Best Financial Advisors in Okaloosa County, FL

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List of Firms

Okaloosa County, FL Fiduciary Financial Advisors

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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
Directions
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Winged Wealth Management and Financial Planning LLC
Location 4203 Cougar Cir, Niceville, FL 32578, USA
Phone (850) 739-0331
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Norse Financial Planning
Location 1270 Eglin Pkwy # A11, Shalimar, FL 32579, USA
Phone (850) 609-1609
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Megan Caulfield - Financial Advisor, Ameriprise Financial Services, LLC
Location 4012 Commons Dr W Ste 224, Destin, FL 32541, USA
Phone (703) 307-0660
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Eric Carlson - Financial Advisor, Ameriprise Financial Services, LLC
Location 4481 Legendary Dr Ste 100, Destin, FL 32541, USA
Phone (850) 460-7025
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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
Directions
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Megan J Rutherford Financial - Northwestern Mutual Wealth Mangament
Location 28B Walter Martin Rd NE, Fort Walton Beach, FL 32548, USA
Phone (850) 864-1900
Directions
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Edward Jones - Financial Advisor: Stephanie R Duffield, AAMS™
5 out of 5
Location 4399 Commons Dr E Suite 100B, Destin, FL 32541, USA
Phone (850) 650-2616
Directions
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Kevin O'Brien
Location 22 Sherwood Dr, Shalimar, FL 32579, USA
Phone (850) 651-9190
Directions
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First Command Financial Advisor - Fred Semasko
Location 319 E John Sims Pkwy, Niceville, FL 32578, USA
Phone (850) 279-4387
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Tally Financial Group
Location 35008 Emerald Coast Pkwy # 204, Destin, FL 32541, USA
Phone (850) 837-3350
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First Command Financial Advisor - Steve Vergara
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
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North Florida Financial - Niceville
5 out of 5
Location 4400 E Hwy 20 #108b, Niceville, FL 32578, USA
Phone (850) 758-1590
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First Florida Wealth - Raymond James
Location 2000 98 Palms Blvd Ste 300, Destin, FL 32541, USA
Phone (850) 654-8122
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Kline Densmore Wealth Management
5 out of 5
Location 92 Eglin Pkwy NE, Fort Walton Beach, FL 32548, USA
Phone (850) 374-5130
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First Command Financial Advisor - Jared Griffith
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Directions
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FamilyVest - Todd Sensing, CFA, CFP, ChSNC
5 out of 5
Location 4300 Legendary Dr Suite 226, Destin, FL 32541, USA
Phone (844) 628-3185
Directions
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Edward Jones - Financial Advisor: Keith Lamm
Location 1849 E John Sims Pkwy, Niceville, FL 32578, USA
Phone (850) 678-6361
Directions
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First Command Financial Advisor - D Cole
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Directions
Financial Advisors in Okaloosa County, FL

Where Certified Financial Advisors in Okaloosa County, FL Serve

Okaloosa County, located in the panhandle of Florida, is a vibrant and bustling community with a rich history and culture. From the stunning white sand beaches of Destin and Fort Walton Beach to the charming small towns of Crestview and Niceville, there is something for everyone in this diverse and dynamic county. Some of the most notable landmarks in Okaloosa County include the Okaloosa Island Pier, the Gulfarium Marine Adventure Park, and the Air Force Armament Museum. These attractions draw visitors from all over the world and contribute to the county's thriving tourism industry. In addition to tourism, Okaloosa County is home to a number of top employers in a variety of industries. Some of the largest employers in the area include the Eglin Air Force Base, the Okaloosa County School District, and Fort Walton Beach Medical Center. Major highways and streets in Okaloosa County include Interstate 10, U.S. Highway 98, and State Road 85.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Okaloosa County, FL can benefit greatly from the expertise of a financial advisor. With a median household income of $62,000, many families in this area may struggle to manage their finances and plan for the future. A financial advisor can provide guidance on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, Okaloosa County has a large military presence, with several military bases located in the area. A financial advisor can offer specialized advice on military benefits and retirement planning for service members and their families. Overall, a financial advisor can provide valuable support and education to help residents of Okaloosa County, FL achieve financial stability and security.

Insurance Broker

Residents of Okaloosa County, FL can benefit greatly from the services of an insurance broker. With the county being home to a large military population, an insurance broker can help navigate the complexities of military insurance and ensure that service members and their families are getting the coverage they need. Additionally, Okaloosa County is prone to natural disasters such as hurricanes, and an insurance broker can assist residents in obtaining comprehensive coverage for their homes and belongings. With the wide range of insurance options available, an insurance broker can help residents find the best policies to fit their unique needs and budget, providing peace of mind and protection in the face of unexpected events.

Retirement Planning

Residents of Okaloosa County, FL could benefit from the services of a retirement planner in several ways. Firstly, a retirement planner could help them create a personalized financial plan that takes into account their unique goals, income, and expenses. Secondly, they could assist in developing a tax-efficient strategy to maximize retirement savings. Furthermore, a retirement planner could help residents of Okaloosa County, FL navigate the complexities of Social Security and Medicare. Additionally, with the county being home to Eglin Air Force Base and Hurlburt Field, a retirement planner could provide specialized advice on military retirement benefits. Overall, a retirement planner could provide Okaloosa County residents with peace of mind knowing that they have a comprehensive plan in place to achieve their retirement goals.

Wealth Management

Residents of Okaloosa County, FL can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Okaloosa County has a large retired population, and a wealth manager can help these individuals create a plan that ensures they have enough money to live comfortably throughout their retirement years. Additionally, Okaloosa County is home to many military families who may need guidance on how to manage their finances during deployments or when transitioning back to civilian life. A wealth manager can provide these families with the resources and support they need to make informed financial decisions. Overall, a wealth manager can help Okaloosa County residents navigate the complex world of finance and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Okaloosa County, FL can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the local real estate market. Okaloosa County is known for its beautiful beaches and military presence, which can make finding the right home a challenge for some residents. A mortgage loan officer can provide valuable insights into the local housing market and help residents determine what type of mortgage best fits their needs. Additionally, Okaloosa County is home to many military families who may be eligible for VA loans. A mortgage loan officer can help these families understand their options and guide them through the application process. Overall, a mortgage loan officer can be a valuable resource for residents of Okaloosa County looking to buy a home.

Tax Services

Residents of Okaloosa County, FL can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are specific to the state of Florida. This is especially important for residents of Okaloosa County, as it is home to several military bases and a large number of military personnel. Tax advisors can help these residents understand the unique tax benefits and deductions available to them, such as the Military Spouses Residency Relief Act. Additionally, tax advisors can help Okaloosa County residents 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 Okaloosa County can feel confident that they are making informed decisions when it comes to their taxes.

Estate Planning Lawyer

Residents of Okaloosa County, FL can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families prepare for the future by creating wills, trusts, and other legal documents that outline their wishes for their assets and property. In Okaloosa County, where the population is rapidly growing and many residents are retirees or have military connections, estate planning is especially important. An estate planning lawyer can help ensure that assets are distributed according to the client's wishes, minimize tax liabilities, and provide peace of mind for loved ones. Additionally, with the high number of military personnel in Okaloosa County, estate planning lawyers can assist with unique issues such as deployment and survivor benefits. Overall, an estate planning lawyer can provide valuable guidance and support for residents of Okaloosa County as they plan for the future.

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FAQs About Personal Financial Advisors in Okaloosa County, FL