Wealth Management in Lake County, FL

We did the hard work of finding trustworthy partners in Lake County, FL. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Lake County, FL Wealth Management Firms

Garrison Wealth Management
3 out of 5
Location 6967, 2110 N Donnelly St # 600, Mt Dora, FL 32757, USA
Phone (352) 383-3100
McCray Wealth Management
Location 801 International Pkwy Suite 5022, Lake Mary, FL 32746, USA
Phone (407) 602-8641
Dillard & Associates Wealth Management
Location 2220 ClusterOak Dr Suite "F, Clermont, FL 34711, USA
Phone (352) 404-8125
Fross & Fross Wealth Management
4 out of 5
Location 910 Old Camp Rd STE 90, The Villages, FL 32162, USA
Phone (352) 205-7800
Ballard Financial Group
5 out of 5
Location 773 W Montrose St, Clermont, FL 34711, USA
Phone (352) 404-9990
Merrill Lynch Wealth Management Advisor Clay C Palmer
Location 1100 Canal St, The Villages, FL 32162, USA
Phone (352) 350-2706
Merrill Lynch Wealth Management Advisor Jesse Anderson
Location 250 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 333-8329
JB Meridian Advisors, LLC
Location 1009 East Ave #2533, Clermont, FL 34711, USA
Phone (877) 398-0051
Wealth Management in Lake County, FL

Where Wealth Management Advisors in Lake County, FL Serve

Lake County, FL is a large county located in central Florida. The county seat is Tavares and the largest city is Clermont. Some of the county's landmarks include the Lake Eola Park in Orlando, the Mount Dora Historic District, and the Leesburg Chain of Lakes. The top employers in the county are Publix Super Markets, Inc., Lake County School Board, and Adventist Health System - Lake Region. Major highways and streets in the county include Interstate 4, US 27, and State Road 44. The neighborhoods in the county vary in size and location. Some of the more notable neighborhoods include Mount Dora, Eustis Heights, and Four Corners.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Lake County, FL provide a wide variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, many banks offer online banking services that allow customers to manage their finances from anywhere in the world. This can be a very convenient option for people who travel or work remotely.

Retirement Planning

Lake County, FL offers a wide variety of retirement planning options to help residents save for their golden years. From 401(k)s to IRAs, there are a variety of ways to invest and grow your money. You can also take advantage of the many tax breaks available for retirees in Lake County.

Tax Services

A tax accountant in Lake County, FL helps individuals and businesses file their taxes. They can help you find deductions and credits that you may be eligible for, as well as help you plan your tax strategy for the year. Most tax accountants are certified by the IRS, and many have years of experience preparing tax returns.

Financial Advisor

A financial advisor in Lake County, FL helps people save money and plan for their future. They offer advice on investments, retirement planning, and insurance. They work with clients to create a financial plan that meets their needs and fits their budget. Financial advisors can help people manage their money and stay on track with their finances.

Insurance Broker

An insurance broker in Lake County, FL helps people find the best insurance policies for their needs. They work with a variety of insurance companies to find the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Lake County, FL help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Lake County, FL helps people create wills and trusts which will dictate how their property is to be distributed after they die. They can also help with guardianship issues and making sure that your assets are protected in case of incapacity.


Comprehensive Wealth Management FAQs