Winter Park Financial Planners

WINTER PARK, FL

Financial Planners are in Winter Park

Winter Park Financial Planners are TOP RATED

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"... he worked with our realtor, insurance agent, and the closing company. he gave clear directions to us. he even came to the closing...."

"... was smooth and went just as they said it would.
..."

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Winter Park Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Winter Park Financial Planners Reviews

"... will contact michael if i decide to give it a try at a later date...."

"... everyone the same no matter if you have a very little amount of money to start with or a large amount...."

"... questions , always available - correspond by mail,fax but will come to the house. just great!..."

"... did our taxes last minute and were extremely helpful. they gave us tax tips and were genuinely concerned about helping us...."

"... and they are very thorough. if i have a tax question during the year they answer me without charge. they call with questions and do my taxes on time even though i usually get them in late...."

"... mr. kurzweil handled my case. the matter was settled within a month's time. he was very patient and courteous. he said the service was free since it was hardly anything to do. he asked who referred me and i said angie's list. the matter is now resolved..."

"... they offered advice and help like i was their only client. i would not hesitate to suggest them to anyone looking for a quality accounting firm...."

"... pricing, but we worked everything out. i appreciate him working with me on this issue...."