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BEST RATED GAINESVILLE, FL FINANCIAL SERVICES

3 Best Financial Services in Gainesville, FL

Expert-recommended Top 3 Financial Services in Gainesville, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Chacon Diaz & Di Virgilio Wealth Management - Gainesville, FL Financial Services - Portrait
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3+ YEARS IN TBR
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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT

(4.8 Score)
6208 Northwest 43rd Street,
Gainesville, FL 32653 Directions

Since 2009

Specialty:

✓ Wealth Management ✓ Investment Management ✓ Financial Planning ✓ Retirement Planning ✓ College Funding ✓ Debt Management ✓ Business Planning

"Chacon Diaz & Di Virgilio Wealth Management provides financial planning and investment management solely for your benefit. Each of their experts has specialized knowledge in various areas, ensuring that all of your wealth management needs are taken care of. They proactively manage your wealth, adjusting the strategy when needed to make sure that you continue to get optimal results. Chacon Diaz & Di Virgilio Wealth Management discusses your desires, goals, and needs, including those needs that you may not even be aware of. By learning about you, they deeply understand your needs, assess various options, and create a comprehensive plan that serves your present and future interests.

2026 Update: Chacon Diaz & Di Virgilio Wealth Management has helped people optimally manage their wealth, providing you with the peace of mind that they will always be on your side to get your desired financial future."

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License CRD #154242

Price:

Financial Planning Fixed Fees
From $4,000
Upto $10,000
Investment Management Fee
Annual Fee 1.50% For Assets
From $1
Upto $750,000
Annual Fee 1.25% For Assets
From $750,001
Upto $1,000,000
Annual Fee 1.00% For Assets
From $1,000,001
Upto $5,000,000
Annual Fee 0.75% For Assets
From $5,000,001
Upto $10,000,000
Annual Fee 0.50% For Assets Over $10,000,000

Contact:

(352) 792-0999 (888) 392-8007

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Roman Janos - Gainesville, FL Financial Services - Portrait
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ROMAN JANOS

(4.8 Score)
NORTHWESTERN MUTAL
4965 NorthWest 8th Ave, Suite A,
Gainesville, FL 32605 Directions

Since 2002

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Estate Planning ✓ Education Funding ✓ Life Insurance ✓ Business Planning ✓ Investment Planning and Strategies ✓ Disability Planning ✓ Long-term Care Planning ✓ Income Strategies

"Roman Janos graduated from the University of Florida with a B.S. in Business Administration and pursued several professional designations. He has your big picture in focus; he will tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be. He will build your financial plan together and educate you on what's possible, and YOU make the decisions. From insurance for protection to strategies for growing your money and providing more flexibility, he will help you live the retirement you have always wanted. Roman Janos has earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.

2026 Update: Roman Janos holds Certified Financial Planner® (CFP®), Accredited Estate Planner® (AEP®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Qualified Plan Financial Consultant (QPFC) credentials."

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License CRD #4589854

Contact:

(352) 352-8533

Mon: 9:30am - 5:30pm
Tue-Fri: 9:30am - 7pm
Sat & Sun: Closed

TBR® Inspection Report:

Your Financial Legacy - Gainesville, FL Financial Services - Portrait
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YOUR FINANCIAL LEGACY

(4.7 Score)
2114 Northwest 40th Terrace, Suite D-1,
Gainesville, FL 32605 Directions

Since 2021

Specialty:

✓ Investment Management ✓ Financial Planning ✓ Financial Coaching

“2026 Update: Your Financial Legacy is Fiduciary financial Advisors. They are dedicated to comprehensive and personalized financial planning. Tryssa Pacciulli is the Founder and Financial Advisor of Your Financial Legacy. Your Financial Legacy was recognized as Best Financial Advisory Firms in 2025. Their goal is to educate, inspire, and develop long-term relationships with their clients. They spend time understanding what’s most important to you and build your investment portfolio and financial plan around your personal values and convictions. They offer complimentary and no obligation consultation. ”

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License #L21000128291

Price:

Personalized Investment Management Annually On Assets Under Management
From 1.50%
Upto 0.50%
Financial Planning And Client Portal Per Year $1,000

Contact:

(352) 780-1919

By Appointment

TBR® Inspection Report:

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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT REVIEWS

We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial questions. My husband and I were unsure on if we should sell our current home to pay off debt or keep it and rent it out. Tyler created a detailed document laying out the financial picture of both choices and explained it fully to us. He made it so easy for us to understand! We feel so empowered now with this knowledge and confident in our decision. We are so thankful for his services. We highly recommend Chacon Diaz & Di Virgilio Wealth Management.

Lisa Chacon was easy to reach and responded in a timely manner. She patiently reviewed our documents that was timelined for the coming years. We felt comfortable with her because she not only cared for us on a personal level, but caring that we received the most return from our assets. It was a pleasure working with her.

James, Tyler and the rest of the team are excellent. I've worked with the team for almost two years now and I've been extremely impressed with the analysis, communication and professionalism. Could not recommend more.

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ROMAN JANOS REVIEWS

My wife and I have worked with Roman Janos for roughly 15 years, initially for life insurance and later for retirement investments. Roman has proven to be a very reliable resource, listening well and patiently educating us on our investment options. Roman’s consistent efforts to understand us and our entire financial picture has given us tremendous comfort as we navigate the anxiety-provoking world of financial planning.

My wife and I have worked with Roman for about 12 years for long-term care and retirement income planning and managing our retirement finances. Roman did a great job of listening to us, understanding our lifestyle, risk tolerance, and devising a plan that provides retirement financial security while remaining flexible. I am happy to recommend Roman for financial planning without reservation.

Roman is knowledgeable, forthright, and truly listens. He cares about his clients and wants to help you meet your goals.

YOUR FINANCIAL LEGACY REVIEWS

Tryssa is amazing! She is calm and has a wonderful way of making things easy to understand. She is very knowledgeable and has helped and continues to help my small business get through growing pains. She helped me set up a 401k for my employees and even helped them understand their options. She held my hand through the entire process. As a busy physician she helped me and continues to help me stay on schedule with my business deadlines. I can not thank her enough. I highly recommend using Tryssa and Your Financial Legacy.

I’ve had the privilege of having Tryssa help me with my finances for over 10 years now. I went through a divorce and was in a bad financial situation and she was so patient with me and gave me so much hope that I could rebuild my financial life. Fast forward to now, 10 years later, I’ve accomplished more than I ever thought was possible! The entire team’s guidance along the way has been such a blessing! I love all of them.

We’ve had an outstanding experience with Tryssa and the Your Financial Legacy team. They manage our company’s 401(k) plan with care and expertise, making a complex process easy to understand for everyone. Their personalized approach and commitment to our team’s financial wellbeing have been exceptional.

TBR® Inspection Score Report

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Experience: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

ROMAN JANOS Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

YOUR FINANCIAL LEGACY Total Inspection Points: 113/120
Experience: 7
Acknowledgments: 8
Current Evaluation: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10