Best Financial Advisors in Palmetto Bay, FL

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Palmetto Bay, FL Fiduciary Financial Advisors

A. Bernard Financial Services
Location 9032 SW 152nd St, Palmetto Bay, FL 33157, USA
Phone (305) 251-4591
Nuveen Investments
Location 7480 SW 147th St, Palmetto Bay, FL 33158, USA
Phone (305) 234-9447
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About Palmetto Bay, FL

Palmetto Bay is located in Miami-Dade County, Florida. The village was incorporated in 2002 and has a population of about 18,000 people. Palmetto Bay is known for its lush vegetation and tree canopy. Some of the village's landmarks include the Palmetto Bay Village Hall, the Palmetto Bay Marina, and the Deering Estate at Cutler. The top employers in Palmetto Bay are Baptist Health South Florida, University of Miami, and American Express. Major highways and streets in Palmetto Bay include US-1, FL-907, and Old Cutler Road. The neighborhoods in Palmetto Bay are mostly residential, with a few commercial areas.

Where Certified Financial Advisors in Palmetto Bay, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community, and Palmetto Bay is no different. Residents of Palmetto Bay need banking services to manage their money and keep track of their finances. Banks can provide this service in a variety of ways, including by providing checking and savings accounts, loans, and credit cards. They can also offer more specialized services such as wealth management or investment advice. Whatever the needs of the community may be, banks are sure to be able to provide them with some level of service.

Insurance Broker

Palmetto Bay, FL residents can get help from insurance brokers when looking for the best rates on home, health, and auto insurance.Brokers have access to a variety of policies from different insurers, so they can compare rates and find the best deal for their clients. They also know the ins and outs of the insurance industry, so they can help Palmetto Bay residents avoid common pitfalls and traps.

Retirement Planning

Financial advisors can help Palmetto Bay, FL residents with retirement planning in a variety of ways. One way is to provide an overview of the different types of retirement accounts available and help people choose the right one for their needs. Advisors can also help people plan for withdrawals during retirement, making sure that the money lasts as long as they do. And finally, advisors can work with clients to create a budget for their post-retirement years, ensuring that they have enough money to cover all their expenses.

Wealth Management

Palmetto Bay, FL is a beautiful place to live, and with the help of a wealth management company, its residents can enjoy their lives even more. Wealth management companies offer a variety of services that can help people in Palmetto Bay make the most of their money. Some of these services include financial planning, investment advice, tax preparation, and more. A wealth management company can help Palmetto Bay residents save money on taxes, invest their money wisely, and plan for the future.

Estate Planning Lawyer

Estate planning lawyers can help Palmetto Bay, FL residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes after you die. They can also help you appoint a guardian for your children in case something happens to you, and they can advise you on tax implications of estate planning decisions. If you're interested in protecting your assets and ensuring that your loved ones are taken care of after you die, estate planning may be right for you. Contact an experienced lawyer today to learn more.

Mortgage Loan Officer

Mortgage loan officers can help Palmetto Bay, FL residents in a number of ways. Mortgage loan officers are experts in the field of mortgages and can help Palmetto Bay, FL residents find the best mortgage for their needs. They can also help Palmetto Bay, FL residents with refinancing, home buying, and other mortgage-related tasks.

Tax Services

Residents of Palmetto Bay, FL can take advantage of the services offered by tax accountants in order to save money and ensure that they are compliant with state and federal tax laws. Tax accountants can help residents file their taxes correctly and on time, as well as find deductions and credits that may be available to them. In addition, tax accountants can provide advice on how to manage one's finances throughout the year in order to minimize one's tax liability.


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