Best Financial Advisors in Brevard County, FL

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List of Firms

Brevard County, FL Fiduciary Financial Advisors

Flammio Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6555 N Wickham Rd Ste 102, Melbourne, FL 32940, USA
Phone (321) 622-8371
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3999 N Harbor City Blvd, Melbourne, FL 32935, USA
Phone (813) 333-2298
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Gallo & Russell - Certified Financial Planner
SEC File# 801-33422
CRD# 109701
Location 3188 Suntree Blvd, Rockledge, FL 32955, USA
Phone (321) 242-8200
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Richard Mazo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 276 Brevard Ave, Cocoa, FL 32922, USA
Phone (321) 638-9992
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Rich Martinson - Raymond James
Location 6767 N Wickham Rd Ste 502, Melbourne, FL 32940, USA
Phone (321) 425-3037
Thomas Vaden Guill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 E Merritt Ave Ste F, Merritt Island, FL 32953, USA
Phone (321) 452-4220
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management
Location 6525 3rd St Suite 505, Rockledge, FL 32955, USA
Phone (321) 242-4002
Bockman & Associates Financial
Location 6505 N US Hwy 1, Melbourne, FL 32940, USA
Phone (321) 259-5080
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

1 out of 5

Location 4865 N Wickham Rd Suite 108, Melbourne, FL 32940, USA
Phone (833) 752-6333
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
Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd a107, Melbourne, FL 32940, USA
Phone (321) 259-7168
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Thomas Gregory - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd Ste 400, Melbourne, FL 32940, USA
Phone (321) 722-7600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Cameron B Mitchell, AAMS¿|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 600 W Eau Gallie Blvd, Melbourne, FL 32935, USA
Phone (321) 425-6493
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Chris Squires - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6943 N Wickham Rd, Melbourne, FL 32940, USA
Phone (321) 610-7080
Joseph Pickrell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd a107, Melbourne, FL 32940, USA
Phone (321) 259-3980
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
Edward Jones - Financial Advisor: David M Palmbach, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 7640 N Wickham Rd Ste 109A, Melbourne, FL 32940, USA
Phone (321) 255-1770
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 – 4:00 PM Saturday: Closed Sunday: Closed
Donner Wealth Management LLC
Location 7125 Turner Rd Ste 101D, Rockledge, FL 32955, USA
Phone (321) 956-3447
Edward Jones - Financial Advisor: Elizabeth Oros
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1678 W Hibiscus Blvd Ste 101, Melbourne, FL 32901, USA
Phone (321) 729-6447
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Baird Private Wealth Management

5 out of 5

Location 150 N Sykes Creek Pkwy Suite 100, Merritt Island, FL 32953, USA
Phone (866) 792-7457
Mike Weiss - Raymond James
Location 5464 Village Dr, Rockledge, FL 32955, USA
Phone (321) 338-1816
Edward Jones - Financial Advisor: James S Szczybor, CIMA®
SEC File# 801-3297
CRD# 250
Location 600 W Eau Gallie Blvd, Melbourne, FL 32935, USA
Phone (321) 425-6493
JAG Financial Services
SEC File# 801-108114
CRD# 277085

5 out of 5

Location 1329 Bedford Dr #2, Melbourne, FL 32940, USA
Phone (321) 777-8482
Kenneth Whittaker - Raymond James

5 out of 5

Location 1692 W Hibiscus Blvd, Melbourne, FL 32901, USA
Phone (321) 723-3352
American Investment Consltng
Location 694 Atlantis Rd, Melbourne, FL 32904, USA
Phone (321) 821-4845
Leonard Financial Group
SEC File# 801-107792
CRD# 152583

4 out of 5

Location 2955 Pineda Plaza Way #126, Melbourne, FL 32940, USA
Phone (321) 259-6239
Andersen Financial
Location 400 High Point Dr # 350, Cocoa, FL 32926, USA
Phone (321) 639-7300
Geoff Jones - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 122 4th Ave STE 102, Indialantic, FL 32903, USA
Phone (321) 984-2186
Wilmarth Private Wealth Management of Raymond James
Location 202 N Harbor City Blvd #200, Melbourne, FL 32935, USA
Phone (321) 253-7911
Arbor Financial Services of Florida Inc
SEC File# 801-80425
CRD# 173272

5 out of 5

Location 6555 N Wickham Rd #101, Melbourne, FL 32940, USA
Phone (321) 795-4799
Phillips Financial Advisors
SEC File# 801-62611
CRD# 114412

5 out of 5

Location 1360 S Patrick Dr #5, Satellite Beach, FL 32937, USA
Phone (321) 722-7882
Atlantic Financial Advisors, LLC

