florida Date: 09-25-2025

Top 15 Financial Advisors in Sebring, FL

Financial AdvisorAddress
1♠ Bank of America Financial Center4215 Sebring Pkwy, Sebring, FL 33870
2♠ Waypoints Financial149 E Center Ave, Sebring, FL 33870
3♠ Velez Financial Services134 N Ridgewood Dr Suite #19, Sebring, FL 33870
4♠ Edward Jones - Financial Advisor: Kimberlie Oppold32313 Broadway St Ste 301, Sebring, FL 33870
5♠ Swaine & Leidel Wealth Services145 W Center Ave, Sebring, FL 33870
6♠ Statler Financial145 W Center Ave, Sebring, FL 33870
7♠ Raymond James Financial Services2031 U.S. Hwy 27 S, Sebring, FL 33870
8♠ WealthCore Financial Planning ~ Shannon C Sapp, CPA, CFP®659 S Commerce Ave, Sebring, FL 33870
9♠ Merrill Lynch Wealth Management2623 U.S. Hwy 27 S, Sebring, FL 33870
10♠ Edward Jones - Financial Advisor: Alex Lopez, CFP®17 Ryant Blvd, Sebring, FL 33870
11♠ Primerica Financial Services4208 Sebring Pkwy, Sebring, FL 33870
12♠ Edward Jones - Financial Advisor: Todd Bodiford2160 Lakeview Dr, Sebring, FL 33870
13♠ Edward Jones - Financial Advisor: Edward J Burnside, AAMS®4846 Sun N Lake Blvd, Sebring, FL 33872
14♠ Benton Wealth Management LLC231 US Hwy 27 N, Sebring, FL 33870
15♠ J. Biance Financial545 S Pine St, Sebring, FL 33870

1.Bank of America Financial Center

Address: 4215 Sebring Pkwy, Sebring, FL 33870

(69) user ratings total:

Bobby Do and Connector Carol Had a loan with B of A that had been paid off, but there were delays in getting the zero balance letter. Called this branch, was told by Charles to come in and hed help me out. Long wait, but Edwin was free and took the torch. Made a couple of calls and I walked out of there with a fax showing a zero balance. Couldnt have been better.
5 /5

2.Waypoints Financial

Address: 149 E Center Ave, Sebring, FL 33870

(6) user ratings total:

K M I have the utmost respect for this office and the wonderful people who work here they care about me and my investments! I feel like Im a member of their own family Mr. Crutchfield watches over my investments as if they were his own he keeps me informed on all of them either by a phone call or written letter. They came very highly recommended by an attorney of whom they also handle his investments. My money has grown since Ive hired them couldnt be happier!
5 /5

3.Velez Financial Services

Address: 134 N Ridgewood Dr Suite #19, Sebring, FL 33870

(5) user ratings total:

Robert Castillo Best tax service
5 /5

4.Edward Jones - Financial Advisor: Kimberlie Oppold

Address: 32313 Broadway St Ste 301, Sebring, FL 33870

(4) user ratings total:

Brenda Spinella Very bad advise from this Company. Pressured me to sell Home Depot @$77.00, Also Apple at $105.00.Please check and see stock prices now. Corporate did nothing. They took advantage of a Senior. Buyer be ware..
2 /5

5.Swaine & Leidel Wealth Services

Address: 145 W Center Ave, Sebring, FL 33870

(3) user ratings total:

Trip Leidel Swaine & Leidel is the best place to for tax and finance services super helpful and very knowledgeable would recommend to any one
5 /5

6.Statler Financial

Address: 145 W Center Ave, Sebring, FL 33870

(2) user ratings total:

Alice Curtis Very professional, compassionate and knows their business...right down to their receptionist who is involved with other endeavors in the office. I will definitely use their services in the future if l decide to Stay in this area.
5 /5

7.Raymond James Financial Services

Address: 2031 U.S. Hwy 27 S, Sebring, FL 33870

8.WealthCore Financial Planning ~ Shannon C Sapp, CPA, CFP®

Address: 659 S Commerce Ave, Sebring, FL 33870

(2) user ratings total:

B Top notch. Profesional and experienced.
5 /5

9.Merrill Lynch Wealth Management

Address: 2623 U.S. Hwy 27 S, Sebring, FL 33870

10.Edward Jones - Financial Advisor: Alex Lopez, CFP®

Address: 17 Ryant Blvd, Sebring, FL 33870

11.Primerica Financial Services

Address: 4208 Sebring Pkwy, Sebring, FL 33870

(2) user ratings total:

Alban Elliott It was a pleasure working with the team, even though I am new to Primerica Financial Services. Their representative goes above and beyond to understand my needs and make sure I receive the best return on my investment. Thank you!
5 /5

12.Edward Jones - Financial Advisor: Todd Bodiford

Address: 2160 Lakeview Dr, Sebring, FL 33870

(2) user ratings total:

John Cooke Outstanding staff. Very knowledgeable and professional.
5 /5

13.Edward Jones - Financial Advisor: Edward J Burnside, AAMS®

Address: 4846 Sun N Lake Blvd, Sebring, FL 33872

(2) user ratings total:

Spinella Brenda (MooMoo!) I went to.his office for guidance, I had 122 shares of Home Depot at $74.00 ,per share.He pressured me to.sell it.Today its worth $374.00 per share.My life savings.Please stay away from this office.Corporate didnt help.me.
1 /5

14.Benton Wealth Management LLC

Address: 231 US Hwy 27 N, Sebring, FL 33870

images Benton Wealth Management LLC

(1) user ratings total:

Tom Macklin Trudy and her Staff are wonderful to work with. If I have a question and they cant take my call, they are always quick to return it. Trudy sat down with my wife and me and developed an investment strategy that met our immediate and future needs. Very happy.
5 /5

15.J. Biance Financial

Address: 545 S Pine St, Sebring, FL 33870