Palmetto Bay, FL Financial Advisors and Resources

Financial Advisor Firms in Palmetto Bay, FL



(305) 233-3772

8925 Sw 148 Street
Suite 214
Palmetto Bay, FL 33176

SEC#: 801-66624
Years in Business: 15 years

How Retirement-Friendly is Palmetto Bay, FL?

  • Population: 24,333
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $565,200
  • Average Monthly Housing Cost: $2,196
  • Average Household Income: $166,270
  • 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.)

Palmetto Bay, FL Financial Advisor FAQs

How much a financial advisor typically earns depends on the individual's level of experience, the type of qualifications that are acquired, and what kind of industry they are working in.
You can look for an advisor in your local area that offers a cheaper service or is more willing to work with your budget. There are also online companies that have their own lists of professional financial advisors.
The role of a financial advisor is to guide their clients in decisions on how to manage and/or accumulate their wealth over time.
Yes. A financial advisor can help you set a proper savings and investment plan, improve your credit score, create a realistic budget for what you earn and save, and get started on the right type of insurance.