Casselberry, FL Financial Advisors and Resources

Financial Advisor Firms in Casselberry, FL



(407) 339-9090

101 Normandy Road

Casselberry, FL 32707

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

How Retirement-Friendly is Casselberry, FL?

  • Population: 27,950
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $169,300
  • Average Monthly Housing Cost: $1,068
  • Average Household Income: $57,927
  • 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.)

Casselberry, FL Financial Advisor FAQs

In most cases, a financial advisor can be very beneficial. Financial advisors come with a number of positives and negatives, so it's important to know the type of advisor you want before looking for one.
A financial advisor helps you create a life of material abundance while adhering to your ethical beliefs. Financial advisors have the knowledge, capabilities, and connections that enable them to help provide optimal investment portfolios that are suitable for their clients' needs.
It depends on the number of clients, the advisor's background and experience level, and the type of advice being sought.
Many people find that one of the best financial advisors to hire is an estate planner or trust management professional. Estate planning and trust management professionals will help ensure things run smoothly after death so family members can avoid litigation and long drawn-out battles over who gets what from a deceased relative's estate.