
Find a Financial Advisor in Lake Mary, FL
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We did the hard work of finding trustworthy partners in Lake Mary, FL.
We Only Work With The Best Lake Mary Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Lake Mary, FL
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Financial Advisor Close to Lake Mary, FL
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Lake Mary, FL
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Lake Mary, FL
We evaluated over 13,000 RIA firms to bring you the best of the best Lake Mary financial advisors.
How Retirement-Friendly is Lake Mary, FL?
- Population: 16,698
- % of Population 62 Years and Over: 24.9%
- Average Home Value: $325,100
- Average Monthly Housing Cost: $1,539
- Average Household Income: $121,969
- 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.)
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The Top Financial Advisor Firms in Lake Mary, FL
NEWPORT GROUP SECURITIES, INC.
(407) 333-2905300 Primera Blvd.
Suite 200
Lake Mary, FL 32746
SEC#: 801-60427
Years in Business: 20 years
NEWPORT GROUP CONSULTING, LLC
(407) 333-2905300 Primera Blvd.
Suite 200
Lake Mary, FL 32746
SEC#: 801-66908
Years in Business: 15 years
ROBO ADVISOR, INC.
(407) 499-0050255 Primera Boulevard
Suite 160
Lake Mary, FL 32746
SEC#: 801-72066
Years in Business: 11 years
CAPACUITY LLC
(407) 949-6889300 International Parkway
Suite 350
Lake Mary, FL 32746
SEC#: 801-113636
Years in Business: 3 years
TIM LOONEY INVESTMENTS, LLC
(407) 331-69611145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746
SEC#: 801-76731
Years in Business: 9 years
COLLABORATIVE WEALTH
(407) 792-3336972 International Parkway
Lake Mary, FL 32746
SEC#: 801-80100
Years in Business: 7 years
LAMCO ADVISORY SERVICES INC.
(407) 585-11691525 International Parkway
Suite 2071
Lake Mary, FL 32746
SEC#: 801-40331
Years in Business: 30 years
BAUERLE FINANCIAL, INC
(407) 878-12291525 International Parkway
Suite 2021
Lake Mary, FL 32746
SEC#: 801-50497
Years in Business: 26 years
JACKSON WEALTH MANAGEMENT, LLC
(407) 585-0235755 Primera Blvd
Suite 1001
Lake Mary, FL 32746
SEC#: 801-69469
Years in Business: 13 years
Lake Mary, FL Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.