Laurels

Best Financial Advisors in St. Petersburg
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

St. Petersburg, FL

Website

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:

4 (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: --

Advizrs

Advizrs

  • Retirement Planning
  • Tax Planning
  • Business Tax Preparation

Advizrs is a financial advising company providing services to clients in St. Petersburg and the surrounding areas. It assists clients in pursuing their financial goals by offering fiduciary risk management, plan design consultation, and investment services. One of its managing directors, Kelly S. Carlson, has served as a pension plan administrator and has been in the retirement planning industry for more than 25 years. Carlson is also a member of the Women in Pensions Network and ASPPA.

300 1st Avenue South
St. Petersburg, FL 33701

Website

Website
Align Wealth Management

Align Wealth Management

  • Retirement Planning

Align preserves and grows clients' wealth by handling investment management, retirement management, and plan management. It is an independent fiduciary wealth management firm that has been serving clients in St. Petersburg since 1993. Moreover, it provides a confidential second opinion service to help clients make sure they are on track. The firm was established by Brian Puckett, who is a Certified Financial Planner, a certified public accountant, and an attorney. He is a member of the Financial Planning Association and was featured on OKC Biz.

125 5th Street South
St. Petersburg, FL 33701

Website

Website

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+

ARS Wealth Advisors

ARS Wealth Advisors

  • Estate Planning

ARS Wealth Advisors is an independent financial firm that serves clients in St. Petersburg. It provides investment management, financial planning, tax preparation, and insurance review to individuals, families, and businesses. It also offers trust and estate planning services. The firm's managing partner and CEO, Anthony A. Anderson, has 24 years of experience managing financial and investment accounts. Jamie Pennington, the firm's wealth advisor, has been in the financial planning industry since 2011. She is a supporter of CASA, an organization that helps domestic violence survivors.

111 2nd Avenue Northeast
St. Petersburg, FL 33701

Website

Website

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:

8 (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+

Avid Planning

Avid Planning

  • Estate Planning

AVID Planning provides financial advice and wealth management assistance for residents in St. Petersburg and Tampa Bay. It offers a five-session program that allows its team to develop financial plans based on clients' future transitions and financial priorities and goals. The firm has been in service since 2013. One of its financial planners, Kevin Stevens, who has been working in the financial industry since 1999, started offering planning services in 2009 and earned his CFP designation seven years later.

360 Central Avenue
St. Petersburg, FL 33701

Website

Website

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+

Bryan Financial Services

Bryan Financial Services

Bryan Financial Services is a Clearwater-based financial advisory firm that offers insurance policies, investment options, and planning services. It helps clients with retirement planning, tax planning, 401(k) planning, 403(b) planning, estate planning, college tuition planning, profit sharing plans, and money purchasing plans. It also offers disability income, life, and long-term care insurance. Clients receive diversified investment portfolios that pull from a network of stocks, bonds, IRAs, treasury bills, treasury notes, brokerage accounts, government securities, and variable annuities. Company principal John Bryan purchased the business in 1992 and has been an IRS Enrolled Agent since 1997.

Clearwater, FL 33765

Website

Website
Client Focused Financial

Client Focused Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning

Client Focused Financial provides advisory services to clients in St. Petersburg and the surrounding areas. It designs comprehensive plans or strategies to help customers achieve their long-term goals while eliminating financial risks. The firm's services include financial planning, investment management, retirement planning, wealth planning, and active management. It also offers several investment services to help customers financially secure their future. Client Focused Financial's principal advisor, Dan Westfall, has been serving clients since 2011.

433 Central Avenue, 4th Floor
Saint Petersburg, FL 33701

Website

Website
Csenge Advisory Group

Csenge Advisory Group

  • Estate Planning
  • Insurance Products

Csenge Advisory Group is a wealth management firm based in Clearwater. The firm serves clients in the St. Petersburg area, providing investment, business, and income tax planning, asset protection, multigenerational planning, and philanthropic planning services. The firm also serves employers and implements and manages employer retirement plans. Csenge Advisory Group is an independent firm with 45 advisors located across nine states. Founder and managing partner John L. Csenge holds over 30 years of industry experience and has served high-income individuals and families.

