Financial Consultants near Altamonte Springs

“Preston Bellaire at Synergy Wealth Alliance in Altamonte Springs is one of the most genuine and knowledgeable financial planners I’ve had the pleasure of working with. He treats every client like a lifelong friend, offering personalized advice and truly caring about their long-term success—just like he would for his own family.

As a Central Florida real estate agent, we gladly refer clients to Preston when they’re looking to invest proceeds from a home sale or diversify beyond real estate. His expertise in financial planning, retirement strategies, and wealth building is top-notch, and he always takes the time to explain options clearly and thoughtfully.

If you're looking for a financial advisor who will be in your corner for the long haul, we highly recommend Preston!“

“Im very happy i found landmark legal to handel of my credit card debt, idon't know what i would of done with out the help of them. Brian has been a great and took care of all my questions“

“I’ve been a member of Anders Retirement & Investment Advisors (Anders & Anders when I joined) since my retirement from Miami-Dade County in 2021. The experience thus far has been very informative, pleasant and successful. However the most pleasurable aspect of my membership has been the unwavering compassionate Customer Service by all members of their team from Don (Anders; CEO) to Tammy (Anders) and my buddy Danae (Pollack). As I look forward to the continued successful relationship with Anders Retirement I would highly recommend this Organization for your future and or current retirement needs! 💯“

“Jay is a consistent, trustworthy and straight forward loan officer. He has always done what is best for his customer and a stout professional. I look forward to many more years working with him.“

“These guys are honest professionals and on top of their game. It's always a pleasure to do business with them.“

“Has helped me with fraud issues and now my taxes best person to go to for credit repair and taxes and so much more!“

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“John Miller is extremely professional and has had a very solid track record of making investment recommendations. I've also had very good experiences with Scott and Elmer. I recommend ML Winter Park.“