Wealth Management in Lake County, FL

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List of Firms

Lake County, FL Wealth Management Firms

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McCray Wealth Management
Location 801 International Pkwy Suite 5022, Lake Mary, FL 32746, USA
Phone (407) 602-8641
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Dillard & Associates Wealth Management
Location 2220 ClusterOak Dr Suite "F, Clermont, FL 34711, USA
Phone (352) 404-8125
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Ballard Financial Group
5 out of 5
Location 773 W Montrose St, Clermont, FL 34711, USA
Phone (352) 404-9990
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Fross & Fross Wealth Management
4 out of 5
Location 910 Old Camp Rd STE 90, The Villages, FL 32162, USA
Phone (352) 205-7800
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Merrill Lynch Wealth Management Advisor Clay C Palmer
Location 1100 Canal St, The Villages, FL 32162, USA
Phone (352) 350-2706
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JB Meridian Advisors, LLC
Location 1009 East Ave #2533, Clermont, FL 34711, USA
Phone (877) 398-0051
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Garrison Wealth Management
3 out of 5
Location 6967, 2110 N Donnelly St # 600, Mt Dora, FL 32757, USA
Phone (352) 383-3100
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Merrill Lynch Wealth Management Advisor Jesse Anderson
Location 250 International Pkwy, Lake Mary, FL 32746, USA
Phone (407) 333-8329
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Wealth Management in Lake County, FL

Where Wealth Management Advisors in Lake County, FL Serve

Lake County, FL is a vibrant and bustling area that is home to many landmarks, top employers, major highways and streets, and unique neighborhoods. From the historic downtown district to the sprawling suburban neighborhoods, this area has something for everyone. Some of the most notable landmarks in Lake County include the famous lighthouse at Lake Dora, the beautiful waterfront park at Lake Eustis, and the scenic nature trails at Lake Louisa State Park. These landmarks offer visitors and residents alike a chance to explore the natural beauty and rich history of the area. In terms of top employers, Lake County is home to a diverse range of businesses, from large corporations to small mom-and-pop shops. Some of the biggest employers in the area include the Lake County School District, AdventHealth Waterman, and Publix Super Markets. These companies provide thousands of jobs and contribute significantly to the local economy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lake County, FL would be helped by a bank in a myriad of ways. With its diverse economy, which includes agriculture, healthcare, and tourism, Lake County residents could benefit from a bank's financial services such as loans, mortgages, and investment opportunities. The county is also home to a large number of retirees, who may require specialized financial advice and products to manage their retirement savings. Additionally, the county is known for its numerous lakes and waterways, making boat loans and insurance a valuable offering from banks. With the county's growing population and increasing demand for housing, a bank's services for homebuyers and builders would be highly sought after. In short, a bank's financial expertise and products would provide a valuable resource for the residents of Lake County, FL.

Insurance Broker

Lake County, FL is a vibrant community that is home to numerous residents who require insurance coverage for their various needs. An insurance broker can be of immense help to the residents of Lake County, FL by providing them with personalized and comprehensive insurance policies that cater to their specific requirements. For instance, Lake County, FL is known for its numerous water bodies, including the Harris Chain of Lakes, which is a popular spot for boating and fishing enthusiasts. An insurance broker can help such residents obtain watercraft insurance that covers their boats, jet skis, and other watercraft, ensuring that they are protected against any unforeseen accidents or damages. Additionally, an insurance broker can also assist residents in obtaining homeowner's insurance that covers their homes, personal property, and liability, protecting them against any natural disasters or accidents that may occur. Overall, an insurance broker can provide invaluable assistance to the residents of Lake County, FL, ensuring that they are adequately covered and protected.

Retirement Planning

Residents of Lake County, FL would greatly benefit from the services of a retirement planner. With a population of over 350,000 people, Lake County is home to a significant number of retirees who are looking to make the most of their golden years. A retirement planner can help these individuals navigate the complex world of retirement planning, including issues related to Social Security, Medicare, and retirement income. Additionally, Lake County is known for its many lakes and outdoor recreational opportunities, which can be expensive to maintain in retirement. A retirement planner can help residents of Lake County develop a plan for managing these costs while still enjoying the lifestyle they desire. By working with a retirement planner, residents of Lake County can ensure that their retirement years are comfortable, secure, and fulfilling.

Financial Advisor

Residents of Lake County, FL can benefit from the services of a financial advisor in several ways. Firstly, with the county's high retirement population, a financial advisor can help retirees manage their finances and create a sustainable retirement plan. Additionally, Lake County is home to several small businesses and entrepreneurs, and a financial advisor can provide guidance on managing cash flow, budgeting, and investing to ensure the success of these businesses. The county also experiences frequent natural disasters, such as hurricanes and floods, which can have a significant impact on residents' finances. A financial advisor can assist in creating an emergency fund and developing a plan to mitigate the financial impact of these events. Finally, Lake County has a growing population of young professionals, many of whom are burdened with student loan debt. A financial advisor can help these individuals create a plan to pay off their debt and build a strong financial foundation for their future.

Mortgage Loan Officer

Residents of Lake County, FL can benefit from the expertise of a mortgage loan officer in several ways. With the county's booming real estate market, a loan officer can assist in finding the best mortgage options for homebuyers and refinancers. They can also help residents navigate the complex and ever-changing rules and regulations of the mortgage industry, particularly in relation to Lake County's unique zoning and land-use laws. Additionally, a loan officer can provide invaluable guidance on credit scores, debt-to-income ratios, and other financial factors that impact mortgage approval. With their knowledge and experience, a mortgage loan officer can help residents of Lake County achieve their dream of homeownership while ensuring they make informed and financially responsible decisions.

Tax Services

Residents of Lake County, FL can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economic landscape, navigating the complex tax laws and regulations can be overwhelming. A tax advisor can provide guidance on tax planning, preparation, and compliance, helping residents optimize their financial strategies and minimize tax liabilities. Additionally, with the county's high concentration of retirees and vacation homeowners, a tax advisor can provide specialized advice on issues such as estate planning, retirement planning, and rental property taxation. By working with a tax advisor, residents can ensure that they are making informed decisions and taking advantage of all available tax benefits, ultimately maximizing their financial well-being.

Estate Planning Lawyer

Residents of Lake County, FL can benefit from the expertise of an estate planning lawyer in several ways. Firstly, due to the county's proximity to several major theme parks, many residents may have significant assets tied up in vacation homes or rental properties. An estate planning lawyer can help them navigate the complexities of passing on these assets to their heirs, ensuring that their wishes are carried out and minimizing tax liabilities. Additionally, Lake County is home to a large retiree population, and an estate planning lawyer can assist them in creating comprehensive plans for their long-term care needs, including drafting healthcare directives and establishing trusts to protect their assets. Finally, with the recent growth of Lake County's tech industry, many residents may have stock options or other equity-based compensation that require specialized estate planning strategies. An estate planning lawyer can provide guidance on how to maximize the value of these assets and ensure that they are distributed according to the client's wishes.

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