Best Financial Advisors in Ocala, FL

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List of Firms

Ocala, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Brittani Tilley, CRPC®
SEC File# 801-3297
CRD# 250
Location 2575 SW 42nd St Suite 107, Ocala, FL 34471, USA
Phone (352) 237-2029
Libby Financial Advisors, Inc.
1 out of 5
Location 1015 SE 8th St, Ocala, FL 34471, USA
Phone (321) 255-9624
Ocala Capital LLC
Location 1396 NE 20th Ave, Ocala, FL 34470, USA
Phone (352) 369-0014
John Anastasia - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3201 SW 34th Ave #105, Ocala, FL 34474, USA
Phone (352) 291-0040
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
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 – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Marc C Stalvey, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4701 SW College Rd Ste 104, Ocala, FL 34474, USA
Phone (352) 512-9715
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Steve Saucier - Raymond James
SEC File# 801-10418
CRD# 705
Location 2701 SW 34th St, Ocala, FL 34474, USA
Phone (352) 854-6866
Edward Jones - Financial Advisor: John F Walker, AAMS™
SEC File# 801-3297
CRD# 250
Location 3879 SE Lake Weir Rd, Ocala, FL 34480, USA
Phone (352) 351-0769
Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1721 SE 16th Ave Ste 103, Ocala, FL 34471, USA
Phone (352) 622-9090
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2801 SW College Rd STE 2, Ocala, FL 34474, USA
Phone (352) 237-7800
Zinnia Wealth Management
4 out of 5
Location 3220 SW 33rd Rd, Ocala, FL 34474, USA
Phone (352) 368-3680
Merrill Lynch Wealth Management Advisor Scott C Thomas
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0621
The Crane Financial Group
Location 500 E Fort King St suite a, Ocala, FL 34471, USA
Phone (352) 368-9001
Merrill Lynch Wealth Management Advisor Damian R Perry
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0619
Derek J Miller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2233 E Fort King St Ste C, Ocala, FL 34471, USA
Phone (352) 629-7417
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
Sterling Wealth Management, LLC
SEC File# 801-112948
CRD# 131304
5 out of 5
Location 1740 SE 18th St Building 901, Ocala, FL 34471, USA
Phone (352) 509-5388
Michael T Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2233 E Fort King St Ste C, Ocala, FL 34471, USA
Phone (352) 629-7417
Truist Investment Services - Financial Advisor: Alex M. Fontana, CFP®
5 out of 5
Location 4414 SW College Rd #1450, Ocala, FL 34474, USA
Phone (352) 390-2827
Merrill Lynch Wealth Management Advisor Kelly Chambers Pabst
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0630
Tomaszewski Wealth Management of Raymond James
Location 2701 SW 34th Street Building #100, Ocala, FL 34474, USA
Phone (352) 291-6723
Match Point Financial
5 out of 5
Location 1740 SE 18th St Building 901, Ocala, FL 34471, USA
Phone (352) 207-8014
Rigby Wealth - Raymond James
Location 2701 SW 34th St Building 100, Ocala, FL 34474, USA
Phone (352) 854-9555
Central Florida Wealth Management
Location 1740 SE 18th St STE 1301, Ocala, FL 34471, USA
Phone (352) 671-9293
Raymond James Financial Services
4 out of 5
Location 2201 SE 30th Ave STE 201, Ocala, FL 34471, USA
Phone (352) 671-5310
EIS Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1721 SE 16th Ave Ste 103, Ocala, FL 34471, USA
Phone (386) 763-8229
The FMC Wealth Management Group
5 out of 5
Location 220 SE 36th Ave, Ocala, FL 34471, USA
Phone (352) 282-4422
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
ASB Financial
4 out of 5
Location 2437 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-7500
Kevin Braunschweiger - Thrivent
Location 1321 SE 25th Loop Suite 102, Ocala, FL 34471, USA
Phone (352) 440-6784
Duggan Joiner Financial Group
Location 334 NW 3rd Ave, Ocala, FL 34475, USA
Phone (352) 867-8214
Greg Ergle - Raymond James
5 out of 5
Location 680 SE 31st St, Ocala, FL 34471, USA
Phone (352) 237-0190
Feehan Wealth Management
Location 1027 E Fort King St Suite 2, Ocala, FL 34471, USA
Phone (352) 200-5051
LPL Financial - Dale Camillo
SEC File# 801-10970
CRD# 6413
Location 1107 E Silver Springs Blvd #8, Ocala, FL 34470, USA
Phone (352) 286-7699
Merrill Lynch Wealth Management Advisor Michael J. Hart
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0644
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
4 out of 5
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0644
Pinnacle Retirement Advisors, LLC
5 out of 5
Location 1328 SE 25th Loop #103, Ocala, FL 34471, USA
Phone (352) 342-9933
Edward Jones - Financial Advisor: Justin Yancey
SEC File# 801-3297
CRD# 250
Location 2157 SE Fort King Street, Ocala, FL 34471, USA
Phone (352) 351-9482
Raymond James
SEC File# 801-72137
CRD# 25853
Location 1900 SE 18th Ave # 200, Ocala, FL 34471, USA
Phone (352) 629-9138
Merrill Lynch Wealth Management Advisor Kyle C Landmann
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0613
Garlisi Wealth Management of Raymond James
Location 2701 SW 34th St, Ocala, FL 34474, USA
Phone (352) 854-6866
Merrill Lynch Wealth Management Advisor John Michael Meffert
Location 301 SE 17th St, Ocala, FL 34471, USA
Phone (352) 368-0637
Rachel Sams - Thrivent
Location 2300 SE 17th St #102, Ocala, FL 34471, USA
Phone (352) 502-9391
Principal Financial Group
5 out of 5
Location 50 SE 16th Ave, Ocala, FL 34471, USA
Phone (352) 629-6556
Shepard & Shepard Wealth Management Team of Raymond James
Location 2701 SW 34th St BLDG 100, Ocala, FL 34474, USA
Phone (352) 854-6866
Financial Advisors in Ocala, FL

