Best Financial Advisors in Seminole County, FL

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List of Firms

Seminole County, FL Fiduciary Financial Advisors

Breen Financial Management
Location 1515 International Pkwy Suite 1019, Lake Mary, FL 32746, USA
Phone (407) 712-6780
Directions
Edward Jones - Financial Advisor: David J Rivas
Location 3248 W Lake Mary Blvd Suite 1210, Lake Mary, FL 32746, USA
Phone (407) 324-1554
Directions
FamilyWealth Advisers, LLC
Location 255 Primera Blvd Ste. 160, Lake Mary, FL 32746, USA
Phone (866) 746-3743
Directions
Traditions Wealth and Legacy Planning
Location 801 International Pkwy Suite 500, Lake Mary, FL 32746, USA
Phone (407) 553-3573
Directions
Legacy Financial Advisors Orlando
5 out of 5
Location 1855 W State Rd 434 Suite 272, Longwood, FL 32750, USA
Phone (407) 264-2996
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Evan Shear - Raymond James
Location 1515 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 215-7575
Directions
BD Financial Concepts
4 out of 5
Location 218 Sanford Ave, Sanford, FL 32771, USA
Phone (407) 833-9733
Directions
Dias Wealth Financial Advisor
5 out of 5
Location 250 International Pkwy Suite 134, Lake Mary, FL 32746, USA
Phone (321) 926-0936
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Financial Advisors in Seminole County, FL

Where Certified Financial Advisors in Seminole County, FL Serve

Seminole County, located in central Florida, is a bustling area with a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Sanford downtown area to the bustling Oviedo Marketplace, Seminole County has something for everyone. The county is home to top employers such as AAA, Siemens, and the Seminole County School Board, providing ample job opportunities for residents. Major highways such as I-4 and the 417 Toll Road run through the county, making transportation a breeze. The streets are lined with unique neighborhoods, each with their own charm and personality. From the upscale Heathrow community to the family-friendly Winter Springs, Seminole County offers a diverse range of housing options. Whether you're a local or a visitor, Seminole County is a must-see destination in Florida.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Seminole County, FL can benefit greatly from the guidance of a financial advisor. With a median household income of $66,000, many families in Seminole County are looking for ways to save for their future. A financial advisor can help them create a budget, set financial goals, and develop a plan to achieve those goals. They can also provide advice on retirement planning, investment strategies, and debt management. Additionally, Seminole County has a growing population of retirees who are looking for ways to make their savings last. A financial advisor can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. Overall, a financial advisor can provide valuable guidance and peace of mind to residents of Seminole County who are looking to secure their financial future.

Insurance Broker

Residents of Seminole County, FL can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice and guidance on the best insurance policies for their specific needs. This is especially important in Seminole County, where the risk of natural disasters such as hurricanes and floods is high. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have adequate coverage for their homes, vehicles, and personal property. Additionally, an insurance broker can help residents save money by finding them the best deals and discounts on insurance policies. Overall, an insurance broker can provide valuable support and peace of mind to residents of Seminole County, ensuring they are protected against unforeseen events and can recover quickly from any losses.

Retirement Planning

Residents of Seminole County, FL can greatly benefit from the services of a retirement planner. With a retirement planner, individuals can receive guidance on how to save and invest their money in order to have a comfortable retirement. Specifically, for residents of Seminole County, FL, a retirement planner can help navigate the unique challenges of retiring in a state with high property taxes and a high cost of living. They can also provide advice on how to maximize Social Security benefits and navigate the complexities of Medicare. A retirement planner can help residents of Seminole County, FL achieve their retirement goals and ensure financial security in their golden years.

Wealth Management

Residents of Seminole County, FL can benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager can help individuals and families in the county create a comprehensive financial plan that takes into account their unique goals and circumstances. They can also provide guidance on investment strategies, retirement planning, and estate planning. With Seminole County's growing population and diverse economy, a wealth manager can help residents navigate the complexities of the local financial landscape and make informed decisions about their finances. Whether it's saving for a child's education or building a retirement nest egg, a wealth manager can provide the guidance and support needed to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Seminole County, FL can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage loan. With the housing market in Seminole County being highly competitive, a mortgage loan officer can help residents find the best loan options that fit their unique financial situation. Additionally, Seminole County is home to many retirees and first-time homebuyers, who may need extra guidance and support throughout the mortgage process. A mortgage loan officer can provide personalized advice and assistance, making the process less stressful and more manageable for residents.

Tax Services

Residents of Seminole County, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways they can help is by providing guidance on how to navigate the complex tax laws specific to the county. For example, Seminole County has a local option tourist development tax that is imposed on short-term rentals. A tax advisor can assist residents in understanding how this tax works and how to properly report it on their tax returns. Additionally, a tax advisor can help residents maximize deductions and credits, minimize tax liability, and avoid costly mistakes on their tax returns. Overall, working with a tax advisor can provide peace of mind and ensure that residents are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Seminole County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust. This ensures that an individual's assets are distributed according to their wishes after they pass away. In Seminole County, FL, where there is a large retirement community, an estate planning lawyer can also assist with Medicaid planning and long-term care planning. They can help individuals protect their assets and qualify for government assistance if needed. Additionally, an estate planning lawyer can guide families through the probate process, which can be complex and time-consuming. Overall, an estate planning lawyer can provide peace of mind and ensure that an individual's wishes are carried out in the event of their passing.

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