Best Financial Advisors in Volusia County, FL

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List of Firms

Volusia County, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Daniel R Tran
SEC File# 801-3297
CRD# 250
Location 823 Dunlawton Ave Suite B, Port Orange, FL 32127, USA
Phone (386) 760-5442
Edward Jones - Financial Advisor: Tiffany L Mead
SEC File# 801-3297
CRD# 250
Location 341 N Ridgewood Ave Suite B, Edgewater, FL 32132, USA
Phone (386) 426-0316
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
Poole Financial Network
Location Suite 1413, 5889 S Williamson Blvd S, Port Orange, FL 32128, USA
Phone (386) 761-5552
Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 760-2626
Edward Jones - Financial Advisor: Bryan Tudeen
SEC File# 801-3297
CRD# 250
5 out of 5
Location 311 Lytle Ave, New Smyrna Beach, FL 32168, USA
Phone (386) 428-6028
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 – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Robert L Alonzo
SEC File# 801-3297
CRD# 250
5 out of 5
Location 551 E 3rd Ave, New Smyrna Beach, FL 32169, USA
Phone (386) 409-2104
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
Edward Jones - Financial Advisor: Marilyn A Gifford
SEC File# 801-3297
CRD# 250
Location 1932 State Rd 44, New Smyrna Beach, FL 32168, USA
Phone (386) 426-2504
Edward Jones - Financial Advisor: Gregory C Riddle
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1932 State Rd 44, New Smyrna Beach, FL 32168, USA
Phone (386) 426-2504
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Clarity Financial
Location 3925 S Nova Rd, Port Orange, FL 32127, USA
Phone (386) 237-4607
Edward Jones - Financial Advisor: Bradford J Tallman, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2580 S Volusia Ave STE 101, Orange City, FL 32763, USA
Phone (386) 775-7666
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
Edward Jones - Financial Advisor: Mark S Wagner
SEC File# 801-3297
CRD# 250
Location 823 Dunlawton Ave Suite B, Port Orange, FL 32127, USA
Phone (386) 760-5442
Thomas Fleishel - Certified Financial Planner - Raymond James
4 out of 5
Location 812 N Woodland Blvd, DeLand, FL 32720, USA
Phone (386) 738-1800
Perpetual Wealth Financial, Inc
SEC File# 801-110920
CRD# 284460
Location 927 Beville Rd Suite 104, South Daytona, FL 32119, USA
Phone (877) 434-6243
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 8:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 3:00 PM Saturday: 8:00 AM – 3:00 PM Sunday: Closed
Merrill Lynch Wealth Management Advisor Glenn Yarbrough
Location 1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Phone (386) 274-3014
WV Wealth Management Solutions
Location 324 E Church St Ste. 101, DeLand, FL 32724, USA
Phone (386) 259-3781
20/20 Financial Advisers of Daytona Beach LLC
SEC File# 801-106924
CRD# 281692
4 out of 5
Location 1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA
Phone (386) 671-0976
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Wells Fargo Advisors
5 out of 5
Location 1540 Cornerstone Blvd Suite 110, Daytona Beach, FL 32117, USA
Phone (386) 274-5488
Casey Clark - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 824 N Dixie Fwy Ste B, New Smyrna Beach, FL 32168, USA
Phone (386) 402-7872
Keira Espada - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 120 S Woodland Blvd Ste 207, DeLand, FL 32720, USA
Phone (386) 279-4849
Edward Jones - Financial Advisor: Jonas A Roddenberry
SEC File# 801-3297
CRD# 250
5 out of 5
Location 311 Lytle Ave, New Smyrna Beach, FL 32168, USA
Phone (386) 428-6028
Alexis Lenssen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 252-0901
Chip Cerovac - Branch Manager, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 756-6144
Brian Wheeler - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 763-8229
Rodney Meyering - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 760-2000
David Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 763-8225
Edward Jones - Financial Advisor: Cheri Lisko
SEC File# 801-3297
CRD# 250
Location 731 Dunlawton Ave STE 104, Port Orange, FL 32127, USA
Phone (386) 760-5084
Groeschner Financial Group
Location 635 S Ridgewood Ave, Daytona Beach, FL 32114, USA
Phone (386) 239-9550
The Wynn Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 677-9464
Chase C. Smith - Financial Advisor
5 out of 5
Location 315 Live Oak St, New Smyrna Beach, FL 32168, USA
Phone (386) 847-2739
Edward Jones - Financial Advisor: Louis J Colombo
SEC File# 801-3297
CRD# 250
Location 1737 N Clyde Morris Blvd #130, Daytona Beach, FL 32117, USA
Phone (386) 274-1420
Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 138 New York Ave W Suite 5, DeLand, FL 32720, USA
Phone (386) 738-7026
Edward Jones - Financial Advisor: Kristin Akin
SEC File# 801-3297
CRD# 250
Location 341 N Ridgewood Ave Suite B, Edgewater, FL 32132, USA
Phone (386) 426-0316
Derek S. Mears - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 677-9249
Edward Jones - Financial Advisor: Erick Bates
SEC File# 801-3297
CRD# 250
5 out of 5
Location 275 US-17 92 Suite 109, DeBary, FL 32713, USA
Phone (386) 668-7028
Edward Jones - Financial Advisor: Nancie T Moody
SEC File# 801-3297
CRD# 250
Location 1020 US-92 Suite 200, Daytona Beach, FL 32114, USA
Phone (386) 255-5258
RLJ Wealth Management
5 out of 5
Location 713 New York Ave W, DeLand, FL 32720, USA
Phone (386) 400-5151
Cathie Stull - TD Wealth Financial Advisor
Location 1060 W International Speedway Blvd, Daytona Beach, FL 32114, USA
Phone (772) 404-1901
Edward Jones - Financial Advisor: Brian A Cobb
SEC File# 801-3297
CRD# 250
Location 5820 S Williamson Blvd Ste 5B, Port Orange, FL 32128, USA
Phone (386) 788-2839
Edward Jones - Financial Advisor: Wren M Jones, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 512 New York Ave W, DeLand, FL 32720, USA
Phone (386) 738-7338
Edward Jones - Financial Advisor: Jeffery L Ritchey, CFP®|CEPA®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1087 Town Center Dr Suite 100, Orange City, FL 32763, USA
Phone (386) 532-4670
Morgan Stanley Financial Advisors
3 out of 5
Location 142 S Woodland Blvd Ste 100, DeLand, FL 32720, USA
Phone (386) 740-2000
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
Edward Jones - Financial Advisor: Jim Reardon, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4550 Clyde Morris Blvd Suite A, Port Orange, FL 32129, USA
Phone (386) 767-1132
Lori Endicott - Raymond James
Location 120 N Alabama Ave, DeLand, FL 32724, USA
Phone (386) 736-3403
Raymond James
Location 301 Magnolia St, New Smyrna Beach, FL 32168, USA
Phone (386) 427-2510
Edward Jones - Financial Advisor: Andrew S Foster
SEC File# 801-3297
CRD# 250
Location 1020 US-92 Suite 200, Daytona Beach, FL 32114, USA
Phone (386) 255-5258
Edward Jones - Financial Advisor: Roger Almeida
SEC File# 801-3297
CRD# 250
Location 1087 Town Center Dr Suite 100, Orange City, FL 32763, USA
Phone (386) 532-4670
David Petracca - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1 Daytona Blvd Ste 270, Daytona Beach, FL 32114, USA
Phone (386) 763-8235
Financial Advisors in Volusia County, FL