4755 East Bay Drive
Clearwater, FL 33764

Website

Website

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: --

Doyle Wealth Management LLC

Doyle Wealth Management LLC

  • Retirement Planning

Doyle Wealth Management LLC is a team of financial advisors serving the needs of St. Petersburg. Since 2005, it has been helping clients preserve their wealth and prepare for their future. The company offers several investment options, including equity income, focused equity, select equity, and multi-asset income fund. In addition, it assists individuals in planning their taxes, estate, social security, and 401(k) pension. Doyle Wealth Management was founded by certified public accountants Robert and Jillian Doyle.

333 3rd Avenue North
St. Petersburg, FL 33701

Website

Website

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:

11 (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+

Econologics Financial Advisors LLC

Econologics Financial Advisors LLC

Econologics Financial Advisors is a financial planning firm that serves professionals in the Largo area. The company specializes in business transition planning, household financial planning, and basic financial services. These services include transition planning for practices, investment management for professionals, estate protection strategies, tax management strategies, and asset protection strategies. Investments types include IRA accounts, annuities, profit sharing plans, 401(k) plans, and other qualified retirement plans. Clients also have access to life, disability income, and long-term care insurance policies. Econologics Financial Advisors coordinates with the client's accounting and legal professionals on complex planning topics.

Largo, FL 33770

Website

Website
Flaharty Asset Management

Flaharty Asset Management

  • Certified Financial Planner (CFP)

Flaharty Asset Management is a fiduciary financial planning and investment firm. It serves individuals and businesses in St. Petersburg and the surrounding metros. It provides clients with various services, such as comprehensive financial planning, trust services, insurance, retirement planning, and strategic partner collaboration. The firm also offers concierge services, such as private club memberships, private charters, and lifestyle purchases. Flaharty Asset Management gives back to the community by supporting GiGi’s Playhouse and Habitat for Humanity's annual fundraiser.

311 Park Place Boulevard
Clearwater, FL 33759

Website

Website

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

Florida Financial Advisors

Florida Financial Advisors

  • Private Wealth Advisor
  • Tax Planning

Florida Financial Advisors is an independent wealth management firm that serves St. Petersburg and its neighboring areas. The company customizes its services to fit the financial needs of its clients. Its wealth planning services include investment advisory services, investment income strategies, alternate income strategies, and tax-sensitive investment management. It also offers financial planning, business owner services, and advanced tax and insurance strategies. Florida Financial Advisors is owned by Jason Mickool, who has over 25 years of experience in the industry.

2330 West Horatio Street
Tampa, FL 33609

Website

Website

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

196 (Best)

Score Consistency:

Variable (Good)

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+

Frey Masterson Investment Advisors

Frey Masterson Investment Advisors

  • Certified Financial Planner (CFP)

Frey Masterson Investment Advisors is a firm serving St. Petersburg clients. It offers a wide range of financial planning services, including investment management, endowments, structured settlements, and 401(k) and other qualified retirement plans. Its team develops an investment roadmap while considering the client's financial goals and lifestyle needs. One of the firm's partners, Colby Masterson, is a Certified Financial Planner who practiced law before transitioning into the finance industry. He supports non-profit community organizations such as Give Hope Foundation and American Heart Association.

100 2nd Avenue South
St. Petersburg, FL 33701

Website

Website

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+

Harwood Financial Group

Harwood Financial Group

Harwood Financial Group is a financial advisory firm that serves the Tampa Bay, New Port Richey, and St. Petersburg communities. The firm's main focus is on wealth management, and its advisers manage client assets through a customized, tax-efficient investment plan. It offers estate transition planning and asset protection services, as well as tax reduction strategies for income and investments. The firm also prepares a variety of free financial reports for clients, including an investment risk analysis, a tax review and analysis, a review of an estate transition plan, and a complimentary financial plan.

