List of Firms
Leon County, FL Fiduciary Financial Advisors
Calton & Associates, Inc.
Prudential - Trey Laffitte, CFP®, RICP®, ChFC®
Seven Hills Financial, LLC
Rosenberg Alvis Ambrose Wealth Management
Edward Jones - Financial Advisor: Shannon Day
Cassedy & Company
Jaime A. Planells, CFP® - Raymond James
VALIC Financial Advisors Office
Ameriprise Financial
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
MillCreek Financial Consultants
Strategic Wealth Management Advisors
Rally Point Financial Group
DeAnna Edwards - Thrivent
Palmer • Planells Wealth Group | Raymond James
Proper Wealth
Where Certified Financial Advisors in Leon County, FL Serve
Leon County, located in the panhandle of Florida, is a vibrant and diverse community with a rich history and numerous landmarks. From the historic Florida State Capitol building, to the beautiful Cascades Park, there is something for everyone in this bustling county. Top employers in Leon County include Florida State University, Tallahassee Memorial Healthcare, and the State of Florida. These employers provide a wide range of job opportunities for residents of the county, from healthcare and education to government and public service. Major highways and streets in Leon County include Interstate 10, US Highway 27, and the Apalachee Parkway. These thoroughfares connect residents to neighboring counties and cities, making it easy to travel and explore the surrounding areas. Neighborhoods in Leon County range from historic districts like Frenchtown and Myers Park, to newer developments like Killearn and Southwood. Each neighborhood has its own unique character and charm, offering residents a variety of living options.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Leon County, FL
A financial advisor in Leon County, FL can provide a range of financial advising services to help clients achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. With its diverse economy and growing population, Leon County presents unique financial challenges and opportunities for its residents. A skilled financial advisor can help navigate these complexities and tailor a financial plan that aligns with individual needs and objectives. Whether it's advising on investment strategies for local businesses or helping families plan for their children's education expenses, a financial advisor in Leon County can provide valuable expertise and guidance to help clients achieve financial success.
Leon County, FL is the perfect place to receive financial advising for a multitude of reasons. Firstly, the county is home to a diverse array of financial experts who offer a range of services to meet the unique needs of each client. From investment planning to retirement savings, there is no shortage of financial expertise in Leon County. Additionally, the county boasts a thriving economy, with a low unemployment rate and a high median household income. This means that financial advisors in Leon County have a deep understanding of the local economic landscape and can provide clients with tailored advice that is specific to the region. Moreover, the county is home to a robust network of financial institutions, including banks, credit unions, and investment firms. This means that clients have access to a wide range of financial products and services, making it easier for them to achieve their financial goals. In short, Leon County, FL is the best place to get financial advising because of its diverse range of financial experts, strong local economy, and robust financial infrastructure.
A financial planner in Leon County, FL is a professional who assists individuals and businesses in managing their finances. They help clients in developing a financial plan that aligns with their short-term and long-term goals. The planner analyzes the client's financial status, including income, expenses, assets, and liabilities, to create a comprehensive plan. Leon County, FL, is known for its diverse economy that ranges from agriculture to technology. The financial planner must have a deep understanding of the local economy to provide customized financial advice to clients. This includes identifying the most viable investment opportunities and creating tax-efficient strategies. The planner also educates clients on financial management and risk mitigation, helping them make informed decisions. With their expertise, financial planners in Leon County, FL, help clients achieve financial stability and growth.
Leon County, FL residents should consider reaching out to a financial advisor when they are facing complex financial decisions. With a population of over 290,000, the county is home to a diverse range of individuals with unique financial needs. Whether it is planning for retirement, buying a home, or starting a business, navigating the financial landscape can be overwhelming. A financial advisor can provide guidance and expertise to help residents make informed decisions that align with their goals and values. Furthermore, with a median household income of $54,000, many residents may be seeking ways to maximize their income and build wealth. A financial advisor can help individuals create a personalized financial plan that considers their income, expenses, and long-term objectives. By leveraging the expertise of a financial advisor, Leon County residents can feel confident in their financial decisions and work towards achieving their financial goals.
A financial advisor in Leon County, FL must possess a plethora of important qualities to succeed in this field. Firstly, they must have a deep understanding of the local economic landscape, including the various industries, market trends, and tax laws. This is especially important in Leon County, where the economy is heavily reliant on government jobs, healthcare, and education. Secondly, a financial advisor must be able to communicate complex financial concepts in a clear and concise manner to their clients. This requires excellent interpersonal skills, as well as the ability to listen actively and empathize with their clients' unique situations. Additionally, a successful financial advisor must be highly analytical and detail-oriented, with a keen eye for identifying potential risks and opportunities. Finally, they must be committed to ongoing professional development, staying up-to-date on the latest financial trends and regulations to provide their clients with the best possible advice and guidance.
Leon County, FL is home to several top financial advising firms that offer a wide range of services to clients. These firms are known for their expertise in investment management, retirement planning, tax planning, and estate planning. One notable aspect of Leon County's financial advising landscape is the emphasis on sustainable investing. Many firms in the area have developed expertise in socially responsible investing, which involves investing in companies that prioritize environmental, social, and governance factors. This approach to investing aligns with the values of many residents in Leon County, who are passionate about protecting the environment and promoting social justice. The financial advising firms in Leon County are committed to helping clients achieve their financial goals while also making a positive impact on the world.
Financial advisors in Leon County, FL typically get compensated in a variety of ways. Some advisors charge a flat fee for their services, while others receive a commission based on the products they sell. Additionally, some advisors may receive a percentage of the assets they manage for their clients. In Leon County, FL, it is not uncommon for financial advisors to also receive bonuses or other incentives based on their performance. This can create a complex compensation structure that may be difficult for clients to fully understand. However, it is important for individuals seeking financial advice to carefully review an advisor's compensation structure before entering into a relationship with them.
