Financial Planners in Gainesville, FL — 5 Firms (2026)
5 financial planners in Gainesville, Florida meet our listing bar — a website plus a public review record. They average 4.16★ across 5 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Jes Odom - Farm Bureau Insurance at 5.0★ across 18 Google reviews.
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JO
Jes Odom - Farm Bureau Insurance✓ Verified
Financial PlanningGainesville, FL
Financial Planning in Gainesville, Florida offering financial planning. Rated 5.0★ across 18 Google reviews.
TP
Together Planning Gainesville✓ Verified
Financial PlanningGainesville, FL
Financial Planning in Gainesville, Florida offering financial planning. Rated 5.0★ across 9 Google reviews.
CD
Financial PlanningGainesville, FL
Financial Planning in Gainesville, Florida offering financial planning. Rated 4.9★ across 53 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGainesville, FL
Financial Planning in Gainesville, Florida offering financial planning, and advisory. Rated 3.0★ across 61 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningGainesville, FL
Financial Planning in Gainesville, Florida offering financial planning, and advisory. Rated 2.9★ across 33 Google reviews.
Top financial planners in Gainesville
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jes Odom - Farm Bureau Insurance✓ | Financial Planning | ★ 5.0 | 18 |
| 2 | Together Planning Gainesville✓ | Financial Planning | ★ 5.0 | 9 |
| 3 | Chacon Diaz & Di Virgilio Wealth Management✓ | Financial Planning | ★ 4.9 | 53 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.0 | 61 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 33 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.