Sumter County, FL Financial Advisors and Resources



Financial Advisor Firms in Sumter County, FL


TALON PRIVATE WEALTH, LLC

Website

(407) 270-1000

11974 County Road 101
Suite 103
The Villages, FL 32162

SEC#: 801-114857
Years in Business: 2 years

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Website

(352) 633-9046

8564 E. County Road 466
Suite 302
The Villages, FL 32162

SEC#: 801-112486
Years in Business: 3 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(262) 638-0224

1126 Bichara Blvd.

The Villages, FL 32159

SEC#: 801-74519
Years in Business: 9 years

RWM ASSET MANAGEMENT, LLC

Website

(352) 343-2700

2520 Burnsed Blvd.

The Villages, FL 32163

SEC#: 801-79789
Years in Business: 7 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 630-5666

1328 Balboa Ct.

The Villages, FL 32159

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 630-5666

1328 Balboa Ct.

The Villages, FL 32159

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 630-5666

1328 Balboa Ct.

The Villages, FL 32159

SEC#: 801-77918
Years in Business: 8 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(262) 638-0224

1126 Bichara Blvd.

The Villages, FL 32159

SEC#: 801-74519
Years in Business: 9 years

RETIREMENT WEALTH ADVISORS, LLC

Website

(352) 751-3200

11974 Cr 101, Suite 103

The Villages, FL 32162

SEC#: 801-67628
Years in Business: 14 years


How Retirement-Friendly is Sumter County, FL?

  • Population: 125,044
  • % of Population 62 Years and Over: 62.7%
  • Average Home Value: $258,400
  • Average Monthly Housing Cost: $687
  • Average Household Income: $74,605
  • 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.)


Sumter County, FL Financial Advisor FAQs

It is worth consulting an experienced, fee-only financial advisor before making any investment and other finance-related decisions.
Financial advisors are committed to providing objective advice on retirement, investment, college savings and other financial issues. Financial advisors can help you define your goals and develop a workable plan, while understanding the personal values that matter most to you.
An advisor should have a reliable experience of at least 5 years in finance or a minimum of 3 years as a Registered Financial Advisor. His degree should be commerce related and should have strong analytical skills.
Some people pay an advisor an hourly rate for their services while others go on retainer with them at a flat rate each month. How much your advisor should be charging varies greatly depending on how often they meet with you and what other services they provide (e.g., help preparing taxes).