Financial Planners in Altamonte Springs

Voyage Retirement Solutions

1130 Business Center Drive Ste 2000, Lake Mary

Sun Closed

“Daniel Vallejo helped us find an affordable, comprehensive health insurance plan that fit our needs. He was extremely professional and responsive. Additionally, he was very informative and his knowledge of the very complicated insurance world was exceptional. He compared and contrasted various plans and explained advantages and disadvantages in a way that was easy to comprehend. If you are looking for someone to help you find a quality insurance plan that truly fits your needs, I wouldn’t hesitate to contact Daniel.”

Certified Financial Group, Inc.

1111 Douglas Ave, Altamonte Springs

Sun Closed

“Both the professionalism and caring attitude of Grant Kennedy and Harry Stadelmayer as well as Harry’s experience has been comforting throughout this process. They came highly recommended and the reasons are obvious.”

Trinity Financial Services LLC

940 Centre Cir #3022, Altamonte Springs

Sun Closed

Synergy Wealth Alliance

215 N Westmonte Dr, Altamonte Springs

Sun Closed

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

GVC Financial Inc

978 Douglas Ave STE 102, Altamonte Springs

Sun Closed

“I have used the GVC people for over 15 years. They have saved me a lot of money (I tried doing my own taxes one year-never again) over the years. They treat me like family. Besides tax season they handle my IRA investments as well. Smart people.”