Expertise.com

Best Financial Advisors in Tallahassee

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Tallahassee, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Google
3.2 / 5 (15)
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
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Tallahassee, FL

Business Description

Need help contacting a Financial Advisor in Tallahassee? 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!

FREE

Expertise.com Concierge

Let us do the work for you!

Share your needs with our Concierge team, and they'll book you with our best available top-ranked service providers!

Barnes Capital Group logo
Visit WebsiteWebsite

Barnes Capital Group

Visit WebsiteWebsite
1801 Hermitage Boulevard, Tallahassee, FL 32308
  • 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.

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 (5)

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

Gabor Financial Solutions

1410 Piedmont Drive East, Tallahassee, FL 32308
  • 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
Visit WebsiteWebsite

Jackson Financial Group

Visit WebsiteWebsite
511 Beverly Street, Tallahassee, FL 32301
  • 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
Visit WebsiteWebsite

Poppell Financial Group, LLC

Visit WebsiteWebsite
3116 Capital Circle Northeast, Tallahassee, FL 32308
  • 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
Visit WebsiteWebsite

Smith Bruer Advisors

Visit WebsiteWebsite
1700 Summit Lake Drive, Tallahassee, FL 32317
  • 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
Visit WebsiteWebsite

Tallahassee Financial Advisors

Visit WebsiteWebsite
3015 Shannon Lakes North, Tallahassee, FL 32309
  • 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
Visit WebsiteWebsite

Wealth Management Corporation

Visit WebsiteWebsite
2941 Kerry Forest Parkway, Tallahassee, FL 32309
  • 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

Frequently Asked Questions

  • 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.

  • 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 much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.