Best Financial Advisors in Citrus County, FL

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List of Firms

Citrus County, FL Fiduciary Financial Advisors

SEC File# 801-10418
CRD# 705
5 out of 5
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-6155
Directions
SEC File# 801-10970
CRD# 6413
Location 8546 W Homosassa Trail # 5, Homosassa, FL 34448, USA
Phone (352) 563-2214
Directions
SEC File# 801-10418
CRD# 705
Location 114 N Pine Ave, Inverness, FL 34450, USA
Phone (352) 341-5831
Directions
SEC File# 801-10970
CRD# 6413
Location 6460 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 563-2214
Directions
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Carolyn Caffee - Raymond James
Location 2101 N Suncoast Blvd, SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-6155
Directions
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Edward Jones - Financial Advisor: Cami J Plaisted
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2432 N Heritage Oaks Path, Hernando, FL 34442, USA
Phone (352) 527-2291
Directions
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Edward Jones - Financial Advisor: Jeremy J DiFiore
SEC File# 801-3297
CRD# 250
Location 1980 N Future Terrace, Lecanto, FL 34461, USA
Phone (352) 513-2195
Directions
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GOLUBEFF FINANCIAL, INC.
3 out of 5
Location 7655 W Gulf to Lake Hwy Suite 10, Crystal River, FL 34429, USA
Phone (352) 563-1100
Directions
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Christopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1619 W Gulf to Lake Hwy, Lecanto, FL 34461, USA
Phone (352) 746-9006
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Lauren Financial Services
Location 7165 S Suncoast Blvd, Homosassa, FL 34446, USA
Phone (352) 628-7577
Directions
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Nature Coast Financial Advisors, Inc
3 out of 5
Location 7070 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 794-6044
Directions
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Battaglia Financial Advisors
Location 690 NE 3rd Ave #106, Crystal River, FL 34428, USA
Phone (352) 564-0047
Directions
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Edward Jones - Financial Advisor: Ed Gruber, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9469 S Suncoast Blvd, Homosassa, FL 34446, USA
Phone (352) 382-0286
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: JT Stitzel III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 593 N Lecanto Hwy Ste A, Lecanto, FL 34461, USA
Phone (352) 527-1704
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Mack DeBruyn
SEC File# 801-3297
CRD# 250
Location 101 Zephyr St, Inverness, FL 34450, USA
Phone (352) 341-1065
Directions
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Modera Financial Advisors & Financial Planners
SEC File# 801-71973
CRD# 155649
Location 221 W Main St A, Inverness, FL 34450, USA
Phone (352) 746-4460
Directions
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Riverland Financial LLC
Location 11463 N Williams St, Dunnellon, FL 34432, USA
Phone (352) 465-2552
Directions
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Campbell & Company, Wealth Advisors and CPAs
Location 2202 FL-44, Inverness, FL 34453, USA
Phone (352) 683-7365
Directions
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Investor's Choice Financial Group Inc.
Location 6206 W Corporate Oaks Dr, Crystal River, FL 34429, USA
Phone (352) 563-0700
Directions
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Innovative Land Investment Inc
Location 1764 N Crooked Branch Dr, Lecanto, FL 34461, USA
Phone (352) 527-1080
Directions
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Pam Witwer & Associates Inc
4 out of 5
Location 4963 N Highland Park Dr, Hernando, FL 34442, USA
Phone (352) 465-7778
Directions
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Crystal Financial of Raymond James
Location 2101 US Hwy 98, SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 220-6406
Directions
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Mc Donald & Barry Retiree Asset Management
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 249-1042
Directions
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K & D United LLC
Location 3589 N Lecanto Hwy, Beverly Hills, FL 34465, USA
Phone (352) 270-8873
Directions
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Davis Financial Group
5 out of 5
Location 115 N Seminole Ave, Inverness, FL 34450, USA
Phone (352) 341-2395
Directions
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Jared Kirby - Raymond James
Location 116 N Pine Ave, Inverness, FL 34450, USA
Phone (352) 341-5831
Directions
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Edward Jones - Financial Advisor: Justin E Rooks
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2305 Hwy 44 W, Inverness, FL 34453, USA
Phone (352) 344-8189
Directions
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Financial Sense People
5 out of 5
Location 825 N Citrus Ave, Crystal River, FL 34428, USA
Phone (352) 795-4411
Directions
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Combine Benefits Group
Location 111 W Main St #302, Inverness, FL 34450, USA
Phone (352) 344-2300
Directions
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Edward Jones - Financial Advisor: Andrew J Breese
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7020 W Gulf to Lake Hwy, Crystal River, FL 34429, USA
Phone (352) 795-1603
Directions
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O'Connell Financial
SEC File# 801-57663
CRD# 6312
Location 7655 W Gulf to Lake Hwy #3, Crystal River, FL 34429, USA
Phone (352) 795-5500
Directions
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Hagar Investments LLC
Location 2121 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-2697
Directions
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Edward Jones - Financial Advisor: Brian Fitzpatrick
SEC File# 801-3297
CRD# 250
5 out of 5
Location 103 US Hwy 41 S, Inverness, FL 34450, USA
Phone (352) 860-2839
Directions
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William Wealth Management
Location 12350 S Turner Ave, Floral City, FL 34436, USA
Phone (352) 344-1003
Directions
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Todd Financial Services, LLC
Location 154 SE 7th Ave, Crystal River, FL 34429, USA
Phone (352) 621-8013
Directions
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Raymond James
Location 2657 N Forest Ridge Blvd, Hernando, FL 34442, USA
Phone (352) 527-3700
Directions
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Lendx Financial
Location 547 W Fort Island Trail, Crystal River, FL 34429, USA
Phone (352) 794-6000
Directions
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Edward Jones - Financial Advisor: Craig O'Dell, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1124 N Suncoast Blvd, Crystal River, FL 34429, USA
Phone (352) 795-1811
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Justin S Brashear, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2712 W Woodview Ln, Lecanto, FL 34461, USA
Phone (352) 527-0606
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Scott L Lee, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 103 US Hwy 41 S, Inverness, FL 34450, USA
Phone (352) 860-2839
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: Closed Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Ron Francis III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2619 E Gulf to Lake Hwy A2, Inverness, FL 34453, USA
Phone (352) 341-0579
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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Todd Financial Services
Location 8546 W Homosassa Trail #1, Homosassa, FL 34448, USA
Phone (352) 621-8013
Directions
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King Financial Services
Location 3354 E Gulf to Lake Hwy, Inverness, FL 34453, USA
Phone (352) 344-5488
Directions
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Edward Jones - Financial Advisor: John W Selby
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1980 N Future Terrace, Lecanto, FL 34461, USA
Phone (352) 513-2195
Directions
Financial Advisors in Citrus County, FL

