The 30 Best Independent financial advisory firms in Altamonte Springs, Florida

Synergy Wealth Alliance is a finance institution located at 215 North Westmonte Drive in Altamonte Springs, Florida, United States. Our team of financial experts is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on collaboration and innovation, we strive to create synergies that maximize financial success for our clients. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Synergy Wealth Alliance is here to help you every step of the way. Visit us today to learn more about how we can help you secure a prosperous financial future.

Orlando 401k Specialists, located at 661 Highland Drive, Altamonte Springs, Florida, is a finance, health, and insurance agency run by Michael J. Marini. Specializing in financial planning, retirement plans, investments, annuities, and life insurance, Michael serves individual clients, families, and businesses. As a fiduciary under the Investment Advisers Act of 1940, Orlando 401k Specialists are dedicated to acting in the best interests of their clients with trust, honesty, and good faith. Michael J. Marini, a Chartered Federal Employee Benefits Consultant, Federal Retirement Consultant, and Certified Divorce Financial Analyst, provides expert advice to current and retired employees of the United States Government and the Florida Retirement System. The institution also offers services related to forensic financial analysis, retirement planning, and life insurance during divorce proceedings.