Satellite Beach, FL Financial Advisors and Resources

Financial Advisor Firms in Satellite Beach, FL



(321) 773-7773

1300 Highway Aia
Suite 103
Satellite Beach, FL 32937

SEC#: 801-56525
Years in Business: 22 years



(321) 722-7882

1360 S. Patrick Drive
Suite 5
Satellite Beach, FL 32937

SEC#: 801-62611
Years in Business: 17 years

How Retirement-Friendly is Satellite Beach, FL?

  • Population: 10,873
  • % of Population 62 Years and Over: 25.1%
  • Average Home Value: $318,400
  • Average Monthly Housing Cost: $1,435
  • Average Household Income: $107,390
  • 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.)

Satellite Beach, FL Financial Advisor FAQs

It is possible to invest on your own with a little basic knowledge. However, some people may not have the time or the money (or both) needed to do such research and then maintain that investment strategy on an ongoing basis. You might consider consulting a financial advisor if you are looking for someone who would be knowledgeable about how to set up investments that will generate income in retirement, or someone who can help you understand, plan for and manage future healthcare needs.
In order to pick a financial advisor, it is important that they fit your personality and provide a service that you will be comfortable with.
Financial advisors usually charge fees and commissions for their services. Fees may be in the form of an annual percentage of your entire portfolio, or a flat fee per service like a financial plan (either hourly or in-depth). Commissions are generally charged when they make trades on your behalf.
Financial advisors analyze stocks, bonds, mutual funds and other investments available in the market based upon the clients' needs before rendering expert advice to guide their clients towards appropriate actions. He or she may even work closely with attorneys in order to plan for future contingency events such as taxes when he has found an investment option that is suitable for his particular case. ermore some