Best Financial Advisors in St. Johns County, FL

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List of Firms

St. Johns County, FL Fiduciary Financial Advisors

SEC File# 801-63647
CRD# 118772
Location 786 Ginger Mill Dr, St Johns, FL 32259, USA
Phone (904) 217-4360
Directions
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Dylan Wilson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Directions
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Seaton Investments Llc
Location 4406 Coastal Hwy, St. Augustine, FL 32084, USA
Phone (904) 825-0590
Directions
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Edward Jones - Financial Advisor: Michael P McCarthy
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4125 Race Track Rd Suite 107, St Johns, FL 32259, USA
Phone (904) 494-6039
Directions
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First Coast Wealth Advisors
SEC File# 801-62331
CRD# 120894
5 out of 5
Location 400 N Ponce De Leon Blvd, St. Augustine, FL 32084, USA
Phone (904) 824-4349
Directions
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Magnolia Wealth Advisors of Raymond James
Location 100 Southpark Blvd Ste 100, St. Augustine, FL 32086, USA
Phone (904) 827-8733
Directions
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Edward Jones - Financial Advisor: Mark P. Miner
SEC File# 801-3297
CRD# 250
Location 113 Nature Walk Pkwy #104, St. Augustine, FL 32092, USA
Phone (904) 230-9795
Directions
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Edward Jones - Financial Advisor: Cory Caplinger, AAMS™
5 out of 5
Location 4108 Florida A1A Ste 304, St Augustine Beach, FL 32080, USA
Phone (904) 460-1200
Directions
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A L & Associates Inc
Location 2692 US-1, St. Augustine, FL 32086, USA
Phone (904) 501-2746
Directions
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Lamb Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St Ste 107A, St. Augustine, FL 32095, USA
Phone (603) 232-8230
Directions
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Edward Jones - Financial Advisor: Ron Barteau, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 113 Nature Walk Pkwy Ste 104, St. Augustine, FL 32092, USA
Phone (904) 230-9795
Directions
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Edward Jones - Financial Advisor: Renae M Aiple, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 389 Paseo Reyes Dr Suite 207, St. Augustine, FL 32095, USA
Phone (904) 687-0015
Directions
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Energy Financial
Location 2750 Harbor Ct, St. Augustine, FL 32084, USA
Phone (904) 814-8733
Directions
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St. Augustine Advisory Services
Location 100 Island Cottage Way, St. Augustine, FL 32080, USA
Phone (877) 594-1817
Directions
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Cowan Financial Group
SEC File# 801-56786
CRD# 46214
5 out of 5
Location 3275 US-1, St. Augustine, FL 32086, USA
Phone (904) 824-8147
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 60 Cathedral Pl, St. Augustine, FL 32084, USA
Phone (904) 808-3760
Directions
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Loren Lucas - Raymond James
Location 100 Southpark Blvd, St. Augustine, FL 32086, USA
Phone (904) 825-4224
Directions
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Alex Umansky - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St Ste 107A, St. Augustine, FL 32095, USA
Phone (815) 708-6112
Directions
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Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Market St STE 107A, St. Augustine, FL 32095, USA
Phone (718) 524-8450
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Elissa Fraipont - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Directions
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Riverside Wealth Advisors, LLC
Location 1 News Pl D, St. Augustine, FL 32086, USA
Phone (844) 843-9855
Directions
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Integrity Financial
Location 134 Poole Blvd, St. Augustine, FL 32095, USA
Phone (904) 447-6080
Directions
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Galleon Capital Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2225 Florida A1A S Ste, St. Augustine, FL 32080, USA
Phone (904) 471-9969
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 113 Nature Walk Pkwy Ste 104, St. Augustine, FL 32092, USA
Directions
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Stephen Parkin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 24 Cathedral Pl UNIT 206, St. Augustine, FL 32084, USA
Phone (904) 687-8730
Directions
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Edward Jones - Financial Advisor: Mitch Wright
4 out of 5
Location 605 State Road 13N, Ste 101, Fruit Cove, FL 32259, USA
Phone (904) 230-3385
Directions
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First Financial Education Centers, LLC
4 out of 5
Location 100 E Town Pl Suite 101, St. Augustine, FL 32092, USA
Phone (904) 940-9555
Directions
Financial Advisors in St. Johns County, FL

