Citrus County, FL Financial Advisors and Resources

Financial Advisor Firms in Citrus County, FL



(352) 750-1637

1302 Se Paradise Ave

Crystal River, FL 34429

SEC#: 801-77918
Years in Business: 8 years

How Retirement-Friendly is Citrus County, FL?

  • Population: 145,169
  • % of Population 62 Years and Over: 41.6%
  • Average Home Value: $142,800
  • Average Monthly Housing Cost: $639
  • Average Household Income: $58,601
  • 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.)

Citrus County, FL Financial Advisor FAQs

Financial advisors are employed to provide you with information, financial services, and professional advice for your particular situation. Financial advisors are the ones who create the best portfolios with investments that can maximize returns while controlling risk
Financial advisors are essential because the landscape of personal finance has changed so much that it's hard for an individual to claim they have all the skills necessary for everything. There are too many options, too many ways things can go wrong, and it's just not practical any more.
It's essential to vet your potential financial advisor from the onset. Ask questions about qualifications, training, licenses and whether they're a member of any relevant professional organizations.
The rates for financial advisors depend on the specific advisor and what they offer. A broker will most likely charge different fees than a certified financial planner, but most reputable advisors require an hourly or percentage rate at the low end, with only one-time fees for services such as asset allocation and investment selection.