Best Financial Advisors in Sumter County, FL

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Sumter County, FL Fiduciary Financial Advisors

Morgan Stanley Financial Advisors

5 out of 5

Location 832 Lake Sumter Landing, The Villages, FL 32162, USA
Phone (352) 753-6400
Steven Van Voorhees - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 3507 Wedgewood Ln, The Villages, FL 32162, USA
Phone (352) 350-2397
Woodall and Associates, LLC

5 out of 5

Location 110 Cleveland Ave, Wildwood, FL 34785, USA
Phone (352) 750-3051
Anita Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4807 Co Rd 466A, The Villages, FL 32163, USA
Phone (352) 643-4001
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About Sumter County, FL

Sumter County is located in the Central Florida region. The county seat is Bushnell and the largest city is Webster. Major highways and streets include US-301, FL-48, and CR-476. Some of the county's landmarks include The Villages, a retirement community, and Sumter Landing, a town square with restaurants and shops. The top employers in Sumter County are The Villages, Publix Super Markets, Inc., and Walmart. The neighborhoods in Sumter County include The Villages, Webster, Fruitland Park, and Leesburg.

Where Certified Financial Advisors in Sumter County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Sumter County, FL is a rural county located in the central part of the state. The population is around 24,000 and the per capita income is just over $19,000. There are no banks in the county and residents have to travel to neighboring counties to do their banking. This leaves many residents without access to important banking services like checking and savings accounts, loans, and credit cards.There are several banks that have expressed an interest in opening branches in Sumter County. These banks can provide a variety of important services to county residents including: -checking and savings accounts -loans for cars, homes, and businesses -credit cards -online banking -mobile banking All of these services can help improve the quality of life for Sumter County residents by making it easier for them to manage their finances and make transactions.

Insurance Broker

Residents of Sumter County, FL can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, insurance brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Many Sumter County, FL residents are looking for financial help with their retirement planning. Financial advisors can be a huge help in this situation, and they offer a variety of services that can benefit retirees. Some of these services include retirement planning advice, investment management, and estate planning. Financial advisors can also help retirees find the best way to use their money so they can live comfortably in retirement.

Wealth Management

Sumter County, FL residents who are looking for a reliable wealth management plan can benefit from the services offered by [company name]. Our team of experts has years of experience in helping people from all walks of life to secure their financial future. We understand that each individual is unique, and we will work with you to create a customized plan that meets your specific needs.

Estate Planning Lawyer

Estate planning lawyers in Sumter County, FL can help residents with a wide variety of legal issues related to estate planning. This includes drafting wills and trusts, helping to administer estates, and providing guidance on tax implications of estate planning decisions. In addition, estate planning lawyers can also provide advice on gifts and bequests, long-term care planning, and asset protection.

Mortgage Loan Officer

Mortgage loan officers can help Sumter County, FL residents in a number of ways. They can help residents find the best mortgage products for their needs, as well as provide guidance on choosing the right home and getting the best deal. Mortgage loan officers can also help residents understand their credit scores and how they impact their ability to get a mortgage. In addition, they can offer advice on how to improve one's credit score if needed. Lastly, mortgage loan officers can assist with the entire home buying process, from finding a property to getting approved for a mortgage.

Tax Services

Sumter County, FL residents can benefit from the help of a tax accountant. A good tax accountant can help you understand your taxes and make sure you are getting the best possible return on your investment. They can also help you plan for the future and ensure that you are taking all of the available deductions and credits to which you are entitled.


FAQs About Personal Financial Advisors in Sumter County, FL