Best Financial Advisors in Key Biscayne, FL

We did the hard work of finding trustworthy partners in Key Biscayne, FL. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Key Biscayne, FL Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 100 Crandon Blvd, Key Biscayne, FL 33149, USA
Phone (305) 789-3806
Directions
generic_business-71
Kandor Global
SEC File# 801-118873
CRD# 308452
Location 200 Crandon Blvd Suite 325, Key Biscayne, FL 33149, USA
Phone (786) 558-0391
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
Directions
bank-71
Bank of America Financial Center
3 out of 5
Location 260 Crandon Blvd STE 1, Key Biscayne, FL 33149, USA
Phone (305) 361-0660
Directions
Financial Advisors in Key Biscayne, FL

Where Certified Financial Advisors in Key Biscayne, FL Serve

Key Biscayne, FL is a picturesque island paradise located just south of Miami that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Cape Florida Lighthouse to the stunning Crandon Park Beach, there is no shortage of breathtaking sights to see on this tropical oasis. In terms of top employers, Key Biscayne is home to a variety of businesses ranging from luxury hotels and resorts to high-end restaurants and boutique shops. Major highways and streets that run through the island include the Rickenbacker Causeway, Crandon Boulevard, and Harbor Drive, providing easy access to and from the mainland. Finally, neighborhoods such as Ocean Club, Grand Bay, and Key Colony offer residents a luxurious and exclusive lifestyle with stunning waterfront views and world-class amenities. Overall, Key Biscayne is a vibrant and dynamic community that is sure to captivate and inspire all who visit.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Key Biscayne, FL could benefit greatly from the expertise of a financial advisor. With its high cost of living and affluent population, Key Biscayne presents unique financial challenges that require a tailored approach. A financial advisor can help residents navigate the complexities of investments, retirement planning, and tax strategies to ensure their financial goals are met. Additionally, with the recent impacts of climate change on the island, a financial advisor can assist residents in creating a plan to protect their assets and prepare for potential future disasters. Overall, a financial advisor can provide invaluable guidance and peace of mind to the residents of Key Biscayne, FL.

Insurance Broker

Residents of Key Biscayne, FL can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of insurance policies. With a broker's expertise, residents can find the right coverage for their unique needs, whether it's for their home, car, or business. Additionally, Key Biscayne is located in a hurricane-prone area, and an insurance broker can help residents understand their options for hurricane insurance and provide guidance on how to prepare for a potential storm. By working with an insurance broker, residents of Key Biscayne can have peace of mind knowing that they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Key Biscayne, FL could greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Key Biscayne presents unique financial challenges for retirees. A retirement planner can assist residents in creating a personalized plan to ensure they have enough savings to maintain their lifestyle and cover healthcare costs. Additionally, a retirement planner can help navigate the complexities of Social Security and Medicare, as well as provide guidance on estate planning and tax strategies. With the help of a retirement planner, residents of Key Biscayne can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Key Biscayne, FL could benefit greatly from the expertise of a wealth manager. With its high cost of living and affluent population, Key Biscayne presents unique financial challenges that require a tailored approach. A wealth manager can provide guidance on tax planning, investment strategies, and estate planning, helping residents to protect and grow their wealth. Additionally, given the island's vulnerability to hurricanes and other natural disasters, a wealth manager can assist with risk management and insurance planning to ensure that residents are prepared for any unforeseen events. Overall, a wealth manager can provide invaluable support to Key Biscayne residents in navigating the complex financial landscape of this exclusive community.

Mortgage Loan Officer

Residents of Key Biscayne, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing financing for a new home purchase or refinancing an existing mortgage. Key Biscayne is known for its high-end real estate market, and a mortgage loan officer can help residents navigate the complexities of obtaining a mortgage for a luxury property. Additionally, with the island's location and susceptibility to natural disasters such as hurricanes, a mortgage loan officer can provide guidance on securing insurance and financing options that offer protection against potential damages. By working with a mortgage loan officer, residents of Key Biscayne can ensure they are making informed and financially sound decisions when it comes to their homes.

Tax Services

Residents of Key Biscayne, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. Additionally, a tax advisor can assist with tax planning and strategies to minimize tax liabilities. With Key Biscayne being a high-income area with a significant number of retirees, tax advisors can provide valuable advice on retirement planning and tax implications of various investment options. Furthermore, with many residents owning vacation homes and investment properties, a tax advisor can offer guidance on tax implications of rental income and property sales. Overall, a tax advisor can provide personalized advice to Key Biscayne residents on how to optimize their tax situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Key Biscayne, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will. In a community like Key Biscayne where many residents own valuable properties and assets, having a will is crucial to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents set up trusts, establish powers of attorney, and plan for long-term care. With the help of an estate planning lawyer, residents of Key Biscayne can have peace of mind knowing that their affairs are in order and their loved ones are protected in the event of their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Key Biscayne, FL