Best Financial Advisors in Brevard County, FL

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Brevard County, FL Fiduciary Financial Advisors

SEC File# 801-55992
CRD# 109419
4 out of 5
Location 6767 N Wickham Rd STE 500, Melbourne, FL 32940, USA
Phone (321) 253-5400
Directions
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Bockman & Associates Financial
Location 6505 N US Hwy 1, Melbourne, FL 32940, USA
Phone (321) 259-5080
Directions
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Chris Squires - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6943 N Wickham Rd, Melbourne, FL 32940, USA
Phone (321) 610-7080
Directions
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Edward Jones - Financial Advisor: Elizabeth Oros
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1678 W Hibiscus Blvd Ste 101, Melbourne, FL 32901, USA
Phone (321) 729-6447
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: James S Szczybor, CIMA®
SEC File# 801-3297
CRD# 250
Location 600 W Eau Gallie Blvd, Melbourne, FL 32935, USA
Phone (321) 425-6493
Directions
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Kenneth Whittaker - Raymond James
5 out of 5
Location 1692 W Hibiscus Blvd, Melbourne, FL 32901, USA
Phone (321) 723-3352
Directions
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Geoff Jones - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 122 4th Ave STE 102, Indialantic, FL 32903, USA
Phone (321) 984-2186
Directions
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Atlantic Financial Advisors, LLC
5 out of 5
Location 3682 N Wickham Rd Suite C, Melbourne, FL 32935, USA
Phone (321) 751-5599
Directions
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Luminary Financial Advisors
Location 1980 N Atlantic Ave STE 411, Cocoa Beach, FL 32931, USA
Phone (321) 333-4923
Directions
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Retirement & Investment Strategies Inc
Location 1370 Sarno Rd # B, Melbourne, FL 32935, USA
Phone (321) 751-4115
Directions
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John A Melo - Financial Advisor, Ameriprise Financial Services, LLC
Location 6943 N Wickham Rd, Melbourne, FL 32940, USA
Phone (321) 610-4644
Directions
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Houser Financial Group
1 out of 5
Location 391 Commerce Pkwy Suite 200, Rockledge, FL 32955, USA
Phone (321) 345-1145
Directions
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Gallo & Russell - Certified Financial Planner
SEC File# 801-33422
CRD# 109701
Location 3188 Suntree Blvd, Rockledge, FL 32955, USA
Phone (321) 242-8200
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Richard Mazo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 276 Brevard Ave, Cocoa, FL 32922, USA
Phone (321) 638-9992
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management
Location 6525 3rd St Suite 505, Rockledge, FL 32955, USA
Phone (321) 242-4002
Directions
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Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd a107, Melbourne, FL 32940, USA
Phone (321) 259-7168
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Thomas Gregory - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd Ste 400, Melbourne, FL 32940, USA
Phone (321) 722-7600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: David M Palmbach, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7640 N Wickham Rd Ste 109A, Melbourne, FL 32940, USA
Phone (321) 255-1770
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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JAG Financial Services
SEC File# 801-108114
CRD# 277085
5 out of 5
Location 1329 Bedford Dr #2, Melbourne, FL 32940, USA
Phone (321) 777-8482
Directions
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American Investment Consltng
Location 694 Atlantis Rd, Melbourne, FL 32904, USA
Phone (321) 821-4845
Directions
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Leonard Financial Group
SEC File# 801-107792
CRD# 152583
4 out of 5
Location 2955 Pineda Plaza Way #126, Melbourne, FL 32940, USA
Phone (321) 259-6239
Directions
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Andersen Financial
Location 400 High Point Dr # 350, Cocoa, FL 32926, USA
Phone (321) 639-7300
Directions
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Wilmarth Private Wealth Management of Raymond James
Location 202 N Harbor City Blvd #200, Melbourne, FL 32935, USA
Phone (321) 253-7911
Directions
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Edward Jones - Financial Advisor: Philip A Amick
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3760 W Eau Gallie Blvd Unit 102, Melbourne, FL 32934, USA
Phone (321) 373-0807
Directions
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Flammio Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6555 N Wickham Rd Ste 102, Melbourne, FL 32940, USA
Phone (321) 622-8371
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3999 N Harbor City Blvd, Melbourne, FL 32935, USA
Phone (813) 333-2298
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Rich Martinson - Raymond James
Location 6767 N Wickham Rd Ste 502, Melbourne, FL 32940, USA
Phone (321) 425-3037
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
1 out of 5
Location 4865 N Wickham Rd Suite 108, Melbourne, FL 32940, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Donner Wealth Management LLC
Location 7125 Turner Rd Ste 101D, Rockledge, FL 32955, USA
Phone (321) 956-3447
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Baird Private Wealth Management
5 out of 5
Location 150 N Sykes Creek Pkwy Suite 100, Merritt Island, FL 32953, USA
Phone (866) 792-7457
Directions
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Arbor Financial Services of Florida Inc
SEC File# 801-80425
CRD# 173272
5 out of 5
Location 6555 N Wickham Rd #101, Melbourne, FL 32940, USA
Phone (321) 795-4799
Directions
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Thomas Vaden Guill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 E Merritt Ave Ste F, Merritt Island, FL 32953, USA
Phone (321) 452-4220
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Cameron B Mitchell, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 600 W Eau Gallie Blvd, Melbourne, FL 32935, USA
Phone (321) 425-6493
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Joseph Pickrell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6767 N Wickham Rd a107, Melbourne, FL 32940, USA
Phone (321) 259-3980
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Mike Weiss - Raymond James
Location 5464 Village Dr, Rockledge, FL 32955, USA
Phone (321) 338-1816
Directions
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Phillips Financial Advisors
SEC File# 801-62611
CRD# 114412
5 out of 5
Location 1360 S Patrick Dr #5, Satellite Beach, FL 32937, USA
Phone (321) 722-7882
Directions
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Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7370 Cabot Ct Suite 102, Melbourne, FL 32940, USA
Phone (321) 254-5202
Directions
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Deighan Financial Advisors
Location 47 W New Haven Ave #101, Melbourne, FL 32901, USA
Phone (321) 728-3888
Directions
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Three Bridges Planning
5 out of 5
Location 304 S Harbor City Blvd Suite 200, Melbourne, FL 32901, USA
Phone (321) 225-3154
Directions
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Financial Cornerstone Group
SEC File# 801-60722
CRD# 112294
5 out of 5
Location 190 McIver Ln, Rockledge, FL 32955, USA
Phone (321) 735-4994
Directions
Financial Advisors in Brevard County, FL

