Best Financial Advisors in Lee County, FL

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List of Firms

Lee County, FL Fiduciary Financial Advisors

HBKS Wealth Advisors
Location 8010 Summerlin Lakes Dr Suite 200, Fort Myers, FL 33907, USA
Phone (239) 433-7533
Uhler and Vertich Financial Planners
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
Independent Financial Services
Location 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, USA
Phone (800) 261-7822
Hightower Fort Myers
Location 8200 College Pkwy #102, Fort Myers, FL 33919, USA
Phone (844) 800-1115
True Wealth Design
SEC File# 801-113277
CRD# 143194
Location 5237 Summerlin Commons Blvd Suite 370, Fort Myers, FL 33907, USA
Phone (239) 344-7145
Northwestern Mutual

3 out of 5

Location 10070 Daniels Interstate Ct #230, Fort Myers, FL 33913, USA
Phone (239) 985-2810
Edward Jones

5 out of 5

Location 42 Barkley Cir Suite 1, Fort Myers, FL 33907, USA
Phone (239) 931-4543
Family Tree Financial Services, LLC

4 out of 5

Location 2029 Bayside Pkwy, Fort Myers, FL 33901, USA
Phone (239) 323-3837
Merrill Lynch Wealth Management Advisor John D Clinger
Location 13250 University Center Blvd, Fort Myers, FL 33907, USA
Phone (239) 432-6818
Scott Demarais - Financial Advisor, Ameriprise Financial Services, LLC
Location 8270 College Pkwy Ste 101, Fort Myers, FL 33919, USA
Phone (239) 437-9300
Edward Jones

5 out of 5

Location 12901 McGregor Blvd Ste 13, Fort Myers, FL 33919, USA
Phone (239) 489-1199
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Carlos A Amaris - Financial Advisor, Ameriprise Financial Services, LLC
Location 14311 Metropolis Ave Ste 205, Fort Myers, FL 33912, USA
Phone (239) 768-7007
Edward Jones
Location 2401 First St Suite 103, Fort Myers, FL 33901, USA
Phone (239) 936-0423
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About Lee County, FL

Lee County, FL is located in the southwest region of Florida and is made up of four counties: Charlotte, Collier, Hendry, and Lee. The county seat is Fort Myers. The major highways and streets in Lee County are Interstate 75, which runs north to south, and US 41, which runs east to west. Some of the neighborhoods in Lee County include Fort Myers Beach, Sanibel Island, Cape Coral, and Bonita Springs. Some of the top employers in Lee County include Walmart, Publix Super Markets, Target, Comcast Cable Communications, and Lowe's Home Improvement Warehouse.

Where Certified Financial Advisors in Lee County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are institutions that provide a variety of services to their customers. In Lee County, FL, residents can rely on banks to help them save money, access credit, and manage their finances. Banks can also provide other important services such as issuing checks and providing loans. By choosing a bank that meets the needs of its customers, Lee County residents can enjoy a variety of benefits.

Insurance Broker

Lee County, FL residents can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and resolve any disputes with insurance companies. Residents of Lee County, FL should consider using the services of an insurance broker to get the best possible coverage for their needs.

Retirement Planning

Lee County, FL residents can benefit from the help of a financial advisor when it comes to retirement planning. A financial advisor can help by assessing your current financial situation and then creating a plan that will allow you to retire comfortably. They can also help you stay on track with your retirement savings goals, and make adjustments as needed along the way.

Wealth Management

Lee County, FL is home to a growing population of retirees. As more and more people reach retirement age, the demand for wealth management services will continue to grow. Wealth management can help retirees protect their assets and ensure that they have enough money to live comfortably in retirement. Wealth management services can also help retirees plan for the future, including estate planning and long-term financial planning.

Estate Planning Lawyer

Estate planning lawyers in Lee County, FL can help residents protect their assets and plan for the future. While many people think estate planning is only for the very wealthy, it's actually something everyone should do. Planning ahead can ensure your loved ones are taken care of after you're gone, and can also help reduce taxes and other expenses. If you're interested in estate planning, consult with an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Lee County, FL can help residents by providing information about different types of mortgages and the best way to apply for them. They can also provide assistance in completing the necessary paperwork and submitting it on time. In addition, mortgage loan officers can help residents compare interest rates and choose a mortgage that is best suited to their needs.

Tax Services

Lee County, FL residents can benefit in a number of ways from working with a tax accountant. For one, an accountant can help you stay aware of deductions and credits that you may be eligible for but not know about. Additionally, an accountant can help you file your taxes correctly and on time, which can save you money in penalties and interest payments. Finally, an accountant can provide valuable guidance and support throughout the year as you make financial decisions that impact your taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lee County, FL