Best Financial Advisors in Holly Hill, FL

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List of Firms

Holly Hill, FL Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 555 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 672-0871
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
SEC File# 801-113826
CRD# 158863
5 out of 5
Location 101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Phone (386) 872-3440
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
SEC File# 801-57434
CRD# 11025
Location 1600 Ridgewood Ave, Holly Hill, FL 32117, USA
Phone (386) 254-7060
Directions
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The Burkhalter Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
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Cathie Stull - TD Wealth Financial Advisor
Location 1280 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (772) 404-1901
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Edward Jones - Financial Advisor: Kent D Buckley
5 out of 5
Location 1737 N Clyde Morris Blvd #130, Daytona Beach, FL 32117, USA
Phone (386) 274-1420
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Barbara Selig - TIAA Senior Wealth Management Advisor
Location 1200 W International Speedway Blvd Building 150, Daytona Beach, FL 32114, USA
Phone (866) 220-6583
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Holland Financial Inc
SEC File# 801-110617
CRD# 136302
4 out of 5
Location 700 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 671-7526
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: Louis J Colombo
Location 1737 N Clyde Morris Blvd #130, Daytona Beach, FL 32117, USA
Phone (386) 274-1420
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Sandollar Accounting & Taxes
4 out of 5
Location 921 Ridgewood Ave, Holly Hill, FL 32117, USA
Phone (386) 333-9855
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Debra Stephens - Raymond James
Location 444 Seabreeze Blvd, Daytona Beach, FL 32118, USA
Phone (386) 252-5571
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Burkhalter Lauren
Location 285 Clyde Morris Blvd # 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
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20/20 Financial Advisers of Daytona Beach LLC
4 out of 5
Location 1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA
Phone (386) 671-0976
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Prudential | Mantay & Company
Location 149 S Ridgewood Ave Suite 200, Daytona Beach, FL 32114, USA
Phone (386) 788-6002
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Central Florida Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 671-2318
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Edward Jones - Financial Advisor: Jason Morgan, CFP®
4 out of 5
Location 175 E Granada Blvd, Ormond Beach, FL 32176, USA
Phone (386) 671-6446
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Financial Advisors in Holly Hill, FL

Where Certified Financial Advisors in Holly Hill, FL Serve

Holly Hill, FL is a vibrant city located in Volusia County, Florida. This city is home to a plethora of landmarks, including the stunning Riviera Oaks Dog Park, which is perfect for pet owners who want to enjoy the great outdoors with their furry friends. Additionally, the Holly Hill City Hall is a stunning architectural masterpiece that is worth checking out. When it comes to top employers, Holly Hill boasts an impressive list of businesses that help drive the local economy. Some of the most notable employers in the area include the Halifax Health Medical Center, the Volusia County School District, and the Florida Hospital Memorial Medical Center. Major highways and streets in Holly Hill include the U.S. Route 1, which runs through the heart of the city, as well as the Interstate 95, which provides easy access to nearby cities like Daytona Beach and Ormond Beach. Finally, Holly Hill is home to a variety of neighborhoods that offer something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Holly Hill, FL could benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor could help them create a budget that takes into account the unique cost of living in Holly Hill, such as the high property taxes and insurance rates. Additionally, a financial advisor could help residents plan for retirement, which is especially important given the high number of retirees in the area. They could also provide advice on how to invest in the local economy, which is heavily focused on tourism and hospitality. Overall, a financial advisor could help residents of Holly Hill, FL navigate the financial challenges of living in a small, but growing, community.

Insurance Broker

Residents of Holly Hill, FL can benefit greatly from the services of an insurance broker. With its proximity to the coast, Holly Hill is susceptible to natural disasters such as hurricanes and flooding. An insurance broker can help residents find the best coverage for their homes and belongings, ensuring that they are protected in the event of a disaster. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a state like Florida where healthcare costs can be high. With the help of an insurance broker, residents of Holly Hill can have peace of mind knowing that they are properly covered and prepared for any unexpected events.

Retirement Planning

Residents of Holly Hill, FL can benefit greatly from the services of a retirement planner. With a population of over 11,000 people, many of whom are retirees, a retirement planner can help individuals navigate the complexities of retirement planning. Specifically, a retirement planner can assist Holly Hill residents in creating a comprehensive retirement plan that takes into account their unique financial situation, goals, and lifestyle. This includes developing a budget, creating a retirement income strategy, and planning for healthcare costs. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies and help individuals maximize their Social Security benefits. With the help of a retirement planner, Holly Hill residents can feel confident and secure in their retirement years.

Wealth Management

Residents of Holly Hill, FL could benefit greatly from the services of a wealth manager. With a population of just over 11,000 people, many residents may not have the financial expertise or resources to manage their wealth effectively. A wealth manager can provide guidance on investments, retirement planning, tax strategies, and more. Additionally, Holly Hill, FL is a coastal town that is vulnerable to natural disasters such as hurricanes. A wealth manager can help residents prepare financially for these events, ensuring that they have the resources to recover and rebuild. Overall, a wealth manager can provide valuable support and peace of mind to the residents of Holly Hill, FL.

Mortgage Loan Officer

Residents of Holly Hill, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing financing for a new home purchase or refinancing an existing mortgage. Additionally, a mortgage loan officer can provide guidance on the various loan programs available, helping residents find the best fit for their unique financial situation. For example, residents of Holly Hill, FL may be interested in learning about the Florida Housing Finance Corporation's First Time Homebuyer Program, which provides down payment and closing cost assistance to qualified applicants. Overall, a mortgage loan officer can be a valuable resource for residents of Holly Hill, FL who are looking to achieve their homeownership goals.

Tax Services

Residents of Holly Hill, FL can greatly benefit from the services of a tax advisor. One of the most common ways that a tax advisor can help residents in this area is by ensuring that they are taking full advantage of all available tax deductions and credits. Holly Hill has a diverse population with a mix of retirees, small business owners, and families. A tax advisor can help retirees navigate the complexities of Social Security and retirement income, while small business owners can receive guidance on tax planning and compliance. Families can benefit from tax advice on education expenses, child tax credits, and other deductions. With a knowledgeable tax advisor, residents of Holly Hill can maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of Holly Hill, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up power of attorney and healthcare directives, which can be especially important for elderly residents of Holly Hill. With its large retirement community, many residents of Holly Hill may also need assistance with Medicaid planning and long-term care planning. An experienced estate planning lawyer can help navigate these complex legal issues and provide peace of mind for residents and their families.

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