Best Financial Advisors in Gainesville, FL

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List of Firms

Gainesville, FL Fiduciary Financial Advisors

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North Florida Wealth Advisors
5 out of 5
Location 2727 NW 43rd St a, Gainesville, FL 32606, USA
Phone (352) 225-3132
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Merrill Lynch Wealth Management
5 out of 5
Location 2850 NW 43rd St, Gainesville, FL 32606, USA
Phone (352) 374-1000
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Abdul Okab Financial Planner In Gainesville Fl
5 out of 5
Location 4965 NW 8th Ave, Gainesville, FL 32605, USA
Phone (352) 290-4958
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Chris Malphurs, CFP®
Location 5200-A W Newberry Rd, Gainesville, FL 32607, USA
Phone (352) 339-7506
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Lentz-Dodd Financial Group
Location 2550 SW 76th St #110, Gainesville, FL 32608, USA
Phone (352) 375-5283
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Merrill Lynch Wealth Management Advisor Charles I Newsom
Location 2850 NW 43rd St, Gainesville, FL 32606, USA
Phone (352) 374-1012
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Florida Wealth Planning Group - Ameriprise Financial Services, LLC
Location 24 NW 33rd Ct Ste B, Gainesville, FL 32607, USA
Phone (352) 375-1463
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Kirk A. Ruth - UBS Financial Services Inc.
Location 4313 NW 8th Ave 1st Floor, Suite 10, Gainesville, FL 32605, USA
Phone (352) 745-7442
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Banks Carroll Group
Location 2550 SW 76th St Tower 24, Gainesville, FL 32608, USA
Phone (352) 380-1675
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Gainesville Financial Solutions Group
Location 1330 NW 6th St suite b, Gainesville, FL 32601, USA
Phone (352) 371-7638
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Florida Benefit Specialists
Location 2233 NW 41 St, Gainesville, FL 32606, USA
Phone (888) 236-9894 ext. 1
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Markey Wealth Management
Location 2772 NW 43rd St STE M, Gainesville, FL 32606, USA
Phone (352) 338-1560
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Financial Advisors in Gainesville, FL

Where Certified Financial Advisors in Gainesville, FL Serve

Gainesville, FL is a charming city overflowing with rich history and culture. Home to the University of Florida, the city boasts a plethora of landmarks and attractions. From the stunning architecture of the Florida Museum of Natural History to the vibrant nightlife of downtown, Gainesville has something for everyone. Some of the top employers in the area include UF Health, North Florida Regional Medical Center, and the Alachua County School Board. Major highways such as I-75 and US-441 run through the city, making transportation a breeze. Some of the most popular streets include University Avenue, Main Street, and Archer Road. Gainesville is also home to a variety of unique neighborhoods, each with its own distinct character. From the historic homes of Duckpond to the trendy shops and restaurants of Haile Village, there's a neighborhood for every taste and lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gainesville, FL can benefit greatly from the services of a financial advisor. With the city being home to the University of Florida, many residents are either students or faculty members. A financial advisor can help students navigate the complexities of student loans and budgeting while also helping faculty members plan for retirement and maximize their benefits. Additionally, Gainesville has a thriving arts and culture scene, and a financial advisor can assist individuals in investing in local businesses and supporting the community. Overall, a financial advisor can provide personalized guidance to help Gainesville residents achieve their financial goals and secure their future.

Insurance Broker

Residents of Gainesville, FL can benefit greatly from the services of an insurance broker. With the city being home to the University of Florida, many young adults and families are in need of affordable health insurance options. An insurance broker can help navigate the complex world of health insurance and find the best plan for their clients. Additionally, Gainesville is prone to severe weather conditions such as hurricanes and flooding. An insurance broker can assist residents in finding comprehensive home insurance policies that protect against these natural disasters. Overall, an insurance broker can provide valuable guidance and support to Gainesville residents in securing the best insurance coverage for their unique needs.

Retirement Planning

Residents of Gainesville, FL can benefit greatly from the expertise of a retirement planner. With a growing population of retirees, many individuals may be unsure of how to manage their finances and plan for their future. A retirement planner can provide guidance on topics such as Social Security benefits, investment strategies, and estate planning. Furthermore, with the unique climate and geography of Gainesville, FL, a retirement planner can offer tailored advice on how to prepare for potential weather-related events that may impact their financial stability, such as hurricanes or flooding. Overall, a retirement planner can help residents of Gainesville, FL feel more confident and secure in their financial future.

Wealth Management

Residents of Gainesville, FL could benefit from the services of a wealth manager in a number of ways. One common way is by receiving guidance on how to invest their money wisely, taking into account their individual goals and risk tolerance. Another way is by receiving help in creating a financial plan that takes into account their current financial situation and future goals. For example, a wealth manager could help residents of Gainesville, FL plan for the high cost of living associated with the city's large student population, or help them navigate the unique challenges of living in a hurricane-prone area. Additionally, a wealth manager could provide advice on tax planning and estate planning, helping residents of Gainesville, FL to minimize their tax liability and ensure that their assets are distributed according to their wishes after they pass away.

Mortgage Loan Officer

Residents of Gainesville, FL can benefit from the expertise of a mortgage loan officer in numerous ways. One of the most common ways is by helping them secure a loan to purchase a home in Gainesville's competitive real estate market. With the city's growing population and thriving economy, finding an affordable home can be a challenge. A mortgage loan officer can guide residents through the loan application process, help them understand their options, and find a loan that fits their unique financial situation. Additionally, a mortgage loan officer can assist residents in refinancing their existing home loans to take advantage of lower interest rates and potentially lower their monthly payments. With the help of a knowledgeable loan officer, residents of Gainesville can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Gainesville, FL could greatly benefit from the guidance of a tax advisor in a variety of ways. For example, Gainesville is home to a large number of college students who may have unique tax situations, such as claiming education credits or deducting student loan interest. A tax advisor can help these students navigate the complexities of the tax code and maximize their refunds. Additionally, many Gainesville residents work in the healthcare industry, which has its own set of tax rules and regulations. A tax advisor can help these individuals understand their tax liabilities and identify deductions related to their profession. Overall, a tax advisor can provide valuable assistance to Gainesville residents in ensuring they are in compliance with tax laws and minimizing their tax burden.

Estate Planning Lawyer

Residents of Gainesville, FL can greatly benefit from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by assisting individuals in creating a will. In Gainesville, where the University of Florida is located, many residents may have unique assets such as intellectual property or research grants that need to be properly accounted for in a will. An estate planning lawyer can also help residents navigate the complexities of probate court, which can be particularly difficult in Florida due to its unique probate laws. Additionally, an estate planning lawyer can help residents with other important documents such as power of attorney and healthcare directives, ensuring that their wishes are properly documented and carried out in the event of incapacitation.

Gainesville, FL Financial Resources

Gainesville, FL Chamber of Commerce

https://members.gainesvillechamber.com/events/catgid/6

Gainesville, FL City Hall

https://www.gainesvillefl.gov/Home

Gainesville, FL Public Library

https://www.aclib.us/

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