Retirement Planning in Lee County, FL

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List of Firms

Top Retirement Planners in Lee County, FL

Ambassador Advisors, LLC
SEC File# 801-61471
CRD# 116978
Location 5237 Summerlin Commons Blvd Suite 410, Fort Myers, FL 33907, USA
Phone (239) 310-7010
The Art and Science of Successful Planning
5 out of 5
Location 3949 Evans Ave Suite 300, Fort Myers, FL 33901, USA
Phone (239) 489-0084
Ideal Retirement Solutions
5 out of 5
Location 8791 Conference Dr Suite 110, Fort Myers, FL 33919, USA
Phone (941) 876-8985
Ian K. Sample - Kane Financial
3 out of 5
Location 1342 Colonial Blvd # K, Fort Myers, FL 33907, USA
Phone (239) 325-1804
Dorcey Financial, LLC
Location 10181 6 Mile Cypress Pkwy Suite B, Fort Myers, FL 33966, USA
Phone (239) 418-1939
Shell Point Retirement Community
4 out of 5
Location 15101 Shell Point Blvd, Fort Myers, FL 33908, USA
Phone (239) 466-1131
Location 2675 Winkler Ave #400, Fort Myers, FL 33901, USA
Phone (239) 689-3554
Southern Oak Wealth Management
Location 12650 New Brittany Blvd Ste B, Fort Myers, FL 33907, USA
Phone (239) 243-9092
Family Tree Financial Services, LLC
4 out of 5
Location 2029 Bayside Pkwy, Fort Myers, FL 33901, USA
Phone (239) 323-3837
Retirement Planning in Lee County, FL

About Lee County, FL for Those Planning to Retire

Lee County, FL is a county located in the southwestern part of the US state of Florida. It has a population of over 700,000 and is the fifth most populous county in Florida. The major landmarks in Lee County include the Edison & Ford Winter Estates, the Barbara B. Mann Performing Arts Hall, and the Southwest Florida Regional Airport. The top employers in Lee County are Walmart, Publix, and Lee Memorial Health System. The major highways and streets in Lee County are I-75 and US 41. The neighborhoods in Lee County include Cape Coral, Fort Myers, North Fort Myers, and Sanibel Island.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Lee County, FL residents have a number of banks and credit unions to choose from when it comes to their finances. While all institutions offer different services, rates, and benefits, there are some key reasons why Lee County residents should consider banking or credit union membership.One reason is convenience- many banks and credit unions have branches and ATMs located throughout the county. This means that residents can easily access their money without having to drive far. In addition, many institutions offer online banking options which make it easy to manage accounts from anywhere.Another reason to bank or join a credit union is because of the rates and fees offered. Many institutions have competitive interest rates on savings and checking accounts as well as low or no fees for things like ATM usage or overdrafts. This can help Lee County residents save money on their everyday banking transactions.Finally, joining a bank or credit union can provide peace of mind knowing that one's finances are taken care of. Institutions often have robust security measures in place to protect customers' information, and they also offer fraud protection services in case of identity theft or other scams.

Estate Planning Lawyer

If you live in Lee County, FL, there are a lot of benefits to working with an estate planning lawyer. First, an estate planning lawyer can help you create a will or trust. This is important because it ensures that your assets will be distributed the way you want them to be after you die. Additionally, an estate planning lawyer can help you set up guardianship for your children in case something happens to you. Lastly, an estate planning lawyer can help you plan for taxes and other expenses associated with death. If you live in Lee County, FL and want to make sure your loved ones are taken care of after you die, then working with an estate planning lawyer is a great idea.

Mortgage Loan Officer

If you live in Lee County, FL, and are looking to buy a new home, you may be wondering if it's worth working with a mortgage loan officer. After all, there are so many different lenders out there, how can you be sure that you're getting the best deal?The truth is, when it comes to mortgages, there is no one-size-fits-all solution. Different borrowers have different needs, and it's important to find the right lender for your specific situation. That's where a mortgage loan officer comes in. A good loan officer will take the time to understand your unique needs and recommend the best possible solution for you.So if you're thinking about buying a new home in Lee County, FL, don't hesitate to contact a local mortgage loan officer today! He or she will be happy to answer any questions you have and help you get started on the path to homeownership.

Wealth Management

If you're one of the many people living in Lee County, FL, then you may be looking for ways to manage your wealth. Luckily, there are a wealth of options available to you in your area. You could work with a financial planner or investment advisor to help you make the most of your money. However, it's important to do your research before choosing someone to work with. You'll want to find someone who has a good reputation and who knows what they're doing.

Financial Advisor

Living in Lee County, FL is a great choice for many reasons. One of the benefits of living here is that there are plenty of financial advisors to choose from. A good financial advisor can help you make the most of your money and plan for your future. They can help you save for retirement, invest in stocks or mutual funds, and protect your assets in case of an emergency. If you're looking for a financial advisor, be sure to do your research first. Ask friends and family for referrals, or look online for reviews. Once you find someone you trust, be sure to stick with them over the long haul so they can help you reach your financial goals.

Insurance Broker

If you live in Lee County, FL, working with an insurance broker can be a great way to protect yourself and your family. An insurance broker will help you find the best coverage for your needs, and they can also help you save money on your premiums. Contact a local broker today.

Tax Services

Living in Lee County, FL can be great. There are plenty of things to do and the people are friendly and welcoming. However, when it comes time to do your taxes, you may find that working with a tax accountant in your area is the best decision you can make. Here's why: First of all, tax accountants have years of experience dealing with different types of taxes and filing systems. They know what deductions and credits you might be eligible for, and they can help ensure that you get the most back from the government possible. Second, tax accountants stay up-to-date on all the latest changes to the tax code. So even if the laws change during the year, they will know how those changes will affect your return. Third, hiring a tax accountant is often much cheaper than doing your taxes yourself. And finally, having an expert on your side can take a lot of the stress out of filing your taxes.


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