Altamonte Springs, FL Financial Advisors and Resources



Financial Advisor Firms in Altamonte Springs, FL


CERTIFIED ADVISORY CORP

Website

(407) 869-9800

1111 Douglas Avenue

Altamonte Springs, FL 32714

SEC#: 801-61305
Years in Business: 19 years

ARCHER INVESTMENT CORPORATION

Website

(407) 375-5684

220 N Westmonte Dr Suite E

Altamonte Springs, FL 32714

SEC#: 801-64607
Years in Business: 16 years

IFP ADVISORS, LLC

Website

(407) 718-0692

285 Uptown Blvd
#119
Altamonte Springs, FL 32701

SEC#: 801-69511
Years in Business: 13 years

G. A. REPPLE & COMPANY

Website

(407) 331-0678

978 Douglas Avenue
Suite 102
Altamonte Springs, FL 32714

SEC#: 801-63426
Years in Business: 17 years

CAPE INVESTMENT ADVISORY, INC.

Website

(407) 280-5575

465 Maitland Ave

Altamonte Springs, FL 32701

SEC#: 801-71349
Years in Business: 11 years

G. A. REPPLE & COMPANY

Website

(407) 331-0678

978 Douglas Avenue
Suite 102
Altamonte Springs, FL 32714

SEC#: 801-63426
Years in Business: 17 years


How Retirement-Friendly is Altamonte Springs, FL?

  • Population: 43,810
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $192,700
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $68,666
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Altamonte Springs, FL Financial Advisor FAQs

Having a financial advisor can help you to set realistic investments goals, establish a plan to achieve those goals, and provide resources for large decisions that affect your long-term future.
Financial advisors can help you make better-informed investments and decisions to protect your money. They may be able to minimize taxes on some types of investments or provide life insurance, long-term care or disability coverage that could prevent losses in other parts of your portfolio.
Look for someone who takes time up front to get acquainted with your circumstances, understands your investments, establishes priorities, weighs risks, recommends strategies, coaches on implementation of decision, and identifies potential errors in judgment.
A financial advisor's cost will vary depending on a number of variables, including the type of service provided, geographic location and clients individual needs.