Best Financial Advisors in Tallahassee

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Tallahassee, 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.

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
Yelp
4.0 / 5 (4)

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
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Detail
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Price: Free consultation

Barnes Capital Group logo
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Barnes Capital Group

1801 Hermitage Boulevard, Tallahassee, FL 32308
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  • Certified Financial Planner (CFP)

Business Description

Barnes Capital Group is a financial advisory firm with more than 50 years of expertise offering investment advisory and employee benefit consulting services to individuals, businesses, and organizations in Tallahassee. The company assists clients in finding solutions by listening, analyzing, and providing a thorough plan of action. Services include financial and estate planning, investment advisory services, manager search and selection, and life insurance analysis and planning. Stan Barnes, the managing director, is a registered principal with 32 years of experience in the financial services business.

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
Gabor Financial Solutions logo
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Gabor Financial Solutions

1410 Piedmont Drive East, Tallahassee, FL 32308
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  • Retirement Planning

Business Description

Gabor Financial Solutions serves clients in the Tallahassee area. It provides them with financial plans in every stage of their life, helping and guiding them to define their goals, create a plan, and execute it. It focuses on retirement saving, investment, and healthcare, and helps stakeholders have a debt-free retirement or at least maintain only low-interest debts. Gabor also provides insurance options, such as guaranteed universal, term, and whole life insurance. Gabor Financial Solutions was established in 1947.

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
Jackson Financial Group logo
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Jackson Financial Group

511 Beverly Street, Tallahassee, FL 32301
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  • Certified Financial Planner (CFP)

Business Description

Jackson Financial Group is a full-service financial planning firm that serves the Tallahassee metro and the surrounding areas. The company supports individuals and businesses in making informed decisions by offering various financial solutions depending on their needs. These include debt management, asset management, retirement planning, college funding, stocks and bonds management, and insurance planning. The company has been serving clients since 1999. Its president, Terri Jackson, has been helping clients reach their financial goals since 1993.

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 (8)
Facebook
5.0 / 5 (6)

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
Poppell Financial Group, LLC logo
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Poppell Financial Group, LLC

3116 Capital Circle Northeast, Tallahassee, FL 32308
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  • Retirement Planning
  • Tax Planning

Business Description

Poppell Financial Group, LLC, delivers wealth planning and investment management services to clients in Tallahassee and the rest of the state. Its services include investment planning and advice for retirement, tax, and insurance. CEO and financial advisor Vaughn Poppell graduated in 1989 with a double undergraduate degree in accounting and finance. He also holds a postgrad degree in accounting with a concentration in tax. In 1995, Poppell became a registered representative of Voya Financial Advisors.

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
Smith Bruer Advisors logo
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Smith Bruer Advisors

1700 Summit Lake Drive, Tallahassee, FL 32317
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  • Estate and Trust Specialist
  • Retirement Planning

Business Description

Smith Bruer Advisors is a financial advisory firm that serves the residents of Tallahassee and the surrounding areas. Its wealth management services include financial planning, trust and estate planning, tax management, and investment management. The firm also provides full-service retirement plan solutions, which cover administrative and investment fiduciary management, built-in savings, and advisor services. Smith Bruer Advisors is a member of the National Association of Personal Financial Advisors, Investments & Wealth Institute, and the Fee Only Network.

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)
Tallahassee Financial Advisors logo
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Tallahassee Financial Advisors

3015 Shannon Lakes North, Tallahassee, FL 32309
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Tallahassee Financial Advisors is a wealth planning firm that focuses on total asset management. The team of financial advisors helps clients with matters related to investment advisory services, retirement planning, estate planning, tax reduction strategies, and deferred compensation rollover knowledge. In 2020 and 2021, the firm made it onto the Seminole 100, a list of the 100 fastest-growing Florida State University alumni-owned or alumni-led businesses in the country. Company president Trent Meewes has over 20 years of experience in the financial services industry.

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
Wealth Management Corporation logo
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Wealth Management Corporation

2941 Kerry Forest Parkway, Tallahassee, FL 32309
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  • Certified Financial Planner (CFP)

Business Description

Wealth Management Corporation provides financial planning services to clients in Tallahassee and the surrounding areas. It has been operating for more than 30 years and is specializes in helping corporations, high-net-worth individuals, small businesses, and non-profit organizations manage their wealth and finances to meet their short-term and long-term goals. The company's president, ​​William S. Horak, holds a master's degree in financial planning and has appeared on Florida's News Channel. Horak also received the Certified Financial Planner designation in 1990.

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)

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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