Sunny Isles Beach, FL Financial Advisors and Resources



Financial Advisor Firms in Sunny Isles Beach, FL


NOVEL CAPITAL MANAGEMENT ADVISORS, LLC

Website

(212) 937-5921

18911 Collins Avenue
#1201
Sunny Isles Beach, FL 33160

SEC#: 801-119853
Years in Business: 0 years

INVESTPLEX LLC

Website

(305) 318-4491

17555 Collins Avenue
Suite 1708
Sunny Isles Beach, FL 33160

SEC#: 801-107808
Years in Business: 5 years


How Retirement-Friendly is Sunny Isles Beach, FL?

  • Population: 21,942
  • % of Population 62 Years and Over: 28.9%
  • Average Home Value: $367,000
  • Average Monthly Housing Cost: $1,525
  • Average Household Income: $96,435
  • 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.)


Sunny Isles Beach, FL Financial Advisor FAQs

Financial advisors usually provide you with a financial plan and then charges an hourly rate for the time spent on analyzing your finances.
There are many financial advisors who will charge you a fee for working with you. But what they offer is not always needed. If you have the time to research on your own, or have knowledge of how mutual funds work, then it's possible that you can save yourself that expense.
The first thing you need to do is find a financial advisor who can work with all of your needs. If you plan on using the same one for everything... make sure they specialize in your investing and portfolio style, retirement and estate planning. For example, if you bill small business owners, make sure the advisor has experience working with small businesses and multiple types of accounts - not just advising individuals about IRAs.
One way might be by word of mouth from friends and family for those people who know what they're looking for in a professional. Another might be through an online search if they don't know what they want or there aren't any professionals close enough physically to contact them offline.