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Financial Advisors in Ormond Beach, Florida (Volusia County)

Bauerle Financial Inc.
39 miles from Ormond Beach, FL
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Todd Bauerle, BS, CFP
Todd Bauerle is a 30-year veteran practitioner and is about more than just money. At the age of 25, a firsthand disability experience transformed his personal relationship with money and caused him to realize that preeminent fin... See More

Audrey Wehr Jones
39 miles from Ormond Beach, FL
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At Financial Life Designs, we treat our clients with courtesy and integrity. We pledge to provide realistic and honest financial advice. We will guide and constantly monitor your progress toward your goals to allow you to live your one life to the f... See More

Highlights: CFP ®, Fiduciary, 403B Plans, Retirement Planning, Charitable Planning, 401K Consulting, 401k Rollover, Comprehensive Financial Planning, Fee Only, Certified Financial Planner, Financial Planning Advice And Services, Retirement Distribution Plan, Professional Wealth Management, Family Financial Planning, Pension Plan Design & Management
Michelle Ogden & Company LLC
43 miles from Ormond Beach, FL

Michelle Ogden & Company is a Retirement Plan advisor offering open-architecture Employer Sponsored Retirement plans, through a variety of trustee's including Charles Schwab, Fidelity Investments, & TD Ameritrade to name a few. We are very passionate... See More

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Isl... See More

WaterOak Advisors
50 miles from Ormond Beach, FL
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Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 20... See More

Kendal Capital Management
50 miles from Ormond Beach, FL
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Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, M... See More

Highlights: Stocks, Disability Income & Long Term Care Insurance, Wealth Management, International Financial Planning, IRA, Mutual Funds, Income Tax Planning, Investment Consulting, Retirement Planning, Investment Services, Passive Investment Strategies, Annuities & Life Insurance, Certified Financial Planner, Retirement Distribution Plan, Corporate Bonds, Pension Plan Design & Management, Professional Wealth Management, Debt Management, 401K Consulting, Socially Responsible Investments
Nick J. Russell, CRPC®
54 miles from Ormond Beach, FL
Visit Nick J. Russell, CRPC®

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income
WRBS, Inc.
59 miles from Ormond Beach, FL

Specialize in helping employees understand and make use of their retirement benefit plans, including pensions, 401k's, 457's, 403B's, SEP's, etc.
Also specialize in helping parents choose and use 529 college saving plans for their child's college e... See More

Highlights: Retirement Planning, 401K Consulting, Independent Investment Advisor, Young Investors, 403B Plans, College Planning
Curtis W. Neuman
61 miles from Ormond Beach, FL

Strategic, Long Term Wealth Planning since 1984

Highlights: Special Needs Planning, Specialize In Retirement Planning And Retirement Distribution, IRA, Financial Planning Association Member, Disability Income & Long Term Care Insurance, Fee Based Investing, 401k Rollover, Socially Responsible Investments, Financial Planning Advice And Services, Independent Investment Advisor, Business Owners, 401K Consulting, Strategic Tax Planning, Comprehensive Financial Planning, Financial Advisor, ETFs, Financial Planning, Investment Advisory, Advisory And Investment Management, Rollover Of 401k Or IRA

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