Orange County, FL Financial Advisors and Resources



Financial Advisor Firms in Orange County, FL


CNL FUND ADVISORS COMPANY

Website

(407) 540-2739

450 South Orange Avenue
Suite 1400
Orlando, FL 32801

SEC#: 801-39197
Years in Business: 30 years

RD LEWIS HOLDINGS, INC.

Website

(407) 446-3737

121 S. Orange Avenue
Suite 1500
Orlando, FL 32801

SEC#: 801-119654
Years in Business: 1 years

CNL EDUCATIONAL INSTITUTE, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-81051
Years in Business: 6 years

GLOBAL ASSETS ADVISORY, LLC

Website

(407) 254-1500

390 N. Orange Avenue, Suite 750

Orlando, FL 32801

SEC#: 801-114946
Years in Business: 2 years

FORTRESS WEALTH GROUP, LLC

Website

(407) 999-8998

608 E Central Blvd

Orlando, FL 32801

SEC#: 801-118769
Years in Business: 1 years

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-110050
Years in Business: 4 years

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Website

(407) 695-7100

203 Hillcrest Street

Orlando, FL 32801

SEC#: 801-113696
Years in Business: 3 years

ALLGEN FINANCIAL ADVISORS, INC.

Website

(407) 210-3888

100 W. Lucerne Circle
Suite 200
Orlando, FL 32801

SEC#: 801-80077
Years in Business: 7 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(407) 254-1500

390 North Orange Avenue
Suite 750
Orlando, FL 32801

SEC#: 801-68114
Years in Business: 14 years


How Retirement-Friendly is Orange County, FL?

  • Population: 1349,746
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $245,200
  • Average Monthly Housing Cost: $1,226
  • Average Household Income: $83,706
  • 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.)


Orange County, FL Financial Advisor FAQs

A financial advisor is an individual who has the education and experience in the financial realm to assist in managing an individual or corporate's money. Financial advisors are licensed professionals, but may also have a number of other designations that demonstrate their skills, knowledge base, level of experience with various aspects of financial management, etc.
A financial advisor's role is to help people reach their financial goals by listening to what you want, taking into account what is most important to you, and recommending specific tools that are appropriate for the situation.
Financial advisors help individuals plan for retirement, invest in their households to achieve specific goals, and offer guidance when times get tough. If you don't have a long-term plan in place, it could lead to financial woes later on. Working with an advisor can keep you educated and informed about what's worth investing in at this stage of your life
Some financial advisors charge an asset-based fee on the dollar value of the assets they manage and/or on commission revenues that can come from investments or funds. Other financial advisors charge an hourly rate to provide general advice about how to invest wisely for retirement or other life goals.