Best Financial Advisors in Marion County, FL

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List of Firms

Marion County, FL Fiduciary Financial Advisors

Raymond James & Associates
SEC File# 801-10418
CRD# 705

5 out of 5

Location 2701 SW 34th St #100, Ocala, FL 34474, USA
Phone (352) 854-6866
Merrill Lynch Wealth Management Advisor Michael J. Hart
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0644
Joan Coke - Financial Advisor, Ameriprise Financial Services, LLC
Location 6 Poplar Trail, Ocala, FL 34480, USA
Phone (352) 509-2173
Edward Jones - Financial Advisor: Brian Wakefield
SEC File# 801-3297
CRD# 250
Location 2157 SE Fort King Street, Ocala, FL 34471, USA
Phone (352) 351-9482
Pinnacle Retirement Advisors, LLC

5 out of 5

Location 1328 SE 25th Loop #103, Ocala, FL 34471, USA
Phone (352) 342-9933
Brian J Casey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3201 SW 34th Ave Ste 105, Ocala, FL 34474, USA
Phone (352) 291-2300
Merrill Lynch Wealth Management Advisor Michael B Greiner
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0642
Merrill Lynch Wealth Management Advisor Damian R Perry
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0619
Ocala Capital LLC
Location 1396 NE 20th Ave, Ocala, FL 34470, USA
Phone (352) 369-0014
Feehan Wealth Management
Location 1027 E Fort King St Suite 2, Ocala, FL 34471, USA
Phone (352) 200-5051
Edward Jones - Financial Advisor: Nick Navetta, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 814 E Silver Springs Blvd B, Ocala, FL 34470, USA
Phone (352) 629-2165
Merrill Lynch Wealth Management

4 out of 5

Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0644
The Stewart McCall Group - Morgan Stanley
Location 2303 SE 17th St Ste 101, Ocala, FL 34471, USA
Phone (352) 401-3867
Robert Kennedy - Morgan Stanley
Location 2303 SE 17th St Ste 101, Ocala, FL 34471, USA
Phone (352) 401-3820
Merrill Lynch Wealth Management Advisor Ross Davis
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0632
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About Marion County, FL

Marion County is located in Central Florida. The county seat is Ocala, and other major towns include Dunnellon and Belleview. Some of the area's landmarks include Silver Springs State Park, Rainbow River, and the Ocala National Forest. The top employers in Marion County are Publix Supermarkets, Inc., Walmart, and Marion County School District. Major highways and streets in the area include Interstate 75, U.S. 441, and State Road 40. Marion County's neighborhoods include Golden Ocala Golf & Equestrian Club, The Trails, and Spruce Creek Preserve.

Where Certified Financial Advisors in Marion County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a wide range of services to their customers, and Marion County, FL residents are no exception. Banks can provide residents with a variety of products and services, including checking and savings accounts, loans, credit cards, and mortgages. In addition, banks can offer online banking and mobile banking options that make it easy for customers to access their accounts from anywhere. Banks can also provide financial advice and guidance to help customers make smart decisions about their money.

Insurance Broker

Residents of Marion County, FL can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on how to make sure that residents are fully protected. In addition, insurance brokers can work with residents to find discounts on premiums, and they can also help residents file claims in the event of a loss.

Retirement Planning

Financial advisors can help Marion County, FL residents with retirement planning in a number of ways. They can provide advice on how to save for retirement, how to make the most of your investments, and how to ensure that you have enough money to last throughout your retirement. Financial advisors can also help you plan for potential health care costs and other expenses that may arise during retirement.

Wealth Management

According to a study by the Corporation for Enterprise Development, Marion County, FL is among the worst places in the country when it comes to financial security.The report found that nearly 60 percent of county residents live below the poverty line, and that figure jumps to 78 percent for African-American residents. In addition, only 26 percent of Marion County households have savings sufficient to cover three months of living expenses.These numbers are alarming, but there is hope. Wealth management can help Marion County residents build their savings and improve their financial security. With the help of a wealth manager, families can develop a plan for saving money and investing for the future. This can make a real difference in the lives of people who are struggling financially.

Estate Planning Lawyer

Estate planning lawyers in Marion County, FL can help residents protect their assets and plan for the future. When it comes to estate planning, there are a number of things to consider. Lawyers can help residents create a will, designate power of attorney, and set up trusts. This ensures that assets are distributed according to the resident's wishes after they die. In addition, estate planning lawyers can also help residents avoid probate and taxes.

Mortgage Loan Officer

Mortgage loan officers in Marion County, FL can help residents with a variety of services, including home buying, refinancing, and more. By providing education and resources to local homeowners, these professionals can help improve the quality of life for all residents in the area.

Tax Services

Residents of Marion County, FL can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money and maximize their deductions, ensuring that they receive the best possible outcome from their taxes. In addition, tax accountants can also help residents stay up-to-date on changes to the tax code, making sure that they are taking advantage of all applicable deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Marion County, FL