Banks & Credit Unions in Santa Rosa County, FL

We did the hard work of finding trustworthy partners in Santa Rosa County, FL. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Santa Rosa County, FL

Farm Credit of Northwest Florida
Location 5336 Stewart St, Milton, FL 32570, USA
Phone (800) 527-0647
Directions
SouthState Bank
3 out of 5
Location 6512 Caroline St, Milton, FL 32570, USA
Phone (850) 623-2822
Directions
ATM (Regions Bank)
5 out of 5
Location 6650 Caroline St, Milton, FL 32570, USA
Phone (800) 734-4667
Directions
Pen Air Federal Credit Union
3 out of 5
Location 5056 Dogwood Dr, Milton, FL 32570, USA
Phone (850) 505-3200
Directions
Banks in Santa Rosa County, FL

Where Santa Rosa County, FL Banks & Credit Unions Serve

Santa Rosa County, located in the panhandle of Florida, is a vibrant and diverse community boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the pristine white sand beaches of Navarre to the historic downtown of Milton, this county offers something for everyone. One of the most notable landmarks in Santa Rosa County is the Gulf Islands National Seashore, which stretches for miles along the Gulf of Mexico and features stunning views and wildlife. Other popular landmarks include the Blackwater River State Park, the Navarre Beach Pier, and the historic Imogene Theatre in Milton. When it comes to top employers, Santa Rosa County is home to a range of industries, including healthcare, education, and manufacturing. Some of the largest employers in the area include Gulf Power Company, Santa Rosa County School District, and Sacred Heart Health System. Major highways and streets in Santa Rosa County include Interstate 10, US Highway 90, and State Road 87.

Santa Rosa County, FL Banking Related Services

Insurance Broker

Residents of Santa Rosa County, FL can benefit greatly from the services of an insurance broker. With the county's proximity to the Gulf of Mexico, hurricanes and flooding are a common concern for homeowners and business owners alike. An insurance broker can help residents navigate the complex world of insurance policies to ensure they have adequate coverage for these potential disasters. Additionally, with the county's growing population and economy, many residents may be in need of health insurance or life insurance policies. An insurance broker can help individuals and families find the best policies to meet their unique needs and budget. Overall, an insurance broker can provide invaluable guidance and support to residents of Santa Rosa County, FL as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Santa Rosa County, FL could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could assist them is by helping them create a comprehensive financial plan that takes into account their unique needs and goals. This could include developing a retirement savings strategy, managing investments, and planning for long-term care. Additionally, a retirement planner could provide guidance on Social Security benefits and help residents navigate the complexities of Medicare. With a large population of retirees in Santa Rosa County, FL, a retirement planner could be particularly helpful in ensuring that residents are able to enjoy a comfortable and financially secure retirement.

Wealth Management

Residents of Santa Rosa County, FL can benefit greatly from the services of a wealth manager. With a median household income of $63,000, many families in the area are looking for ways to grow their wealth and secure their financial future. A wealth manager can provide personalized investment advice, help with retirement planning, and assist with estate planning. In addition, residents of Santa Rosa County may have unique financial goals and challenges, such as dealing with the aftermath of Hurricane Michael, which devastated the area in 2018. A wealth manager can help residents navigate these challenges and create a customized financial plan that meets their specific needs.

Financial Advisor

Residents of Santa Rosa County, FL can benefit greatly from the services of a financial advisor. With a population of over 184,000 people, there is a diverse range of financial needs and goals within the community. A financial advisor can help individuals and families in Santa Rosa County create a personalized plan to achieve their financial objectives, whether that be saving for retirement, paying off debt, or investing in the local real estate market. Additionally, Santa Rosa County is known for its large military population, and financial advisors can provide specialized guidance for military families navigating unique financial challenges such as frequent relocations and deployments. Overall, a financial advisor can provide valuable support and expertise to help Santa Rosa County residents achieve financial stability and security.

Mortgage Loan Officer

Residents of Santa Rosa County, FL can benefit greatly from the expertise of a mortgage loan officer. These professionals can guide potential homebuyers through the complex process of securing a mortgage loan, helping them understand their options and find the best possible rates and terms. In Santa Rosa County, where the median home value is $214,400, many residents may need assistance navigating the local real estate market and finding a home that fits their budget. A mortgage loan officer can also help homeowners in the area refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. With their knowledge of the local housing market and lending practices, mortgage loan officers can be invaluable resources for residents of Santa Rosa County looking to buy or refinance a home.

Tax Services

Residents of Santa Rosa County, FL can benefit from the services of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. This is especially important in Santa Rosa County, which has a unique tax structure due to its location in the Florida Panhandle. A tax advisor can also assist residents with tax planning and preparation, ensuring that they take advantage of all available deductions and credits. Additionally, a tax advisor can help residents with tax-related issues such as audits and appeals. Overall, a tax advisor can provide valuable guidance and support to Santa Rosa County residents as they navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Santa Rosa County, FL can benefit greatly from the services of an estate planning lawyer. The most common ways an estate planning lawyer can help residents include drafting wills, creating trusts, and establishing powers of attorney. In Santa Rosa County specifically, an estate planning lawyer can help residents navigate the complexities of Florida's probate laws. Additionally, with the county's large population of retirees and military veterans, an estate planning lawyer can assist with planning for long-term care and ensuring that veterans receive the benefits they are entitled to. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to Santa Rosa County residents as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs