Best Financial Advisors in Fleming Island, FL

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List of Firms

Fleming Island, FL Fiduciary Financial Advisors

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Rose Ellisor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1845 Town Center Blvd Bldg 100, Fleming Island, FL 32003, USA
Phone (904) 421-7528
Directions
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Northwestern Mutual
Location 414 Old Hard Rd Ste 102, Fleming Island, FL 32003, USA
Phone (904) 598-3555
Directions
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Edward Jones: Schaefer Samantha G
Location 1550 Business Center Dr # A, Fleming Island, FL 32003, USA
Phone (904) 264-9481
Directions
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Jess Cook - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1555 Kingsley Ave STE 304, Orange Park, FL 32073, USA
Phone (904) 215-0030
Directions
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Edward Jones - Financial Advisor: Neal F McDaniel, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1550 Business Center Dr Ste A, Fleming Island, FL 32003, USA
Phone (904) 264-9481
Directions
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Rosalinda Hyse, Bankers Life Agent
Location 1845 Town Center Blvd Ste 210, Fleming Island, FL 32003, USA
Phone (904) 269-0228
Directions
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Fleming Island Accounting & Consulting
Location 414 Old Hard Rd UNIT 102, Orange Park, FL 32003, USA
Phone (904) 264-0875
Directions
Financial Advisors in Fleming Island, FL

Where Certified Financial Advisors in Fleming Island, FL Serve

Fleming Island, located in Clay County, Florida, boasts a plethora of landmarks ranging from the historic St. Margaret's Episcopal Church to the picturesque Fleming Island Golf Club. This charming community is home to top employers such as the Clay County School District and the Baptist Medical Center South, providing ample job opportunities for its residents. Major highways and streets such as US-17 and County Road 220 provide easy access to neighboring cities and attractions. The neighborhoods in Fleming Island are diverse, from the luxurious Eagle Harbor to the family-friendly Pace Island, offering something for everyone. With its rich history and modern amenities, Fleming Island is a vibrant community that continues to thrive.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fleming Island, FL can benefit greatly from the guidance of a financial advisor. With its affluent community and high cost of living, many individuals may struggle to manage their finances effectively. A financial advisor can assist with creating a budget, developing a retirement plan, and managing investments. Additionally, with the recent growth and development in the area, residents may need help navigating the real estate market and making informed decisions about purchasing or selling property. Overall, a financial advisor can provide valuable support and expertise to residents of Fleming Island, FL, helping them to achieve their financial goals and secure their future.

Insurance Broker

Residents of Fleming Island, FL could benefit from the assistance of an insurance broker in several ways. For instance, an insurance broker could help residents navigate the complex world of insurance policies and find the right coverage for their specific needs. Additionally, an insurance broker could help residents compare rates from different insurance providers to ensure they are getting the best deal possible. One specific challenge that residents of Fleming Island may face is the risk of flooding, as the island is located near the St. Johns River. An insurance broker could help residents find flood insurance coverage that provides adequate protection against potential flood damage. Overall, an insurance broker could be an invaluable resource for residents of Fleming Island, FL who want to ensure they have the right insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Fleming Island, FL could greatly benefit from the guidance of a retirement planner. With its picturesque waterfronts and serene neighborhoods, Fleming Island is a popular destination for retirees. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring that they are on track to meet their financial goals. In addition, a planner can provide valuable advice on estate planning, long-term care, and other important considerations for retirees. With the help of a skilled retirement planner, residents of Fleming Island can enjoy their retirement years with peace of mind and financial security.

Wealth Management

Residents of Fleming Island, FL can benefit from the services of a wealth manager in a variety of ways. One of the most common ways that a wealth manager can assist residents is by helping them to plan for retirement. With a wealth manager's guidance, residents can create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can help residents to manage their investments, ensuring that their portfolios are diversified and aligned with their risk tolerance. With Fleming Island's proximity to Jacksonville and its growing population, a wealth manager can also provide guidance on navigating the local real estate market and making informed decisions about buying or selling property. Overall, a wealth manager can provide invaluable support to residents of Fleming Island as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Fleming Island, FL can greatly benefit from the services of a mortgage loan officer. These professionals are experts in helping people secure the financing they need to purchase or refinance a home. One specific way that a mortgage loan officer can help residents of Fleming Island is by providing guidance on the various loan options available to them. With the unique real estate market in Fleming Island, it's important to have someone who understands the area and can provide personalized advice. Additionally, a mortgage loan officer can help residents navigate the often-complicated mortgage application process, ensuring that they have all the necessary documents and information to secure the best possible loan terms. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Fleming Island, FL.

Tax Services

Residents of Fleming Island, FL can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are unique to the area. For example, many residents of Fleming Island may be eligible for deductions related to the St. Johns River and the surrounding wetlands. A tax advisor can also provide advice on how to maximize deductions related to property taxes and mortgage interest, which can be particularly helpful for homeowners in the area. Additionally, a tax advisor can help residents navigate the complex tax laws related to owning a small business, which is a common pursuit in the entrepreneurial community of Fleming Island. Overall, a tax advisor can provide valuable insights and strategies to help residents of Fleming Island save money and minimize their tax liability.

Estate Planning Lawyer

Residents of Fleming Island, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that includes a will, trusts, and powers of attorney. This can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents minimize their tax liability and avoid probate court. With a large retiree population in Fleming Island, FL, it's especially important for residents to have a solid estate plan in place to protect their assets and provide for their families.

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