Lee County, FL Financial Advisors and Resources



Financial Advisor Firms in Lee County, FL


TOUNJIAN ADVISORY GROUP, LLC

Website

(239) 561-1155

8870 Daniels Parkway

Fort Myers, FL 33912

SEC#: 801-116766
Years in Business: 2 years

MCDERMOTT INVESTMENT ADVISORS, LLC

Website

(866) 905-7375

5237 Summerlin Commons
Suite 223
Fort Myers, FL 33907

SEC#: 801-79404
Years in Business: 7 years

MACKE FINANCIAL ADVISORY GROUP

Website

(239) 275-1122

12699 New Brittany Blvd.

Fort Myers, FL 33907

SEC#: 801-57221
Years in Business: 21 years

UHLER AND VERTICH FINANCIAL PLANNERS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Boulevard
Suite 103
Fort Myers, FL 33919

SEC#: 801-62896
Years in Business: 17 years

SCOTT WHITE ADVISORS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Blvd
Suite 103
Fort Myers, FL 33919

SEC#: 801-112303
Years in Business: 3 years

MARQUIS WEALTH MANAGEMENT GROUP

Website

(239) 454-1117

6216 Whiskey Creek Drive
Suite A
Ft. Myers, FL 33919

SEC#: 801-60851
Years in Business: 19 years

JKMILNE ASSET MANAGEMENT

Website

(239) 936-3430

1520 Royal Palm Square Blvd
Suite 210
Fort Myers, FL 33919

SEC#: 801-63470
Years in Business: 17 years

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

Website

(239) 482-8002

12140 Carissa Commerce Court
Suite 104
Fort Myers, FL 33966

SEC#: 801-79808
Years in Business: 7 years

LIBERTY PRIVATE CLIENT, LLC

Website

(239) 275-2538

5237 Summerlin Commons Blvd
#319
Fort Myers, FL 33907

SEC#: 801-119011
Years in Business: 1 years


How Retirement-Friendly is Lee County, FL?

  • Population: 737,468
  • % of Population 62 Years and Over: 32.5%
  • Average Home Value: $233,900
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $82,544
  • 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.)


Lee County, FL Financial Advisor FAQs

A financial advisor is an individual who assists individuals and families in managing their finances, covering a range of personal finance topics.
Financial advisors may provide advice on investments, pensions and/or retirement planning; ensuring appropriate insurance cover; or other financial products such as mortgages, credit cards and loans. They also help with tax preparation and budgeting.
A financial advisor will work to ensure that you are taking care of the many aspects of your individual finances that need tending to, like accounting, budgeting, taxes and planning for retirement.These tasks can be overwhelming without someone to help you stay on track so it's best to hire a financial advisor.
Financial advisors work on contingency commissions (meaning that they're paid their percentage of any product or service sold at title closing). Financial advisors may not charge fees for specific services nor collect upfront fees before investing your money.