Retirement Planning in Manatee County, FL

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Top Retirement Planners in Manatee County, FL

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The Milestone Financial Group - Morgan Stanley
Location 1401 Manatee Ave W Ste 1110, Bradenton, FL 34205, USA
Phone (941) 714-7915
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Gulf Coast Wealth Robby Spillman
Location 8470 Enterprise Cir Suite 102, Bradenton, FL 34202, USA
Phone (941) 900-7133
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Huffman Financial Group
Location 7119 Prestbury Circle, Lakewood Ranch, FL 34202, USA
Phone (800) 834-5578
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Edward Jones - Financial Advisor: EJ Semmerling IV, AAMS™
5 out of 5
Location 5889 53rd Ave E, Bradenton, FL 34203, USA
Phone (941) 727-0204
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Retirement Money Management
Location 5001 Lakewood Ranch Blvd N, Sarasota, FL 34240, USA
Phone (941) 955-2099
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Moore Financial Management, Inc. - Financial Advisor
5 out of 5
Location 12343 Whisper Lake Dr, Bradenton, FL 34211, USA
Phone (941) 544-2269
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Florida Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7317 Merchant Ct Ste B, Sarasota, FL 34240, USA
Phone (941) 217-2290
Directions
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Aksala Wealth Advisors - Retirement Planning & Portfolio Management
SEC File# 801-29892
CRD# 104556
5 out of 5
Location 6260 Lake Osprey Dr, Sarasota, FL 34240, USA
Phone (941) 500-5122
Directions
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Del Webb Lakewood Ranch- 55+ Retirement Community
5 out of 5
Location 6805 Del Webb Blvd, Lakewood Ranch, FL 34202, USA
Phone (941) 260-0370
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Freedom Wealth
Location 8470 Enterprise Cir Suite 102, Lakewood Ranch, FL 34202, USA
Phone (941) 900-7133
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STAR Financial Solutions
4 out of 5
Location 2970 University Pkwy Stuite 200, Sarasota, FL 34243, USA
Phone (941) 357-1390
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 6741 Manatee Ave W, Bradenton, FL 34209, USA
Phone (941) 746-3348
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Retirement Strategies of America
Location 9015 Town Center Pkwy Suite 111, Lakewood Ranch, FL 34202, USA
Phone (941) 526-4004
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Prestige Planning LLC
5 out of 5
Location 6311 Atrium Dr Suite 206, Bradenton, FL 34202, USA
Phone (941) 757-3702
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FiduciaryShield
Location 2328 Manatee Ave W Suite 100, Bradenton, FL 34205, USA
Phone (941) 761-4015
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TIAA Financial Services
Location 6151 Lake Osprey Dr Suite 300, Sarasota, FL 34240, USA
Phone (877) 267-4510
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SeaCoast Financial Partners
5 out of 5
Location 2005 Manatee Ave W, Bradenton, FL 34205, USA
Phone (941) 584-4098
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Alliance America
5 out of 5
Location 8725 Pendery Pl Suite 104, University Park, FL 34201, USA
Phone (833) 219-6884
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Core Wealth Planning
Location 2708 Butterfly Jasmine Trail, Sarasota, FL 34240, USA
Phone (312) 561-3102
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Merrill Lynch Wealth Management Advisor Robert W Brameister
Location 1401 Manatee Ave W 7th floor, Bradenton, FL 34205, USA
Phone (941) 741-2406
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Gulf Coast Financial Planning LLC
5 out of 5
Location 9015 Town Center Pkwy Suite 110, Bradenton, FL 34202, USA
Phone (941) 822-8778
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Legacy Financial Planning
Location 6371 Business Blvd # 200, Lakewood Ranch, FL 34240, USA
Phone (941) 870-0070
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 4900 Manatee Ave W #203, Bradenton, FL 34209, USA
Phone (941) 798-2898
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Wealth Enhancement Group
5 out of 5
Location 1001 3rd Ave W #450, Bradenton, FL 34205, USA
Phone (941) 778-1900
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Steven G. Albritton - Raymond James
Location 8652 State Road 70 E, Bradenton, FL 34202, USA
Phone (941) 263-3019
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Angie Brewer & Associates Inc
Location 9080 58th Dr E STE 200, Bradenton, FL 34202, USA
Phone (941) 756-5800
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Base Wealth Management - Financial Advisor
5 out of 5
Location 7241 Delainey Ct, Lakewood Ranch, FL 34240, USA
Phone (941) 756-8716
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Retirement Planning in Manatee County, FL

