Best Financial Advisors in Holly Hill, FL

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Holly Hill, FL Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 555 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 672-0871
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
Xcel Wealth Management
SEC File# 801-113826
CRD# 158863
5 out of 5
Location 101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Phone (386) 872-3440
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
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1600 Ridgewood Ave, Holly Hill, FL 32117, USA
Phone (386) 254-7060
Debra Stephens - Raymond James
Location 444 Seabreeze Blvd, Daytona Beach, FL 32118, USA
Phone (386) 252-5571
Holland Financial Inc
SEC File# 801-110617
CRD# 136302
4 out of 5
Location 700 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 671-7526
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
Burkhalter Lauren
Location 285 Clyde Morris Blvd # 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
The Burkhalter Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
20/20 Financial Advisers of Daytona Beach LLC
4 out of 5
Location 1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA
Phone (386) 671-0976
Prudential | Mantay & Company
Location 149 S Ridgewood Ave Suite 200, Daytona Beach, FL 32114, USA
Phone (386) 788-6002
Central Florida Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 671-2318
Edward Jones - Financial Advisor: Jason Morgan, CFP®
4 out of 5
Location 175 E Granada Blvd, Ormond Beach, FL 32176, USA
Phone (386) 671-6446
Edward Jones - Financial Advisor: Louis J Colombo
Location 1737 N Clyde Morris Blvd #130, Daytona Beach, FL 32117, USA
Phone (386) 274-1420
Edward Jones - Financial Advisor: Kent D Buckley
5 out of 5
Location 1737 N Clyde Morris Blvd #130, Daytona Beach, FL 32117, USA
Phone (386) 274-1420
Barbara Selig - TIAA Senior Wealth Management Advisor
Location 1200 W International Speedway Blvd Building 150, Daytona Beach, FL 32114, USA
Phone (866) 220-6583
Sandollar Accounting & Taxes
4 out of 5
Location 921 Ridgewood Ave, Holly Hill, FL 32117, USA
Phone (386) 333-9855
Financial Advisors in Holly Hill, FL

Where Certified Financial Advisors in Holly Hill, FL Serve

Holly Hill, FL is a city located in Volusia County, Florida. The city is situated on the eastern coast of Florida and is part of the Daytona Beach metropolitan area. Some of the landmarks in Holly Hill include the Daytona International Speedway, Tomoka State Park, and the Ormond Memorial Art Museum. The top employers in Holly Hill are NASCAR, Halifax Health, and Embry-Riddle Aeronautical University. Some of the major highways and streets in Holly Hill include US-1 and SR-40. The neighborhoods in Holly Hill include Island Estates, Ponce Inlet, and Spruce Creek Fly-In.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers and Holly Hill, FL residents are no exception. The most common service banks offer is checking and savings accounts. These accounts allow customers to save money and also make transactions such as writing checks, depositing money, and withdrawing cash. Banks also offer loans, mortgages, and credit cards. A loan is when a bank gives you money that you will pay back over time with interest. A mortgage is a loan used to buy a house. A credit card is a plastic card that allows you to borrow money from the bank up to a certain limit in order to purchase items or withdraw cash.

Insurance Broker

Residents of Holly Hill, FL can rely on insurance brokers to help them find the best coverage for their needs.Insurance brokers are experts in helping people find the right type of insurance policy for their needs and budget. They can work with you to find the best coverage for your home, car, health, and other important assets.Brokers can also help you compare rates from different insurers, so you can get the best possible deal on your policy. And if you ever have a question or problem with your policy, your broker is there to help you resolve it quickly and easily.

Retirement Planning

Financial advisors can help Holly Hill, FL residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to save money and invest in the right places. Retirement planning is an important part of life, and financial advisors can help make it easier.

Wealth Management

Holly Hill, FL is a great place to live, with plenty of activities and events for residents to enjoy. However, many people in the area find it difficult to manage their money properly, which can lead to financial problems. Wealth management can help Holly Hill residents by providing them with advice and guidance on how to best manage their finances. This can help them stay out of debt and save money for the future.

Estate Planning Lawyer

Estate planning lawyers can help Holly Hill, FL residents protect their assets and plan for the future. When you work with an estate planning lawyer, you can create a will or trust that outlines how your property should be distributed after your death. This can help ensure that your loved ones receive what you want them to, and that your property is not subject to probate. Additionally, an estate planning lawyer can help you set up powers of attorney and healthcare directives, which will allow someone else to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Holly Hill, FL residents by providing them with the best mortgage options available. They can also help residents understand the terms of their mortgage, and advise them on the best way to pay off their mortgage. In addition, mortgage loan officers can help residents refinance their mortgages if they need to, and work with them to find the best deal on a new home.

Tax Services

Residents of Holly Hill, FL can benefit from the services of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents find deductions and credits that they may not have otherwise known about, maximizing their refund and minimizing their liability. In addition, tax accountants can help residents stay up-to-date on changing regulations, ensuring that they are always in compliance with the law.

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FAQs About Personal Financial Advisors in Holly Hill, FL