Wealth Management in Weston, FL

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List of Firms

Weston, FL Wealth Management Firms

Willenborg Wealth Management Group of Raymond James
Location 2893 Executive Park Dr, Weston, FL 33331, USA
Phone (954) 945-3333
Caoba Capital Wealth Management
Location 1555 Bonaventure Blvd #2028, Weston, FL 33326, USA
Phone (954) 656-3603
BeamaLife Corporation
Location 1792 Bell Tower Ln, Weston, FL 33326, USA
Phone (866) 250-4848
Wealth Management in Weston, FL

Where Wealth Management Advisors in Weston, FL Serve

Weston, FL is a vibrant city located in Broward County, Florida. It is home to many landmarks, including the Weston Hills Country Club, a world-renowned golf course that hosts numerous professional tournaments. The Bonaventure Resort & Spa is another popular landmark that attracts tourists from all over the world. The city is also home to many top employers, including Ultimate Software, Cleveland Clinic Florida, and American Express. These companies provide excellent job opportunities for the residents of Weston, making it a thriving business hub. Major highways such as Interstate 75 and State Road 84 run through Weston, making it easy to commute to other parts of South Florida. Streets such as Weston Road and Royal Palm Boulevard are also major thoroughfares that connect the city's neighborhoods. Speaking of neighborhoods, Weston has many beautiful and diverse communities, such as The Ridges, Savanna, and Weston Hills.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Weston, FL have a variety of financial needs that can be met by a bank. One specific way that a bank can help is by providing mortgage loans for the many families who move to Weston for its highly-rated schools. With a median home value of $460,000, many residents require financing to purchase a home in this affluent community. Additionally, banks can offer small business loans to the numerous entrepreneurs in Weston, who contribute to the city's thriving economy. These loans can help businesses expand and create more job opportunities for the community. Finally, banks can provide financial planning services to help residents manage their wealth and plan for their future. With the average household income in Weston being over $130,000, many residents need guidance on how to invest and save their money wisely. Overall, a bank can play a crucial role in supporting the financial needs of Weston's residents.

Insurance Broker

As a resident of Weston, FL, one can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents of Weston, FL navigate the complex and ever-changing insurance landscape, including the unique challenges that come with living in a hurricane-prone region. With their vast knowledge and expertise, insurance brokers can assist residents in finding the right coverage for their specific needs, whether it be for their home, car, or business. Additionally, an insurance broker can provide residents with access to a wide range of insurance products and carriers, making it easier to find affordable and comprehensive coverage. Furthermore, an insurance broker can help residents of Weston, FL understand the fine print of their policies, ensuring that they are fully aware of what is covered and what is not. Overall, the services of an insurance broker can be invaluable to residents of Weston, FL, providing them with peace of mind and financial security in the face of unexpected events.

Retirement Planning

Residents of Weston, FL can benefit greatly from the assistance of a retirement planner. With the city's median age being 40.8 years old, many individuals are approaching retirement age and need guidance on how to prepare financially. A retirement planner can help residents create a comprehensive retirement plan that takes into account their unique financial situation, goals, and lifestyle. They can assist with investment strategies, tax planning, and estate planning to ensure that individuals are financially prepared for retirement. Additionally, with Weston's high cost of living, a retirement planner can help residents navigate the expenses associated with retirement, such as healthcare costs and housing expenses. Overall, a retirement planner can provide invaluable support and guidance to ensure that residents of Weston, FL are able to enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Weston, FL can benefit from the assistance of a financial advisor in many ways. One specific example is that a financial advisor can help residents navigate the unique tax laws in Florida. For instance, Florida does not have a state income tax, but it does have a high sales tax and property tax rates. A financial advisor can help residents understand how these taxes impact their financial planning and investment strategies. Additionally, a financial advisor can help residents with retirement planning, college savings plans, and estate planning. With the help of a financial advisor, Weston residents can feel confident that they are making informed decisions about their finances and are on track to achieving their financial goals.

Mortgage Loan Officer

Residents of Weston, FL could greatly benefit from the expertise of a mortgage loan officer. These professionals can help guide them through the complex process of obtaining a mortgage for a new home or refinancing an existing one. With the high cost of living in Weston, FL, it's important for residents to find the best possible mortgage rates to fit their budget. A mortgage loan officer can assist with this by analyzing their financial situation and recommending the most suitable mortgage options. Additionally, since Weston is a highly desirable place to live, a mortgage loan officer can help residents navigate the competitive housing market and secure the home of their dreams. Overall, a mortgage loan officer can provide invaluable assistance to residents of Weston, FL in achieving their homeownership goals.

Tax Services

Residents of Weston, FL can benefit from the expertise of a tax advisor in several ways. For instance, Weston is known for its high-income households and affluent lifestyle, which means that residents need to be mindful of their tax obligations. A tax advisor can help them navigate the complex tax laws and regulations, identify tax-saving opportunities, and optimize their tax returns. They can also provide guidance on estate planning, retirement planning, and investment strategies that can help residents achieve their financial goals. Additionally, a tax advisor can assist business owners in Weston with tax planning, compliance, and risk management, ensuring that they stay on top of their tax obligations and avoid costly mistakes. With the help of a tax advisor, residents of Weston can make informed financial decisions and maximize their wealth potential.

Estate Planning Lawyer

Residents of Weston, FL can benefit greatly from the services of an estate planning lawyer. With the help of an experienced attorney, individuals can ensure that their assets are protected and their wishes are carried out after they pass away. An estate planning lawyer can assist with drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. In Weston, FL, where the population is predominantly affluent, estate planning is especially important. A lawyer can help residents navigate complex tax laws and ensure that their assets are distributed in the most efficient and effective way possible. Additionally, an estate planning lawyer can help families avoid probate court, which can be time-consuming and costly. By working with an attorney, residents of Weston, FL can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.


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