Marion County, FL Financial Advisors and Resources

Financial Advisor Firms in Marion County, FL

How Retirement-Friendly is Marion County, FL?

  • Population: 353,526
  • % of Population 62 Years and Over: 32.7%
  • Average Home Value: $153,400
  • Average Monthly Housing Cost: $737
  • Average Household Income: $62,048
  • 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.)

Marion County, FL Financial Advisor FAQs

A financial advisor is a professional who helps you plan your finances. They are able to help with investment analysis, retirement planning, employee benefits-designation of beneficiary, estate planning.
Financial advisors provide their clients with comprehensive product and service offerings to invest, save, and protect time and income for retirement.
You need a financial advisor because that person can deliver services such as managing your investments and retirement portfolio, providing you guidance on taxes and estate planning, and helping to develop an investment plan tailored for your particular needs.
Individual financial advisors differ in which type of compensation they accept, but usually the two most common are the percentage-of-assets model and the hourly fee.