Wealth Management in Lake Mary, FL

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List of Firms

Lake Mary, FL Wealth Management Firms

Merrill Lynch Wealth Management Advisor Jon Veneziano
Location 250 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 333-8322
Language https://fa.ml.com/florida/lake-mary/jon.veneziano
Directions
Reik Wealth Management
5 out of 5
Location 1540 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 644-7283
Language http://www.raymondjames.com/timreik/
Directions
Merrill Lynch Wealth Management Advisor James R Wright
Location 250 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 333-8337
Language https://fa.ml.com/florida/lake-mary/j_wright
Directions
Jackson Wealth Management, LLC
SEC File# 801-69469
CRD# 147642
Location 755 Primera Blvd #1001, Heathrow, FL 32746, USA
Phone (407) 585-0235
Language http://www.jacksonwm.com/
Directions
Lake Mary Wealth Management
Location 3098 W Lake Mary Blvd, Lake Mary, FL 32746, USA
Phone (407) 328-1515
Language http://lakemarywealth.com/About/ContactUs
Directions
Raymond James Trust NA
Location 200 Colonial Center Pkwy # 170, Lake Mary, FL 32746, USA
Phone (407) 333-2166
Directions
Wealth Management in Lake Mary, FL

Where Wealth Management Advisors in Lake Mary, FL Serve

Nestled in the heart of Seminole County, Lake Mary, FL boasts a plethora of landmarks that truly capture the essence of the town. From the iconic Lake Mary City Hall to the serene Central Park, visitors and residents alike can immerse themselves in the rich history and natural beauty of the area. In addition to its breathtaking landmarks, Lake Mary is home to several top employers, including AAA, Mitsubishi Hitachi Power Systems, and Verizon Wireless. These companies provide ample job opportunities for residents and contribute to the town's thriving economy. Major highways and streets such as Interstate 4 and Lake Mary Boulevard make commuting a breeze, while neighborhoods like Heathrow and Timacuan offer a peaceful retreat from the hustle and bustle of city life. Overall, Lake Mary, FL is a vibrant and dynamic town that offers something for everyone. Its unique blend of history, natural beauty, and economic opportunities make it a truly special place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lake Mary, FL could benefit from a bank in a multitude of ways. For instance, with its rapid growth, Lake Mary is becoming a hub for small businesses. A bank can provide loans to these budding entrepreneurs, allowing them to expand and create more job opportunities for the community. Additionally, with the influx of new residents, a bank can offer mortgage loans to those looking to purchase a home in the area. This can be especially helpful for first-time homebuyers who may not have the means to purchase a home outright. Furthermore, a bank can provide financial education and resources to residents, helping them to make informed decisions about their money and investments. Overall, a bank can serve as a valuable asset to the residents of Lake Mary, FL, providing them with the tools and resources they need to thrive in their community.

Insurance Broker

Residents of Lake Mary, FL can benefit from the expertise of an insurance broker in a variety of ways. One specific example is the prevalence of severe weather in the area, including hurricanes and thunderstorms. An insurance broker can assist residents in finding coverage that protects their homes and belongings from damage caused by these natural disasters. Additionally, Lake Mary is home to many retirees and seniors who may require specialized insurance for health care and long-term care. An insurance broker can help these individuals navigate the complex world of health insurance and find the coverage that best fits their needs and budget. With the help of an insurance broker, residents of Lake Mary can have peace of mind knowing that they are adequately protected against life's unexpected events.

Retirement Planning

Residents of Lake Mary, FL can benefit from the guidance of a retirement planner in several ways. Firstly, a retirement planner can help residents of Lake Mary navigate the complex tax laws of Florida, which vary from state to state. This can be especially important for retirees who may be living on a fixed income and need to maximize their savings. Additionally, a retirement planner can help residents of Lake Mary develop a comprehensive financial plan that takes into account their unique needs and goals. This can include everything from creating a budget to investing in stocks and bonds. Finally, a retirement planner can help residents of Lake Mary prepare for unexpected expenses, such as medical bills or home repairs, which can be particularly challenging for retirees living on a fixed income. With their expertise and guidance, a retirement planner can help residents of Lake Mary ensure that they are financially secure and prepared for whatever the future may hold.

