Winter Haven, FL Financial Advisors and Resources



Financial Advisor Firms in Winter Haven, FL


WELLS GLOBAL INVESTMENT ADVISERS LLC

Website

(863) 294-3361

521 West Central Avenue

Winter Haven, FL 33880

SEC#: 801-76875
Years in Business: 9 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 949-1300

46 4th St. Sw

Winter Haven, FL 33880

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 949-1300

46 4th St. Sw

Winter Haven, FL 33880

SEC#: 801-79769
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(863) 207-0883

141 West Central
Suite 3
Winter Haven, FL 33880

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(863) 207-0883

141 West Central
Suite 3
Winter Haven, FL 33880

SEC#: 801-80575
Years in Business: 6 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 949-1300

46 4th St. Sw

Winter Haven, FL 33880

SEC#: 801-79769
Years in Business: 7 years

NBC SECURITIES, INC.

Website

(863) 293-4006

7722 Sr 544 East

Winter Haven, FL 33881

SEC#: 801-58257
Years in Business: 20 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 949-1300

46 4th St. Sw

Winter Haven, FL 33880

SEC#: 801-79769
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(863) 207-0883

141 West Central
Suite 3
Winter Haven, FL 33880

SEC#: 801-80575
Years in Business: 6 years


How Retirement-Friendly is Winter Haven, FL?

  • Population: 41,248
  • % of Population 62 Years and Over: 28.5%
  • Average Home Value: $175,000
  • Average Monthly Housing Cost: $910
  • Average Household Income: $64,113
  • 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.)


Winter Haven, FL Financial Advisor FAQs

First, one needs to set out their goals for their money. What are they trying to accomplish with their funds? Once this is done, they need to find someone that specializes in that type of goal. Again, it's about finding someone who can speak your language and/or understands what you're trying to do with your money - not just somebody who knows stocks or bonds. Most importantly, once you've found some potential advisors you will want to interview them before making any commitments on either side of this decision-making process.
Yes. A financial advisor evaluates your beliefs and expectations and recommends strategies to suit your needs.
You should ask your financial advisor how many professional certifications they hold (certified public accountant, insurance agent, broker-dealer registered representative), if their statements are audited by a third-party auditor annually, and what the total cost of services will be for their recommendations.
Financial advisors may also help people manage risk if they are retired or have significant assets that they want to safeguard against unforeseen events like inflation or recession.