Where Certified Financial Advisors in Volusia County, FL Serve

Volusia County is located in east-central Florida, and is home to the cities of Daytona Beach, Ormond Beach, and Port Orange. Major employers in the area include Volusia County Schools, Halifax Health, Embry-Riddle Aeronautical University, and NASCAR. The major highways and streets in the area include Interstate 95, State Road 40, and U.S. Route 1. Some of the neighborhoods in Volusia County include DeBary Plantation, Glen Abbey, and Spruce Creek Fly-In.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community, and Volusia County, FL residents rely on them for a variety of services. Banks provide a safe place for people to store their money, and they offer loans to help people purchase homes or start businesses. They also offer other services, such as checking and savings accounts, credit cards, and mortgages.

Insurance Broker

Volusia County, FL residents can benefit from the services of insurance brokers. The job of an insurance broker is to research and recommend the best policies for their clients, based on their specific needs. Insurance brokers can help Volusia County residents save money on their premiums and get the best coverage available. They can also help residents file claims and navigate the complex world of insurance paperwork.

Retirement Planning

Volusia County, FL residents can benefit from the help of a financial advisor when it comes to retirement planning. A financial advisor can help you create a plan that will allow you to retire with the lifestyle you desire. They can also help you save money on taxes and ensure that your money is invested in the right places.

Wealth Management

Volusia County, FL residents can benefit from wealth management services in order to make the most of their finances. Wealth management is a process that involves creating and executing a plan for increasing and preserving wealth. This can be done through a variety of methods, including investing, financial planning, and risk management.Many people in Volusia County, FL may not have the time or knowledge to manage their own finances. Wealth managers can help by creating a plan that is tailored to the individual's needs. This includes assessing the client's current financial situation, developing goals for the future, and creating a roadmap to achieve those goals. Wealth managers can also provide advice on taxes, retirement planning, estate planning, and more.

Estate Planning Lawyer

Estate planning lawyers in Volusia County, FL can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. They can also help residents set up guardianships for their children in case something happens to them, and make sure all their legal paperwork is in order.

Mortgage Loan Officer

Mortgage loan officers can help Volusia County, FL residents by providing them with the best mortgage options for their needs. They can also help residents understand the terms of their mortgages, and work with them to get the best rates possible. In addition, mortgage loan officers can help residents apply for government-backed mortgages, which can provide them with more affordable monthly payments.

Tax Services

Volusia County, FL residents can get help from tax accountants to understand and file their taxes. Tax accountants are experts in understanding and filing taxes. They can help residents of Volusia County, FL understand what deductions they qualify for, file their returns on time, and even represent them in case of an audit.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Volusia County, FL