Nassau County, FL Financial Advisors and Resources

Financial Advisor Firms in Nassau County, FL



(805) 495-4405

95138 Gladiolus Place

Fernandina Beach, FL 32034

SEC#: 801-37370
Years in Business: 31 years

How Retirement-Friendly is Nassau County, FL?

  • Population: 83,098
  • % of Population 62 Years and Over: 26.5%
  • Average Home Value: $232,100
  • Average Monthly Housing Cost: $1,133
  • Average Household Income: $92,133
  • 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.)

Nassau County, FL Financial Advisor FAQs

Financial advisors are professionals who give guidance on financial matters, typically either on investments or estate planning. They help plan for the safety and security of their clients’ assets. Financial advisors typically have training in finance, law, real estate markets, stocks, bonds, mutual funds and other types of investments.
A financial advisor will discuss your investment and retirement goals, analyze your assets and liabilities, and then come back with a plan for how to reach each goal.
Financial advisors can help with investment decisions, optimizing college savings options, providing guidance on their investing strategy and being part of an overall comprehensive plan including insurance coverage and maximizing tax advantages from investments.
There are a number of ways financial advisors charge for their services, but the two primary methods to do so are fee-only or commission.