Best Financial Advisors in Volusia County, FL

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List of Firms

Volusia County, FL Fiduciary Financial Advisors

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Poole Financial Network
Location Suite 1413, 5889 S Williamson Blvd S, Port Orange, FL 32128, USA
Phone (386) 761-5552
Directions
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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
Directions
Directions
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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
Directions
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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
Directions
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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
Directions
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WV Wealth Management Solutions
Location 324 E Church St Ste. 101, DeLand, FL 32724, USA
Phone (386) 259-3781
Directions
Directions
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Cathie Stull - TD Wealth Financial Advisor
Location 351 E New York Ave Suite 101, DeLand, FL 32724, USA
Phone (772) 404-1901
Directions
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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
Directions
Directions
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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
Directions
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Cathie Stull - TD Wealth Financial Advisor
Location 1060 W International Speedway Blvd, Daytona Beach, FL 32114, USA
Phone (772) 404-1901
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Raymond James
Location 301 Magnolia St, New Smyrna Beach, FL 32168, USA
Phone (386) 427-2510
Directions
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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
Directions
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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
Directions
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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
Directions
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Merrill Lynch Wealth Management Advisor Glenn Yarbrough
Location 1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Phone (386) 274-3014
Directions
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Wells Fargo Advisors
5 out of 5
Location 1540 Cornerstone Blvd Suite 110, Daytona Beach, FL 32117, USA
Phone (386) 274-5488
Directions
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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
Directions
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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
Directions
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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
Directions
Directions
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Groeschner Financial Group
Location 635 S Ridgewood Ave, Daytona Beach, FL 32114, USA
Phone (386) 239-9550
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Clarity Financial
Location 3925 S Nova Rd, Port Orange, FL 32127, USA
Phone (386) 237-4607
Directions
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Thomas Fleishel - Certified Financial Planner - Raymond James
4 out of 5
Location 812 N Woodland Blvd, DeLand, FL 32720, USA
Phone (386) 738-1800
Directions
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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
Directions
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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
Directions
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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
Directions
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Chase C. Smith - Financial Advisor
5 out of 5
Location 315 Live Oak St, New Smyrna Beach, FL 32168, USA
Phone (386) 847-2739
Directions
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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
Directions
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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
Directions
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RLJ Wealth Management
5 out of 5
Location 713 New York Ave W, DeLand, FL 32720, USA
Phone (386) 400-5151
Directions
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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
Directions
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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
Directions
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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
Directions
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Morgan Stanley Financial Advisors
3 out of 5
Location 142 S Woodland Blvd Ste 100, DeLand, FL 32720, USA
Phone (386) 740-2000
Directions
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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
Directions
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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
Directions
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Lori Endicott - Raymond James
Location 120 N Alabama Ave, DeLand, FL 32724, USA
Phone (386) 736-3403
Directions
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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
Directions
Financial Advisors in Volusia County, FL

Where Certified Financial Advisors in Volusia County, FL Serve

Volusia County, located in the heart of Florida, is a bustling hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that are sure to captivate and delight any visitor or resident. From the stunning beaches of Daytona Beach and New Smyrna Beach to the historic Stetson Mansion and the Ponce de Leon Inlet Lighthouse, there is no shortage of iconic landmarks to explore in Volusia County. As for top employers, the county is home to major players such as Halifax Health, AdventHealth, and NASCAR, among others, providing ample opportunities for employment and growth. Navigating the county is made easy by major highways and streets such as I-95, I-4, US-1, and SR-44, ensuring that residents and visitors alike can easily get to where they need to go.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Volusia County, FL can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them plan for retirement. Volusia County has a large population of retirees, and a financial advisor can provide guidance on how to maximize retirement savings and create a sustainable income stream. Additionally, many residents in Volusia County own property and may need assistance with managing their mortgage, property taxes, and insurance. A financial advisor can help them create a budget and develop a plan to pay off their mortgage early. With the high cost of healthcare in Volusia County, a financial advisor can also help residents plan for medical expenses and navigate the complexities of Medicare and Medicaid. Overall, a financial advisor can provide invaluable support to residents of Volusia County as they navigate the financial challenges of daily life.

Insurance Broker

Residents of Volusia County, FL can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. In Volusia County, where hurricanes and other natural disasters are common, an insurance broker can be especially helpful in finding policies that offer adequate protection against these types of events. Additionally, an insurance broker can help residents save money by finding policies with the best rates and discounts. With the help of an insurance broker, residents of Volusia County can have peace of mind knowing that they have the right coverage to protect their homes, families, and assets.

Retirement Planning

Residents of Volusia County, FL can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. Volusia County is home to a large retiree population, and a retirement planner can help these individuals navigate the complexities of retirement planning, including Social Security, Medicare, and tax planning. Additionally, Volusia County is known for its tourism industry, and a retirement planner can help those who have worked in this industry plan for retirement and make the most of their retirement savings. Overall, a retirement planner can provide peace of mind and ensure that residents of Volusia County are well-prepared for their golden years.

Wealth Management

Residents of Volusia County, FL can benefit greatly from the services of a wealth manager. With a population of over 500,000 people, Volusia County is a diverse community with a range of financial needs. A wealth manager can help residents create a personalized financial plan that takes into account their unique goals and circumstances. For example, with the county being home to many retirees, a wealth manager can help them manage and maximize their retirement savings. Additionally, with the county being a popular tourist destination, a wealth manager can help residents navigate the complexities of short-term rental income and tax implications. Overall, a wealth manager can provide valuable guidance and support to residents of Volusia County, ensuring they are on track to achieve their financial goals.

Mortgage Loan Officer

Residents of Volusia County, FL would greatly benefit from the expertise and assistance of a mortgage loan officer. With the county's growing population and booming real estate market, a loan officer can help residents navigate the complex process of securing a mortgage and purchasing a home. Additionally, Volusia County is a popular destination for retirees and vacationers, making it a prime location for investment properties. A loan officer can provide valuable advice on financing options and investment strategies for those looking to purchase rental properties or vacation homes in the area. With their knowledge of the local market and lending options, a mortgage loan officer can help Volusia County residents achieve their home ownership and investment goals.

Tax Services

Residents of Volusia County, FL could greatly benefit from the expertise of a tax advisor. With the county's thriving tourism industry, many residents may have income from rental properties or businesses related to tourism. A tax advisor can provide guidance on how to maximize deductions and credits related to these types of income. Additionally, Volusia County has a large retired population, and a tax advisor can assist with retirement planning and navigating the complex tax laws related to Social Security and Medicare. Overall, a tax advisor can provide valuable assistance to residents of Volusia County in optimizing their tax situation and ensuring compliance with state and federal tax laws.

Estate Planning Lawyer

Residents of Volusia County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets to heirs and beneficiaries. This is especially important in Volusia County, which has a large retiree population. An estate planning lawyer can help retirees protect their assets and ensure they are distributed according to their wishes. Additionally, an estate planning lawyer can assist with the creation of trusts, which can help residents of Volusia County protect their assets from creditors and lawsuits. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Volusia County have a plan in place for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Volusia County, FL