Best Financial Advisors in Escambia County, FL

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List of Firms

Escambia County, FL Fiduciary Financial Advisors

SEC File# 801-56942
CRD# 281958
Location 180 N Palafox St, Pensacola, FL 32502, USA
Phone (850) 456-9237
Directions
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Chris Jacobi - Financial Advisor, Ameriprise Financial Services, LLC
Location 5101 N 12th Ave STE A, Pensacola, FL 32504, USA
Phone (850) 476-5773
Directions
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Alicia Ahern - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 125 W Romana St Ste 610, Pensacola, FL 32502, USA
Phone (850) 438-9118
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Charles Kudrna - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 25 W Cedar St Ste 207, Pensacola, FL 32502, USA
Phone (850) 209-5265
Directions
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Jorge Torrens - Financial Advisor, Ameriprise Financial Services, LLC
Location 125 W Romana St Ste 610, Pensacola, FL 32502, USA
Phone (850) 438-9118
Directions
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Mainstay Financial Group
SEC File# 801-72361
CRD# 157423
4 out of 5
Location 2810 E Cervantes St, Pensacola, FL 32503, USA
Phone (850) 437-3127
Directions
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Merrill Lynch Wealth Management Advisor Bethany C McDonald
Location 815 S Palafox St, Pensacola, FL 32502, USA
Phone (850) 434-7018
Directions
Financial Advisors in Escambia County, FL

Where Certified Financial Advisors in Escambia County, FL Serve

Escambia County, located in the westernmost part of Florida, is home to a plethora of landmarks that showcase its rich history and natural beauty. From the stunning Pensacola Beach with its crystal-clear waters and white sand to the historic Fort Pickens that played a vital role in the Civil War, the county has something for everyone. The county's top employers include Navy Federal Credit Union, Baptist Health Care, and Gulf Power Company, among others, providing a diverse range of job opportunities for residents. With major highways like I-10 and US-29 running through the county, getting around is a breeze. The county also boasts several main streets, including Palafox Street, which is known for its vibrant nightlife and bustling shops. Escambia County has several neighborhoods, each with its unique character and charm. From the historic North Hill neighborhood with its grand Victorian homes to the trendy East Hill neighborhood with its hip cafes and boutiques, there is a neighborhood to suit every taste.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Escambia County, FL may benefit from the guidance of a financial advisor in a variety of ways. One specific challenge facing many residents is the high cost of living in the area, which can make it difficult to save for long-term goals like retirement or a child's education. A financial advisor can help individuals and families create a budget that takes into account their unique expenses and income, and develop a plan for saving and investing that will help them achieve their financial goals. Additionally, many residents of Escambia County may be small business owners or self-employed, and a financial advisor can help them navigate the complexities of taxes, retirement planning, and other financial issues that arise in these situations. By working with a financial advisor, residents of Escambia County can gain peace of mind knowing that they are on track to achieve their financial goals and can weather any unexpected financial challenges that may arise.

Insurance Broker

Residents of Escambia County, FL can benefit greatly from the services of an insurance broker. With the county being home to a large military population, an insurance broker can assist in finding affordable and comprehensive coverage for military families. Additionally, with the area being prone to natural disasters such as hurricanes, an insurance broker can help residents navigate the complexities of flood and windstorm insurance. Furthermore, an insurance broker can provide personalized guidance and support when it comes to selecting health insurance plans, ensuring that residents have access to quality healthcare. Overall, an insurance broker can provide valuable assistance to residents of Escambia County, FL in navigating the often confusing world of insurance and finding the coverage that best meets their needs.

Retirement Planning

Residents of Escambia County, FL could greatly benefit from the services of a retirement planner. With a population of over 300,000 people, many of whom are approaching retirement age, having a plan in place for their financial future is crucial. A retirement planner can help residents of Escambia County navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on saving and investing for retirement. Additionally, many residents of Escambia County work in industries such as healthcare and military, which have unique retirement benefits that a planner can help them understand and maximize. Overall, a retirement planner can provide peace of mind and a clear path forward for residents of Escambia County as they approach their golden years.

Wealth Management

Residents of Escambia County, FL could benefit greatly from the services of a wealth manager. With a median household income of $50,000, many residents may struggle with managing their finances and planning for the future. A wealth manager can provide guidance on budgeting, investment strategies, retirement planning, and estate planning. Additionally, Escambia County is home to a significant military population, and a wealth manager can assist with navigating the unique financial challenges faced by military families. Overall, a wealth manager can help residents of Escambia County, FL achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Escambia County, FL could benefit from the services of a mortgage loan officer in several ways. Firstly, with the county being home to a large military population, loan officers can help veterans and active-duty service members navigate the VA loan process, which can be complex. Additionally, with the county experiencing a steady increase in property values, loan officers can assist residents in securing financing for home purchases or renovations. Furthermore, with the county being prone to natural disasters such as hurricanes, loan officers can help residents obtain funds for rebuilding or repairs through programs like FHA 203(k) loans. Overall, a mortgage loan officer can be a valuable resource for residents of Escambia County, FL looking to achieve their homeownership goals.

Tax Services

Residents of Escambia County, FL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations unique to the county. Escambia County is home to a diverse population, including military personnel, retirees, and small business owners, each with their own set of tax considerations. A tax advisor can help residents maximize their deductions, minimize their tax liability, and ensure compliance with local tax laws. In addition, a tax advisor can provide valuable advice on estate planning, retirement planning, and investment strategies to help residents achieve their financial goals. With the help of a skilled tax advisor, residents of Escambia County can feel confident that their tax affairs are in order and that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Escambia County, FL can benefit greatly from the services of an estate planning lawyer. This is because an estate planning lawyer can help individuals create a plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help with tax planning, creating trusts, and drafting important legal documents like wills and powers of attorney. One specific way that residents of Escambia County, FL can benefit from an estate planning lawyer is by taking advantage of Florida's homestead exemption laws. These laws can help protect an individual's primary residence from creditors and ensure that it is passed down to heirs without being subject to certain taxes or fees. An estate planning lawyer can help residents of Escambia County, FL navigate these complex laws and create a plan that protects their assets and ensures their wishes are carried out.

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