Best Financial Advisors in Tavares, FL

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Tavares, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Renee E Burke, CFP®|AAMS™
5 out of 5
Location 4701 Highway 19A Suite 2, Mt Dora, FL 32757, USA
Phone (352) 357-2282
Raymond James
SEC File# 801-72137
CRD# 25853
Location 531 W Main St, Tavares, FL 32778, USA
Phone (352) 253-5244
Pevensey Financial Inc
Location 2100 Lake Eustis Dr, Tavares, FL 32778, USA
Phone (352) 343-2700
Infinity Financial Group
Location 383 W Alfred St, Tavares, FL 32778, USA
Phone (352) 609-5262
Alexander Financial Services
Location 620 N New Hampshire Ave, Tavares, FL 32778, USA
Phone (352) 343-1399
Edward Jones - Financial Advisor: Diane Thomas, AAMS™
5 out of 5
Location 2785 S Bay St F, Eustis, FL 32726, USA
Phone (352) 602-4045
Schmidt Financial Resources
Location 851 N Donnelly St # 7, Mt Dora, FL 32757, USA
Phone (352) 735-1611
Jeffery Albright - Thrivent
5 out of 5
Location 354 N Highland St #3, Mt Dora, FL 32757, USA
Phone (352) 383-8001
Mary Sybil LaMoreaux, CPA, PA
Location 1200 E Alfred St, Tavares, FL 32778, USA
Phone (352) 742-1355
Edward Jones - Financial Advisor: Nicole M Wortsman, CFP®
5 out of 5
Location 1934 N Donnelly St Ste A, Mt Dora, FL 32757, USA
Phone (352) 735-0366
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1029 W Magnolia St, Leesburg, FL 34748, USA
Phone (352) 787-4242
John Romano CFP®
Location 305 Skyline Dr #3, Lady Lake, FL 32159, USA
Phone (352) 753-8590
Ruggie Wealth Management
Location 2520 Burnsed Blvd, The Villages, FL 32163, USA
Phone (352) 385-7705
Michael R Stephens - Financial Advisor, Ameriprise Financial Services, LLC
Location 4807 Co Rd 466A, The Villages, FL 34785, USA
Phone (352) 643-4001
Financial Advisors in Tavares, FL

Where Certified Financial Advisors in Tavares, FL Serve

Tavares, FL is a city located in Lake County, Florida. The city is home to approximately 18,000 residents and is known for its small-town feel and strong sense of community. Some of the city's landmarks include the Tavares Civic Center, Fountain Inn, and the Mount Dora Museum of Speed. Additionally, Tavares is home to a number of top employers, including Walgreens, Publix Supermarkets, and Lake County Schools. Major highways and streets in Tavares include US-27 and SR-19. Some of the city's neighborhoods include Lakeshore Estates, Park Place, and Waterfront Estates.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Tavares, FL residents have a wide variety of banking services to choose from. Banks offer products and services such as checking and savings accounts, loans, mortgages, and credit cards. They also provide other services such as online banking, bill pay, and mobile banking. Residents can use the bank's website or app to manage their finances on the go.

Insurance Broker

Tavares, FL residents might want to consider working with an insurance broker to get the best rates on their home and car insurance. An insurance broker can shop around for the best rates from a variety of insurance companies, which can save you money on your premiums. Brokers can also help you find discounts that you may not have been aware of, such as a discount for having multiple policies with the same company or for being a good driver.

Retirement Planning

Financial advisors can help Tavares, FL residents with retirement planning in a number of ways. By creating a budget and investment plan, retirees can be sure they have the funds they need to live comfortably in their golden years. Financial advisors can also help retirees manage their assets and make wise investments that will provide income throughout retirement. In addition, retirees who work with financial advisors are more likely to stick to their retirement savings plan, which can be critical for ensuring a comfortable post-work life.

Wealth Management

Tavares, FL residents can benefit from wealth management services in order to protect their finances and grow their assets. Wealth management is a process that involves creating and implementing a plan that will help you reach your financial goals. A wealth manager will work with you to create a customized plan based on your specific needs and situation. They will also help you stay on track with your goals by providing regular updates and recommendations.

Estate Planning Lawyer

Estate planning lawyers can help Tavares, FL residents protect their assets and ensure that their loved ones are taken care of after they die. A good estate plan will include a will, power of attorney, and healthcare proxy. These documents can help ensure that your wishes are carried out after you die, and that your loved ones are taken care of financially and medically. If you live in the Tavares area, it is important to consult with an estate planning lawyer to make sure you have the best possible protection in place.

Mortgage Loan Officer

Mortgage loan officers in Tavares, FL can help residents get the best deals on mortgages. They can also provide advice on what kind of mortgage is best for each individual, and help people apply for mortgages. In addition, mortgage loan officers can help residents understand the terms of their mortgages, and explain any fees or penalties that may be associated with them.

Tax Services

Residents of Tavares, FL can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liabilities. Tax accountants are experts in helping people save money on their taxes, and they can provide valuable advice and assistance to residents of Tavares, FL. In addition to providing guidance on what deductions are available, tax accountants can also help taxpayers file their returns correctly and on time.


FAQs About Personal Financial Advisors in Tavares, FL