Best Financial Advisors in Rockledge, FL

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Rockledge, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sabina Baker
5 out of 5
Location 966 Florida Ave S, Rockledge, FL 32955, USA
Phone (321) 848-0057
Language https://www.edwardjones.com/us-en/financial-advisor/sabina-baker
Directions
Houser Financial Group
1 out of 5
Location 391 Commerce Pkwy Suite 200, Rockledge, FL 32955, USA
Phone (321) 345-1145
Language http://www.houserfinancial.com/
Directions
Miller & Hurt Financial Group
5 out of 5
Location 182 Barton Blvd, Rockledge, FL 32955, USA
Phone (321) 632-2996
Language http://www.millerandhurt.com/
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Financial Advisors in Rockledge, FL

Where Certified Financial Advisors in Rockledge, FL Serve

Rockledge, FL is a vibrant city located in Brevard County, Florida. It is home to numerous landmarks, including the historic Cocoa-Rockledge Garden Club, the Rockledge Country Club, and the Rockledge Municipal Golf Course. The city is also known for its top employers, which include the Brevard County School Board, Wuesthoff Health Systems, and Rockledge Regional Medical Center. Major highways that run through the city include Interstate 95 and U.S. Highway 1, while some of the most notable streets include Barton Boulevard, Fiske Boulevard, and Barnes Boulevard. Rockledge is made up of several unique neighborhoods, each with its own distinct character and charm, such as Chelsea Park, Huntington Estates, and Viera East. With its rich history, thriving economy, and diverse community, Rockledge is a truly remarkable place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rockledge, FL can benefit from the guidance of a financial advisor in a number of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique challenges of the local real estate market. With a median home value that is higher than the national average, many Rockledge residents may be looking to buy or sell property, and a financial advisor can provide valuable insight into the financial implications of these decisions. Additionally, a financial advisor can help Rockledge residents plan for retirement, save for their children's education, and manage their investments in a way that aligns with their long-term financial goals. By working with a financial advisor, Rockledge residents can feel confident in their financial future and make informed decisions that will help them achieve their dreams.

Insurance Broker

Residents of Rockledge, FL can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the unique challenges of living in a coastal community, such as finding coverage for flood damage or hurricane-related losses. Additionally, an insurance broker can assist residents in finding the right coverage for their specific needs and budget, whether that be for home, auto, or health insurance. By working with an insurance broker, residents of Rockledge can feel confident that they have the coverage they need to protect themselves and their families, no matter what unexpected events may come their way.

Retirement Planning

Residents of Rockledge, FL can greatly benefit from the help of a retirement planner. With its population of over 27,000 people, Rockledge is a growing community that is home to many retirees. A retirement planner can assist residents in creating a personalized financial plan that takes into account their unique goals and needs. This could include strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. Additionally, a retirement planner can help residents navigate the complex healthcare system, including Medicare and long-term care options. With its proximity to the coast and abundance of outdoor activities, Rockledge residents may also benefit from a retirement planner's advice on how to incorporate travel and leisure into their retirement plans.

Wealth Management

Residents of Rockledge, FL can benefit greatly from the services of a wealth manager in a number of ways. One of the most common ways that a wealth manager can help is by providing personalized investment advice tailored to the unique needs and goals of each individual client. This can be especially valuable in Rockledge, where the local economy is heavily influenced by the aerospace industry and other high-tech sectors. A skilled wealth manager can help residents navigate the complexities of these industries and make informed investment decisions that will help them achieve their financial objectives. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, helping residents to protect and grow their wealth over the long term.

Mortgage Loan Officer

Residents of Rockledge, FL can greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing a new home or refinancing an existing mortgage. With the city's proximity to the coast and its desirable climate, many residents are looking to invest in their own property. A mortgage loan officer can provide guidance on the best loan options available, as well as assist with the application process and securing a favorable interest rate. Additionally, Rockledge has a diverse population with varying financial backgrounds, so a mortgage loan officer can help tailor their services to meet the specific needs of each individual or family. Whether it's a first-time homebuyer or someone looking to upgrade to a larger home, a mortgage loan officer can offer invaluable support throughout the entire process.

Tax Services

Residents of Rockledge, FL can benefit greatly from the services of a tax advisor. With the city's growing population and thriving business community, tax laws and regulations can be complex and overwhelming for many individuals. A tax advisor can provide guidance on tax planning, preparation, and filing, helping residents maximize their deductions and minimize their liabilities. Additionally, with the city's proximity to the Kennedy Space Center, many residents may work in the aerospace industry and require specialized tax advice. A tax advisor can also assist with estate planning and retirement planning, ensuring that residents are prepared for their financial future. Overall, a tax advisor can provide invaluable assistance to residents of Rockledge, FL, helping them navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Rockledge, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Rockledge is by helping them create a comprehensive estate plan that outlines their wishes for the distribution of their assets and property after they pass away. This is particularly important for Rockledge residents because the area has a high population of retirees and elderly individuals who may need to plan for long-term care and medical expenses. Additionally, an estate planning lawyer can help residents of Rockledge minimize taxes and avoid probate, ensuring that their loved ones are not burdened with unnecessary legal fees and delays. Overall, an estate planning lawyer can provide invaluable guidance and support to Rockledge residents as they plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rockledge, FL

A financial advisor in Rockledge, FL can provide a wide range of financial advising services to clients. From investment planning to retirement planning and tax management, a financial advisor can help clients navigate the complexities of the financial world. In Rockledge, FL specifically, financial advisors can offer unique insights into the local economy and investment opportunities. For example, with the recent growth of the aerospace industry in the area, financial advisors may recommend investing in companies related to space exploration and technology. Additionally, with the influx of retirees to the area, financial advisors may specialize in retirement planning and offer tailored solutions to meet the specific needs of clients in Rockledge, FL. Overall, a financial advisor in Rockledge, FL can provide invaluable expertise and guidance to help clients achieve their financial goals and navigate the complexities of the financial world.

Rockledge, FL is truly the best place to receive financial advising. One of the reasons for this is the city's thriving economy, which is bolstered by a diverse range of businesses and industries. From aerospace to healthcare, Rockledge has a dynamic economy that provides ample opportunities for financial growth and stability. Moreover, the city is home to a plethora of experienced financial advisors who possess a wealth of knowledge and expertise in their field. These advisors are well-versed in an array of financial strategies and can help clients navigate complex financial situations with ease. Whether you're looking to invest in the stock market or plan for retirement, Rockledge's financial advisors have the skills and insights needed to help you achieve your goals. With its strong economy and knowledgeable advisors, Rockledge is undoubtedly the premier destination for financial advising.