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Financial Advisors in Lake Mary, Florida

Our hand-picked list of 8 financial advisors serving Lake Mary, Florida. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Lake Mary

Financial professionals in Lake Mary should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Florida, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Lake Mary

BLUESTAR WEALTH MANAGEMENT

255 PRIMERA BLVD, LAKE MARY, FL 32746

📞 (888) 788-••••

COLLABORATIVE WEALTH

972 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746

📞 (407) 792-••••

JACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746

📞 (407) 585-••••

NEWPORT GROUP CONSULTING, LLC

300 PRIMERA BLVD., LAKE MARY, FL 32746

📞 (407) 333-••••

QTR FAMILY WEALTH, LLC

605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746

📞 (407) 745-••••

SHARIAPORTFOLIO, INC.

1331 S. INTERNATIONAL PARKWAY, LAKE MARY, FL 32746

📞 (321) 275-••••

CAPACUITY LLC

300 INTERNATIONAL PARKWAY

📞 (407) 949-••••

FAMILYWEALTH

255 PRIMERA BLVD

📞 (866) 746-••••

Frequently Asked Questions

Where can I find financial advisors in Lake Mary, Florida?

Lake Mary, Florida has 8 financial advisors listed in our directory. BLUESTAR WEALTH MANAGEMENT is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Florida?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Florida, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Lake Mary?

Financial professionals in Lake Mary should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Lake Mary?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Lake Mary-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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