Where Certified Financial Advisors in Brevard County, FL Serve

Brevard County, located in the heart of Florida, is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches to the historic downtown areas, Brevard County has something to offer everyone. One of the most notable landmarks in Brevard County is the Kennedy Space Center, where NASA launches rockets and spaceships into the great beyond. Additionally, the Brevard Zoo and the Melbourne Beach Pier are popular destinations for tourists and locals alike. When it comes to top employers, Brevard County is home to a diverse range of companies, including Harris Corporation, Health First, and Northrop Grumman. These companies provide a range of job opportunities for residents of the area. Major highways and streets in Brevard County include I-95, US-1, and A1A, which provide easy access to nearby cities and attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brevard County, FL could benefit from the expertise of a financial advisor in a number of ways. With the area's strong economy and booming real estate market, many residents may be looking to invest in property or start their own businesses. A financial advisor can help guide them through the intricacies of these processes and ensure that they are making sound financial decisions. Additionally, with the high number of retirees in Brevard County, a financial advisor can help them plan for their future and make the most of their retirement savings. Overall, a financial advisor can provide valuable insights and advice to help Brevard County residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Brevard County, FL could greatly benefit from the services of an insurance broker. With the area being prone to hurricanes and other natural disasters, an insurance broker can help residents navigate the complexities of homeowner's insurance and ensure they have adequate coverage in the event of a disaster. Additionally, Brevard County is home to many retirees who may need assistance with Medicare and supplemental insurance options. An insurance broker can help these residents understand their options and choose the best plan for their needs and budget. Overall, an insurance broker can provide valuable guidance and support to Brevard County residents in protecting their homes, health, and financial well-being.

Retirement Planning

Residents of Brevard County, FL can benefit greatly from the services of a retirement planner. With a large retired population in the area, a retirement planner can help ensure that individuals have a solid financial plan in place for their future. Specifically, Brevard County is known for its high cost of living, making it crucial for retirees to have a well-rounded plan that accounts for expenses such as healthcare and housing. A retirement planner can also assist with navigating the complex world of Social Security and Medicare, ensuring that individuals are maximizing their benefits and receiving the proper coverage. By working with a retirement planner, residents of Brevard County can have peace of mind knowing that their financial future is secure.

Wealth Management

Residents of Brevard County, FL could benefit greatly from the services of a wealth manager. With a large retiree population and a strong aerospace industry, Brevard County has unique financial needs that require a personalized approach. A wealth manager can help retirees with retirement planning, including managing their assets and creating a sustainable income stream. For those in the aerospace industry, a wealth manager can provide guidance on stock options and company benefits. Additionally, with the high cost of living in some areas of Brevard County, a wealth manager can help residents with budgeting and investment strategies to ensure their financial stability. Overall, a wealth manager can provide valuable support and expertise to help Brevard County residents achieve their financial goals.

Mortgage Loan Officer

Residents of Brevard County, FL would greatly benefit from the services of a mortgage loan officer. These professionals can help prospective homeowners secure loans to purchase their dream homes in the area. Brevard County is known for its beautiful beaches, great schools, and thriving job market, making it a desirable place to live. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, including navigating the unique real estate market in Brevard County. They can also help residents refinance their existing mortgages, potentially saving them money on monthly payments. With the help of a mortgage loan officer, residents of Brevard County can achieve their homeownership goals and enjoy all that this vibrant community has to offer.

Tax Services

Residents of Brevard County, FL could greatly benefit from the expertise of a tax advisor. One specific way a tax advisor could help is by navigating the complex tax laws surrounding the aerospace industry, which is a major employer in the county due to the presence of NASA and SpaceX. A tax advisor could assist residents who work in this industry with tax planning and preparation, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor could provide guidance on the tax implications of relocating to or from Brevard County, which has a relatively high cost of living compared to other areas in Florida. Overall, a tax advisor could provide invaluable assistance to Brevard County residents looking to optimize their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Brevard County, FL can greatly benefit from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after a person's death. In Brevard County, with its large population of retirees and snowbirds, having a solid plan in place is especially important. An estate planning lawyer can also assist with setting up trusts, which can help protect assets from creditors and ensure they are passed down to beneficiaries as intended. Additionally, an estate planning lawyer can help with drafting important documents such as wills, powers of attorney, and advanced healthcare directives. By working with an estate planning lawyer, residents of Brevard County can have peace of mind knowing their assets and wishes are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Brevard County, FL