Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Retirement Planning Services

          Showing: 6,455 results for Retirement Planning Services
          near Altoona, FL

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Family First Financial

          Senior Insurance, Life Insurance, Retirement Planning Services ...

          BBB Rating: A
          Service Area

          Serving the following areas:

          • FL
          Accredited BusinessAccredited Business
          (352) 978-1550

          19128 Clayton Trl,
          Altoona, FL 32702

          Goodrum Financial

          Financial Services, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (352) 787-5061

          58 Buccaneer Dr,
          Leesburg, FL 34788-7943

          Blackston Financial Advisory Group, LLC

          Financial Services, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (352) 633-9046

          1502 N Donnelly Street,
          Mount Dora, FL 32757

          Schmidt Financial Resources, Inc.

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (352) 735-1611

          851 N Donnelly St, Ste 7,
          Mount Dora, FL 32757-4835

          Garrison Wealth Management, P.A.

          Financial Planning Consultants, Financial Services, Life Insurance ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (352) 383-3100

          2110 N Donnelly St STE 600,
          Mount Dora, FL 32757-6968

          Retirement Evolution Group LLC

          Life Insurance, Retirement Planning Services, Investment Management ...

          BBB Rating: A+
          not BBB accredited
          (352) 448-8011

          510 County Road 466 STE 207K,
          Lady Lake, FL 32159

          Tepsick Insurance Agency LLC

          Insurance Services Office, Retirement Planning Services, Medicare Supplements ...

          BBB Rating: A+
          not BBB accredited
          (352) 350-6663

          510 CR 446,
          Lady Lake, FL 32159

          Lake Advisory Group

          Investment Advisory Services, Financial Services, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (352) 350-2008

          809 CR 466 Suite C 103,
          Lady Lake, FL 32159

          USA Tax & Financial Consultants

          Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Marion County, FL
          not BBB accredited
          (352) 674-0020

          13940 North US 441 STE 902,
          The Villages, FL 32159

          Michael Whitaker & Associates, LLC

          No License Required Financial Consultants, Retirement Planning Services, Annuities ...

          BBB Rating: A+
          not BBB accredited
          (352) 391-9934

          13940 N US Highway 441 Ste 206,
          Lady Lake, FL 32159-8909

          Premier Financial Resources, Inc.

          Investment Advisory Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (800) 276-4999

          Lady Lake, FL 32158-1370

          Baum Financial Services, Inc

          Retirement Planning Services, Tax Return Preparation, Financial Services ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Hernando County, FL
          Accredited BusinessAccredited Business
          (352) 686-4925

          940 Lakeshore Dr STE 100,
          The Villages, FL 32162-1690

          Davies Wealth Management Svc

          Financial Services, Tax Return Preparation, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (508) 478-2600

          1405 Irwin Way,
          The Villages, FL 32162-3765

          Bucket List Wealth Management, LLC

          Estate Planning and Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (352) 307-8652

          8564 E County Road 466 STE 203,
          The Villages, FL 32162-3021

          Michael Whitaker & Associates, LLC

          No License Required Financial Consultants, Retirement Planning Services, Annuities ...

          BBB Rating: A+
          not BBB accredited
          (352) 391-9934

          3251 Wedgewood Ln,
          The Villages, FL 32162-7179

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.