Financial Planners near Lake Mary

“I cannot speak highly enough of Andrew. He has been super supportive in my financial journey! He is responsive to my calls, texts, emails, and is always working even after hours to help me when I need it. I need things explained over and over again, and he is always quick to answer, and repeat if necessary. He is very patient with me and I am so thankful for his help! I cannot thank him enough for all he has done already, and will continue to do! Anyone who is in Andrews hands, are in good hands! You will NOT be disappointed trusting in him to help you with your financial needs. Thank you Andrew!!“

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“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.“

“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.“

“Todd and the entire team are fantastic to work with. They are a wealth of information and provide that information in a simple and meaningful way. They treat you like family. I highly recommend them.“

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“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!“

“Brick Retirement Group has been a great help in preparing me for retirement and organizing my finances. Their team is knowledgeable, patient, and explains things clearly. I feel much more confident about my future thanks to their guidance. Highly recommend!“

“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.“