Fleming Island, FL Financial Advisors and Resources



Financial Advisor Firms in Fleming Island, FL


CAMARDA WEALTH ADVISORY GROUP

Website

(904) 278-1177

4371 Us Highway 17 South
Suite 201
Fleming Island, FL 32003

SEC#: 801-61028
Years in Business: 19 years

MCMAHON FINANCIAL ADVISORS, LLC

Website

(412) 343-8700

414 Old Hart Rd
Suite 102
Fleming Island, FL 32003

SEC#: 801-79952
Years in Business: 7 years

MFA WEALTH ADVISORS, LLC

Website

(412) 343-8700

414 Old Hart Rd
Suite 102
Fleming Island, FL 32003

SEC#: 801-79952
Years in Business: 7 years


How Retirement-Friendly is Fleming Island, FL?

  • Population: 28,676
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $271,900
  • Average Monthly Housing Cost: $1,507
  • Average Household Income: $113,501
  • 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.)


Fleming Island, FL Financial Advisor FAQs

An Advisor helps the client achieve their goals through specialized knowledge on investing, savings, taxes, retirement strategies and more. They provide guidance incorporating information collected from multiple sources and combining it with the needs and preferences of the client to create personalized solutions that meet current and future financial objectives.
If you're looking for peace of mind because your income isn't stable and your savings account balance isn't very high then consulting a financial advisor can help answer any questions that may be lingering around in your head.
Do some research on which firm is best for your personal financial needs. If possible, meet with three of the advisers to learn about any financial advice they might offer. Discuss your objectives and finances so each of them can provide an appropriate recommendation based on their expertise.
Pay differs from advisor to advisor, but generally financial advisors get paid through a few different ways. One way advisors get compensated is by charging a fee for their services. Another way is through commissions on the products that they sell. Also, some advisors receive a fee from the company that they work for while working for them.