Osceola County, FL Financial Advisors and Resources



Financial Advisor Firms in Osceola County, FL


BWM ADVISORY LLC

Website

(928) 750-0406

3253 Grouse Avenue

Kissimmee, FL 34744

SEC#: 801-108290
Years in Business: 0 years


How Retirement-Friendly is Osceola County, FL?

  • Population: 351,955
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $210,600
  • Average Monthly Housing Cost: $1,172
  • Average Household Income: $66,856
  • 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.)


Osceola County, FL Financial Advisor FAQs

A qualified financial advisor can be an invaluable resource because they will help during the process of creating sound financial goals and provide educated insights about your situation.
Their services may include designing customized investments based on each client's needs, objectives, and priorities; managing assets; creating an estate plan; coordinating with clients' attorneys, accountants, insurance providers etc.
A good financial advisor should have one or more of these attributes: an education in finance/banking, experienced with personal finance management, experience overseeing finances for family or friends.
Typically, clients will pay anywhere from 1% - 3% of their total assets under management per year to work with a professional advisor.