Best Financial Advisors in Hernando County, FL

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List of Firms

Hernando County, FL Fiduciary Financial Advisors

Charles Fernandez - Raymond James
1 out of 5
Location 4345 Commercial Way, Spring Hill, FL 34606, USA
Phone (352) 597-8625
Directions
Edward Jones - Financial Advisor: Troy V Spence
SEC File# 801-3297
CRD# 250
Location 3373 Mariner Blvd, Spring Hill, FL 34609, USA
Phone (352) 688-0731
Directions
Dougherty Investment Advisors
5 out of 5
Location 4048 Deltona Blvd, Spring Hill, FL 34606, USA
Phone (352) 238-6411
Directions
Collum Agency
Location 7862 Floral Dr, Spring Hill, FL 34607, USA
Phone (954) 806-1687
Directions
Merrill Lynch Wealth Management Advisor John McCullough
Location 9231 Cortez Blvd, Spring Hill, FL 34613, USA
Phone (352) 592-8913
Directions
Edward Jones - Financial Advisor: Casey F Adams
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3373 Mariner Blvd, Spring Hill, FL 34609, USA
Phone (352) 600-5460
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Joe Rettig - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5089 Commercial Way, Spring Hill, FL 34606, USA
Phone (352) 597-3339
Directions
James Aten - Raymond James
Location 4345 Commercial Way, Spring Hill, FL 34606, USA
Phone (352) 597-8625
Directions
Bill Allison - Raymond James
5 out of 5
Location 5129 Commercial Way, Spring Hill, FL 34606, USA
Phone (352) 596-1530
Directions
Edward Jones - Financial Advisor: Tonia L Warncke, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10224 Yale Ave, Spring Hill, FL 34613, USA
Phone (352) 597-2996
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
William Roth Finance Planner
Location 19245 Fishburne Dr, Spring Hill, FL 34610, USA
Phone (352) 544-5017
Directions
Take Point Wealth
5 out of 5
Location 5471 Spring Hill Dr, Spring Hill, FL 34606, USA
Phone (352) 616-0511
Directions
Evan Price - Raymond James
Location 4345 Commercial Way, Spring Hill, FL 34606, USA
Phone (352) 597-8625
Directions
Financial Advisors in Hernando County, FL

Where Certified Financial Advisors in Hernando County, FL Serve

Nestled in the heart of Florida's Nature Coast, Hernando County boasts a wealth of landmarks, top employers, major highways and streets, and neighborhoods that make it a prime destination for both residents and visitors alike. From the historic Hernando County Courthouse to the breathtaking Weeki Wachee Springs State Park, this county is a true gem of the Sunshine State. Its top employers include healthcare giants like Oak Hill Hospital and Bayfront Health Brooksville, as well as major retailers like Walmart and Publix. Major highways such as I-75 and US-19 run through the county, providing easy access to neighboring cities and attractions. Meanwhile, neighborhoods like Spring Hill and Brooksville offer a mix of suburban and rural living, with plenty of parks, restaurants, and shopping centers to explore. Whether you're looking for a quiet place to retire or a bustling hub of activity, Hernando County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hernando County, FL can benefit greatly from the expertise of a financial advisor. With a population of over 190,000 people, Hernando County is known for its beautiful natural attractions and affordable cost of living. However, many residents may struggle with managing their finances and planning for the future. A financial advisor can provide guidance on budgeting, saving for retirement, investing, and managing debt. Additionally, with the county's high percentage of retirees, a financial advisor can help seniors navigate complex issues such as Social Security, Medicare, and estate planning. By working with a financial advisor, residents of Hernando County can feel more confident and secure in their financial futures.

Insurance Broker

Residents of Hernando County, FL can benefit greatly from the services of an insurance broker. With the county's population growing rapidly, an insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their needs. Additionally, Hernando County is known for its high number of retirees, and an insurance broker can help seniors find affordable health insurance and Medicare supplement plans. With the threat of hurricanes and other natural disasters, an insurance broker can also assist residents in finding comprehensive homeowners insurance policies that cover flood and wind damage. Overall, an insurance broker can provide valuable assistance to residents of Hernando County, FL in protecting their health, homes, and finances.

Retirement Planning

Residents of Hernando County, FL can benefit greatly from the services of a retirement planner. With a large population of retirees and a growing number of people reaching retirement age, a retirement planner can help residents navigate the complex financial decisions that come with planning for retirement. Specifically, a retirement planner can help residents of Hernando County, FL with strategies for managing their retirement income, including Social Security benefits and pensions. They can also provide guidance on investment options, tax planning, and estate planning. With their knowledge and expertise, a retirement planner can help residents of Hernando County, FL achieve their retirement goals and ensure a comfortable and secure retirement.

Wealth Management

Residents of Hernando County, FL can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of the client. This can include retirement planning, investment management, and tax planning. Additionally, a wealth manager can provide guidance on estate planning and asset protection strategies. For residents of Hernando County, FL, a wealth manager can also offer expertise on local real estate and property values, which can be especially important for those looking to invest in the area. Overall, a wealth manager can provide valuable financial guidance and support to help residents of Hernando County, FL achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Hernando County, FL would greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by providing guidance and support throughout the home buying process. With the median home value in Hernando County being $164,000, many residents may require financial assistance in order to afford a home. A loan officer can help residents navigate the complex world of mortgages and find the best loan options to fit their unique financial situation. Additionally, a loan officer can help residents refinance their current mortgages to potentially lower their monthly payments or access equity in their homes. With the help of a knowledgeable and experienced loan officer, residents of Hernando County can achieve their dream of homeownership and secure their financial futures.

Tax Services

Residents of Hernando County, FL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to the county. For instance, Hernando County has a unique tax system that includes property taxes, sales taxes, and tourist development taxes. A tax advisor can help residents understand their tax obligations, identify potential deductions and credits, and develop strategies to minimize their tax liability. Additionally, a tax advisor can assist with tax planning, estate planning, and retirement planning, ensuring that residents are well-prepared for their financial future. With the help of a tax advisor, residents of Hernando County can make informed decisions about their finances and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Hernando County, FL can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Hernando County, where many residents are retirees who have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents navigate the complex process of probate, which is the legal process of distributing a person's assets after their death. With the help of an estate planning lawyer, residents of Hernando County can ensure that their wishes are carried out and their loved ones are provided for after they pass away.

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