Best Financial Advisors in Sebring, FL

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List of Firms

Sebring, FL Fiduciary Financial Advisors

Capital Wealth Strategies, Inc
Location Lake Jackson Cove, 1751 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 657-4523
Directions
Wells Fargo Advisors
Location 3200 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 382-5430
Directions
Douglas A Mclean PA
5 out of 5
Location 300 Circle Park Dr, Sebring, FL 33870, USA
Phone (863) 382-3382
Directions
Edward Jones - Financial Advisor: Heather R Harshman
Location 135 Tower St, Lake Placid, FL 33852, USA
Phone (863) 659-4275
Directions
J. Biance Financial
Location 545 S Pine St, Sebring, FL 33870, USA
Phone (863) 304-8959
Directions
1903 Investment Advisors
Location 4800 Myrtle Beach Dr, Sebring, FL 33872, USA
Phone (863) 458-6727
Directions
Joy's Bookkeeping, LLC
Location 804 Crane St, Sebring, FL 33870, USA
Phone (863) 381-1293
Directions
Edward Jones - Financial Advisor: Paul McGehee
Location 204 Dal Hall Blvd, Lake Placid, FL 33852, USA
Phone (863) 465-6444
Directions
Michael D. Sullivan Former IRS Agent
4 out of 5
Location 2515 Bradford Dr, Sebring, FL 33870, USA
Phone (954) 312-3166
Directions
Truist
3 out of 5
Location 3601 US Hwy 27 N, Sebring, FL 33870, USA
Phone (863) 451-3283
Directions
Edward Jones - Financial Advisor: Alex Lopez
Location 17 Ryant Blvd, Sebring, FL 33870, USA
Phone (863) 382-8644
Directions
Wise Financial Freedom
5 out of 5
Location 1515 Carrington Ave, Sebring, FL 33875, USA
Phone (863) 243-6626
Directions
Statler Financial Services, Inc.
Location 147 S Ridgewood Dr, Sebring, FL 33870, USA
Phone (863) 382-0037
Directions
Joan Aguilar - Raymond James
Location 915 Mall Ring Rd, Sebring, FL 33870, USA
Phone (863) 658-1379
Directions
The Tax Maestro, Inc
5 out of 5
Location 1751 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 658-4357
Directions
Financial Advisors in Sebring, FL

Where Certified Financial Advisors in Sebring, FL Serve

Sebring, FL is a charming city located in Highlands County, Florida. Nestled in the heart of Central Florida, Sebring is home to a variety of landmarks that draw visitors from all over the world. From the iconic Sebring International Raceway to the historic downtown area, there is no shortage of things to see and do in Sebring. In terms of top employers, Sebring is home to a diverse range of businesses and industries. Some of the major employers in the area include the Highlands County School District, the South Florida State College, and the Highlands Regional Medical Center. When it comes to major highways and streets, Sebring is situated at the intersection of several major thoroughfares. These include US-27, which runs north-south through the city, as well as US-98 and US-441.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sebring, FL can benefit greatly from the services of a financial advisor. With a population of just over 10,000 people, Sebring is a small town with a strong sense of community. Many residents rely on their local businesses to provide for their needs, and a financial advisor can help them make the most of their money. One of the most common ways that a financial advisor can help residents of Sebring is by providing guidance on retirement planning. With a higher-than-average percentage of retirees in the area, it is important for residents to have a solid financial plan in place. A financial advisor can help them navigate the complexities of Social Security, 401(k) plans, and other retirement savings options to ensure that they are prepared for their golden years.

Insurance Broker

Residents of Sebring, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather in Sebring, it's important to have the right insurance coverage to protect against any potential damage to homes or property. An insurance broker can help residents find the best policies to fit their specific needs and budget, whether it's for homeowners insurance, flood insurance, or auto insurance. Additionally, Sebring is known for its large population of retirees, and an insurance broker can help seniors navigate the complex world of Medicare and supplemental health insurance. By working with an insurance broker, Sebring residents can have peace of mind knowing they have the right coverage to protect themselves and their families.

Retirement Planning

Residents of Sebring, FL can benefit from the expertise of a retirement planner in many ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Sebring, FL is known for its large retiree population, so a retirement planner can provide guidance on how to maximize retirement income, minimize taxes, and manage investments to ensure financial security throughout retirement. Additionally, Sebring, FL is prone to natural disasters such as hurricanes, and a retirement planner can help residents prepare financially for unexpected events such as property damage or medical emergencies. Overall, a retirement planner can provide invaluable support to residents of Sebring, FL as they navigate the complexities of retirement planning and ensure a comfortable and secure future.

Wealth Management

Residents of Sebring, FL could benefit from the services of a wealth manager in a number of ways. For one, a wealth manager could help them navigate the unique financial landscape of Sebring, which is known for its high concentration of retirees and seasonal residents. With so many people on fixed incomes, it can be challenging to make the most of one's assets and plan for the future. A wealth manager could help residents of Sebring develop a comprehensive financial plan that takes into account their current situation, their goals, and the unique challenges of living in this part of Florida. Whether it's managing investments, planning for retirement, or creating a legacy for loved ones, a wealth manager could be an invaluable resource for residents of Sebring looking to secure their financial future.

Mortgage Loan Officer

Residents of Sebring, FL would greatly benefit from the services of a mortgage loan officer. With a population of over 10,000 people, Sebring is a small town that is home to many retirees and families. Many of these residents may be looking to purchase their first home or upgrade to a larger one. A mortgage loan officer can help them navigate the complex process of obtaining a mortgage, which can be especially daunting for those who are new to the area or unfamiliar with the local real estate market. Additionally, Sebring is located in a hurricane-prone area, so it is important for residents to work with a loan officer who is knowledgeable about insurance requirements and other factors that can impact their mortgage. Overall, a mortgage loan officer can provide invaluable support to Sebring residents as they pursue their dream of owning a home.

Tax Services

Residents of Sebring, FL can greatly benefit from the expertise of a tax advisor. With the city's economy largely driven by the automotive industry and tourism, a tax advisor can provide valuable guidance on deductions related to business expenses and rental properties. Additionally, with the high number of retirees in Sebring, a tax advisor can offer advice on tax planning for Social Security benefits and retirement income. Furthermore, given the unique tax laws and regulations in Florida, a tax advisor can help residents navigate the state's tax system and ensure compliance with all applicable laws. Overall, a tax advisor can provide peace of mind and potentially save Sebring residents money in the long run.

Estate Planning Lawyer

Residents of Sebring, FL can benefit greatly from the expertise of an estate planning lawyer. With a large population of retirees and elderly individuals, many Sebring residents require assistance in planning for their future and ensuring that their assets are protected. An estate planning lawyer can help residents draft wills, trusts, and other legal documents to ensure that their wishes are carried out after their passing. Additionally, Sebring's unique weather patterns, which include frequent hurricanes and tropical storms, make it especially important for residents to have a solid estate plan in place. An estate planning lawyer can help Sebring residents navigate the complexities of Florida law and ensure that their assets are protected in the event of a natural disaster or other unforeseen circumstances.

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FAQs About Personal Financial Advisors in Sebring, FL