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.
Showing 5 of 5 · sorted by Google rating
1.
Jes Odom - Farm Bureau Insurance
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 5001 NW 27th Ct, Gainesville, FL 32606
2.
Together Planning Gainesville
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 2631 NW 41 St Suite E-2, Gainesville, FL 32606
3.
Chacon Diaz & Di Virgilio Wealth Management
★★★★★★★★★★4.9(53 Google reviews)✓ Verified on Google
Financial Planning · 6208 NW 43rd St, Gainesville, FL 32653
4.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(61 Google reviews)✓ Verified on Google
Financial Planning · 7606 W Newberry Rd, Gainesville, FL 32606
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(33 Google reviews)✓ Verified on Google
Financial Planning · 2815 NW 13th St #100, Gainesville, FL 32609
Services: advisory
Top financial planners in Gainesville
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Jes Odom - Farm Bureau Insurance | Financial Planning | 5.0 / 5 | 18 |
| 2 | Together Planning Gainesville | Financial Planning | 5.0 / 5 | 9 |
| 3 | Chacon Diaz & Di Virgilio Wealth Management | Financial Planning | 4.9 / 5 | 53 |
| 4 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.0 / 5 | 61 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 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.