Bradenton, FL Financial Advisors and Resources



Financial Advisor Firms in Bradenton, FL


INTEGRA CAPITAL ADVISORS

Website

(941) 778-1900

1001 Third Ave West
Suite 450
Bradenton, FL 34205

SEC#: 801-80862
Years in Business: 6 years

PENINSULA ASSET MANAGEMENT INC

Website

(941) 748-8680

1001 3rd Avenue West
Suite 220
Bradenton, FL 34205

SEC#: 801-17065
Years in Business: 39 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(678) 338-4378

4615 Riverview Blvd

Bradenton, FL 34209

SEC#: 801-108114
Years in Business: 5 years

HARBOR FINANCIAL SERVICES, LLC

Website

(941) 896-2473

7907 25th Ave W

Bradenton, FL 34209

SEC#: 801-65811
Years in Business: 15 years

EXCEL WEALTH MANAGEMENT, LLC

Website

(877) 392-3537

13218 Sorrento Way

Bradenton, FL 34211

SEC#: 801-114524
Years in Business: 2 years

CAMPBELL FINANCIAL PARTNERS, LLC

Website

(239) 454-5333

7412 Pine Valley Street

Bradenton, FL 34202

SEC#: 801-112579
Years in Business: 3 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years


How Retirement-Friendly is Bradenton, FL?

  • Population: 56,551
  • % of Population 62 Years and Over: 29.4%
  • Average Home Value: $185,500
  • Average Monthly Housing Cost: $991
  • Average Household Income: $62,723
  • 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.)


Bradenton, FL Financial Advisor FAQs

Some of the most important questions to ask include: Who will manage my money on a day-to-day basis? How much does this service cost? If I pay an annual fee, what percentage would that come out as each month (or year)? Will I ever receive any cash or is it all stocks and bonds? Will those assets grow in value over time at a set rate without varying so much in overall performance?
The role of a financial advisor varies from person to person. Some advisors specialize in retirement planning, while others focus on investments, insurance etc.
Financial advisors are typically for people who need help with their investing strategy. This may be because they have enough money to not worry about it, or because they are too busy juggling travel obligations to juggle the time needed for research.
You want to find a person who is both qualified and experienced. In any case, it's best to seek looks from two or more advisors before deciding on a particular one. This ensures that you're getting the information from at least two perspectives and helps prevent bias due to over reliance on one perspective.