Safety Harbor, FL Financial Advisors and Resources



Financial Advisor Firms in Safety Harbor, FL


ROGAN & ASSOCIATES

Website

(727) 712-3400

200 9th Avenue North
Suite 100
Safety Harbor, FL 34695

SEC#: 801-69994
Years in Business: 12 years

ATLANTIS WEALTH ADVISORS LLC

Website

(419) 794-0538

100 Main Street
Suite 300
Safety Harbor, FL 34695

SEC#: 801-79013
Years in Business: 7 years


How Retirement-Friendly is Safety Harbor, FL?

  • Population: 17,803
  • % of Population 62 Years and Over: 25.7%
  • Average Home Value: $290,700
  • Average Monthly Housing Cost: $1,222
  • Average Household Income: $104,070
  • 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.)


Safety Harbor, FL Financial Advisor FAQs

Financial advisors receive a fee of either 1% of the amount managed per year or a flat monthly fee for managing your money.
Interview financial advisors and ask for references based on credentials, track record, experience level and recommendations. Ask what kind of services he/she can provide (retirement planning, investment analysis etc.) and how much it will cost you (íf this comes up).
The costs vary greatly because there are advisors who offer these services on a contracted, fee-for-service basis and others who offer fixed income investment products through mutual funds. Costs range from $100-$1,000 per hour or more depending on the specific type of service and complexity of advice desired (i.e., consultant vs. adviser).
Questions like, With your background in finance, what's the best type of stocks to buy?, What can you recommend that would generate a good return?, What are some safety considerations I should take into account when investing overseas?