Best Financial Advisors in Citrus County, FL

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List of Firms

Citrus County, FL Fiduciary Financial Advisors

Davis Financial Group
5 out of 5
Location 115 N Seminole Ave, Inverness, FL 34450, USA
Phone (352) 341-2395
Jared Kirby - Raymond James
Location 116 N Pine Ave, Inverness, FL 34450, USA
Phone (352) 341-5831
Raymond James & Associates
SEC File# 801-10418
CRD# 705
5 out of 5
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-6155
Carolyn Caffee - Raymond James
Location 2101 N Suncoast Blvd, SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-6155
Raymond James
Location 2657 N Forest Ridge Blvd, Hernando, FL 34442, USA
Phone (352) 527-3700
Edward Jones - Financial Advisor: Ed Gruber, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9469 S Suncoast Blvd, Homosassa, FL 34446, USA
Phone (352) 382-0286
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Lendx Financial
Location 547 W Fort Island Trail, Crystal River, FL 34429, USA
Phone (352) 794-6000
Edward Jones - Financial Advisor: Craig O'Dell, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1124 N Suncoast Blvd, Crystal River, FL 34429, USA
Phone (352) 795-1811
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: Justin S Brashear, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2712 W Woodview Ln, Lecanto, FL 34461, USA
Phone (352) 527-0606
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: JT Stitzel III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 593 N Lecanto Hwy Ste A, Lecanto, FL 34461, USA
Phone (352) 527-1704
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Cami J Plaisted
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2432 N Heritage Oaks Path, Hernando, FL 34442, USA
Phone (352) 527-2291
Edward Jones - Financial Advisor: Justin E Rooks
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2305 Hwy 44 W, Inverness, FL 34453, USA
Phone (352) 344-8189
Edward Jones - Financial Advisor: Mack DeBruyn
SEC File# 801-3297
CRD# 250
Location 101 Zephyr St, Inverness, FL 34450, USA
Phone (352) 341-1065
Edward Jones - Financial Advisor: Scott L Lee, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 103 US Hwy 41 S, Inverness, FL 34450, USA
Phone (352) 860-2839
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: Closed Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Ron Francis III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2619 E Gulf to Lake Hwy A2, Inverness, FL 34453, USA
Phone (352) 341-0579
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
Todd Financial Services
Location 8546 W Homosassa Trail #1, Homosassa, FL 34448, USA
Phone (352) 621-8013
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 8546 W Homosassa Trail # 5, Homosassa, FL 34448, USA
Phone (352) 563-2214
Edward Jones - Financial Advisor: Jeremy J DiFiore
SEC File# 801-3297
CRD# 250
Location 1980 N Future Terrace, Lecanto, FL 34461, USA
Phone (352) 513-2195
GOLUBEFF FINANCIAL, INC.
3 out of 5
Location 7655 W Gulf to Lake Hwy Suite 10, Crystal River, FL 34429, USA
Phone (352) 563-1100
Christopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1619 W Gulf to Lake Hwy, Lecanto, FL 34461, USA
Phone (352) 746-9006
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Lauren Financial Services
Location 7165 S Suncoast Blvd, Homosassa, FL 34446, USA
Phone (352) 628-7577
Financial Sense People
5 out of 5
Location 825 N Citrus Ave, Crystal River, FL 34428, USA
Phone (352) 795-4411
Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 114 N Pine Ave, Inverness, FL 34450, USA
Phone (352) 341-5831
Combine Benefits Group
Location 111 W Main St #302, Inverness, FL 34450, USA
Phone (352) 344-2300
Edward Jones - Financial Advisor: Andrew J Breese
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7020 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 795-1603
Modera Financial Advisors & Financial Planners
SEC File# 801-71973
CRD# 155649
Location 221 W Main St A, Inverness, FL 34450, USA
Phone (352) 746-4460
Riverland Financial LLC
Location 11463 N Williams St, Dunnellon, FL 34432, USA
Phone (352) 465-2552
Campbell & Company, Wealth Advisors and CPAs
Location 2202 FL-44, Inverness, FL 34453, USA
Phone (352) 683-7365
O'Connell Financial
SEC File# 801-57663
CRD# 6312
Location 7655 W Gulf to Lake Hwy #3, Crystal River, FL 34429, USA
Phone (352) 795-5500
King Financial Services
Location 3354 E Gulf to Lake Hwy, Inverness, FL 34453, USA
Phone (352) 344-5488
Nature Coast Financial Advisors, Inc
3 out of 5
Location 7070 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 794-6044
Investor's Choice Financial Group Inc.
Location 6206 W Corporate Oaks Dr, Crystal River, FL 34429, USA
Phone (352) 563-0700
Hagar Investments LLC
Location 2121 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-2697
Innovative Land Investment Inc
Location 1764 N Crooked Branch Dr, Lecanto, FL 34461, USA
Phone (352) 527-1080
Pam Witwer & Associates Inc
4 out of 5
Location 4963 N Highland Park Dr, Hernando, FL 34442, USA
Phone (352) 465-7778
Edward Jones - Financial Advisor: John W Selby
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1980 N Future Terrace, Lecanto, FL 34461, USA
Phone (352) 513-2195
Edward Jones - Financial Advisor: Brian Fitzpatrick
SEC File# 801-3297
CRD# 250
5 out of 5
Location 103 US Hwy 41 S, Inverness, FL 34450, USA
Phone (352) 860-2839
Crystal Financial of Raymond James
Location 2101 US Hwy 98, SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 220-6406
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 6460 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 563-2214
William Wealth Management
Location 12350 S Turner Ave, Floral City, FL 34436, USA
Phone (352) 344-1003
Mc Donald & Barry Retiree Asset Management
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 249-1042
K & D United LLC
Location 3589 N Lecanto Hwy, Beverly Hills, FL 34465, USA
Phone (352) 270-8873
Battaglia Financial Advisors
Location 690 NE 3rd Ave #106, Crystal River, FL 34428, USA
Phone (352) 564-0047
Todd Financial Services, LLC
Location 154 SE 7th Ave, Crystal River, FL 34429, USA
Phone (352) 621-8013
Financial Advisors in Citrus County, FL