Largo, FL 33609

Website

Website

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:

7 (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: --

Koch Financial Services

Koch Financial Services

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Koch Financial Services is a wealth management firm located in St. Petersburg. The firm focuses on investments, financial planning, and insurance options. Its investment options include variable annuities, simple IRAs, SEP IRAs, Roth IRAs, traditional IRAs, and educational IRAs. Clients receive recommendations for long-term care, life, and disability income insurance. The firm also offers strategies for tax-free income streams from life insurance policies. Financial plans cover retirement, taxes, college and estate planning, as well as 401(k), 403(b), profit sharing, and money sharing plans.

Clearwater, FL 33760

Website

Website
Larry J. Ellis

Larry J. Ellis

  • Certified Financial Planner (CFP)

Larry J. Ellis is a Certified Financial Planner, who serves as the first vice president of Raymond James, serving St. Petersburg and its surrounding communities. He offers financial guidance to individuals, families, business owners, retirees, and women investors. As a second-generation financial advisor, he utilizes his family connections to handle the planning needs for retirement, small business, and estate and legacy. Ellis also participates in regular training to keep up-to-date with wealth planning trends and techniques.

200 Central Ave Fl 24
Saint Petersburg, FL 33701

Website

Website

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: --

LPF Financial Advisors

LPF Financial Advisors

  • Estate Planning
  • Retirement Planning

LPF Financial Advisors is a firm located at 9800 4th St. North, Suite 200, St Petersburg 33702. It helps senior individuals, families, and businesses by offering a wide range of financial planning services, including pre-retirement planning, account consolidation, retirement income strategies, college funding, and estate planning & preservation. Its team specializes in assisting telecom and power company employees through its retirement services and workshops. LPF Financial Advisors co-founder Mark A. Picchi has 30 years of experience in the financial services industry.

2601 Cattlemen Road
Sarasota, FL 34232

Website

Website

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+

LPL Financial

LPL Financial

  • Estate Planning

LPL Financial is a nationwide company that provides financial planning, insurance, and investment services in St. Petersburg. Its team of advisors assists clients in various financial tasks, from investing in company stocks to creating a retirement plan for the future. They also help clients maintain financial stability by offering different insurance options for disability income, long-term care, and individual health. The branch manager, Jay Dolan, is a certified financial planner practitioner and has been in service since 2002.

7024 Central Avenue
St. Petersburg, FL 33707

Website

Website

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

Menke Financial

Menke Financial

  • Certified Financial Planner (CFP)

Menke Financial is a team of advisors affiliated with Northwestern Mutual. They develop financial plans for individuals in and around St. Petersburg, whether they are looking to plan for retirement or secure their loved one's future. The professionals craft, implement, monitor, and adjust financial plans. They also provide financial planning services for business owners, which cover exit planning and employee benefits. Menke Financial is headed by Kyle Menke, a CFP, Chartered Advisor in Senior Living, and Retirement Income Certified Professional.

700 Central Ave Ste 300
St. Petersburg, FL 33701

Website

Website

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)

PFAFF Financial Advisors, Inc

PFAFF Financial Advisors, Inc

  • Estate Planning
  • Certified Financial Planner (CFP)

PFAFF Financial Advisors Inc. provides financial advice in matters such as retirement, estate, investment, tax, insurance, and charitable contribution planning. Serving St. Petersburg and the neighboring areas, the firm offers retirement plans that combine Social Security strategies, personal savings, strategic investments, and qualified retirement accounts. Customized investment plans are also available. Company CEO Stephen Pfaff is a Certified Financial Planner with more than a decade of investment industry experience and two decades of insurance experience.

2807 Sunglow Way
Clearwater, FL 33761

Website

Website

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+

Premier Planning Partners

Premier Planning Partners

Premier Planning Partners is a St. Petersburg financial advisory firm. Clients receive comprehensive financial plans that integrate different aspects of their finances. The firm uses advisers with different financial backgrounds to create collaborative, stable plans. There are three levels of partnership clients can choose from, depending on their ideal services. Premier clients receive ongoing services with annual reviews, quarterly reports, employee benefits maximization recommendations, and financial needs analyses. Prestige clients receive customized partial financial plans, a financial website, legacy planning services, retirement recommendations, and ongoing review. Private clients receive comprehensive financial plans, trust services, and weekly information.