5 out of 5

Location 3682 N Wickham Rd Suite C, Melbourne, FL 32935, USA
Phone (321) 751-5599
Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 7370 Cabot Ct Suite 102, Melbourne, FL 32940, USA
Phone (321) 254-5202
Luminary Financial Advisors
Location 1980 N Atlantic Ave STE 411, Cocoa Beach, FL 32931, USA
Phone (321) 333-4923
Deighan Financial Advisors
Location 47 W New Haven Ave #101, Melbourne, FL 32901, USA
Phone (321) 728-3888
Retirement & Investment Strategies Inc
Location 1370 Sarno Rd # B, Melbourne, FL 32935, USA
Phone (321) 751-4115
Moisand Fitzgerald Tamayo, LLC
SEC File# 801-55992
CRD# 109419

4 out of 5

Location 6767 N Wickham Rd STE 500, Melbourne, FL 32940, USA
Phone (321) 253-5400
Edward Jones - Financial Advisor: Philip A Amick
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3760 W Eau Gallie Blvd Unit 102, Melbourne, FL 32934, USA
Phone (321) 373-0807
John A Melo - Financial Advisor, Ameriprise Financial Services, LLC
Location 6943 N Wickham Rd, Melbourne, FL 32940, USA
Phone (321) 610-4644
Three Bridges Planning

5 out of 5

Location 304 S Harbor City Blvd Suite 200, Melbourne, FL 32901, USA
Phone (321) 225-3154
Houser Financial Group

1 out of 5

Location 391 Commerce Pkwy Suite 200, Rockledge, FL 32955, USA
Phone (321) 345-1145
Financial Cornerstone Group
SEC File# 801-60722
CRD# 112294

5 out of 5

Location 190 McIver Ln, Rockledge, FL 32955, USA
Phone (321) 735-4994
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About Brevard County, FL

Brevard County is located on the east coast of Florida, and is home to many landmarks, including Cape Canaveral, the Kennedy Space Center, and Merritt Island National Wildlife Refuge. The top employers in Brevard County are the healthcare sector, with particular strengths in hospitals and healthcare services, followed by the federal government and public administration sectors. Major highways and streets in Brevard County include I-95, US 1, and FL 528. Some of the most popular neighborhoods in Brevard County are Cocoa Beach, Satellite Beach, and Melbourne Beach.

Where Certified Financial Advisors in Brevard County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of our economy and provide many important services to their customers. In Brevard County, FL, residents can rely on banks to help them manage their money, save for the future, and access credit when they need it. Banks also play an important role in our local communities, sponsoring events and supporting charitable organizations.

Insurance Broker

Residents of Brevard County, FL have a lot to gain from working with an insurance broker. Here are three reasons why: 1. Brokers have access to many different insurance companies, so they can find the best rates and coverage for their clients. 2. They can help residents save money on their premiums by shopping around and negotiating better rates. 3. They know the local insurance market well, and can advise residents on which policies are best suited for them given their unique circumstances.

Retirement Planning

Brevard County, FL residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and experience necessary to help individuals create a retirement plan that is tailored specifically for them. They can help Brevard County residents assess their current financial situation and develop a plan that will allow them to retire comfortably. Financial advisors can also provide guidance on how to save for retirement, invest wisely, and protect assets during retirement.

Wealth Management

Wealth management is a critical service for Brevard County, FL residents. By working with a wealth manager, you can ensure that your money is invested in the right places and that you are making the most of your finances. A wealth manager can help you plan for retirement, save for college, and invest your money wisely. In addition, a wealth manager can help you reduce your taxes and protect your assets. If you live in Brevard County, FL, it is important to work with a wealth manager who understands your needs and can help you achieve your financial goals.

Estate Planning Lawyer

Estate planning lawyers in Brevard County, FL can help residents protect their assets and plan for the future. Planning ahead is important for everyone, but it's especially crucial for those who have a lot of money or property to protect. Working with an estate planning lawyer can ensure that your wishes are carried out after you die and that your loved ones are taken care of financially.

Mortgage Loan Officer

Mortgage loan officers can help Brevard County, FL residents by providing them with the best mortgage products and services available. They can also help residents understand the mortgage process, and work with them to find the right mortgage for their needs.

Tax Services

Residents of Brevard County, FL can take advantage of the tax services offered by local tax accountants. These professionals can help residents understand their tax obligations and file their taxes correctly and on time. In addition, tax accountants may be able to offer advice on how to reduce one's taxable income.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Brevard County, FL