Top 15 Financial Advisors in Daytona Beach, FL

Edward Lees Ive been going there for years. Good place to get your taxes done and your accounting need. 5 stars all the way.

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio

Kiawanthia Ivy @ Kiara Smith now you know that you are not telling the truth I was up there that day and Mrs linda was trying to ask you about which son and the right name in the right number and you went off on her You said you was coming in from New Smyrna where you was working at and then when you got there You were cursing up a storm at Mrs linda You did not try to hear what she was trying to tell you Mr Porter came in and you was cussing at Mr Porter and he was trying to get things straighten with you then you called your mom and cussing at your mom like your mama had something to do with it now if you going to say something and give a review give the right review and tell the truth about the matter You know you was cussing and cant nobody calm you down not even your mama and yes Mrs linda called you a little girl cuz thats how you was acting just like a little girl grow up Missy now you know the truth I dont know if you was on Flocka Mollys thats the way you was acting You know Mr Porter and then Mrs linda did not do anything and was not mean to you You was cussing them out.

Barbara Venema Paul has been our financial advisor for many years. He’s always willing to meet with us to discuss strategies and details of the financial products available. Paul is very knowledgeable and has offered suggestions to keep our portfolio growing. He is honest and reputable.

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Michael Carson The only person Id ever consider to help facilitate my children’s future..

Matthew Cavanaugh Louis is super knowledge and just a 100% honest guy that has the best interest for his clients.

Sergio Crandall The directions are wrong, misleading, they lead you (East) from the Southeast Museum of Photography! It is actually across (North) from the museums entrance! Its actually off Pine Crest Ave., which is off Hilton Ave. at the Daytona State College!

Michelle Carter After working with a financial planner in Ohio for over 20 years, I wanted to find a local company to manage my assets. The Wynn Group were highly recommended for my financial needs. They are patient and will explain as many times as needed to make sure that I clearly understand the wealth management plan that has been recommended for me. I highly recommend these brilliant financial planners.

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.