About Manatee County, FL for Those Planning to Retire

Manatee County, located on the Gulf Coast of Florida, boasts a plethora of landmarks and attractions that make it a popular destination for both tourists and residents alike. From the stunning beaches of Anna Maria Island to the historic Bradenton Riverwalk, there is no shortage of things to see and do in this vibrant county. When it comes to employment opportunities, Manatee County is home to several major employers, including Tropicana, Publix Super Markets, and Manatee Memorial Hospital. These companies provide jobs in a variety of fields, from healthcare and retail to manufacturing and distribution. Navigating the county is made easy by its extensive network of highways and streets, including I-75, US-41, and SR-64. Whether you're commuting to work or exploring the area, you'll find that getting around is a breeze. Manatee County is also home to a diverse array of neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Manatee County, FL can benefit from a bank in a variety of ways. For instance, a bank can provide them with access to financial services such as loans, credit cards, and savings accounts. This can help them to manage their finances more effectively and achieve their financial goals. Additionally, banks can offer investment advice and services that can help residents to grow their wealth and plan for their future. In Manatee County, where the economy is heavily dependent on tourism and agriculture, a bank can also provide small business owners with the necessary funding and resources to start or expand their businesses. Furthermore, with the threat of natural disasters such as hurricanes, a bank can help residents to prepare financially by offering insurance and disaster recovery services. Overall, a bank can play a crucial role in the financial well-being of residents in Manatee County, FL and provide them with the tools they need to thrive in their community.

Insurance Broker

Residents of Manatee County, FL could benefit greatly from the services of an insurance broker. With the county's rapidly growing population and diverse economy, navigating the complex world of insurance can be a daunting task. An experienced broker can help residents find the best coverage for their unique needs, whether it be for their homes, businesses, or vehicles. Additionally, Manatee County is located in a region that is prone to natural disasters such as hurricanes and flooding. An insurance broker can assist residents in finding policies that provide adequate protection against these types of events, which are all too common in the area. With so many options and variables to consider, having a knowledgeable insurance broker on your side can make all the difference in ensuring that you and your assets are properly protected.

Wealth Management

Residents of Manatee County, FL could benefit from the services of a wealth manager in a variety of ways. Firstly, Manatee County is home to a large population of retirees who may require assistance in managing their retirement savings and investments. A wealth manager can provide guidance on how to maximize income streams, minimize tax liabilities, and manage risk in retirement portfolios. Additionally, Manatee County is known for its high property values, which can present unique challenges for estate planning. A wealth manager can help residents navigate the complexities of estate planning, including minimizing estate taxes, setting up trusts, and ensuring that assets are distributed according to their wishes. Finally, with its proximity to the Gulf of Mexico, Manatee County is vulnerable to natural disasters such as hurricanes. A wealth manager can help residents prepare for and recover from these events by ensuring that insurance coverage is adequate, emergency funds are in place, and investments are protected from market volatility.

Financial Advisor

Residents of Manatee County, FL could benefit from the guidance of a financial advisor in a number of ways. With its location on the Gulf of Mexico and proximity to popular tourist destinations, such as Anna Maria Island and Siesta Key, many residents may have a significant portion of their income tied to the tourism industry. A financial advisor could help these individuals navigate the fluctuations in tourism revenue and develop a plan to diversify their income streams. Additionally, Manatee County has a large retired population, and a financial advisor could assist these individuals with retirement planning, including managing their savings, creating a budget, and selecting the right investment vehicles to ensure their financial security. The county also has a growing population of young families, and a financial advisor could help them plan for their future by setting up college savings plans, creating a budget to save for a down payment on a home, and developing a long-term investment strategy.

Mortgage Loan Officer

Residents of Manatee County, FL can benefit from the expertise of a mortgage loan officer in a multitude of ways. First and foremost, a loan officer can help potential homebuyers navigate the complex and ever-changing world of mortgage lending. With a deep understanding of the local real estate market and lending landscape, a loan officer can help borrowers find the best loan products and rates to fit their unique financial situation. Additionally, Manatee County has a diverse population, with a mix of retirees, families, and young professionals. A skilled loan officer can help each of these groups understand the nuances of different loan products and tailor their mortgage to their specific needs. Whether it's helping a retiree secure a reverse mortgage or guiding a young family through the process of obtaining an FHA loan, a mortgage loan officer can provide invaluable support to the residents of Manatee County.

Tax Services

Residents of Manatee County, FL can benefit greatly from the services of a tax advisor. With a population of over 400,000 people, Manatee County is one of the fastest-growing areas in Florida, and navigating the complex tax laws can be daunting for many. A tax advisor can assist residents with a wide range of tax-related issues, including preparing and filing tax returns, minimizing tax liabilities, and ensuring compliance with local and state tax laws. Additionally, Manatee County is home to many retirees, and a tax advisor can help these individuals navigate the unique tax implications of retirement, such as social security benefits and required minimum distributions. With the help of a knowledgeable tax advisor, residents of Manatee County can feel confident that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Manatee County, FL can benefit from the services of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that takes into account the unique laws and regulations of Manatee County, FL. For example, the county has specific rules regarding homestead property and how it can be passed on to heirs. An estate planning lawyer can help residents navigate these rules and ensure that their wishes for their property are carried out. Additionally, an estate planning lawyer can help residents minimize their tax liability and protect their assets from creditors. With the help of an estate planning lawyer, residents of Manatee County, FL can rest assured that their estate plan is tailored to their specific needs and will provide for their loved ones long after they are gone.

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