Best Financial Advisors in Ormond Beach, FL

We did the hard work of finding trustworthy partners in Ormond Beach, FL. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Ormond Beach, FL Fiduciary Financial Advisors

Stewart Planning Group
SEC File# 801-111055
CRD# 158043

4 out of 5

Location Ormond Beach, FL 32174, USA
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Jason Morgan, CFP®
SEC File# 801-3297
CRD# 250

4 out of 5

Location 175 E Granada Blvd, Ormond Beach, FL 32176, USA
Phone (386) 671-6446
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Staci W Leonard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1400 Hand Ave P, Ormond Beach, FL 32174, USA
Phone (386) 597-2994
Time Monday: Closed Tuesday: Closed Wednesday: 8:30 AM – 4:00 PM Thursday: Closed Friday: Closed Saturday: Closed Sunday: Closed
Casey Wealth Advisors - Raymond James

5 out of 5

Location 1414 W Granada Blvd STE 4, Ormond Beach, FL 32174, USA
Phone (386) 256-4014
Morgan Stanley Financial Advisors

5 out of 5

Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
1-800 Financial Advisor Ormond Beach
Location 175 E Granada Blvd #1, Ormond Beach, FL 32176, USA
Phone (386) 315-3773
Burkhalter Lauren
Location 285 Clyde Morris Blvd # 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
Broad Street Financial Advsrs
Location 310 Wilmette Ave #2, Ormond Beach, FL 32174, USA
Phone (386) 615-6096
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 555 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 672-0871
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Scott Morris - Thrivent
Location 1366 US-1 Suite 601, Ormond Beach, FL 32174, USA
Phone (386) 361-7769
Holland Financial Inc
SEC File# 801-110617
CRD# 136302

4 out of 5

Location 700 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 671-7526
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Weber Financial

5 out of 5

Location 595 W Granada Blvd suite j, Ormond Beach, FL 32174, USA
Phone (386) 871-4490
Florida Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1400 Hand Ave Ste P, Ormond Beach, FL 32174, USA
Phone (386) 597-2994
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1400 Hand Ave Ste P, Ormond Beach, FL 32174, USA
Phone (386) 597-2994
Ameriprise Financial
Location Ormond Beach, FL 32174, USA
Phone (386) 677-6069
Milan Prastalo, Independent Financial Advisor
Location 115 E Granada Blvd #5, Ormond Beach, FL 32176, USA
Phone (386) 615-7474
Edward Jones - Financial Advisor: Joanna L Lemire, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 1126 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 677-9024
K P Financial Consultants
Location 100 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 492-2985
Anchor Certified Planners Group

5 out of 5

Location 1395 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 615-7526
Edward Jones - Financial Advisor: Kevin E Sullivan
SEC File# 801-3297
CRD# 250

3 out of 5

Location 555 W Granada Blvd Ste. H-10, Ormond Beach, FL 32174, USA
Phone (386) 671-9488
ASB Financial

5 out of 5

Location 1450 W Granada Blvd Suite 1, Ormond Beach, FL 32174, USA
Phone (386) 671-9199
Storms Walker & Rowdon
Location 6636, 1230 US-1 Suite 5, Ormond Beach, FL 32174, USA
Phone (386) 677-0191
Joseph P Osga: Primerica - Financial Services
Location 595 W Granada Blvd SUITE B, Ormond Beach, FL 32174, USA
Phone (386) 615-7859
cc & b financial
Location 595 N Nova Rd #201, Ormond Beach, FL 32174, USA
Phone (386) 569-7033
Xcel Wealth Management

5 out of 5

Location 101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Phone (386) 872-3440
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Central Florida Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 671-2318
Brian Layman - Raymond James
Location 444 Seabreeze Blvd, Daytona Beach, FL 32118, USA
Phone (386) 252-5571
Image of Ormond Beach, FL
Image from Google Maps

About Ormond Beach, FL

Ormond Beach is a city located in Volusia County, Florida. It is situated on the Atlantic coast, and is part of the greater Daytona Beach metropolitan area. The city has a population of 37,331, and is known for its white sand beaches and golf courses. Some of the city's most notable landmarks include the Ormond Memorial Art Museum and Gardens, Tomoka State Park, and the Bulow Plantation Ruins. The top employers in Ormond Beach are Embry-Riddle Aeronautical University, Halifax Health, and Volusia County Schools. Major highways and streets in Ormond Beach include US-1, SR-40, and I-4. The city's neighborhoods include Ormond-by-the-Sea, Royal Palm Coast Estates, and Ocean Shore Estates.

Where Certified Financial Advisors in Ormond Beach, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Ormond Beach, FL residents have a variety of banking services to choose from. Banks offer checking and savings accounts, certificates of deposit (CDs), mortgages, home equity loans, and car loans. In addition, banks offer a wide range of investment products, such as mutual funds, stocks, and bonds.

Insurance Broker

Most people in Ormond Beach, FL don't have time to research and compare insurance quotes from different providers. That's where insurance brokers come in. They are licensed professionals who can help residents find the best coverage at the best rates. Brokers work with a variety of insurers, so they can always find a policy that meets your needs. They also have access to special discounts that aren't available to the general public. If you're looking for reliable, unbiased advice on your insurance options, contact an insurance broker today.

Retirement Planning

Financial advisors in Ormond Beach, FL can help residents with a variety of retirement planning needs. Many people do not have the time or knowledge to properly plan for their retirement years. A financial advisor can work with you to create a plan that will meet your specific needs and goals. They can also provide guidance and advice on how to save for retirement and how to make the most of your funds once you retire.

Wealth Management

Wealth management is a service that can help Ormond Beach, FL residents make the most of their money. It can provide guidance on how to save for retirement, invest in stocks and bonds, and protect one's assets from unforeseen events. Wealth management can also help reduce taxes and plan for estate distribution. Anyone who wants to make the most of their money should consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help Ormond Beach, FL residents in a number of ways. They can help residents create wills and trusts, which can make the process of transferring property after someone's death much easier. They can also help residents set up powers of attorney and healthcare proxies, which give someone the legal authority to make decisions on behalf of another person in the event that they are unable to do so themselves. And finally, estate planning lawyers can help residents plan for their taxes, so that they don't have to worry about any surprises after they die.

Mortgage Loan Officer

Mortgage loan officers in Ormond Beach, FL can help residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process, and work with them to get the best mortgage for their needs.

Tax Services

Residents of Ormond Beach, FL can benefit from the help of tax accountants in order to reduce their taxable income. Tax accountants are experts in helping individuals and businesses minimize their tax liability. They can do this by advising their clients on which deductions and credits they are eligible for, and by preparing all the necessary paperwork. In addition, tax accountants can represent their clients in front of the IRS if they need to dispute a claim or audit.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ormond Beach, FL