Retirement Planning in Okaloosa County, FL

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Top Retirement Planners in Okaloosa County, FL

SEC File# 801-56942
CRD# 281958
5 out of 5
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 34851 Emerald Coast Pkwy STE 200, Destin, FL 32541, USA
Phone (850) 650-0990
Directions
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Emerald Coast Medical Billing Solutions, LLC
5 out of 5
Location 11 Racetrack Rd NW, Fort Walton Beach, FL 32547, USA
Phone (850) 362-6191
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Merrill Lynch Wealth Management Advisor Mike Brady
Location 45 Eglin Pkwy NE Suite 102, Fort Walton Beach, FL 32548, USA
Phone (850) 864-6101
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Winged Wealth Management and Financial Planning LLC
Location 4203 Cougar Cir, Niceville, FL 32578, USA
Phone (850) 739-0331
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North Florida Financial - Niceville
5 out of 5
Location 4400 E Hwy 20 #108b, Niceville, FL 32578, USA
Phone (850) 758-1590
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First Florida Wealth - Raymond James
Location 2000 98 Palms Blvd Ste 300, Destin, FL 32541, USA
Phone (850) 654-8122
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SEC File# 801-8095
CRD# 2881
Location 28B Walter Martin Rd NE, Fort Walton Beach, FL 32548, USA
Phone (850) 244-8613
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Cherry Wealth Advisors
5 out of 5
Location 501 Mary Esther Cut Off NW #6, Fort Walton Beach, FL 32548, USA
Phone (850) 243-7799
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Kevin O'Brien
Location 22 Sherwood Dr, Shalimar, FL 32579, USA
Phone (850) 651-9190
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American Heritage Financial
Location 11 Racetrack Rd NE # D2, Fort Walton Beach, FL 32547, USA
Phone (850) 752-2400
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Your Personal Portfolio
Location 2840 Jack Nicklaus Way, Shalimar, FL 32579, USA
Phone (850) 651-9271
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Merrill Lynch Wealth Management Advisor R Timothy Krueger
Location 34990 Emerald Coast Pkwy, Destin, FL 32541, USA
Phone (850) 269-7003
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SEC File# 801-69815
CRD# 149018
Location 139 Beal Pkwy NW #103, Fort Walton Beach, FL 32548, USA
Phone (850) 936-6686
Directions
SEC File# 801-117306
CRD# 305233
Location 200 Calusa Blvd Suite #100, Destin, FL 32541, USA
Phone (850) 855-4890
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Charles West - Raymond James
Location 29 Eglin Pkwy NE, Fort Walton Beach, FL 32548, USA
Phone (888) 528-2644
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Emerald Coast Wealth Advisors of Raymond James
Location 34851 Emerald Coast Pkwy, Destin, FL 32541, USA
Phone (850) 650-0990
Directions
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First Command Financial Advisor - Steve Vergara
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
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William Green - Thrivent
Location 48 Iowa Dr NE, Fort Walton Beach, FL 32548, USA
Phone (770) 597-1442
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First Command Financial Advisor - Abigail Devera
Location 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Directions
Retirement Planning in Okaloosa County, FL

About Okaloosa County, FL for Those Planning to Retire

Okaloosa County, Florida is a vibrant and dynamic community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that are sure to leave a lasting impression. From the stunning white sand beaches of Destin and Fort Walton Beach to the historic downtown areas of Crestview and Niceville, Okaloosa County has something for everyone. Some of the most notable landmarks in the area include Eglin Air Force Base, the Gulfarium Marine Adventure Park, and the Indian Temple Mound Museum. These sites are not only significant to the history of the region, but they also attract visitors from all over the world. When it comes to top employers, Okaloosa County is home to a diverse range of businesses, including the Okaloosa County School District, Fort Walton Beach Medical Center, and the Okaloosa County Sheriff's Office. These organizations provide jobs for thousands of residents and contribute significantly to the local economy. Major highways and streets in the area include Interstate 10, U.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Okaloosa County, FL can greatly benefit from the services provided by a bank. With its prime location in the Florida Panhandle, Okaloosa County is a hub for tourism and military presence, which means that the local economy is constantly buzzing. A bank can assist residents in managing their finances, whether it be through opening a savings account for a child's college fund or providing loans for small business owners looking to expand their operations. Additionally, with the county being home to several military bases, a bank can cater to the unique financial needs of military families, such as offering low-interest loans and specialized savings accounts. Furthermore, Okaloosa County is known for its beautiful beaches and outdoor activities, which can lead to an influx of seasonal workers. A bank can help these workers with setting up temporary accounts and managing their finances during their stay. Overall, a bank can play a crucial role in the financial well-being of the diverse population of Okaloosa County, FL.

