Best Financial Advisors in Leon County, FL

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List of Firms

Leon County, FL Fiduciary Financial Advisors

Calton & Associates, Inc.

5 out of 5

Location 1876 Eider Ct Suite B, Tallahassee, FL 32308, USA
Phone (850) 385-2300
VALIC Financial Advisors Office
Location 825 Thomasville Rd, Tallahassee, FL 32303, USA
Phone (850) 297-0780
Strategic Wealth Management Advisors
Location 1615 Village Square Blvd # 3, Tallahassee, FL 32309, USA
Phone (850) 383-0001
Rally Point Financial Group
Location 3201 Shamrock St S Suite 104, Tallahassee, FL 32309, USA
Phone (850) 300-7059
DeAnna Edwards - Thrivent
Location 2840 Remington Green Cir Unit 12, Tallahassee, FL 32308, USA
Phone (352) 226-8000
Prudential - Trey Laffitte, CFP®, RICP®, ChFC®
Location 281 Pinewood Dr, Tallahassee, FL 32303, USA
Phone (850) 553-3389
Seven Hills Financial, LLC
Location 410 E 6th Ave, Tallahassee, FL 32303, USA
Phone (850) 219-6699
Ameriprise Financial
Location 267 John Knox Rd, Tallahassee, FL 32303, USA
Phone (850) 668-8200
Rosenberg Alvis Ambrose Wealth Management

5 out of 5

Location 1876 Eider Ct suite b, Tallahassee, FL 32308, USA
Phone (850) 385-2300
Edward Jones - Financial Advisor: Shannon Day
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3325 Thomasville Rd b, Tallahassee, FL 32308, USA
Phone (850) 222-1018
Palmer • Planells Wealth Group | Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
Location 1953 Thomasville Rd, Tallahassee, FL 32303, USA
Phone (850) 894-7133
Proper Wealth

5 out of 5

Location 3233 Thomasville Rd 2nd Floor, Tallahassee, FL 32308, USA
Phone (850) 972-9725
Cassedy & Company

5 out of 5

Location 2012 North Point Blvd D, Tallahassee, FL 32308, USA
Phone (850) 386-4700
Jaime A. Planells, CFP® - Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
MillCreek Financial Consultants

5 out of 5

Location 2425 Mill Creek Ct, Tallahassee, FL 32308, USA
Phone (850) 727-5491
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About Leon County, FL

Leon County, FL is located in the Panhandle region of the state and is home to Tallahassee, the state capital. The county has a population of about 278,000 and is the largest county in Florida by land area. Some of the major landmarks in Leon County include Tom Brown Park, Cascades Park, and Wakulla Springs State Park. The top employers in the county include state government jobs, Florida State University, and Tallahassee Memorial HealthCare. Major highways and streets in Leon County include I-10, US-27, and SR-61. The neighborhoods of Leon County are diverse and include both rural and urban areas.

Where Certified Financial Advisors in Leon County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Leon County, FL residents have a number of banking options available to them. The largest bank in the county is Bank of America, which offers a full range of services, including checking and savings accounts, loans, and credit cards. Other banks in the area include Wells Fargo, SunTrust, and Regions Bank.

Insurance Broker

Leon County, FL is a great place to live, with plenty of things to do and plenty of friendly people. But even in the best places, accidents happen and people need insurance. That's where insurance brokers come in - they can help residents find the right kind of insurance for their needs and budget.

Retirement Planning

Financial advisors can help Leon County, FL residents with retirement planning by providing them with advice and guidance on how to save for their retirement. Advisors can also help residents invest their money in a way that will provide them with a steady income during their retirement years. By working with an advisor, residents of Leon County can feel confident that they are doing everything possible to secure their financial future.

Wealth Management

Leon County, FL residents can benefit from wealth management in a number of ways. Wealth management can help residents save money, make wise investments, and protect their finances. By working with a wealth manager, Leon County residents can get personalized advice and guidance that will help them reach their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Leon County, FL residents in a variety of ways. They can help people create wills and trusts, which will ensure that their property is distributed in the way they want after they die. They can also help people set up power of attorney arrangements, which will allow someone else to make decisions for them if they become incapacitated. And finally, estate planning lawyers can help people plan for taxes and other financial issues that may arise after they die.

Mortgage Loan Officer

Mortgage loan officers can help Leon County, FL residents by providing them with the best mortgage rates and terms available. By shopping around for the best deal, residents can save money on their home loans and get into their dream homes faster. Loan officers can also help residents to understand the mortgage process and to choose the right loan for their needs.

Tax Services

Residents of Leon County, FL can breathe a little easier this tax season knowing that they have the help of some of the best tax accountants in the business. These professionals can help residents navigate the complex and ever-changing tax code, and ensure that they pay no more than is required. In addition, tax accountants can help residents claim all available deductions and credits, which can result in significant savings.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Leon County, FL