Where Certified Financial Advisors in St. Johns County, FL Serve

St. Johns County, FL is a vibrant and bustling area known for its rich history, stunning landmarks, and thriving economy. From the iconic Castillo de San Marcos to the breathtaking beaches of Ponte Vedra, this county is home to some of the most impressive sights in the state. With top employers such as Mayo Clinic, Flagler Health+ and St. Johns County School District, this area boasts a diverse and robust job market. Major highways like I-95 and US-1 run through the county, providing easy access to nearby cities and attractions. The neighborhoods of St. Johns County are as varied as they are beautiful, with everything from historic districts to modern developments. From the quaint streets of St. Augustine to the upscale communities of Nocatee, there is something for everyone in this thriving county. Overall, St. Johns County is a dynamic and exciting place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Johns County, FL can benefit greatly from the guidance of a financial advisor. With a median household income of over $80,000, many residents have the means to invest and save for their future, but may not know where to start. A financial advisor can help them create a personalized plan to achieve their financial goals, whether it's saving for retirement, paying off debt, or buying a home in one of the county's desirable neighborhoods. Additionally, with the county's high population of retirees, a financial advisor can assist with creating a plan for managing their retirement savings and ensuring they have enough income to live comfortably. Overall, a financial advisor can provide invaluable support and expertise to help St. Johns County residents make informed decisions about their finances and secure their financial future.

Insurance Broker

Residents of St. Johns County, FL can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by providing personalized guidance and support in choosing the right insurance policies for their specific needs. This is especially important in St. Johns County, which is known for its high population of retirees and elderly residents. An experienced insurance broker can help these individuals navigate the complexities of Medicare and other health insurance options, ensuring that they have the coverage they need to stay healthy and secure in their golden years. Additionally, an insurance broker can help St. Johns County residents protect their homes and property from the frequent hurricanes and tropical storms that impact the area, by providing expert advice on homeowners and flood insurance policies.

Retirement Planning

Residents of St. Johns County, FL can benefit greatly from the services of a retirement planner. With a large population of retirees, St. Johns County has unique needs and challenges when it comes to retirement planning. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. Additionally, a retirement planner can provide guidance on investment strategies and help residents create a personalized retirement plan that takes into account their unique financial situation and goals. For example, a retirement planner can help residents in St. Johns County navigate the local real estate market, which is known for its high property values and competitive housing market. Overall, a retirement planner can help residents of St. Johns County make informed decisions about their retirement and ensure that they are able to enjoy a comfortable and secure retirement.

Wealth Management

Residents of St. Johns County, FL can benefit greatly from the services of a wealth manager. With its high median household income and affluent population, St. Johns County is home to many individuals and families with complex financial needs. A wealth manager can provide personalized guidance on investment strategies, retirement planning, estate planning, and tax management, helping residents of St. Johns County to achieve their financial goals and protect their wealth. Additionally, with the county's proximity to Jacksonville and the surrounding area, a wealth manager can help residents navigate the unique financial landscape of Northeast Florida and take advantage of local investment opportunities. Overall, a wealth manager can be an invaluable resource for residents of St. Johns County looking to build and preserve their wealth for the long-term.

Mortgage Loan Officer

Residents of St. Johns County, FL can benefit greatly from the services of a mortgage loan officer. With the housing market being as competitive as it is, navigating the mortgage process can be a daunting task for many. A mortgage loan officer can help residents of St. Johns County, FL by providing them with expert advice on the best mortgage options available to them. They can also help residents of St. Johns County, FL secure the best possible interest rates and terms for their mortgage loans. One specific thing about St. Johns County, FL is that it has a growing population of retirees. A mortgage loan officer can help retirees in St. Johns County, FL by providing them with specialized mortgage options that cater to their unique financial situation.

Tax Services

Residents of St. Johns County, FL can benefit greatly from the services of a tax advisor. With its growing population and diverse economy, St. Johns County presents unique tax challenges for its residents. A tax advisor can help individuals navigate the complex tax laws and regulations specific to the county, such as property tax exemptions for seniors and veterans. In addition, a tax advisor can provide guidance on tax planning strategies to minimize tax liabilities and maximize refunds. Whether you are a small business owner or an individual taxpayer, a tax advisor can provide valuable advice and support to help you achieve your financial goals in St. Johns County, FL.

Estate Planning Lawyer

Residents of St. Johns County, 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 creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is particularly important in St. Johns County, which has a large retirement community. An estate planning lawyer can help retirees ensure that their assets are properly distributed to their loved ones, charities, or other beneficiaries. Additionally, an estate planning lawyer can assist with creating a durable power of attorney, which designates someone to make financial and medical decisions on a person's behalf if they become incapacitated. This can provide peace of mind for both the individual and their family. Overall, an estate planning lawyer can help residents of St. Johns County ensure that their wishes are carried out and their loved ones are taken care of after their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in St. Johns County, FL