Retirement Planning in Leon County, FL

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List of Firms

Top Retirement Planners in Leon County, FL

The Vedder Group
Location 2039 Centre Pointe Blvd Suite 102, Tallahassee, FL 32308, USA
Phone (850) 316-4933
Prudential - Trey Laffitte, CFP®, RICP®, ChFC®
Location 281 Pinewood Dr, Tallahassee, FL 32303, USA
Phone (850) 553-3389
Rosenberg Alvis Ambrose Wealth Management
5 out of 5
Location 1876 Eider Ct suite b, Tallahassee, FL 32308, USA
Phone (850) 385-2300
Poppell Financial Group, LLC
5 out of 5
Location 3116 Capital Cir NE Ste 6, Tallahassee, FL 32308, USA
Phone (850) 668-3885
Prudential: Steve Halsell, CFP®, ChFC®, WMCP®, RICP®, CASL®
4 out of 5
Location 281 Pinewood Dr, Tallahassee, FL 32303, USA
Phone (850) 523-2100
TNB Financial Services
Location 1705 Metropolitan Blvd, Tallahassee, FL 32308, USA
Phone (850) 523-0353
Rally Point Financial Group
Location 3201 Shamrock St S Suite 104, Tallahassee, FL 32309, USA
Phone (850) 300-7059
Tallahassee Financial Advisors
Location 3015 Shannon Lakes Dr N, Tallahassee, FL 32309, USA
Phone (850) 999-1953
Palmer • Planells Wealth Group | Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
Cassedy & Company
5 out of 5
Location 2012 North Point Blvd D, Tallahassee, FL 32308, USA
Phone (850) 386-4700
Jaime A. Planells, CFP® - Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
Retirement Planning in Leon County, FL

About Leon County, FL for Those Planning to Retire

Leon County is located in the panhandle of Florida. The county has a population of over 280,000 and is home to many landmarks, top employers, major highways and streets, and neighborhoods. Some of the county's most notable landmarks include the Capitol building, Florida State University, and Wakulla Springs. Top employers in the area include state government agencies, hospitals, and universities. Major highways and streets in Leon County include I-10, US-27, and SR-20. The county is divided into several neighborhoods, including All Saints, Betton Hills, Killearn Estates, and Frenchtown.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Leon County, FL residents can benefit from banks and credit unions in their area by taking advantage of the services they offer.Both banks and credit unions offer a variety of products and services that can be beneficial to residents in Leon County. For example, banks often offer checking and savings accounts, as well as loans and mortgages. Credit unions typically offer similar products, but may also provide other services such as car loans or home equity lines of credit.It's important for residents in Leon County to shop around for the best bank or credit union to meet their needs. By comparing rates and fees, residents can ensure they are getting the most value for their money.

Estate Planning Lawyer

If you're a resident of Leon County, FL, it's important to work with an estate planning lawyer to ensure that your assets are distributed according to your wishes after you die. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive that will ensure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

If you are a resident of Leon County, FL, and you are in the market for a new home, it is important to work with a mortgage loan officer. A mortgage loan officer can help you get the best deal on a home loan, and they can also help you find the right home for your needs.

Wealth Management

If you live in Leon County, FL, working with a wealth manager can be one of the smartest decisions you make. A good wealth manager can help you make the most of your money and plan for your future. They can also help you avoid costly mistakes and save you time and hassle. If you're looking for quality financial advice, don't hesitate to reach out to a local wealth manager today.

Financial Advisor

Living in Leon County, FL can be a great experience, especially if you work with a financial advisor. Financial advisors can help you save money and make the most of your income. They can also help you plan for retirement and other important life events.

Insurance Broker

If you live in Leon County, FL and are looking for ways to save money on your insurance, you should consider working with an insurance broker. An insurance broker can help you find the best rates and coverage possible, and they will work on your behalf to get the best deal possible.An insurance broker knows the ins and outs of the insurance industry, and they have relationships with many different insurers. This allows them to compare rates and coverage options from multiple carriers, so you can find the right policy for your needs.Plus, an insurance broker is always available to answer any questions or help you with any problems you may have. So if you're looking for ways to save money on your insurance, contact an insurance broker today.

Tax Services

Living in Leon County, FL comes with a lot of benefits, but it also comes with its own set of challenges. One of the most important challenges that faces those living in this area is tax preparation. Thankfully, there are many tax accountants in the area who are more than happy to help residents prepare their taxes and get the most out of their return. By working with a tax accountant in your area, you can be sure that you're getting the best possible advice and guidance when it comes to your taxes. Not only will this help you save money on your taxes, but it will also help ensure that you're meeting all of the requirements for filing in Leon County, FL.

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