Indian River County, FL Financial Advisors and Resources



Financial Advisor Firms in Indian River County, FL


PROFESSIONAL ADVISORY SERVICES INC

Website

(772) 778-0552

2770 Indian River Blvd
Suite 204
Vero Beach, FL 32960

SEC#: 801-14090
Years in Business: 43 years

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

Website

(772) 453-2723

601 21st Street
Suite 318
Vero Beach, FL 32960

SEC#: 801-119231
Years in Business: 1 years

TREASURE COAST FINANCIAL PLANNING, INC.

Website

(772) 231-1422

545 Beachland Blvd

Vero Beach, FL 32963

SEC#: 801-77753
Years in Business: 8 years

GALLATIN & COMPANY, LLC

Website

(772) 231-9607

505 Beachland Blvd - Suite 7

Vero Beach, FL 32963

SEC#: 801-60165
Years in Business: 20 years

WASHBURN CAPITAL MANAGEMENT INC.

Website

(772) 564-7291

70 Royal Palm Pointe
Suite C
Vero Beach, FL 32960

SEC#: 801-112874
Years in Business: 3 years

PEACHTREE INVESTMENT PARTNERS, LLC

Website

(404) 226-2728

601 21st Street
Suite 300
Vero Beach, FL 32960

SEC#: 801-112764
Years in Business: 3 years

ESSEX ASSET MANAGEMENT LLC

Website

(772) 234-6455

819 Beachland Blvd.

Vero Beach, FL 32963

SEC#: 801-70193
Years in Business: 12 years

BIMINI ADVISORS, LLC

Website

(772) 231-1400

3305 Flamingo Drive

Vero Beach, FL 32963

SEC#: 801-76949
Years in Business: 9 years

CORRY CAPITAL ADVISORS, LLC

Website

(855) 356-1208

3505 Ocean Drive

Vero Beach, FL 32963

SEC#: 801-77749
Years in Business: 8 years


How Retirement-Friendly is Indian River County, FL?

  • Population: 153,989
  • % of Population 62 Years and Over: 37.1%
  • Average Home Value: $203,000
  • Average Monthly Housing Cost: $888
  • Average Household Income: $87,526
  • 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.)


Indian River County, FL Financial Advisor FAQs

A financial advisor helps companies and individuals invest wisely for the short-term, medium-range, or long-range. They provide financial advice to clients about what types of securities are right for them.
The decision to work with a qualified financial advisor is the first step towards having your finances managed in order to help you reach your goals. . There are several things that a financial advisor can do for you including helping identify potential risk factors and making recommendations on how best to manage those risks.
The most important quality to look for in a financial advisor is an understanding the client's needs so that they can provide advice accordingly while also making sure that what is being recommended does not conflict with any existing advice.
A financial advisor may charge fees for their services - they are usually an hourly fee, but they can also be a flat rate. These fees vary by service area (investments, life insurance, mortgages).