Volusia County, FL Financial Advisors and Resources



Financial Advisor Firms in Volusia County, FL


HOLLAND ADVISORY SERVICES, INC.

Website

(386) 671-7526

700 West Granada Boulevard

Ormond Beach, FL 32174

SEC#: 801-110617
Years in Business: 4 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 14 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

M HOLDINGS SECURITIES, INC.

Website

(386) 255-0519

325 Williamson Blvd
Suite 120
Daytona Beach, FL 32114

SEC#: 801-57304
Years in Business: 21 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 14 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

20/20 CAPITAL MANAGEMENT, INC

Website

(386) 671-0976

1663 N. Clyde Morris Blvd
Suite 2
Daytona Beach, FL 32117

SEC#: 801-106924
Years in Business: 5 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years


How Retirement-Friendly is Volusia County, FL?

  • Population: 536,487
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $187,100
  • Average Monthly Housing Cost: $939
  • Average Household Income: $67,025
  • 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.)


Volusia County, FL Financial Advisor FAQs

A financial advisor can help analyze your financial situation while considering factors like age, risk tolerance, and goals to come up with the best investment route.
A financial advisor can help you plan and guide your finances, educate yourself on the best way to manage your personal finances, assess what lifestyle you'll be able to live off of, and help find different ways to pay down debt.
Few of the qualities you should look for in a financial advisor include efficient communication skills, solid understanding of finance markets, dedication to customer satisfaction, and should hold appropriate licenses and certifications pertinent to his job.
The industry provides no specific amount of fee that should be given to advisors. Your financial advisor cost will depend on their level of expertise, the size and complexity of your investments, as well as any other concerns that you may have.