Best Financial Advisors in Alachua County, FL

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List of Firms

Alachua County, FL Fiduciary Financial Advisors

Wealth & Estate Builders LLC
Location 711 NW 23rd Ave #2, Gainesville, FL 32609, USA
Phone (352) 375-2448
Holloway Wealth Management

5 out of 5

Location 5225 SW 91st Terrace, Gainesville, FL 32608, USA
Phone (352) 337-8177
Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 14557 NW US Hwy 441, Alachua, FL 32615, USA
Phone (386) 518-6493
Ruth Onkst - Financial Advisor, Ameriprise Financial Services, LLC
Location 3520 NW 43rd St, Gainesville, FL 32606, USA
Phone (502) 558-2260
Carr and Associates - UBS Financial Services Inc.
Location 4313 NW 8th Ave 1st Floor, Suite 10, Gainesville, FL 32605, USA
Phone (352) 745-7438
Koss Olinger Financial Advising, Wealth Management & Retirement Planning
SEC File# 801-58175
CRD# 111855

5 out of 5

Location 2700 NW 43rd St # A, Gainesville, FL 32606, USA
Phone (352) 373-3337
Edward Jones - Financial Advisor: Reagan K Potts
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4731 NW 53rd Ave Suite 1, Gainesville, FL 32653, USA
Phone (352) 375-2323
Second Help Services LLC
Location 1135 NW 23rd Ave K, Gainesville, FL 32609, USA
Phone (352) 371-8400
Edward Jones - Financial Advisor: Kent Walker

5 out of 5

Location 2114 NW 40th Terrace Suite C-1, Gainesville, FL 32605, USA
Phone (352) 377-5092
Tracey Lovitz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 24 NW 33rd Ct Ste B, Gainesville, FL 32607, USA
Phone (352) 375-1463
Daniel York - TIAA Wealth Management Advisor
Location 5001 Celebration Pointe Ave Suite 180, Gainesville, FL 32608, USA
Phone (352) 339-7100
UBS Financial Services Inc.

5 out of 5

Location 4313 NW 8th Ave UNIT 10, Gainesville, FL 32605, USA
Phone (352) 745-7435
Leslie Financial
Location 3620 NW 43rd St a, Gainesville, FL 32606, USA
Phone (352) 538-2031
Merrill Lynch Wealth Management Advisor Charles I Newsom
Location 2850 NW 43rd St, Gainesville, FL 32606, USA
Phone (352) 374-1012
Jeffrey Scott Rizzo - UBS Financial Services Inc.
Location 4313 NW 8th Ave 1st Floor, Suite 10, Gainesville, FL 32605, USA
Phone (352) 745-7444
Merrill Lynch Wealth Management Advisor Frank E Davis
Location 2850 NW 43rd St Suite 350, Gainesville, FL 32606, USA
Phone (352) 374-1005
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About Alachua County, FL

Alachua County is located in north-central Florida and is surrounded by Levy, Marion, and Putnam counties. The county seat is Gainesville, which is also the largest city in the county. Other major cities include Alachua, High Springs, and Newberry. Some of the most notable landmarks in Alachua County include Devil's Millhopper Geological State Park, Paynes Prairie Preserve State Park, and Santa Fe College. The top employers in the county are the University of Florida, Shands Healthcare, and Santa Fe College. Major highways and streets include Highway 441 (the Gainesville bypass), US-27, and SR-26. Some of the most popular neighborhoods in Alachua County are University Heights, Duck Pond, and Haile Plantation.

Where Certified Financial Advisors in Alachua County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents in Alachua County, FL can benefit from the many services banks provide. Banks offer a variety of services that can be tailored to fit the needs of their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer online banking and mobile banking which make it easy for customers to access their account information from anywhere at any time.

Insurance Broker

Residents of Alachua County, FL can benefit from the services of insurance brokers. An insurance broker is a professional who can help you find the best insurance policy for your needs. They can also help you file claims and get the money you deserve after an accident or disaster. If you live in Alachua County, FL, it's important to have good insurance coverage. An insurance broker can help you get it.

Retirement Planning

Financial advisors can help Alachua County, FL residents with retirement planning in a number of ways. One way is by helping people to understand what they need to do in order to have a successful retirement. Advisors can also help people to save for retirement and invest their money wisely. Additionally, advisors can provide guidance on when it is the right time to retire and how much income retirees will need in order to live comfortably.

Wealth Management

Wealth management is a critical service that can help residents of Alachua County, FL protect their finances and grow their wealth. By working with a wealth manager, residents can get access to a wide range of services and products that can help them meet their financial goals. These services and products include investment advice, retirement planning, estate planning, and more.

Estate Planning Lawyer

Estate planning lawyers in Alachua County, FL can help residents with a variety of tasks related to estate planning. This includes drafting wills and trusts, helping with probate proceedings, and more. As a result, these lawyers can help residents in the area ensure their estates are handled in the way they want after they die.

Mortgage Loan Officer

Mortgage loan officers can help Alachua County, FL residents by providing them with the best rates and terms for their home loans. They can also help people find the right loan for their needs, and they can provide advice on how to get the best deal on a mortgage. In addition, mortgage loan officers can help people avoid scams and predatory lending practices.

Tax Services

Residents of Alachua County, FL can take advantage of the tax services offered by local tax accountants. These professionals can help residents file their taxes and receive the appropriate deductions and credits. In addition, tax accountants can help residents plan for their future tax liabilities. By working with a qualified accountant, Alachua County residents can rest assured that their taxes are filed correctly and that they are taking advantage of all available deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alachua County, FL