Lake Mary, FL Financial Advisors and Resources



Financial Advisor Firms in Lake Mary, FL


NEWPORT GROUP SECURITIES, INC.

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-60427
Years in Business: 20 years

NEWPORT GROUP CONSULTING, LLC

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-66908
Years in Business: 15 years

ROBO ADVISOR, INC.

Website

(407) 499-0050

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746

SEC#: 801-72066
Years in Business: 10 years

CAPACUITY LLC

Website

(407) 949-6889

300 International Parkway
Suite 350
Lake Mary, FL 32746

SEC#: 801-113636
Years in Business: 3 years

TIM LOONEY INVESTMENTS, LLC

Website

(407) 331-6961

1145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746

SEC#: 801-76731
Years in Business: 9 years

COLLABORATIVE WEALTH

Website

(407) 792-3336

972 International Parkway

Lake Mary, FL 32746

SEC#: 801-80100
Years in Business: 7 years

LAMCO ADVISORY SERVICES INC.

Website

(407) 585-1169

1525 International Parkway
Suite 2071
Lake Mary, FL 32746

SEC#: 801-40331
Years in Business: 29 years

BAUERLE FINANCIAL, INC

Website

(407) 878-1229

1525 International Parkway
Suite 2021
Lake Mary, FL 32746

SEC#: 801-50497
Years in Business: 25 years

JACKSON WEALTH MANAGEMENT, LLC

Website

(407) 585-0235

755 Primera Blvd
Suite 1001
Lake Mary, FL 32746

SEC#: 801-69469
Years in Business: 13 years


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.)


Lake Mary, FL Financial Advisor FAQs

There are three steps you need to take to find an investment advisor that suits your needs. 1) Determine your financial needs. 2) Find a qualified individual or firm with the appropriate products to meet those needs. 3) Confirm compatibility of services, philosophies, qualifications and experience of the potential candidate.
You might need a financial advisor if you find it difficult to manage your own investments, keep track of your spending and budget, minimize taxes and fees, deal with unplanned expenses and much more.
First, how do they get paid? If the advisor is being compensated in any way for recommending products, products with higher commission rates are always better. When you have questions about an advisor or their service, talk them through your thoughts and try to understand where they're coming from to see if implementing any changes will be helpful.
The financial advisor helps their client to budget, save and invest their money. They help to grow that capital while maintaining a risk level that is comfortable for the client. The range of services a financial advisor provides includes asset management strategy, retirement planning, tax efficiency savings strategies, protection strategies (life insurance planning) and many other types of advice.