Where Certified Financial Advisors in Citrus County, FL Serve

Citrus County, FL is a vibrant and bustling community situated in the heart of Florida. This beautiful county is home to a plethora of landmarks that are sure to leave a lasting impression on visitors and residents alike. From the stunning Crystal River to the breathtaking Homosassa Springs Wildlife State Park, there is no shortage of natural beauty to be found here. In addition to its stunning natural attractions, Citrus County is also home to a number of top employers, including the Citrus County School District, Citrus Memorial Health System, and Duke Energy. These companies provide a wide range of job opportunities for residents, making Citrus County a great place to live and work. When it comes to transportation, Citrus County is well-connected to the rest of Florida and beyond via a number of major highways and streets. These include US-19, SR-44, and CR-491, among others. With easy access to these routes, residents can easily travel to nearby cities and towns for work or leisure.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Citrus County, FL can benefit greatly from the guidance of a financial advisor. With a population of over 140,000 people, many individuals and families may struggle with managing their finances and planning for the future. A financial advisor can assist with creating a budget, setting financial goals, and developing a long-term investment strategy. Additionally, Citrus County is known for its large retirement community, making retirement planning a crucial aspect of financial advising in the area. A financial advisor can help retirees navigate complex retirement accounts, such as 401(k)s and IRAs, and ensure they have enough savings to sustain their lifestyle throughout retirement. Overall, a financial advisor can provide valuable expertise and support to residents of Citrus County, helping them achieve financial stability and security.

Insurance Broker

Residents of Citrus County, FL can benefit greatly from the services of an insurance broker. With the county being a popular retirement destination, insurance needs can vary greatly from person to person. An insurance broker can help residents navigate the various options available for health, life, and long-term care insurance, taking into account factors such as age, medical history, and budget. Additionally, with Citrus County being located in a hurricane-prone area, an insurance broker can assist residents in finding the best homeowners or renters insurance to protect their property from potential storm damage. Overall, an insurance broker can provide personalized assistance to Citrus County residents in finding the right insurance coverage to meet their unique needs and give them peace of mind.

Retirement Planning

Residents of Citrus County, FL can greatly benefit from the services of a retirement planner. With a large population of retirees and seniors, a retirement planner can provide guidance on how to maximize their retirement savings and create a sustainable income stream for their golden years. Specifically, in Citrus County, FL, where the cost of living is relatively low, a retirement planner can help residents navigate the complex world of retirement planning and investment options to ensure they have enough money to cover their expenses and maintain their desired lifestyle. Additionally, a retirement planner can assist with estate planning and healthcare expenses, which can be especially important for seniors in Citrus County, FL who may require long-term care or face unexpected medical expenses. Overall, a retirement planner can provide peace of mind and help residents of Citrus County, FL achieve their retirement goals.

Wealth Management

Residents of Citrus County, FL can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Citrus County, where many residents are retirees or nearing retirement age. A wealth manager can help these individuals navigate the complexities of retirement planning, including managing retirement accounts, creating a sustainable income stream, and planning for healthcare costs. Additionally, Citrus County is known for its abundance of natural beauty and outdoor recreational opportunities. A wealth manager can help residents make the most of their assets by providing investment advice that takes into account the local economy and opportunities for growth in the region.

Mortgage Loan Officer

Residents of Citrus County, FL can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by providing guidance and support throughout the home buying process. With the high demand for housing in Citrus County, it can be challenging for residents to navigate the competitive housing market. A mortgage loan officer can help residents understand their financial options, find the right mortgage product for their needs, and secure financing for their dream home. Additionally, because Citrus County is a popular retirement destination, a mortgage loan officer can also assist seniors with reverse mortgages and other financial products that can help them age in place and maintain their quality of life.

Tax Services

Residents of Citrus County, FL can benefit greatly from the expertise of a tax advisor. With a population of over 140,000 people, Citrus County has a diverse community with varying tax needs. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the county's high concentration of retirees, a tax advisor can provide guidance on tax implications related to social security benefits, pensions, and retirement accounts. Overall, a tax advisor can help residents of Citrus County navigate the complex world of taxes and ensure they are maximizing their financial well-being.

Estate Planning Lawyer

Residents of Citrus County, FL can benefit greatly from the services of an estate planning lawyer. The lawyer can help individuals plan for the future by creating a will, trust, or other legal documents that outline their wishes for their assets and property after they pass away. In Citrus County, where many residents are retirees or elderly individuals, estate planning is especially important as it can help ensure that their loved ones are taken care of and their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help individuals navigate complex tax laws and minimize their tax liability, which can be particularly beneficial in a state like Florida where there is no state income tax but high property taxes. By working with an estate planning lawyer, residents of Citrus County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Citrus County, FL