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Guided Financial Advisors
Your trusted partner in navigating financial decisions with confidence.
5
Business
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Your trusted partner in navigating financial decisions with confidence.
Guided Financial Advisors, located in Orlando, FL, offers expert financial consulting services to help clients navigate significant life decisions, such as purchasing properties. Led by Omar Khatri, the team is known for providing seamless onboarding processes, strategic advice, and transparent pricing. With a perfect 5-star rating from satisfied clients, Guided Financial Advisors is dedicated to building trust through effective communication and delivering high-quality results. Experience the reassurance of having a reliable partner for all your financial needs.
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Customized strategies for budgeting, saving, and achieving short-term and long-term financial goals.
Professional portfolio management and investment advice tailored to your risk tolerance and objectives.
Strategic tax advice and planning to minimize liabilities and maximize returns.
Comprehensive plans for retirement savings, income strategies, and future security.
Holistic services for wealth building, estate planning, and financial legacy.
Guidance through major life events like home purchases, career changes, or family planning.
Overall rating
Isabella Avedikian
I am highly impressed with everyone at Guided Financial, especially Luke Ober. He is not only kind, but wonderful to talk to, and has great recommendations I definitely recommend him.
Molly Murphy
Michael McGovern
Ummehani Khatri
It is rare to find a financial advisor who is as sharp and available as Omar Khatri. He has been a complete game-changer for my financial growth, helping me navigate complex tax strategies and investment goals with total ease. What I appreciate most is how quickly he responds—I never feel like I'm waiting in a queue. He handles everything with a high level of professionalism and absolute discretion, making it very easy to trust him with sensitive information. If you want someone who actually delivers on their promises and helps you hit your targets, Omar is a 10/10 recommendation!
Abdullah Khatri
Omar Khatri is a game-changer. His attention to detail is what really sets him apart; he’s identified several financial optimizations and tax savings that others completely missed. I’m quite private with my data, but Omar has built a secure, professional environment where I feel totally confident sharing sensitive information. He's prompt, precise, and has helped me hit every financial target we've set. I highly recommend him to anyone who values high-level expertise and integrity.
oscar rahmer
Ben has been a great asset to help structure my finances. Highly recommend!
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