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      Financial Planners in Daytona Beach Shores, FL

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      1. Annuity General

      Annuity General
      800-335-1854Call Now
      Financial PlannersAnnuities & Retirement Insurance PlansInvestments

      Serving the Daytona Beach Shores Area

      OPEN 24 HOURS

      From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

      2. Treasure Financial Tax Services

      Treasure Financial Tax Services
      Financial PlannersTax Reporting ServiceFinancial Services

      Serving the Daytona Beach Shores Area

      CLOSED NOW:8:30 am - 8:00 pm
      YP
      11 Years
      in Business

      3. Perpetual Wealth Financial

      Perpetual Wealth Financial
      877-434-6243Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory Service

      927 Beville Rd Ste 104, South Daytona, FL 32119

      From Business: At Perpetual Wealth Financial, we offer professional, independent, and most of all, personalized service to our clients. We are a small team of experienced professionals who…

      4. Thomas Ventura - Thrivent

      Thomas Ventura - Thrivent
      386-682-1970Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory Service

      1301 Beville Rd Ste 7, Daytona Beach, FL 32119

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Thomas Ventura is committed to providing financial advice,…

      5. Savannah Court Financial Advisors, Inc.

      Savannah Court Financial Advisors, Inc.
      386-308-5842Call NowVisit Website
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      Financial PlannersRetirement Planning ServicesFinancial Planning Consultants

      157 Fairview Ave, Daytona Beach, FL 32114

      CLOSED NOW:9:00 am - 3:00 pm

      From Business: We focus on understanding your needs, and not on selling you financial products. We are here to guide you & make you fulfill your financial goals.

      YP
      16 Years
      in Business

      8. Frank Reynolds & Company

      Frank Reynolds & Company
      386-248-2121Call Now
      Directions
      Financial Planners

      1620 S Clyde Morris Blvd, Daytona Beach, FL 32119

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Frank Reynolds & Company is a family oriented, faith based wealth management firm. For a quarter of a century, our team has helped Christian families manage wealth. Our Mission…

      9. Edward Jones - Financial Advisor: Rafael Velez

      Edward Jones - Financial Advisor: Rafael Velez
      386-763-7070Call NowVisit Website
      Directions
      Financial PlannersInvestmentsFinancial Services

      1303 Beville Rd, Daytona Beach, FL 32119

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      10. Edward Jones - Financial Advisor: Cheri Lisko

      Edward Jones - Financial Advisor: Cheri Lisko
      386-767-1132Call NowVisit Website
      Directions
      Financial PlannersInvestmentsStock & Bond Transfer Agents

      4550 Clyde Morris Blvd Ste A, Port Orange, FL 32129

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      11. Edward Jones - Financial Advisor: Marjory Amarasinghe

      Edward Jones - Financial Advisor: Marjory Amarasinghe
      386-255-5258Call Now
      Directions
      Financial PlannersInvestmentsFinancial Services

      1020 W International Speedway Blvd Ste 200, Daytona Beach, FL 32114

      CLOSED NOW:8:30 am - 4:00 pm

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      12. R. L. K. Advisory Group

      R. L. K. Advisory Group
      386-675-6973Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory ServiceEstate Planning, Probate, & Living Trusts

      4240 S Ridgewood Ave, Port Orange, FL 32127

      CLOSED NOW:7:00 am - 7:00 pm

      From Business: Established in 2010, the business offers Accounting Services, Estate Taxes, Financial Planning, Income Tax, Payroll Services, Retirement Planning, Tax Planning, Tax Services.

      YP
      12 Years
      in Business

      13. TIAA Financial Services

      TIAA Financial Services
      866-220-6583Call NowVisit Website
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      Financial PlannersInvestment Advisory ServiceFinancing Consultants

      1200 W International Speedway Blvd Bldg 150, Daytona Beach, FL 32114

      From Business: Our wealth management advisors in TIAA’s Daytona Beach, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals.…

      16. Avina Inc

      Avina Inc
      386-320-6672Call Now
      Directions
      Financial PlannersInvestment Advisory ServiceFinancing Services

      140 S Beach St Ste 310, Daytona Beach, FL 32114

      CLOSED NOW:10:00 am - 3:00 pm

      20. Country Financial

      Country Financial
      386-767-0147Call NowVisit Website
      Directions
      Financial PlannersInsuranceFinancial Services

      1525 Herbert St Ste 106, Port Orange, FL 32129

      CLOSED NOW:1:00 pm - 4:45 pm
      YP
      46 Years
      in Business

      23. Buckley Financial Group

      Buckley Financial Group
      386-238-3382Call NowVisit Website
      Directions
      Financial PlannersFinancial Planning ConsultantsFinancial Services

      444 Seabreeze Blvd Ste 660, Daytona Beach, FL 32118

      CLOSED NOW:9:00 am - 5:00 pm
      YP
      38 Years
      in Business

      25. Cindy Abramovic - Financial Advisor, Ameriprise Financial Services

      Cindy Abramovic - Financial Advisor, Ameriprise Financial Services
      386-756-6142Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      26. Jane Fontaine - Financial Advisor, Ameriprise Financial Services

      Jane Fontaine - Financial Advisor, Ameriprise Financial Services
      386-760-2000Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesInvestment Advisory Service

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      27. Chip Cerovac - Branch Manager, Ameriprise Financial Services

      Chip Cerovac - Branch Manager, Ameriprise Financial Services
      386-756-6144Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:8:00 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      28. Dirinda Maddy - Private Wealth Advisor, Ameriprise Financial Services

      Dirinda Maddy - Private Wealth Advisor, Ameriprise Financial Services
      386-258-9452Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      29. David Petracca - Financial Advisor, Ameriprise Financial Services

      David Petracca - Financial Advisor, Ameriprise Financial Services
      386-763-8235Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      30. Michaela Pryor - Associate Advisor, Ameriprise Financial Services

      Michaela Pryor - Associate Advisor, Ameriprise Financial Services
      386-763-8233Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesInvestment Advisory Service

      1 Daytona Blvd Ste 270, Daytona Beach, FL 32114

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      We found 68 results for Financial Planners in or near Daytona Beach Shores, FL.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 4 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including East Daytona, Daytona Beach International Airport, and Hand Venue Centre. These businesses offer their services in one-or-more of the following languages: French, Italian, and Portuguese.