Where Certified Financial Advisors in Citrus County, FL Serve

Citrus County is a county located in the U.S. state of Florida. As of the 2010 census, the population was 139,098. The county seat is Inverness. Citrus County comprises the Homosassa Springs, FL Micropolitan Statistical Area. The county was created in 1887 from parts of Hernando and Sumter counties. It was named for the citrus fruits that flourished there. Major landmarks in Citrus County include Sugarmill Woods, the Crystal River Preserve State Park, and Lecanto-Beverly Hills Historic District. The top employers in the county are HealthSouth Rehabilitation Hospital of Citrus County, Walmart, and Publix Super Markets. Major highways and streets in Citrus County include US 41 and US 98. Neighborhoods in Citrus County include Beverly Hills, Cedar Key, Inverness Highlands North, and Sugarmill Woods. with a few subdivisions scattered throughout the town. The largest employers in Chiefland are the school district and the county government.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide many valuable services to their customers. Citrus County, FL residents can benefit from the various products and services banks offer, such as loans, savings accounts, and investment services. By banking with a local institution, residents can enjoy personal service and support, as well as access to convenient online and mobile banking options.

Insurance Broker

Citrus County, FL is a great place to live, but it can be tough to find the right insurance coverage. That's where insurance brokers come in - they can help residents compare rates and find the best policies for their needs. In addition, brokers are often able to get discounts on premiums that aren't available to the general public.

Retirement Planning

Financial advisors can help Citrus County, FL residents with retirement planning in a number of ways. One way is by helping people to save for retirement. Another way is by helping people to make wise investment choices. Advisors can also help retirees to manage their finances and live comfortably in retirement.

Wealth Management

Citrus County, FL is a great place to live, with plenty of natural beauty and plenty of opportunity. But like all places, it has its share of financial challenges. That's where wealth management comes in. Wealth management is the process of organizing and managing your finances so that you can achieve your financial goals. It can help you save money, grow your investments, and protect your assets. If you're looking for a way to get ahead financially, wealth management may be the answer for you.

Estate Planning Lawyer

Citrus County, FL residents who have an estate plan in place can be assured that their loved ones will be taken care of after they die. An estate plan is a document that outlines your wishes for what should happen to your property and assets after you die. It can also include instructions for taking care of your children or pets, and appointing someone to make decisions on your behalf if you become incapacitated.If you don't have an estate plan, the state of Florida will decide how your property is distributed, and this may not be what you would have wanted. In addition, if you do not have a will, the state will appoint a guardian for any minor children, which may not be the person you would have chosen.An estate planning lawyer can help you create an individualized estate plan that meets your specific needs and desires. They can also help ensure that all the necessary paperwork is in order and filed with the appropriate authorities. Contact an estate planning lawyer today to get started on creating a plan that will protect your loved ones long into the future.

Mortgage Loan Officer

Mortgage loan officers can help Citrus County, FL residents by providing them with information on the different types of mortgages available.They can also help residents choose the best mortgage for their needs, and guide them through the application process.Mortgage loan officers can also provide advice on home buying and refinancing, and assist residents in obtaining the best rates and terms.

Tax Services

Residents of Citrus County, FL can benefit from the help of tax accountants in order to ensure that they are taking advantage of all the deductions and credits to which they are entitled. Tax accountants can also help residents prepare their tax returns, making the process much simpler and less stressful. In addition, tax accountants can offer advice on how to save money on taxes in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Citrus County, FL