Best Financial Advisors in Sumter County, FL

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List of Firms

Sumter County, FL Fiduciary Financial Advisors

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Morgan Stanley Financial Advisors
5 out of 5
Location 832 Lake Sumter Landing, The Villages, FL 32162, USA
Phone (352) 753-6400
Directions
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Woodall and Associates, LLC
5 out of 5
Location 110 Cleveland Ave, Wildwood, FL 34785, USA
Phone (352) 750-3051
Directions
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Anita Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 4807 Co Rd 466A, The Villages, FL 32163, USA
Phone (352) 643-4001
Directions
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Steven Van Voorhees - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3507 Wedgewood Ln, The Villages, FL 32162, USA
Phone (352) 350-2397
Directions
Financial Advisors in Sumter County, FL

Where Certified Financial Advisors in Sumter County, FL Serve

Sumter County, FL is a vibrant and bustling community located in the heart of central Florida. With its rich history and diverse population, this county boasts a plethora of landmarks, top employers, major highways, and neighborhoods that make it a must-see destination for anyone looking for a taste of true Florida living. From the stunning Lake Panasoffkee to the sprawling Wildwood Shopping Center, Sumter County is home to a variety of iconic landmarks that offer something for everyone. Whether you're an outdoor enthusiast, a history buff, or a shopaholic, you'll find plenty to love in this dynamic county. When it comes to employment opportunities, Sumter County is home to a number of top employers, including The Villages, Walmart, and Sumter Electric Cooperative. These companies provide stable jobs and competitive salaries, making Sumter County a great place to live and work.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sumter County, FL can greatly benefit from the services of a financial advisor. With a median household income of $49,656 and a poverty rate of 16.5%, many individuals and families may struggle with managing their finances effectively. A financial advisor can provide guidance on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, Sumter County has a large retirement community, with over 50% of the population aged 65 or older. A financial advisor can assist retirees with navigating complex retirement planning options, such as social security, Medicare, and 401(k) distributions. By working with a financial advisor, residents of Sumter County can feel more confident and secure in their financial future.

Insurance Broker

Residents of Sumter County, FL could greatly benefit from the services of an insurance broker. With the county's population steadily increasing, there is a growing need for individuals to have access to quality insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. Additionally, Sumter County is home to a large retirement community, which may require specialized insurance coverage such as long-term care or Medicare supplement plans. An insurance broker can provide valuable guidance and support in selecting the right policies to ensure that residents are protected and have peace of mind.

Retirement Planning

Residents of Sumter County, FL could benefit greatly from the services of a retirement planner. Sumter County is home to a large population of retirees, many of whom may be unsure of how to manage their finances in their golden years. A retirement planner can help these residents create a plan to maximize their retirement income, manage their investments, and plan for unexpected expenses. Additionally, Sumter County has a unique tax structure that may impact retirement planning, and a retirement planner can help residents navigate these complexities. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Sumter County as they navigate their retirement years.

Wealth Management

Residents of Sumter County, FL could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the unique retirement landscape of the county. Sumter County is home to The Villages, one of the largest retirement communities in the world, and many of its residents have complex financial needs and goals related to retirement. A wealth manager could assist with retirement planning, investment strategies, and estate planning, among other things. Additionally, a wealth manager could provide guidance on tax-efficient investing, charitable giving, and other financial matters that are important to residents of Sumter County. Overall, a wealth manager could help residents of Sumter County achieve their financial goals and navigate the challenges of retirement in this unique and growing community.

Mortgage Loan Officer

Residents of Sumter County, FL would benefit greatly from the expertise of a mortgage loan officer. With a population of over 125,000 people, Sumter County has a diverse range of residents with different financial backgrounds and needs. A mortgage loan officer can help residents navigate the complex process of buying a home, refinancing an existing mortgage, or securing a loan for home improvements. Additionally, Sumter County is home to many retirees and seniors who may need specialized assistance with reverse mortgages or other financial planning options. A mortgage loan officer can provide personalized advice and support to help residents make informed decisions about their financial futures.

Tax Services

Residents of Sumter County, FL could benefit from the expertise of a tax advisor in a number of ways. One specific area where a tax advisor could be particularly helpful is in navigating the unique tax laws and regulations that apply to the county. Sumter County is known for its large retirement community, which means that many residents may have special tax considerations related to their retirement income and assets. A tax advisor can help residents understand these complex rules and ensure that they are taking advantage of any applicable deductions or credits. Additionally, a tax advisor can provide guidance on how to minimize tax liability and avoid costly mistakes when filing taxes. Overall, working with a tax advisor can help residents of Sumter County save money and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Sumter County, FL can benefit greatly from the services of an estate planning lawyer. With a population of over 130,000 people, Sumter County is a rapidly growing community with a diverse range of residents. An estate planning lawyer can help these residents navigate the complex legal landscape of wills, trusts, and other estate planning documents. They can assist in creating a comprehensive plan that ensures the smooth transfer of assets to family members or other beneficiaries. Additionally, an estate planning lawyer can help residents of Sumter County navigate the unique challenges of Florida law, including tax and probate issues. With the help of an experienced estate planning lawyer, residents of Sumter County can ensure that their assets are protected and their loved ones are provided for.

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