Best Financial Advisors in Rockledge, FL

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List of Firms

Rockledge, FL Fiduciary Financial Advisors

Houser Financial Group
1 out of 5
Location 391 Commerce Pkwy Suite 200, Rockledge, FL 32955, USA
Phone (321) 345-1145
Edward Jones - Financial Advisor: Sabina Baker
5 out of 5
Location 966 Florida Ave S, Rockledge, FL 32955, USA
Phone (321) 848-0057
Miller & Hurt Financial Group
5 out of 5
Location 182 Barton Blvd, Rockledge, FL 32955, USA
Phone (321) 632-2996
Financial Advisors in Rockledge, FL

Where Certified Financial Advisors in Rockledge, FL Serve

Rockledge is a city in Brevard County, Florida, United States. The population was 25,664 at the 2010 census. It is part of the Palm Bay–Melbourne–Titusville Metropolitan Statistical Area. Rockledge is located on the banks of the Indian River and has a total area of 8.8 square miles (22.7 km2), of which 7.8 square miles (20.2 km2) is land and 0.9 square miles (2.5 km2) (10.4%) is water. Rockledge features a number of landmarks, including the Rockledge Country Club and the Cape Canaveral Lighthouse. Top employers in Rockledge include Harris Corporation, Health First, and Northrop Grumman Corporation. Major highways in Rockledge include US 1 and Florida State Road 528. The city is divided into several neighborhoods, including Admiralty Isle, Belmont Landing, Channelside Landing, Hammock Landing, Pritchard Pointe, and Winter Beach.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. They offer a variety of services, including checking and savings accounts, loans, and mortgages. In Rockledge, FL, residents can benefit from the many services banks have to offer. For instance, banks can help residents save money by providing low interest rates on loans and mortgages. They can also help residents budget their money by providing checking and savings accounts with no minimum balance requirements. Additionally, banks can provide valuable financial advice for those who need it.

Insurance Broker

Rockledge, FL residents can benefit from the services of insurance brokers. An insurance broker is someone who helps you find and purchase insurance. They work with a variety of insurance companies, so they can find the best rates for you. They also know the ins and outs of the industry, so they can help you choose the right policy for your needs. And if something goes wrong, they're there to help you resolve any issues.

Retirement Planning

Rockledge, FL residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help people save for retirement and make the most of their money during this time in their lives. There are many things to consider when planning for retirement, and a financial advisor can help you navigate these waters and make the best decisions for your unique situation.

Wealth Management

Rockledge, FL residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and executing a plan for accumulating, preserving, and distributing wealth. There are many different aspects to wealth management, including investment planning, tax planning, risk management, and estate planning. A qualified wealth manager can help Rockledge residents with all of these areas and more.

Estate Planning Lawyer

Estate planning lawyers can help Rockledge, FL residents protect their assets and plan for the future. Planning ahead is important for everyone, and estate planning attorneys can make the process easier. They can help you create a will or trust, and they can also advise you on other legal matters related to estate planning. If you live in Rockledge, FL, it's important to find an estate planning lawyer who knows the local laws and regulations.

Mortgage Loan Officer

Mortgage loan officers in Rockledge, FL can help residents by providing them with the best home loans for their needs. They have a wide variety of loans to choose from, and they will work with you to find the one that fits your budget and lifestyle. They can also help you refinance your mortgage if you need to lower your monthly payments.

Tax Services

Rockledge, FL residents can benefit from the expertise of tax accountants in order to make sure they are taking advantage of all the deductions and credits available to them. Tax accountants can also help with estate planning, so that Rockledge residents can be sure their assets are passed on to their heirs in the most efficient way possible.


FAQs About Personal Financial Advisors in Rockledge, FL