Largo, FL 33770

Website

Website
R S Williams & Associates Inc.

R S Williams & Associates Inc.

  • Certified Financial Planner (CFP)

R. S. Williams & Associates is a financial services firm based in Largo. The company specializes in financial planning, insurance options, and investment management. Typical financial plans cover retirement planning, tax mitigation strategies, 401(k) planning, college tuition planning, money management strategies, profit sharing plans, money purchasing plans, and estate planning. Clients have access to insurance options covering disability income, life, long-term care, group health, and individual health plan needs. The customized investment portfolios use a network of investments, including stocks, bonds, IRAs, treasury notes, treasury bills, variable annuities, and government securities.

Clearwater, FL 33756

Website

Website
Retirement Partner Advisors

Retirement Partner Advisors

  • Retirement Planning

Retirement Partner Advisors works with clients in St. Petersburg. Individuals can ask the firm to plan their finances. Its advisors help choose insurance policies, set up educational funds, and prepare for retirement with a stable and sustainable income. Partner Jim Izett is a Chartered Financial Consultant and Certified Plan Fiduciary Advisory who has been in the financial services sector since 1980. The company has branches in Florida, South Carolina, Atlanta, and Puerto Rico.

111 Second Avenue N.E. Suite 204
Saint Petersburg, FL 33701

Website

Website
Waters Wealth Management of Raymond James

Waters Wealth Management of Raymond James

  • Retirement Planning
  • Business Formation

Waters Wealth Management of Raymond James has been serving clients in St. Petersburg since 1962. It offers a variety of services, such as banking solutions, corporate retirement plan consulting, portfolio management, sustainable investing, and fixed-income services. Clients can also choose other alternative investment methods, such as hedge funds, managed futures funds, private equity, real estate, and commodity investments. Moreover, this firm assists clients in risk management by acquiring life and disability insurance, minimizing exposure to market uncertainties, and reduce estate taxes.

6392 1st Avenue North
St. Petersburg, FL 33710

Website

Website

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: A

Detail: --

Wealth Advisors Who Care

Wealth Advisors Who Care

  • Tax Planning

Wealth Advisors Who Care is an investment management company that provides financial services for clients in the St. Petersburg area. The financial advisors at this company assist CEOs, divorcees, university faculty, business owners, and professionals who need help in planning their financial future. The team has expertise in investment, insurance, tax, legacy, and income planning. Additional services are ESG investing and business advisory. Wealth management advisor and co-founder Tony Adamo has been specializing in managing financial plans for more than three decades.

6125 30th Street South
St. Petersburg, FL 33712

Website

Website
Wealth Bridge Financial Group

Wealth Bridge Financial Group

  • Certified Financial Planner (CFP)

Wealth Bridge Financial Group serves individuals in St. Petersburg. Its specialists educate clients on financial products and discuss the importance of estate conversion and wealth preservation. They offer investment and estate planning solutions and develop customized retirement strategies. Its agents encourage clients to go over the information provided on the company website, equipping them with the knowledge to make informed decisions. They also offer life, long-term care, and disability income insurance. Wealth Bridge Financial Group president Tom Halvorsen is a CFP with over 23 years of industry experience.

100 2nd Avenue S Suite 402N
St. Petersburg, FL 33701

Website

Website

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+

Yale Capital Corp.

Yale Capital Corp.

  • Private Wealth Advisor
  • Tax Preparation

Yale Capital Corp. aims to protect high-net-worth families in St. Petersburg from financial conflicts and inefficient management through investment guidance and services. With over 75 years of combined experience, its team provides solutions for asset management, including specialized cash management and various investment types. It also considers tax efficiency, security selection, and trading decisions in managing clients' portfolios. Moreover, its offerings include account paperwork, trust disbursements, and competitive margin negotiation and management.

6475 1st Avenue South
St. Petersburg, FL 33707

Website

Website

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: --

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