, risk management, and employer-sponsored retirement plans. One of the firm’s senior wealth managers, Gerald P. Keyes, has been a certified public accountant for over four decades. He is also 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
32 Buttonworth Drive, Palm Coast, FL 32137
  • Wealth Management

Why choose this provider?

Serving the Palm Coast metro, Mazzie & Co LLC, CPA's & Advisors provides various financial services, including wealth management, tax planning, and accounting. It guides clients in preparing and implementing plans and solutions that allow them to achieve their financial objectives. Whether they're for retirement, college funding, or estate strategy, the firm's financial advisors work with individuals closely. The firm also partnered with United Health Care to provide life, Medicare, dental, disability, and long term care insurance products.

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
31 Lupi Court, Suite 120, Palm Coast, FL 32137
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Capstone Planning is an independent financial services firm that serves clients in Palm Coast and nearby areas. It assists individuals in reaching their financial goals by recommending wealth accumulation, tax minimization, and retirement income strategies based on their needs and objectives. The firm also holds financial planning workshops for pre-retirees and retired individuals. Founder Timothy Wiltfong has been helping clients in the areas of asset protection and annuities since 1997. The company has been featured on CBS, Fox Business, and Forbes for its financial insights.

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.
4.6
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (3)
Yelp
3.0 / 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

Website
4 Concorde Lane, Suite 1, Palm Coast, FL 32137
  • Financial Planning

Why choose this provider?

Innovative Financial Solutions aids individuals and families in Palm Coast in meeting their financial objectives. It works closely with clients in finding solutions addressing multiple aspects of financial affairs. Its advisors help identify appropriate investment options like stocks, bonds, or mutual funds. In addition, they continue working with customers to monitor and adjust their plans according to current life and market changes. Senior advisor William R. Verhagen is a CPA and a CFP. He is a member of the Fun Coast Estate Planning Council.

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 (11)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
26 Office Park Drive, Palm Coast, FL 32137
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Financial Planning
  • Investment Advisor

Why choose this provider?

Grace Accounting Service is a company that offers personal financial planning services in the Palm Coast metro. The advisors from this firm reviews plans in line with life changes, investments, and budgets. It also helps in evaluating estate and trust tax strategies, planning for retirement, and handling finances for seniors. Grace Accounting Service's clients include independent professionals, small and mid-sized business owners, and executives. The team also handles budget forecasting, cash flow analysis, and prepares business tax returns.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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.

  • How can you have an income during your retirement years in Palm Coast?

    If you are nearing your retirement age and planning to make a financial roadmap, you should consider how you can generate income. There are many ways to be able to sustain an enjoyable retirement, such as utilizing your Social Security benefits, Roth IRA Annuity, and non-qualified annuity. It is recommended to seek assistance from a qualified financial advisor in Palm Coast for these matters.

  • Can you use your long-term care annuity in Palm Coast to pay for your long-term care services?

    Yes, you can utilize your long-term care annuity to pay for your long-term care services in Palm Coast. You can set aside a budget from your retirement savings and purchase a long-term annuity that can have the potential to double or triple in value. Having an annuity can shoulder the expenses for long-term care rather than sourcing it from your retirement savings.

  • What is the difference between a pension and an annuity in Palm Coast?

    When you are planning your retirement in Palm Coast, you will often encounter financial terms such as annuity and pension funds. There is a difference between the two — an annuity can be purchased with personal funds, as these are offered by insurance companies, while your pension can be facilitated by your union or employers.

  • What is an indexed universal life insurance in Palm Coast?

    An indexed universal life insurance policy in Palm Coast works the same way as any other indexed life insurance in the country. This type of insurance policy can enable you to save money for retirement while having a death benefit as well. With an IUL, you can grow your money over time tax-free.

  • What is the difference between term life insurance and permanent life insurance in Palm Coast?

    Term life insurance and permanent life insurance are two of the main types of life insurance in Palm Coast. Term life provides you with death benefits only for a specific set of times. You may or may not renew your term life insurance. On the other hand, permanent life insurance provides permanent life insurance coverage for the insured person. It also has the potential to increase in value and allows you to access your funds.

  • 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.