Where Certified Financial Advisors in Ocala, FL Serve

Ocala, FL is a city located in north-central Florida. It is the county seat of Marion County and the home of Silver Springs, one of the largest and most popular tourist attractions in Florida. Other points of interest in Ocala include the Ocala National Forest, Fort King George Historic Site, and the Appleton Museum of Art. The top employers in Ocala are St. John's Hospital (2,000 employees), CF Industries Holdings, Inc. (1,700 employees), and Publix Supermarkets, Inc. (1,600 employees). Major highways in Ocala include Interstate 75 and U.S. Highway 27. Some of the neighborhoods in Ocala include Belleview Heights, College Park, Dunnellon Historic District, and Rainbow Park Acres.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers. In Ocala, FL, residents can take advantage of the many different services that banks have to offer. Some of the most popular services are checking and savings accounts, loans, and credit cards. Banks also offer other services such as wire transfers, online banking, and bill pay. Residents in Ocala should be sure to compare the rates and fees at different banks to find the best deal for them.

Insurance Broker

Ocala, FL is a city that is known for its many insurance brokers. These brokers are people who can help residents find the best insurance policies for their needs and budgets. One of the great things about Ocala is that there are so many insurance brokers to choose from. This means that residents can find someone who not only has the knowledge and experience to help them find the right policy, but also someone who they feel comfortable working with. Brokers can help residents compare rates and coverage from different providers, and they can also help residents file claims if something happens. They are an important part of the community, and they play a vital role in helping people protect their families and their property.

Retirement Planning

Ocala, FL residents who are looking for help with their retirement planning can benefit from working with a financial advisor. A financial advisor can provide guidance on how to save for retirement, invest for retirement, and plan for retirement income. Financial advisors can also help retirees stay on track with their retirement goals by providing regular reviews of their portfolios and suggesting adjustments as needed.

Wealth Management

Ocala, FL is a city located in Marion County, Florida. The city has a population of approximately 57,717 residents and is known for its horse country and natural springs. Ocala is also home to The Villages, which is the largest retirement community in the world.The Villages boasts a population of more than 120,000 residents and continues to grow each year. Given the size and age of The Villages, it's no surprise that wealth management has become an important issue for Ocala residents.

Estate Planning Lawyer

Estate planning lawyers can help Ocala, FL residents protect their assets and plan for the future. When it comes to estate planning, there are a few key things that everyone should do in order to make sure their loved ones are taken care of after they're gone. First and foremost, you need to create a will. This document dictates who gets your property and assets after you die. You should also designate someone to be responsible for handling your affairs in the event that you become incapacitated. In addition to creating a will, you may also want to consider setting up a trust. A trust allows you to appoint someone to manage your property and finances while you're still alive. This can be especially helpful if you have children or other dependents who are not yet of legal age. If you live in Ocala, FL, it's important to work with an estate planning lawyer who understands the local laws and regulations. An experienced lawyer can help ensure that your estate plan is tailored specifically for your needs and that all the necessary paperwork is filed correctly.

Mortgage Loan Officer

Mortgage loan officers in Ocala, FL can help residents secure the best mortgage rates and terms for their needs. By working with a variety of lenders, they can find the right loan for each individual and family. They also offer advice on choosing the right home, preparing for closing, and more.

Tax Services

Residents of Ocala, FL can benefit from the services of tax accountants. These professionals can help residents save money on their taxes and ensure that they are in compliance with all applicable laws. In addition, tax accountants can provide valuable advice on how to manage one's finances and plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ocala, FL