Best Financial Advisors in St. Johns County, FL

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List of Firms

St. Johns County, FL Fiduciary Financial Advisors

St. Augustine Advisory Services
Location 100 Island Cottage Way, St. Augustine, FL 32080, USA
Phone (877) 594-1817
Loren Lucas - Raymond James
Location 100 Southpark Blvd, St. Augustine, FL 32086, USA
Phone (904) 825-4224
Alex Umansky - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St Ste 107A, St. Augustine, FL 32095, USA
Phone (815) 708-6112
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St STE 107A, St. Augustine, FL 32095, USA
Phone (718) 524-8450
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Dylan Wilson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Seaton Investments Llc
Location 4406 Coastal Hwy, St. Augustine, FL 32084, USA
Phone (904) 825-0590
Lamb Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St Ste 107A, St. Augustine, FL 32095, USA
Phone (603) 232-8230
Elissa Fraipont - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Riverside Wealth Advisors, LLC
Location 1 News Pl D, St. Augustine, FL 32086, USA
Phone (844) 843-9855
Edward Jones - Financial Advisor: Michael P McCarthy
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4125 Race Track Rd Suite 107, St Johns, FL 32259, USA
Phone (904) 494-6039
Edward Jones - Financial Advisor: Ron Barteau, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 113 Nature Walk Pkwy Ste 104, St. Augustine, FL 32092, USA
Phone (904) 230-9795
First Coast Wealth Advisors
SEC File# 801-62331
CRD# 120894

5 out of 5

Location 400 N Ponce De Leon Blvd, St. Augustine, FL 32084, USA
Phone (904) 824-4349
Financial Freedom
SEC File# 801-63647
CRD# 118772
Location 786 Ginger Mill Dr, St Johns, FL 32259, USA
Phone (904) 217-4360
Integrity Financial
Location 134 Poole Blvd, St. Augustine, FL 32095, USA
Phone (904) 447-6080
Magnolia Wealth Advisors of Raymond James
Location 100 Southpark Blvd Ste 100, St. Augustine, FL 32086, USA
Phone (904) 827-8733
Galleon Capital Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Cowan Financial Group
SEC File# 801-56786
CRD# 46214

5 out of 5

Location 3275 US-1, St. Augustine, FL 32086, USA
Phone (904) 824-8147
Edward Jones - Financial Advisor: Renae M Aiple, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 389 Paseo Reyes Dr Suite 207, St. Augustine, FL 32095, USA
Phone (904) 687-0015
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 113 Nature Walk Pkwy Ste 104, St. Augustine, FL 32092, USA
Edward Jones - Financial Advisor: Mark P. Miner
SEC File# 801-3297
CRD# 250
Location 113 Nature Walk Pkwy #104, St. Augustine, FL 32092, USA
Phone (904) 230-9795
Edward Jones - Financial Advisor: Cory Caplinger, AAMS™

5 out of 5

Location 4108 Florida A1A Ste 304, St Augustine Beach, FL 32080, USA
Phone (904) 460-1200
Stephen Parkin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 24 Cathedral Pl UNIT 206, St. Augustine, FL 32084, USA
Phone (904) 687-8730
Energy Financial
Location 2750 Harbor Ct, St. Augustine, FL 32084, USA
Phone (904) 814-8733
A L & Associates Inc
Location 2692 US-1, St. Augustine, FL 32086, USA
Phone (904) 501-2746
Edward Jones - Financial Advisor: Mitch Wright
SEC File# 801-3297
CRD# 250

4 out of 5

Location 605 State Road 13N, Ste 101, Fruit Cove, FL 32259, USA
Phone (904) 230-3385
First Financial Education Centers, LLC

4 out of 5

Location 100 E Town Pl Suite 101, St. Augustine, FL 32092, USA
Phone (904) 940-9555
Merrill Lynch Wealth Management

5 out of 5

Location 60 Cathedral Pl, St. Augustine, FL 32084, USA
Phone (904) 808-3760
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About St. Johns County, FL

St. Johns County, FL is located in northeastern Florida and is the largest county in the state. The county has a population of over 260,000 and includes the cities of St. Augustine, Ponte Vedra Beach, and Palatka. Some of the major landmarks in the county include Castillo de San Marcos National Monument, Ponte Vedra Inn & Club, and the St. Johns River. The top employers in the county are Flagler Hospital, Baptist Health Care, and Meritage Homes. Major highways and streets in the county include Interstate 95 and U.S. Route 1. Some of the popular neighborhoods in the county include Vilano Beach, Ponte Vedra Beach, and Crescent Beach.

Where Certified Financial Advisors in St. Johns County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and St. Johns County, FL is no exception. Banks provide a variety of services to their customers, including loans, checking and savings accounts, and credit cards. They also offer a variety of other services, such as mortgage loans and investment advice. In addition, banks are a source of information for their customers, providing news about the economy and financial markets.

Insurance Broker

If you live in St. Johns County, FL and are looking for insurance, you may want to consider working with a broker. Brokers can help residents find the best rates on insurance, and they can also provide advice on what policies would be best for each individual or family. In addition, brokers are often familiar with the local market, so they can help residents find the right company to work with.

Retirement Planning

If you're a St. Johns County, FL resident who's approaching retirement, you may be feeling a little overwhelmed about what to do next. After all, retirement is a major life change, and it's important to make the right decisions for your future. That's where financial advisors can help.Financial advisors are experts in retirement planning and can help you make the most of your savings and investments. They can give you advice on when to retire, how much money to withdraw each year, and which types of investments will provide the most income in retirement. They can also help you create a budget for post-retirement life and recommend ways to reduce your expenses.If you're ready to start planning for retirement, contact a financial advisor today. They'll be happy to answer any questions you have and help you get started on the right path.

Wealth Management

Wealth management is a process that can help St. Johns County, FL residents protect their assets and grow their wealth. By working with a qualified wealth manager, you can create a customized plan that will meet your specific needs and goals.A good wealth manager will help you make smart investment choices, provide tax planning advice, and offer guidance on estate planning issues. They will also keep you informed of the latest trends in the financial markets so you can make sound decisions about your money.

Estate Planning Lawyer

Estate planning lawyers in St. Johns County, FL can help residents protect their assets and plan for the future. While everyone should have an estate plan in place, not everyone knows where to start or what to do. An estate planning lawyer can help residents create a will, establish trusts, and more. They can also provide guidance on how best to protect your assets and ensure that your wishes are carried out after you die.

Mortgage Loan Officer

Mortgage loan officers can help St. Johns County, FL residents by providing them with the best mortgage options available. By working with a mortgage loan officer, residents can get pre-approved for a home loan and find out what their monthly payments would be. Mortgage loan officers can also help residents find the right property to buy and provide them with information on the different types of mortgages available.

Tax Services

St. Johns County, FL residents can benefit from the help of tax accountants in order to make sure they are getting the best return on their investment. Tax accountants can help residents understand how their taxes are calculated and what deductions and credits they may be eligible for. In addition, tax accountants can help residents plan ahead for future years and ensure that they are taking advantage of all the available benefits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in St. Johns County, FL