Best Financial Advisors in Tavares, FL

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List of Firms

Tavares, FL Fiduciary Financial Advisors

SEC File# 801-72137
CRD# 25853
Location 531 W Main St, Tavares, FL 32778, USA
Phone (352) 253-5244
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1029 W Magnolia St, Leesburg, FL 34748, USA
Phone (352) 787-4242
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
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
Jeffery Albright - Thrivent
5 out of 5
Location 354 N Highland St #3, Mt Dora, FL 32757, USA
Phone (352) 383-8001
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
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
Pevensey Financial Inc
Location 2100 Lake Eustis Dr, Tavares, FL 32778, USA
Phone (352) 343-2700
Mary Sybil LaMoreaux, CPA, PA
Location 1200 E Alfred St, Tavares, FL 32778, USA
Phone (352) 742-1355
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
Schmidt Financial Resources
Location 851 N Donnelly St # 7, Mt Dora, FL 32757, USA
Phone (352) 735-1611
Financial Advisors in Tavares, FL

Where Certified Financial Advisors in Tavares, FL Serve

Tavares, FL is a charming city located in Lake County, Florida, with a plethora of landmarks and attractions that make it a must-visit destination. The city is home to the Wooton Park, which is a popular recreational spot that offers breathtaking views of Lake Dora. Additionally, the Tavares Seaplane Base & Marina is another significant landmark that attracts visitors from all over the world. When it comes to employment opportunities, Tavares boasts of several top employers, including the Lake County Government, Florida Hospital Waterman, and the City of Tavares. These companies provide numerous job opportunities, making Tavares an attractive place to work and live. Major highways and streets that run through Tavares include US-441, SR-19, and CR-448, which provide easy access to nearby cities and towns. These roads make it convenient for residents and visitors to commute to and from Tavares.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Tavares, FL could benefit greatly from the services of a financial advisor. With a population of just over 16,000, many individuals in this community may not have the knowledge or resources to effectively manage their finances. A financial advisor could provide guidance on everything from budgeting and saving to investing and retirement planning. Additionally, Tavares is known for its beautiful waterfront and outdoor recreational opportunities, which may require unique financial planning considerations such as boat ownership or vacation home rentals. A financial advisor could help residents navigate these specific financial challenges and make informed decisions to achieve their financial goals.

Insurance Broker

Residents of Tavares, FL can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents find the best policies to protect their homes and properties from natural disasters such as hurricanes, which are common in the area. They can also help residents navigate the complex world of health insurance, finding affordable plans that meet their specific needs. Additionally, an insurance broker can provide guidance on auto insurance policies that take into account the unique driving conditions and traffic patterns in Tavares. With the help of an insurance broker, residents of Tavares can rest assured that they have the right coverage to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Tavares, FL could greatly benefit from the services of a retirement planner. With its large retiree population, Tavares presents unique challenges and opportunities for those planning for retirement. A retirement planner can help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on retirement savings and investment strategies. Additionally, a retirement planner can assist with estate planning and ensuring that residents have a plan in place for long-term care. With the help of a retirement planner, residents of Tavares can feel confident that they are prepared for a secure and comfortable retirement.

Wealth Management

Residents of Tavares, FL can greatly benefit from the services of a wealth manager. With a wealth manager, individuals can receive guidance on how to invest their money wisely, create a personalized financial plan, and manage their assets effectively. Specifically, Tavares, FL residents may face challenges unique to their location, such as the impact of hurricanes and other natural disasters on their financial well-being. A wealth manager can help residents prepare for these events and develop a comprehensive risk management strategy. Additionally, a wealth manager can assist with estate planning and tax management, ensuring that residents are maximizing their financial potential and protecting their assets for future generations. Overall, a wealth manager can provide valuable support and guidance to residents of Tavares, FL, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Tavares, FL can benefit from a mortgage loan officer in several ways. For starters, they can help residents navigate the often-confusing process of obtaining a home loan. Additionally, mortgage loan officers can assist in finding loan options that fit the specific needs of Tavares residents, such as those looking for homes in the city's historic district or near the waterfront. They can also offer advice on how to improve credit scores and increase the chances of being approved for a loan. Overall, a mortgage loan officer can be a valuable resource for residents of Tavares, FL looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Tavares, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. This is especially important for residents of Tavares, as the city has a thriving small business community, and many residents are self-employed or work in industries with unique tax considerations. Additionally, Tavares is home to a large retirement community, and a tax advisor can help retirees navigate the complex tax laws related to Social Security benefits, Medicare, and other retirement income sources. By working with a tax advisor, residents of Tavares can ensure they are taking advantage of all available tax benefits and minimizing their tax liability.

Estate Planning Lawyer

Residents of Tavares, FL can benefit greatly from an estate planning lawyer, who can assist them in creating a comprehensive plan to protect their assets and ensure their wishes are carried out after they pass away. Specifically, Tavares is a retirement community, and many of its residents are elderly. An estate planning lawyer can help them navigate the complex legal landscape of wills, trusts, and probate, and provide peace of mind that their loved ones will be taken care of after they're gone. Additionally, Tavares is located in Lake County, which has unique laws and regulations that an estate planning lawyer familiar with the area can help residents navigate. Overall, an estate planning lawyer can provide invaluable assistance to Tavares residents in planning for their future and protecting their legacy.


FAQs About Personal Financial Advisors in Tavares, FL