Best Financial Advisors in Fort Myers, FL

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Fort Myers, FL Fiduciary Financial Advisors

SEC File# 801-62896
CRD# 130716
4 out of 5
Location 1510 Royal Palm Square Blvd suite 103, Fort Myers, FL 33919, USA
Phone (239) 936-6300
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
Directions
SEC File# 801-79468
CRD# 109638
4 out of 5
Location 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, USA
Phone (800) 618-8577
Directions
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 12140 Carissa Commerce Court Suite 100, Fort Myers, FL 33966, USA
Phone (239) 275-4466
Directions
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Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC
Location 3820 Colonial Blvd Ste 200, Fort Myers, FL 33966, USA
Phone (239) 242-0326
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1952-2 Park Meadows Dr, Fort Myers, FL 33907, USA
Phone (239) 437-5900
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 42 Barkley Cir Suite 1, Fort Myers, FL 33907, USA
Phone (239) 931-4543
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 42 Barkley Cir Suite 1, Fort Myers, FL 33907, USA
Phone (239) 931-4543
Directions
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First Financial Group LLC
Location 1500 Colonial Blvd # 216, Fort Myers, FL 33907, USA
Phone (239) 936-1939
Directions
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Tom Uhler - Raymond James
5 out of 5
Location 1510 Royal Palm Square Blvd, Fort Myers, FL 33919, USA
Phone (239) 936-6300
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Lynn McEwen - Financial Advisor, Ameriprise Financial Services, LLC
Location 164 Pondella Rd, North Fort Myers, FL 33903, USA
Phone (239) 656-1617
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Dorcey Financial, LLC
Location 10181 6 Mile Cypress Pkwy Suite B, Fort Myers, FL 33966, USA
Phone (239) 418-1939
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Finley Wealth Advisors
Location 2256 First St Suite 140, Fort Myers, FL 33901, USA
Phone (239) 267-7500
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Hainsworth Wealth Advisory
3 out of 5
Location 2180 W First St, Fort Myers, FL 33901, USA
Phone (239) 344-0070
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Urbanamerica
Location 4150 Ford St, Fort Myers, FL 33916, USA
Phone (239) 275-0862
Directions
Financial Advisors in Fort Myers, FL

Where Certified Financial Advisors in Fort Myers, FL Serve

Fort Myers, FL is a charming city located in Lee County, with a rich history and vibrant culture. It is home to several iconic landmarks, including the Edison and Ford Winter Estates, which offer a glimpse into the lives of two of America's greatest inventors. The city also boasts the Calusa Nature Center and Planetarium, a unique attraction that showcases the flora and fauna of Southwest Florida. Fort Myers is a hub of economic activity, with several top employers in the area, such as Lee Health, Chico's FAS, and Gartner. The city's strategic location on the Gulf Coast makes it an ideal destination for businesses looking to expand their reach and tap into new markets. Major highways and streets in Fort Myers include I-75, US 41, and McGregor Boulevard, which runs along the Caloosahatchee River and is lined with historic homes and beautiful landscaping.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fort Myers, FL could greatly benefit from the guidance of a financial advisor in a number of ways. One of the most common areas where a financial advisor can help is in retirement planning. With a large retiree population in Fort Myers, a financial advisor can help residents navigate the complex world of retirement savings, social security benefits, and investment strategies to ensure a comfortable retirement. Additionally, with the tourism industry being a major source of income for the area, a financial advisor can help residents who work in this industry manage their fluctuating income and plan for the future. Overall, a financial advisor can provide valuable guidance and peace of mind for residents of Fort Myers, FL looking to secure their financial future.

Insurance Broker

Residents of Fort Myers, FL can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. This is particularly important in Fort Myers, where residents are exposed to a range of natural disasters, such as hurricanes and flooding. An insurance broker can help residents understand the risks they face and ensure they have adequate coverage to protect their homes and belongings. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or negotiating better rates with insurers. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Fort Myers, FL.

Retirement Planning

Residents of Fort Myers, FL can benefit greatly from the services of a retirement planner. With a large population of retirees in the area, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals. Specifically, Fort Myers is known for its high cost of living, and a retirement planner can help residents create a budget and investment plan that takes into account the unique economic factors of the area. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a major expense for retirees in Fort Myers. Overall, a retirement planner can provide peace of mind and help residents enjoy their retirement years to the fullest.

Wealth Management

Residents of Fort Myers, FL could benefit from a wealth manager in a variety of ways. One of the most common ways would be to help them navigate the unique financial challenges that come with living in a retirement destination. With a large population of retirees, many Fort Myers residents are looking to maximize their savings and investments to ensure a comfortable retirement. A wealth manager could help them create a personalized financial plan that takes into account their specific goals and needs, as well as the tax implications of living in Florida. Additionally, a wealth manager could provide guidance on estate planning, which is especially important for those who own property in multiple states or have complex assets. By working with a wealth manager, residents of Fort Myers can feel more confident about their financial future and enjoy the retirement they deserve.

Mortgage Loan Officer

Residents of Fort Myers, FL can benefit from the services of a mortgage loan officer in a variety of ways. For starters, a mortgage loan officer can help residents secure a loan to purchase a home in Fort Myers, which is a popular destination for retirees and families alike. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages, which may be particularly helpful in a city like Fort Myers where home values have been steadily increasing in recent years. Furthermore, a mortgage loan officer can provide guidance and advice on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help residents choose the option that best suits their needs and financial situation. Overall, a mortgage loan officer can be an invaluable resource for residents of Fort Myers looking to navigate the complex world of home financing.

Tax Services

Residents of Fort Myers, FL can benefit greatly from the services of a tax advisor. With the city's booming real estate market and tourism industry, tax laws and regulations can become quite complex and overwhelming for individuals. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available deductions and credits. Additionally, with the influx of retirees to the area, tax planning for retirement can be a critical component of financial planning. A tax advisor can assist residents in creating a comprehensive plan to maximize their retirement savings and minimize tax liabilities. Overall, a tax advisor can provide invaluable guidance and support to residents of Fort Myers in achieving their financial goals and securing their financial future.

Estate Planning Lawyer

Residents of Fort Myers, FL can benefit greatly from the expertise of an estate planning lawyer. These legal professionals can assist with a variety of tasks, such as creating wills and trusts, establishing powers of attorney, and developing comprehensive estate plans. Specifically, for residents of Fort Myers, FL, an estate planning lawyer can help navigate the state's unique laws and regulations regarding probate and estate taxes. Additionally, with the city's growing population and influx of retirees, an estate planning lawyer can provide guidance on long-term care planning and Medicaid eligibility. By working with an estate planning lawyer, residents of Fort Myers, FL can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

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