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Top Rated Financial Advisors in Maitland, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Maitland, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Maitland, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Maitland, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Rey Descalso

Privada Wealth Management
AIF®, AAMS®
Rey Descalso, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Rey holds the AIF®, AAMS® certifications. Rey has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • View More
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Richard Reyes

Wealth and Business Planning Group, LLC
CFP®
Richard Reyes, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Richard holds a CFP® certification. Richard has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: 100000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab Institutional

BASIC INFORMATION NEEDED FOR THE INQUIRY

Eric Lasso

Edelman Financial Engines, LLC
CFP®
Eric Lasso, a financial fiduciary, provides financial services to clients in the Orlando, Florida area. Eric holds a CFP® certification. Eric has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

George Jackson

Jackson Wealth Management
CFP®, CMT®, ChFC®, CPA, CFA®, CLU®
George Jackson, a financial fiduciary, provides financial services to clients in the Lake Mary, Florida area. George holds the CFP®, CMT®, ChFC®, CPA, CFA®, CLU® certifications. George has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Asset Requirement: $500K+

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
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    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael Franklin

Franklin Legacy Financial
Michael Franklin, a financial fiduciary, provides financial services to clients in the Oviedo, Florida area. Michael has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Based on Assets
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
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    Name(s) of Custodian(s):
    Pershing, LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Edward McDonough

McDonough Capital Management
CFP®
Edward McDonough, a financial fiduciary, provides financial services to clients in the Orlando, Florida area. Edward holds a CFP® certification. Edward has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, National Financial Services

BASIC INFORMATION NEEDED FOR THE INQUIRY