Find a Financial Advisor in Casselberry, FL

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We Only Work With The Best Casselberry Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Casselberry, FL

  • Financial Advisor Close to Casselberry, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Casselberry, FL

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Casselberry, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Casselberry financial advisors.
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How Retirement-Friendly is Casselberry, FL?

  • Population: 27,950
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $169,300
  • Average Monthly Housing Cost: $1,068
  • Average Household Income: $57,927
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)

The Top Financial Advisor Firms in Casselberry, FL




(407) 339-9090

101 Normandy Road

Casselberry, FL 32707

SEC#: 801-63426
Years in Business: 17 years


Casselberry, FL Financial Advisor FAQs

Casselberry is a city located in Seminole County, Florida. It is part of the Orlando–Kissimmee–Sanford Metropolitan Statistical Area and as such is classified as a suburb. With approximately 180 employees, the City of Casselberry is a small municipal agency. It employs the most people in Casselberry, Florida. Some major attractions in Casselberry, FL, are the Casselberry Golf Club, Secret Lake Park, Casselberry Art House, and Colorado Fondue Company. We bring you in contact with top-tier financial advisers in Casselberry, Florida, and we've collaborated with them. Casselberry is a city located in Seminole County, Florida. The Orlando–Kissimmee–Sanford Metropolitan Statistical Area encompasses the city. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

In most cases, a financial advisor can be very beneficial. Financial advisors come with a number of positives and negatives, so it's important to know the type of advisor you want before looking for one.

A financial advisor helps you create a life of material abundance while adhering to your ethical beliefs. Financial advisors have the knowledge, capabilities, and connections that enable them to help provide optimal investment portfolios that are suitable for their clients' needs.

It depends on the number of clients, the advisor's background and experience level, and the type of advice being sought.

Many people find that one of the best financial advisors to hire is an estate planner or trust management professional. Estate planning and trust management professionals will help ensure things run smoothly after death so family members can avoid litigation and long drawn-out battles over who gets what from a deceased relative's estate.