Retirement Planning in Tavares, FL

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Top Retirement Planners in Tavares, FL

SEC File# 801-72137
CRD# 25853
Location 531 W Main St, Tavares, FL 32778, USA
Phone (352) 253-5244
Infinity Financial Group
Location 383 W Alfred St, Tavares, FL 32778, USA
Phone (352) 609-5262
The Miranda-Gerry Financial Consulting Group of Wells Fargo Advisors
Location 127 N Bay St, Eustis, FL 32726, USA
Phone (352) 483-8896
SEC File# 801-117820
CRD# 146362
5 out of 5
Location 626 N Highland St, Mt Dora, FL 32757, USA
Phone (352) 735-2424
Mortgage Financial Group Inc
5 out of 5
Location 1100 E Alfred St, Tavares, FL 32778, USA
Phone (352) 742-7900
Nelson Financial Planning
5 out of 5
Location 423 Country Club Dr, Winter Park, FL 32789, USA
Phone (407) 629-6477
Retirement Planning in Tavares, FL

About Tavares, FL for Those Planning to Retire

Tavares, FL is a city located in Lake County, Florida. The city is home to several landmarks, including the Tavares Seaplane Base and Park, the Mount Dora Historic District, and the Leesburg Commercial District. Major employers in Tavares include the Lake County School District and the City of Tavares. Major highways and streets in Tavares include State Road 19 and County Road 561. Neighborhoods in Tavares include Deer Island, Shorewood Hills, and Lakeshore Estates.

Other Financial Planning Services for Retirement

Banks and Credit Unions

If you live in Tavares, FL, there are a few banks and credit unions in your area that can offer you some great benefits. For example, both banks and credit unions offer competitive interest rates on savings and checking accounts, as well as certificates of deposit (CDs). In addition, many banks and credit unions offer free checking accounts with no monthly fees. This is a great way to save money on banking expenses each month.

Estate Planning Lawyer

Tavares, FL residents can benefit from working with an estate planning lawyer to ensure their assets are distributed in the way they want after they die. An estate planning lawyer can help residents create a will and other legal documents that will ensure their wishes are carried out. Residents of Tavares, FL can also benefit from working with an estate planning lawyer to create trusts and other legal mechanisms to protect their assets during their lifetime.

Mortgage Loan Officer

If you're one of the many people in Tavares, FL who are looking for a new home, you'll need to take out a mortgage loan. And if you're like most people, you'll want to get the best deal possible. That's where a mortgage loan officer comes in. They can help you find the right loan and make sure you get the best rate possible.

Wealth Management

Tavares, FL is a city located in Lake County, Florida. As of the 2010 census, the population was 18,151. The City of Tavares has a council-manager form of government. The Mayor is elected from the citizens to serve a four-year term and there are six City Council members who are each elected to serve a two-year term. The day-to-day operations of the City are managed by the City Manager who is appointed by the City Council.The primary responsibility of the City Council is policymaking while that of the City Manager is to implement policy and direct staff in accordance with policies adopted by Council. The mission statement for Tavares states "To enhance our quality of life now and for future generations through leadership in economic development, public safety and efficient provision of services." A wealth manager can assist Tavares residents in working towards these goals through comprehensive financial planning and goal setting.

Financial Advisor

People living in Tavares, FL can benefit by working with a financial advisor because they can help you save money on taxes, invest your money wisely, and help you plan for retirement. They can also help you manage your debt and make sound financial decisions. Financial advisors have the experience and knowledge to help you achieve your financial goals.

Insurance Broker

Living in Tavares, FL comes with its own set of risks and rewards. While the area is picturesque and offers plenty of opportunities for recreation, it's also susceptible to a range of natural disasters. A good insurance broker can work with you to identify these risks and make sure you have the coverage you need to protect your family and property in case of an emergency.

Tax Services

If you live in Tavares, FL and are looking for ways to save on your taxes, working with a tax accountant is a great option. Tax accountants have the expertise and experience to help you find all of the deductions and credits available to you, which can result in significant savings. They can also help you stay up-to-date on tax laws, so you can make sure you're taking advantage of every opportunity available to you. Contact a local tax accountant today to get started.


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