Best Financial Advisors in Flagler County, FL

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List of Firms

Flagler County, FL Fiduciary Financial Advisors

Kipp Wealth Management
Location 28 Arrowhead Dr, Palm Coast, FL 32137, USA
Phone (386) 225-1875
Directions
Edward Jones - Financial Advisor: Alan Thornton, AAMS™
5 out of 5
Location 21 N Old Kings Rd #107, Palm Coast, FL 32137, USA
Phone (386) 446-5391
Directions
Cathie Stull - TD Wealth Financial Advisor
Location 1280 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (772) 404-1901
Directions
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 10 Florida Park Dr N Ste D, Palm Coast, FL 32137, USA
Phone (386) 597-2994
Directions
Innovative Financial Solutions
5 out of 5
Location 4 Concorde Ln #1, Palm Coast, FL 32137, USA
Phone (386) 597-2856
Directions
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
Location 1400 Hand Ave Ste P, Ormond Beach, FL 32174, USA
Phone (386) 597-2994
Directions
MLR Financial Co
5 out of 5
Location 2561 Moody Blvd Unit 204, Flagler Beach, FL 32136, USA
Phone (386) 569-6202
Directions
Edward Jones - Financial Advisor: Ed Pruitt Jr
4 out of 5
Location 107 Flagler Plaza Dr, Palm Coast, FL 32137, USA
Phone (386) 439-0047
Directions
Edward Jones - Financial Advisor: Alyssa Thornton
Location 21 N Old Kings Rd #107, Palm Coast, FL 32137, USA
Phone (386) 446-5391
Directions
Phelan, Schroeder & Taylor LLC: Schroeder Robert E CPA
5 out of 5
Location 50 Leanni Way UNIT D3, Palm Coast, FL 32137, USA
Phone (386) 445-2400
Directions
Stewart Planning Group
4 out of 5
Location Ormond Beach, FL 32174, USA
Directions
Morgan Stanley Financial Advisors
5 out of 5
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
Directions
Financial Advisors in Flagler County, FL

Where Certified Financial Advisors in Flagler County, FL Serve

Flagler County, located in the northeastern part of Florida, is a vibrant and bustling community that boasts a rich history and diverse culture. From the beautiful beaches of Flagler Beach to the historic city of Bunnell, Flagler County has something for everyone. One of the most notable landmarks in Flagler County is the Flagler Beach Pier, which offers stunning views of the Atlantic Ocean and is a popular spot for fishing and sightseeing. Other notable landmarks include the Gamble Rogers Memorial State Recreation Area, the Florida Agricultural Museum, and the Princess Place Preserve. When it comes to top employers in Flagler County, there are several major companies that provide jobs and economic stability to the area. These include the Flagler County School District, Florida Hospital Flagler, and the Palm Coast Data. Major highways and streets in Flagler County include Interstate 95, US Highway 1, State Road 100, and State Road A1A.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Flagler County, FL can benefit greatly from the guidance of a financial advisor. With a high cost of living and a median household income below the national average, many individuals and families in Flagler County struggle to make ends meet. A financial advisor can help them create a budget, manage debt, and plan for their future financial goals. Additionally, Flagler County is a retirement destination, with a large population of seniors. A financial advisor can assist these retirees in navigating their retirement savings and investments, ensuring they have enough money to live comfortably in their golden years. Overall, a financial advisor can provide valuable insight and expertise to help residents of Flagler County achieve financial stability and security.

Insurance Broker

Residents of Flagler County, FL can benefit from the services of an insurance broker in various ways. One of the most common ways is by helping them navigate the complex world of insurance policies and finding the best coverage that suits their needs. This is particularly important in Flagler County, which is known for its high risk of hurricanes and flooding. An insurance broker can provide residents with expert advice on the types of policies that offer adequate protection against these natural disasters. Additionally, an insurance broker can help residents save money by comparing quotes from different insurance providers and negotiating better rates on their behalf. With the help of an insurance broker, residents of Flagler County can have peace of mind knowing that they are adequately protected against any unforeseen events that may occur.

Retirement Planning

Residents of Flagler County, FL could benefit greatly from the expertise of a retirement planner. With a population of over 115,000 people, many of whom are approaching retirement age, a retirement planner could help individuals navigate the complex world of retirement savings and planning. Specifically, Flagler County is known for its large retirement communities, such as Palm Coast and Flagler Beach, which attract retirees from all over the country. A retirement planner could help these residents make informed decisions about their retirement income, investment strategies, and healthcare options. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many Flagler County residents may be feeling uncertain about their financial futures. A retirement planner could provide guidance and reassurance during these challenging times.

Wealth Management

Residents of Flagler County, FL can benefit greatly from the services of a wealth manager. With its beautiful beaches and proximity to major cities, Flagler County is an attractive place to live. However, the area is not immune to economic challenges and residents may face financial uncertainties. A wealth manager can help residents navigate these challenges by providing personalized financial planning and investment strategies. They can assist with retirement planning, tax management, and estate planning, among other services. Additionally, Flagler County has a large retirement community, and a wealth manager can provide specialized guidance to these individuals to ensure they have a secure financial future. Overall, a wealth manager can provide peace of mind and financial security to residents of Flagler County, FL.

Mortgage Loan Officer

Residents of Flagler County, FL could greatly benefit from the services of a mortgage loan officer. These professionals specialize in helping individuals and families secure financing for their dream homes. With Flagler County being a popular retirement destination, many residents may be looking to downsize or purchase a second home. A mortgage loan officer can provide valuable guidance on the different loan options available, as well as help navigate the often complex process of applying for a mortgage. Additionally, Flagler County is prone to natural disasters such as hurricanes, and a mortgage loan officer can assist residents in obtaining financing for repairs or rebuilding efforts in the event of a disaster. Overall, a mortgage loan officer can be a crucial resource for residents of Flagler County, FL looking to achieve their homeownership goals.

Tax Services

Residents of Flagler County, FL can benefit greatly from the services of a tax advisor. With a population of over 115,000 people, Flagler County is home to many individuals and businesses that could use the expertise of a tax advisor. One specific way that a tax advisor could help residents of Flagler County is by providing guidance on the tax implications of owning property in the area. With its beautiful beaches and growing economy, Flagler County is a popular place to live and invest in real estate. A tax advisor could help residents navigate the complex tax laws surrounding property ownership, including deductions and credits that could save them money. Additionally, a tax advisor could assist small business owners in Flagler County with tax planning and compliance, ensuring that they are meeting all of their tax obligations while minimizing their tax liability. Overall, a tax advisor can be an invaluable resource for residents of Flagler County, helping them to make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Flagler County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a comprehensive plan for their assets in the event of their death. This includes drafting a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist with Medicaid planning, which is particularly important in Flagler County, as it has a high percentage of elderly residents. By working with an attorney to plan for long-term care needs, residents can protect their assets and ensure they receive the care they need as they age. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Flagler County, FL.

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