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Best Financial Planners in Tallahassee, Florida

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Tallahassee
51Average BizScore
69Top BizScore
20%AI Visibility 50 or higher
70Average SEO score
4.4Average Google rating (8 rated)

Top Financial Planners in Tallahassee

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Showing 1-10 of 10 Financial Planners listings in Tallahassee, FL · page 1 of 1

#1Proper Wealth

5.0 Google rating

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Proper Wealth website

Score breakdown

AI Visibility58
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 972-9725
  • pwadvisors.com
Category rank by BizScore: #2 of 14 Financial Planner listings in TallahasseeScores updated Jun 7, 2026
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Mariner of Tallahassee website

Score breakdown

AI Visibility66
AI Ready32
SEO70
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 480-7125
  • marinerfinance.com
Category rank by BizScore: #3 of 14 Financial Planner listings in TallahasseeScores updated Oct 22, 2026
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North Florida Financial of Tallahassee website

Score breakdown

AI Visibility41
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 562-9075
  • northfloridafinancial.com
Category rank by BizScore: #5 of 14 Financial Planner listings in TallahasseeScores updated Sep 24, 2026

#4Trinity Global Financial Group

2.1 Google rating · 8 reviews

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Trinity Global Financial Group website

Score breakdown

AI Visibility33
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 877-9461
  • www2.trinitydc.edu
Category rank by BizScore: #6 of 14 Financial Planner listings in TallahasseeScores updated Sep 19, 2026

#5TurboTax - Downtown, Tallahassee

5.0 Google rating

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TurboTax - Downtown, Tallahassee website

Score breakdown

AI Visibility31
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 214-2081
  • turbotax.intuit.com

TurboTax - Downtown, Tallahassee is a financial planner in Tallahassee, FL, offering in-person and online tax preparation services for individuals and small businesses. The office provides expert assistance with personal taxes, self-employment income...

Category rank by BizScore: #7 of 14 Financial Planner listings in TallahasseeScores updated Jun 26, 2026

#6The Brooks Asset Advisory Group of Raymond James

5.0 Google rating · 1 review

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The Brooks Asset Advisory Group of Raymond James website

Score breakdown

AI Visibility39
AI Ready18
SEO58
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 386-5588
  • brooksrunning.com

The Brooks Asset Advisory Group of Raymond James is a financial planner in Tallahassee, Florida, serving individuals and families with personalized investment planning, retirement strategy, and wealth management services. The firm specializes in creating...

Category rank by BizScore: #8 of 14 Financial Planner listings in TallahasseeScores updated Oct 28, 2026

#7Jackson Financial Group of Tallahassee

3.1 Google rating · 27 reviews

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Jackson Financial Group of Tallahassee website

Score breakdown

AI Visibility20
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 222-4014
  • jackson.com

Jackson Financial Group of Tallahassee: Jackson Financial Group is a Financial Planner in Tallahassee, FL. The company offers a range of financial services, including life insurance and retirement planning solutions. It primarily serves individuals and financial professionals seeking guidance on...

Category rank by BizScore: #11 of 14 Financial Planner listings in TallahasseeScores updated Jun 26, 2026

#8Southern Wealth

5.0 Google rating

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S

Score breakdown

AI Visibility27
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 513-3338
  • southern-wealth.com
Category rank by BizScore: #12 of 14 Financial Planner listings in TallahasseeScores updated Jul 28, 2026

#9Strategic Wealth Group of Tallahassee

5.0 Google rating

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Strategic Wealth Group of Tallahassee website

Score breakdown

AI Visibility13
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 692-6565
  • bisprofiles.com

Strategic Wealth Group of Tallahassee: Strategic Wealth Group is a financial planner in Tallahassee, FL. The firm maintains a 5.00 rating from its clients. Incorporated in May 2013, Strategic Wealth Group, LLC has been operating for fourteen years. The company is managed by John W. Lentz, who also...

Category rank by BizScore: #13 of 14 Financial Planner listings in TallahasseeScores updated Sep 19, 2026

#10Morgan Stanley Financial Advisors of Tallahassee

5.0 Google rating

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M

Score breakdown

AI Visibility4
AI Ready26
SEO71
Freshness-
  • Financial Planner
  • Tallahassee, Florida
  • (850) 422-8700
  • advisor.morganstanley.com
Category rank by BizScore: #14 of 14 Financial Planner listings in TallahasseeScores updated Oct 25, 2026
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What the Data Shows for Financial Planners in Tallahassee

20% of the 10 financial planners we measured in Tallahassee reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 33, compared with an average SEO score of 70.

The average Google rating across 8 rated financial planners is 4.4, and the median listing has 8 reviews.

None of the 10 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 10 financial planners in Tallahassee, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Tallahassee ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Tallahassee, Florida does BizScoreAI track?

10 financial planners in Tallahassee currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 69.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 20% of measured financial planners in Tallahassee score 50 or higher.

Is being listed free?

Yes. Every financial planner in Tallahassee is listed and scored for free, and claiming a listing is free too.