Insurance Broker

Residents of Okaloosa County, FL can benefit from the expertise of an insurance broker in several ways. Firstly, given the county's location on the Gulf of Mexico, residents may require specialized insurance coverage for flood, hurricane, and wind damage. An insurance broker can help navigate the complex policies and regulations associated with these types of coverage. Additionally, Okaloosa County is home to several military installations, which may require unique insurance solutions for service members and their families. An insurance broker can provide guidance on policies that meet the specific needs of military personnel. Finally, Okaloosa County is a popular tourist destination, and residents who operate vacation rental properties may require liability coverage that is tailored to their unique circumstances. An insurance broker can help identify the right policy to protect their investment.

Wealth Management

Residents of Okaloosa County, FL can benefit from the services of a wealth manager in a multitude of ways. One specific area that a wealth manager can assist with is navigating the complex tax laws that are unique to Florida. Okaloosa County, FL is known for its high property taxes and a wealth manager can help residents minimize their tax burden through strategic financial planning. Additionally, a wealth manager can help Okaloosa County residents with retirement planning, investment management, and estate planning. With the help of a skilled wealth manager, residents can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Okaloosa County, FL could benefit from the services of a financial advisor in numerous ways. With a population of over 200,000 people, the county is home to a diverse range of individuals with varying financial needs. A financial advisor could help residents with retirement planning, investment strategies, and debt management. Furthermore, given that Okaloosa County is home to Eglin Air Force Base, a significant portion of its population is composed of military personnel and their families. A financial advisor could provide specialized guidance on military benefits and financial planning for service members. Additionally, with the county's thriving tourism industry, many residents may have income that fluctuates seasonally. A financial advisor could assist in creating a budget and savings plan that accounts for these fluctuations. Overall, the expertise of a financial advisor could be invaluable for residents of Okaloosa County in navigating the complex world of personal finance.

Mortgage Loan Officer

Residents of Okaloosa County, FL can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can help them secure a mortgage loan to purchase a home in the county, which is known for its beautiful beaches and thriving tourism industry. Secondly, the officer can assist them in refinancing their existing mortgages to obtain better interest rates, which can save them thousands of dollars in the long run. Additionally, the officer can provide guidance on the various loan programs available in the county, such as the USDA Rural Development loan program, which is designed to help low-income families purchase homes in rural areas. With the help of a mortgage loan officer, residents of Okaloosa County can navigate the complex world of home financing with ease and confidence.

Tax Services

Residents of Okaloosa County, FL can benefit greatly from the services of a tax advisor. With its thriving tourism industry and a significant military presence, the county has a unique tax landscape. A tax advisor can help residents navigate the complexities of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. For example, military personnel stationed at Eglin Air Force Base may be eligible for certain tax breaks that are not available to civilians. Additionally, residents who own rental properties or operate businesses in the county may face specific tax challenges that a tax advisor can help them address. With a tax advisor's guidance, residents can minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Okaloosa County, FL can benefit from the services of an estate planning lawyer in a multitude of ways. One specific way is through the creation of a trust to protect their assets from potential creditors. Given that Okaloosa County is home to a large number of military personnel and their families, estate planning can be particularly important due to the unique financial challenges that come with military service. An estate planning lawyer can help residents create a comprehensive plan that addresses issues such as benefits, pensions, and survivor benefits. Additionally, an estate planning lawyer can assist in the creation of a healthcare power of attorney and living will, which can be especially important for elderly residents or those with chronic medical conditions. Overall, an estate planning lawyer can offer peace of mind and financial security to the residents of Okaloosa County, FL.

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