Lake Worth, FL Financial Advisors and Resources



Financial Advisor Firms in Lake Worth, FL


MARIACA WEALTH MANAGEMENT, LLC

Website

(561) 650-8061

8401 Lake Worth Road
Suite 226
Lake Worth, FL 33467

SEC#: 801-107298
Years in Business: 5 years

CHELSEA ADVISORY SERVICES, INC

Website

(561) 252-9580

8401 Lake Worth Road
Suite 203
Lake Worth, FL 33467

SEC#: 801-112349
Years in Business: 3 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

5563 Fountain Drive South

Lake Worth, FL 33467

SEC#: 801-51232
Years in Business: 25 years

CORECAP ADVISORS, LLC

Website

(561) 523-3947

6858 Finamore Circle

Lake Worth, FL 33467

SEC#: 801-72687
Years in Business: 10 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

5563 Fountain Drive South

Lake Worth, FL 33467

SEC#: 801-51232
Years in Business: 25 years

ANDREW GARRETT, INC.

Website

(561) 336-3730

7759 Great Oak Dr

Lake Worth, FL 33467

SEC#: 801-71581
Years in Business: 11 years

CHELSEA ADVISORY SERVICES, INC

Website

(561) 252-9580

8401 Lake Worth Road
Suite 203
Lake Worth, FL 33467

SEC#: 801-112349
Years in Business: 3 years

PGIM, INC.

Website

(561) 623-7159

9897 Lake Worth Rd.
Suite 303
Lake Worth, FL 33467

SEC#: 801-22808
Years in Business: 36 years

ANDREW GARRETT, INC.

Website

(561) 336-3730

7759 Great Oak Dr

Lake Worth, FL 33467

SEC#: 801-71581
Years in Business: 11 years


How Retirement-Friendly is Lake Worth, FL?

  • Population: 38,010
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $211,500
  • Average Monthly Housing Cost: $1,075
  • Average Household Income: $60,327
  • 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 Worth, FL Financial Advisor FAQs

If you are not confident in your financial know-how, one would say it is a good idea. Financial advisors can provide vital guidance on the how much money should be invested for retirement or education funds, as well as general advice about different types of investments.
A financial advisor helps you make decisions about your money. A good financial advisor's goal is not just to help clients manage their finances better off but also work smarter with their money so that they're able to retire comfortably and save for future needs without feeling too strapped by day-to-day living expenses.
The standard compensation model used by all advisors is charging a 1-3% fee on investments, 1/2 of which is taken up front and the other half is paid out over 12-17 years.
It may be helpful to ask yourself these questions when thinking about getting one. Do you currently feel like you are at risk for shortage of money in the future? Are there some headaches that seem to chase away other thoughts? Do you need lots of advice on what to do with lots of bits and pieces of money?