Charlotte County, FL Financial Advisors and Resources



Financial Advisor Firms in Charlotte County, FL


LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

Website

(941) 391-8000

252 West Marion Avenue
Suite 200
Punta Gorda, FL 33950

SEC#: 801-113500
Years in Business: 3 years

FLAHARTY ASSET MANAGEMENT, LLC

Website

(941) 206-6200

1107 W. Marion Avenue
Suite 112
Punta Gorda, FL 33950

SEC#: 801-78437
Years in Business: 8 years

BALLAST ADVISORS, LLC

Website

(941) 621-4015

223 Taylor Street
Suite 1214
Punta Gorda, FL 33950

SEC#: 801-108984
Years in Business: 4 years

GEIER ASSET MANAGEMENT INC

Website

(410) 997-8000

776 Monaco Drive

Punta Gorda, FL 33950

SEC#: 801-56955
Years in Business: 21 years


How Retirement-Friendly is Charlotte County, FL?

  • Population: 181,067
  • % of Population 62 Years and Over: 44.8%
  • Average Home Value: $208,500
  • Average Monthly Housing Cost: $856
  • Average Household Income: $71,130
  • 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.)


Charlotte County, FL Financial Advisor FAQs

A financial advisor is an expert who will help their clients with decisions about investing, retirement planning, debt management, estate planning, college fund strategies and other aspects of wealth preservation.
Some things you should consider in a financial advisor include being able to stay organized, having extensive knowledge of investment strategies, having an understanding or background in law, being honest about both client needs and interests, and not being manipulated by other advisors' interests/companies.
Financial advisors usually advise clients on investment portfolios, retirement savings, and how to save money. Financial advisors specialize in many different areas such as stocks and bonds; retirement; mutual funds; savings programs; investments; wealth management and insurance.
Financial advisors get paid in one of two ways: fees or commissions. Fees are charged on a monthly, quarterly, or annual basis and they tend to be more cost effective for the borrower than paying out of pocket when they need advice. Commission is paid when the advisor sells something to the customer.