Best Financial Advisors in Okaloosa County, FL

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List of Firms

Okaloosa County, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Matt Ritter, AAMS™
Location 238 Miracle Strip Pkwy SW Ste 101, Fort Walton Beach, FL 32548, USA
Phone (850) 301-1984
Cherry Wealth Advisors

5 out of 5

Location 501 Mary Esther Cut Off NW #6, Fort Walton Beach, FL 32548, USA
Phone (850) 243-7799
Megan J Rutherford Financial - Northwestern Mutual Wealth Mangament
Location 28B Walter Martin Rd NE, Fort Walton Beach, FL 32548, USA
Phone (850) 864-1900
Edward Jones - Financial Advisor: Stephanie R Duffield, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4399 Commons Dr E Suite 100B, Destin, FL 32541, USA
Phone (850) 650-2616
Winged Wealth Management and Financial Planning LLC
Location 4203 Cougar Cir, Niceville, FL 32578, USA
Phone (850) 739-0331
Kline Densmore Wealth Management

5 out of 5

Location 92 Eglin Pkwy NE, Fort Walton Beach, FL 32548, USA
Phone (850) 374-5130
North Florida Financial - Niceville

5 out of 5

Location 4400 E Hwy 20 #108b, Niceville, FL 32578, USA
Phone (850) 758-1590
Kevin O'Brien
Location 22 Sherwood Dr, Shalimar, FL 32579, USA
Phone (850) 651-9190
First Command Financial Advisor - Fred Semasko
Location 319 E John Sims Pkwy, Niceville, FL 32578, USA
Phone (850) 279-4387
First Command Financial Advisor - Jared Griffith
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Tally Financial Group
Location 35008 Emerald Coast Pkwy # 204, Destin, FL 32541, USA
Phone (850) 837-3350
First Florida Wealth - Raymond James
Location 2000 98 Palms Blvd Ste 300, Destin, FL 32541, USA
Phone (850) 654-8122
Norse Financial Planning
Location 1270 Eglin Pkwy # A11, Shalimar, FL 32579, USA
Phone (850) 609-1609
Megan Caulfield - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4012 Commons Dr W Ste 224, Destin, FL 32541, USA
Phone (703) 307-0660
First Command Financial Advisor - Steve Vergara
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Eric Carlson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4481 Legendary Dr Ste 100, Destin, FL 32541, USA
Phone (850) 460-7025
FamilyVest - Todd Sensing, CFA, CFP, ChSNC

5 out of 5

Location 4300 Legendary Dr Suite 226, Destin, FL 32541, USA
Phone (844) 628-3185
Edward Jones - Financial Advisor: Keith Lamm
Location 1849 E John Sims Pkwy, Niceville, FL 32578, USA
Phone (850) 678-6361
First Command Financial Advisor - D Cole
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
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About Okaloosa County, FL

Okaloosa County is a county located in the northwestern part of the U.S. state of Florida. It is bounded on the west by the Gulf of Mexico, on the north by Alabama, and on the east by Walton and Santa Rosa counties. According to the 2010 census, the population was 198,542. The county seat is Crestview. Some notable landmarks in Okaloosa County include Eglin Air Force Base, Fort Walton Beach, and Destin. The top employers in the county are Walmart, Eglin Air Force Base, and Navy Federal Credit Union. Major highways and streets in Okaloosa County include U.S. Highway 98 and State Road 20. Some notable neighborhoods in Okaloosa County include Fort Walton Beach, Destin, and Niceville..

Where Certified Financial Advisors in Okaloosa County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Okaloosa County, FL have a variety of banking services to choose from. Each bank offers its own set of products and services, so it's important for consumers to compare what's available before making a decision. Some banks focus on providing personal service, while others offer online banking and other technological advances. Residents should take the time to shop around and find the bank that best meets their needs.

Insurance Broker

The Okaloosa County, FL area has been through a lot in the past few years. From Hurricanes Hermine and Michael to the devastating tornado that struck in April 2019, this area has seen more than its fair share of disasters. As a result, many residents are in need of help rebuilding their lives and homes. Insurance brokers can be a great resource for Okaloosa County residents during this time of need. They can help people find the right insurance policies to cover all of their needs, from property damage to health care. In addition, insurance brokers can help people file claims and get the money they need to rebuild their lives. If you live in or near Okaloosa County, FL, it is definitely worth your time to talk to an insurance broker about your options. They can help you find the coverage you need and make sure you are taken care of during these tough times.

Retirement Planning

Financial advisors can help Okaloosa County, FL residents with retirement planning by providing expert advice on how to save for retirement and plan for long-term financial security. Retirement planning is an important part of life, and it's crucial to have a solid plan in place to ensure that you have the money you need when you retire. A financial advisor can help you create a retirement plan that fits your unique needs and lifestyle. They can also offer guidance on how to manage your finances during retirement, so you can enjoy a comfortable lifestyle without worrying about money. If you live in Okaloosa County, FL, and want to start planning for retirement, contact a financial advisor today.

Wealth Management

Okaloosa County, FL residents can benefit from wealth management services in a number of ways. For one, a wealth manager can help you develop and stick to a budget. This is important not only for people who are trying to save money, but also for those who want to make sure their money is working as hard for them as possible. In addition, a wealth manager can help you invest your money wisely. This is especially important if you plan on retiring soon or have already retired. A good investment portfolio can help ensure that you have the retirement income you need without having to worry about running out of money later on.

Estate Planning Lawyer

Estate planning lawyers can help Okaloosa County, FL residents protect their families and their assets. If you live in the area, it's important to have an estate plan in place. An experienced lawyer can help you create a plan that meets your specific needs and goals. He or she can also provide guidance on how to fund your estate plan and minimize taxes.

Mortgage Loan Officer

Mortgage loan officers in Okaloosa County, FL can help residents by providing them with the best mortgage rates and products available. By shopping around for the best rates, residents can save money on their monthly mortgage payments and get into the home of their dreams. Additionally, mortgage loan officers can help residents find the right product for their needs, whether they are looking for a traditional mortgage or a VA loan.

Tax Services

Residents of Okaloosa County, FL can benefit from the expertise of tax accountants.Tax accountants are experts in helping people to file their taxes correctly and on time. They can also help residents to take advantage of deductions and credits that they may be eligible for. In addition, tax accountants can help residents to plan for their future tax liabilities.

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FAQs About Personal Financial Advisors in Okaloosa County, FL