Best Financial Advisors in Monroe County, FL

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List of Firms

Monroe County, FL Fiduciary Financial Advisors

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Merrill Lynch Wealth Management Advisor Kalina Tsvetanova-Bringle
Location 3200 Flagler Ave, Key West, FL 33040, USA
Phone (305) 295-2349
Directions
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Edward Jones - Financial Advisor: Patrick Bruski, CFP®
Location 30646 Overseas Hwy, Big Pine Key, FL 33043, USA
Phone (305) 872-4430
Directions
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PMC Group Inc
Location 99101 Overseas Hwy, Key Largo, FL 33037, USA
Phone (305) 451-0408
Directions
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Leeward Wealth Management - Karen Vaught AAMS - Financial Advisor
Location 524 Eaton St Suite 210, Naval Air Station Key West, FL 33040, USA
Phone (305) 766-7710
Directions
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Tom Nitti - Raymond James
5 out of 5
Location 3154 Northside Dr, Key West, FL 33040, USA
Phone (305) 294-9575
Directions
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Leeward Wealth Management - Leslie Valant, AAMS - Financial Advisor
Location 30410 Seagrape Terrace Suite 4, Big Pine Key, FL 33043, USA
Phone (800) 547-1263
Directions
Financial Advisors in Monroe County, FL

Where Certified Financial Advisors in Monroe County, FL Serve

Monroe County, located in the southernmost tip of Florida, is a picturesque and vibrant area filled with natural beauty and historical landmarks. From the stunning beaches of Key West to the lush greenery of the Everglades, this county has something for everyone. Some of the top landmarks in the area include the Ernest Hemingway Home and Museum, the Key West Lighthouse, and the Fort Zachary Taylor Historic State Park. These sites offer visitors a glimpse into the rich history and culture of the region. In terms of employment, Monroe County is home to a variety of top employers, including the Monroe County School District, the Naval Air Station Key West, and the Lower Keys Medical Center. These organizations provide a range of job opportunities for residents and contribute to the county's thriving economy. Major highways and streets in the area include US-1, the Overseas Highway, and the Florida Keys Scenic Highway.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Monroe County, FL can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them plan for their retirement. With the cost of living in Monroe County being higher than the national average, it's important for residents to have a solid financial plan in place to ensure they can maintain their lifestyle in retirement. Additionally, a financial advisor can help residents navigate the unique challenges of living in a coastal community, such as preparing for potential natural disasters and ensuring they have adequate insurance coverage. Overall, a financial advisor can provide valuable advice and support to help residents of Monroe County achieve their financial goals and secure their future.

Insurance Broker

Residents of Monroe County, FL can benefit greatly from the services of an insurance broker. With the county being home to the Florida Keys, many residents rely on their boats and watercraft for transportation and recreation. An insurance broker can help residents find the right coverage for their vessels, protecting them from potential accidents and damages. Additionally, with the county being prone to hurricanes and tropical storms, an insurance broker can assist residents in finding the appropriate coverage to protect their homes and property from the effects of these natural disasters. Overall, an insurance broker can provide valuable guidance and support to Monroe County residents, helping them navigate the complex world of insurance and ensuring they have the coverage they need to feel secure and protected.

Retirement Planning

Residents of Monroe County, FL could benefit from the guidance of a retirement planner in a variety of ways. Specifically, with a large population of retirees and seniors, a retirement planner could help residents navigate the unique challenges and opportunities of retirement in the Florida Keys. This might include advice on tax-efficient retirement income strategies, investment planning, and estate planning. Additionally, given the high cost of living in the area, a retirement planner could help residents balance their retirement goals with the realities of living in a high-cost region. By working with a retirement planner, Monroe County residents could gain peace of mind knowing that they have a comprehensive plan in place to help them achieve their retirement goals.

Wealth Management

Residents of Monroe County, FL could benefit from a wealth manager in a variety of ways. One of the most common ways would be through retirement planning. Many residents of Monroe County are retirees or nearing retirement age, and a wealth manager could help them navigate the complexities of retirement planning, such as managing 401(k) and IRA accounts, creating a budget for retirement, and maximizing Social Security benefits. Additionally, with Monroe County being home to popular tourist destinations like Key West, a wealth manager could assist residents in managing income from rental properties or investments in the tourism industry. Overall, a wealth manager could provide valuable guidance and support to Monroe County residents in achieving their financial goals.

Mortgage Loan Officer

Residents of Monroe County, FL can benefit from the assistance of a mortgage loan officer in several ways. One of the most common ways is by helping residents navigate the unique real estate market in the Florida Keys. Monroe County is a popular tourist destination, and as a result, the real estate market can be competitive and expensive. A mortgage loan officer can help residents understand their options for financing a home or investment property in the area. Additionally, a loan officer can help residents with the application process, ensuring that they are able to secure the best possible interest rates and terms for their mortgage. With the help of a mortgage loan officer, residents of Monroe County can achieve their dreams of owning a home or investment property in this beautiful and unique part of Florida.

Tax Services

Residents of Monroe County, FL can benefit greatly from the services of a tax advisor. One common way a tax advisor can help is by assisting residents in navigating the complex tax laws and regulations specific to the county. Monroe County, FL is home to a large number of seasonal residents and retirees, many of whom have unique tax situations. A tax advisor can help these individuals minimize their tax liabilities and take advantage of any available deductions or credits. Additionally, with the recent changes to the tax code, it's more important than ever for residents to have a knowledgeable professional on their side to help them make informed decisions about their finances. By working with a tax advisor, residents of Monroe County, FL can ensure that they are in compliance with all applicable tax laws and are making the most of their financial resources.

Estate Planning Lawyer

Residents of Monroe County, FL can benefit greatly from the services of an estate planning lawyer. Specifically, with the high number of retirees and second homeowners in the area, an estate planning lawyer can assist individuals in creating a comprehensive plan for their assets and property. This includes drafting wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help with healthcare directives, power of attorney, and guardianship issues. With the unique needs of the Monroe County community, an experienced estate planning lawyer can provide peace of mind and security for individuals and their families.

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