Best Financial Advisors in Bradenton, FL

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List of Firms

Bradenton, FL Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Dennis T Kruk
Location 1401 Manatee Ave W 7th floor, Bradenton, FL 34205, USA
Phone (941) 741-2420
Edward Jones - Financial Advisor: Josh McCoy, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4502 Cortez Rd W Suite 105, Bradenton, FL 34210, USA
Phone (941) 795-2783
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1001 3rd Ave W Suite 150, Bradenton, FL 34205, USA
Phone (941) 747-4752
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS™
Location 5783 Manatee Ave W Suite #102, Bradenton, FL 34209, USA
Phone (941) 761-1217
Edward Jones - Financial Advisor: Logan H Beal, CFP®|AAMS™
Location 1826 59th St W, Bradenton, FL 34209, USA
Phone (941) 795-4545
Assurity Financial Group

5 out of 5

Location 2429 Manatee Ave E #1, Bradenton, FL 34208, USA
Phone (941) 739-5006
Edward Jones - Financial Advisor: Janice French
Location 5783 Manatee Ave W Suite #102, Bradenton, FL 34209, USA
Phone (941) 761-1217
Moseley Investment Management Inc
SEC File# 801-107305
CRD# 124152

5 out of 5

Location 1724 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 745-2799
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Sherrill Wealth Management

5 out of 5

Location 2520 Manatee Ave W Suite 200, Bradenton, FL 34205, USA
Phone (941) 745-2201
Edward Jones - Financial Advisor: Joyce L Falken
Location 2808 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 748-1324
Morgan Stanley Financial Advisors

3 out of 5

Location 1401 Manatee Ave W #1110, Bradenton, FL 34205, USA
Phone (941) 714-7900
Joe Kennedy - Financial Advisor, Ameriprise Financial Services, LLC
Location 1111 3rd Ave W Ste 260, Bradenton, FL 34205, USA
Phone (941) 462-4443
SeaCoast Financial Partners

5 out of 5

Location 2005 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 584-4098
Edward Jones - Financial Advisor: Matt Bower, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6402 Cortez Rd W, Bradenton, FL 34210, USA
Phone (941) 567-6683
Opinicus Wealth Management
Location 1771 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 896-9909
J Michael La Bree - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2310 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 758-5910
Triple Crown Wealth Finance

5 out of 5

Location 3970 FL-64, Bradenton, FL 34208, USA
Phone (941) 462-2731
Raymond James
Location 4900 Manatee Ave W #203, Bradenton, FL 34209, USA
Phone (941) 798-2898
Edward Jones - Financial Advisor: Corey D Sherk, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5226 FL-64 East, Bradenton, FL 34208, USA
Phone (941) 748-0292
Williams Wealth Management Group

5 out of 5

Location 2328 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 756-4500
Edward Jones - Financial Advisor: John W Booth, AAMS™
Location 1201 6th Ave W Ste 301, Bradenton, FL 34205, USA
Phone (941) 226-2085
Edward Jones - Financial Advisor: Chad Choate III, AAMS™
Location 828 3rd Ave W, Bradenton, FL 34205, USA
Phone (941) 462-2445
Christopher Whaley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1111 3rd Ave W Ste 260, Bradenton, FL 34205, USA
Phone (941) 462-4435
Edward Jones - Financial Advisor
Location 1838 59th St W, Bradenton, FL 34209, USA
Irving Financial Group

5 out of 5

Location 1201 6th Ave W Suite 500, Bradenton, FL 34205, USA
Phone (941) 748-5404
Isabella M Whaley - Financial Advisor, Ameriprise Financial Services, LLC
Location 1111 3rd Ave W Ste 260, Bradenton, FL 34205, USA
Phone (941) 538-7843
Northwestern Mutual Financial
Location 818 13th St W, Bradenton, FL 34205, USA
Phone (941) 747-8888
Edward Jones - Financial Advisor: Becky McSwain, CLU®
Location 4502 Cortez Rd W Suite 105, Bradenton, FL 34210, USA
Phone (941) 795-2783
Image of Bradenton, FL

About Bradenton, FL

Bradenton, FL is a city located in Manatee County on the southwestern coast of Florida. The estimated population of Bradenton was 49,504 in 2016. Some of the most notable landmarks in Bradenton include the Ringling Museum of Art, the DeSoto National Memorial, and the Mote Marine Laboratory and Aquarium. The top employers in Bradenton are Manatee Memorial Hospital, Walmart, and Publix Supermarkets. Major highways and streets in Bradenton include US-41 and SR-64. Some of the most notable neighborhoods in Bradenton include Palma Sola Bayou, Bayshore Gardens, and Riviera Dunes.

Where Certified Financial Advisors in Bradenton, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bradenton, FL residents have a number of services that banks can provide them. These include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks can offer their customers a variety of other products and services depending on the bank's location and the needs of its customers. For example, some banks may offer investment advice or insurance products.

Insurance Broker

If you're a Bradenton, FL resident and you need insurance, you should consider talking to an insurance broker. An insurance broker can help you find the best policy for your needs and budget, and they can also help you file claims if something happens. Brokers have access to many different insurers, so they can find the right policy for you quickly and easily. If you're looking for reliable coverage at a great price, talk to an insurance broker today.

Retirement Planning

Financial advisors in Bradenton, FL can help residents with a variety of retirement planning needs. Residents may need help creating a budget for their golden years, figuring out how much money they will need to save each month, and deciding what type of retirement plan is best for them. Financial advisors can also help residents stay on track with their retirement savings goals, and offer advice on how to make the most of their investments.

Wealth Management

Bradenton, FL residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families with their finances. It includes creating and implementing a plan for saving and investing money, as well as estate planning.Wealth management services can help Bradenton, FL residents save money on taxes, grow their investments, and protect their assets. Working with a wealth manager can also help reduce stress and anxiety about money. If you are looking for a way to improve your financial situation, wealth management may be the right solution for you.

Estate Planning Lawyer

Estate planning lawyers can help Bradenton, FL residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help individuals avoid costly and time-consuming probate proceedings. In addition, estate planning lawyers can also advise clients on how to reduce their tax liability and make sure their estates are distributed in accordance with their wishes.

Mortgage Loan Officer

Mortgage loan officers in Bradenton, FL can help residents by providing them with the best options for their situation. They have access to a variety of lenders and products, so they can find the perfect one for each person. They also stay up-to-date on changes in the industry, so they can recommend the most current products available.

Tax Services

Tax accountants in Bradenton, FL can help residents save money on their taxes. By taking a proactive approach and planning ahead, tax accountants can help residents take advantage of all the deductions and credits to which they are entitled. In addition, tax accountants can also help residents file their taxes quickly and easily, so that they get the most out of their refund.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bradenton, FL