Best Financial Advisors in Manatee County, FL

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Manatee County, FL Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 2704 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 216-3678
Directions
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Edward Jones - Financial Advisor: Chad Choate III, AAMS™
Location 828 3rd Ave W, Bradenton, FL 34205, USA
Phone (941) 462-2445
Directions
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Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS™
5 out of 5
Location 1001 3rd Ave W Suite 150, Bradenton, FL 34205, USA
Phone (941) 747-4752
Directions
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Kim Frye - Thrivent
Location 12603 Daisy Pl, Bradenton, FL 34212, USA
Phone (260) 409-4111
Directions
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Paula Funderburke - Financial Advisor, Ameriprise Financial Services, LLC
Location 7216 US Highway 301 N, Ste 109, Ellenton, FL 34222, USA
Phone (727) 564-9583
Directions
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Edward Jones - Financial Advisor: Irene E Simpson
Location 2424 Manatee Ave W Suite 212, Bradenton, FL 34205, USA
Phone (941) 251-9684
Directions
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Edward Jones - Financial Advisor
Location 1838 59th St W, Bradenton, FL 34209, USA
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Edward Jones - Financial Advisor
Location 4502 Cortez Rd W #105, Bradenton, FL 34210, USA
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Morgan Stanley Financial Advisors
3 out of 5
Location 1401 Manatee Ave W Ste 1110, Bradenton, FL 34205, USA
Phone (941) 714-7900
Directions
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Steven G. Albritton - Raymond James
Location 8652 State Road 70 E, Bradenton, FL 34202, USA
Phone (941) 263-3019
Directions
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The Dill Johnson Group - Morgan Stanley
Location 1401 Manatee Ave W Ste 1110, Bradenton, FL 34205, USA
Phone (941) 714-7913
Directions
Financial Advisors in Manatee County, FL

Where Certified Financial Advisors in Manatee County, FL Serve

Manatee County, FL is a vibrant and diverse community located on the west coast of Florida. The county is home to several landmarks, including the beautiful Anna Maria Island, the historic Gamble Plantation, and the breathtaking Robinson Preserve. Top employers in Manatee County include the healthcare giant Manatee Memorial Hospital, the technology company TECO Energy, and the retail giant Walmart. These companies provide jobs and economic stability to the area, making it a great place to live and work. Major highways and streets in Manatee County include I-75, US-41, and SR-64. These roads provide easy access to nearby cities and attractions, making it easy to explore all that Florida has to offer. Manatee County is also home to several unique neighborhoods, each with its own charm and personality. From the historic district of Bradenton to the beachfront community of Longboat Key, there is something for everyone in this vibrant county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Manatee County, FL can benefit greatly from the guidance of a financial advisor. With its growing population and diverse economy, Manatee County presents unique financial challenges that require a tailored approach. A financial advisor can help residents navigate the intricacies of investing, retirement planning, and tax strategies. Additionally, with the county's proximity to the Gulf of Mexico, many residents may have specific financial concerns related to hurricane preparedness and insurance. A financial advisor can provide valuable advice on how to protect assets and plan for unexpected events. Ultimately, a financial advisor can help residents of Manatee County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Manatee County, FL could greatly benefit from the services of an insurance broker. With the county's proximity to the Gulf of Mexico, residents may be at a higher risk for hurricane and flood damage. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that specifically addresses these risks. Additionally, Manatee County has a growing population of retirees who may need assistance in finding health insurance options that fit their unique needs and budget. An insurance broker can provide personalized guidance and support in selecting the right coverage. Overall, an insurance broker can be a valuable resource for residents of Manatee County, helping them protect their homes, health, and financial well-being.

Retirement Planning

Residents of Manatee County, FL could greatly benefit from the guidance of a retirement planner. With a growing population of retirees and a high cost of living, it can be difficult to navigate the complexities of retirement planning. A retirement planner can assist with creating a personalized financial plan that takes into account the unique needs and goals of each individual. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning. For residents of Manatee County, FL specifically, a retirement planner can also provide insight into the local housing market and the potential impact it may have on retirement plans. With the help of a retirement planner, residents of Manatee County, FL can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Manatee County, FL could benefit from the services of a wealth manager in several ways. One of the most common ways is by providing guidance on retirement planning. With a large retirement community in the area, many residents may need help navigating their options and ensuring they have enough saved for a comfortable retirement. Additionally, wealth managers can assist with estate planning, which is important for many residents who may have significant assets tied up in real estate or businesses. Another specific way that a wealth manager could help residents of Manatee County is by providing advice on charitable giving. The area is home to several nonprofits and philanthropic organizations, and a wealth manager could help residents maximize their impact and tax benefits through strategic giving.

Mortgage Loan Officer

Residents of Manatee County, FL can greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or looking to refinance an existing mortgage. One specific way a mortgage loan officer can help in Manatee County is by guiding residents through the process of obtaining a loan for a waterfront property. With over 150 miles of coastline, Manatee County is home to many beautiful waterfront properties that can be difficult to finance due to their unique characteristics. A knowledgeable mortgage loan officer can help residents navigate the complexities of waterfront property financing and ensure they get the best possible terms for their loan.

Tax Services

Residents of Manatee County, 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 navigate the complex tax laws and regulations specific to the county. For example, Manatee County has a number of tax incentives for businesses, such as the Economic Development Ad Valorem Tax Exemption. A tax advisor can help businesses understand these incentives and take advantage of them. Additionally, a tax advisor can help individuals and businesses in Manatee County with tax planning, ensuring they are taking advantage of all available deductions and credits and minimizing their tax liability. With the help of a tax advisor, residents of Manatee County can feel confident they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Manatee County, 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 creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Manatee County, which is known for its large retirement community. Many retirees have significant assets, and an estate plan can ensure that those assets are protected and distributed to their loved ones without unnecessary legal complications. Additionally, an estate planning lawyer can assist with creating a plan for long-term care, which is important for seniors in Manatee County who may require assisted living or nursing home care in the future. By working with an estate planning lawyer, residents of Manatee County can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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