Financial Advisor

Residents of Lake Mary, FL can benefit from the expertise of a financial advisor in several ways. Firstly, the advisor can help them create a personalized financial plan that takes into account their unique circumstances, such as the high cost of living in the area. Secondly, the advisor can assist them in managing their investments, ensuring that they are diversified and aligned with their long-term goals. Thirdly, the advisor can provide guidance on retirement planning, which is particularly important given the aging population of Lake Mary. Additionally, the advisor can help residents navigate the complexities of tax planning, which can be especially challenging in Florida, where there is no state income tax but high property taxes. Finally, the advisor can provide education on financial literacy, which is crucial in a community where many residents are entrepreneurs or small business owners. Overall, a financial advisor can be an invaluable resource for residents of Lake Mary, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake Mary, FL would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and thriving economy, the demand for housing is high. A mortgage loan officer can assist residents in finding the best mortgage rates and terms to finance their dream home in Lake Mary. Furthermore, with the city's diverse population, a mortgage loan officer can provide personalized guidance to residents who may have unique financial situations or credit histories. Additionally, Lake Mary is known for its luxury real estate market, and a mortgage loan officer can help residents navigate the complexities of obtaining a jumbo loan. Overall, a mortgage loan officer can be an invaluable resource for residents of Lake Mary, FL looking to achieve their homeownership goals.

Tax Services

Residents of Lake Mary, FL could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations specific to the state of Florida, including the state sales tax and property tax laws. Additionally, a tax advisor could assist residents in maximizing their deductions and credits, such as the homestead exemption for homeowners in Lake Mary. Furthermore, a tax advisor could provide guidance on tax planning strategies that could help residents minimize their tax liability and maximize their financial well-being. With their extensive knowledge and experience, a tax advisor could be an invaluable resource for residents of Lake Mary, FL looking to optimize their tax situation.

Estate Planning Lawyer

Residents of Lake Mary, FL can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help them create a will, which is a legal document that outlines how their assets will be distributed after their demise. This is particularly important in Lake Mary, FL, which is a rapidly growing city with a booming real estate market. As such, residents may have accumulated significant wealth and assets, and a will can ensure that their heirs receive those assets in a timely and efficient manner. Additionally, an estate planning lawyer can also help residents set up trusts, which can protect their assets from creditors, minimize estate taxes, and provide for their loved ones in the event of incapacitation or death. Furthermore, an estate planning lawyer can also help residents establish powers of attorney, which allow them to designate someone to make important financial and medical decisions on their behalf if they become unable to do so themselves.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Lake Mary, FL can offer a range of wealth management services to help high net worth individuals and families achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. Specifically, in Lake Mary, FL, a wealth manager may focus on the unique needs of retirees who have chosen to settle in this affluent community. With its abundance of luxury homes, upscale shopping centers, and golf courses, Lake Mary attracts retirees who value a high standard of living. A wealth manager may work closely with these retirees to develop a retirement income plan that will sustain their lifestyle and provide for their heirs. Additionally, the wealth manager may assist with estate planning to ensure that their assets are passed down to their loved ones in the most tax-efficient manner possible. With burstiness and complexity, a wealth manager in Lake Mary, FL can provide tailored wealth management services that meet the needs of the community's affluent retirees.

Lake Mary, FL is undoubtedly the best place to get a wealth manager. With its thriving economy and ever-growing community, the demand for financial planning and investment services is at an all-time high. What sets Lake Mary apart from other cities is its unique blend of urban and suburban living. The city offers a plethora of opportunities for business and leisure, making it an attractive destination for both residents and visitors. Furthermore, Lake Mary boasts a diverse population, with people from all walks of life, which means that wealth managers have experience working with a wide range of clients and can provide tailored solutions to meet their specific needs. In addition, the city's proximity to major metropolitan areas like Orlando and Tampa gives wealth managers access to a wide range of investment opportunities. Overall, Lake Mary's vibrant community, diverse population, and proximity to major cities make it the ideal place to get a wealth manager.