St. Lucie County, FL Financial Advisors and Resources

Financial Advisor Firms in St. Lucie County, FL



(772) 236-4232

477 Sw Sundance Trail

Port Saint Lucie, FL 34953

SEC#: 801-112038
Years in Business: 3 years

How Retirement-Friendly is St. Lucie County, FL?

  • Population: 312,947
  • % of Population 62 Years and Over: 27.7%
  • Average Home Value: $199,700
  • Average Monthly Housing Cost: $1,041
  • Average Household Income: $68,673
  • 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.)

St. Lucie County, FL Financial Advisor FAQs

Indeed it is helpful and wise to have a financial advisor. Financial advisors are the experts trained in all areas of financial management. It would be best to work with someone who specializes in the particular areas where you need help.
Financial advisors will tell you when it's time to spend or invest your money wisely given your current situation including future goals and risk tolerance levels. They also make recommendations on what types of products are best suited for certain types of investors.
Screen through a financial advisor's skills and credentials. Factors that demonstrate their skills will include things like experience, education, certifications and licenses, credentials of performance, and meeting minimum standards based on industry or regulatory organizations.
The cost of a financial advisor depends on what he or she will help with. Things like where the service is provided, how many hours per week, and type of investment handled can change the amount paid. The average cost for an hourly fee for one-on-one personal finance advice ranges from $100 to $300.