Monroe County, FL Financial Advisors and Resources

Financial Advisor Firms in Monroe County, FL



(585) 770-1770

Ocean Reef Plaza Executive Center
31 Ocean Reef Drive, Suite C101 #249
Key Largo, FL 33037

SEC#: 801-56497
Years in Business: 22 years

How Retirement-Friendly is Monroe County, FL?

  • Population: 75,798
  • % of Population 62 Years and Over: 27.1%
  • Average Home Value: $487,200
  • Average Monthly Housing Cost: $1,506
  • Average Household Income: $104,034
  • 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.)

Monroe County, FL Financial Advisor FAQs

They're professionals who help you work your way through the financial maze. These are bright, well-educated people who are challenging themselves to understand formidable fields of finance, insurance, real estate and more.
Financial advisors help their clients reach their financial goals by creating tailored, personalized solutions and strategies. They spend time understanding who the client is and what's important to them: family, lifestyle, career aspirations. Then they find a way to build a plan that helps you get there.
Financial advisors provide a wide variety of important services that have the potential to positively impact your life. The most common reason someone may seek out a financial advisor is they are looking for help figuring out what they should be doing with their existing assets so as to achieve or maintain planned retirement lifestyle goals.
Financial advisors get paid in a few different ways, but the most common is commissions on the sale of stocks and/or insurance products .