Wealth Management in Manatee County, FL

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List of Firms

Manatee County, FL Wealth Management Firms

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The Dill Johnson Group - Morgan Stanley
Location 1401 Manatee Ave W Ste 1110, Bradenton, FL 34205, USA
Phone (941) 714-7913
Directions
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Michael Vejins - Raymond James
5 out of 5
Location 8120 Lakewood Main St, Bradenton, FL 34202, USA
Phone (941) 907-0168
Directions
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TruVestments
SEC File# 801-112243
CRD# 291297
4 out of 5
Location 5391 Lakewood Ranch Blvd N #303, Sarasota, FL 34240, USA
Phone (855) 955-1982
Directions
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Merrill Lynch Wealth Management Advisor Joseph M. Adamchak
Location 1401 Manatee Ave W 7th floor, Bradenton, FL 34205, USA
Phone (941) 741-2401
Directions
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Merrill Lynch Wealth Management Advisor Paul Lavezzoli
Location 6311 Atrium Dr, Lakewood Ranch, FL 34202, USA
Phone (941) 364-5675
Directions
SEC File# 801-61731
CRD# 114102
Location 9040 Town Center Pkwy, Lakewood Ranch, FL 34202, USA
Phone (941) 362-0161
Directions
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Mark G Campbell - Morgan Stanley
Location 1401 Manatee Ave W Ste 1110, Bradenton, FL 34205, USA
Phone (941) 714-7909
Directions
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Power Wealth Advisors
Location 8652 State Road 70 E, Bradenton, FL 34202, USA
Phone (727) 897-8760
Directions
Wealth Management in Manatee County, FL

Where Wealth Management Advisors in Manatee County, FL Serve

Manatee County, FL is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Gamble Plantation to the breathtaking beaches of Anna Maria Island, there is no shortage of things to see and do in this dynamic county. Some of the top employers in Manatee County include the healthcare giant Manatee Memorial Hospital, the aerospace and defense contractor Lockheed Martin, and the retail giant Walmart. These companies provide thousands of jobs to the local community and contribute to the county's thriving economy. When it comes to major highways and streets, Manatee County is home to several important thoroughfares, including US-41, I-75, and State Road 64. These roads connect the county to other parts of Florida and make it easy for residents and visitors alike to navigate the area. Manatee County is also home to a variety of unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Manatee County, FL would greatly benefit from the services of a bank in several ways. Firstly, Manatee County is known for its thriving tourism industry, with attractions such as the beautiful beaches and the Manatee River attracting visitors from all over the world. A bank can provide financial services such as foreign currency exchange and traveler's checks to ensure that tourists have access to the funds they need while visiting the county. Additionally, Manatee County has a large retirement community, with many seniors relying on fixed incomes. A bank can offer financial planning services and investment options to help seniors make the most of their money and ensure their financial security. Finally, Manatee County is home to several small businesses that rely on loans and lines of credit to grow and thrive. A bank can provide these businesses with the financial support they need to succeed and contribute to the local economy.

Insurance Broker

Residents of Manatee County, FL could benefit greatly from the expertise and guidance of an insurance broker. With the county's close proximity to the Gulf of Mexico, residents may require specialized insurance coverage for risks such as flood and hurricane damage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage to protect their homes and businesses. Additionally, with a large retirement population in Manatee County, an insurance broker can assist with finding affordable and comprehensive health insurance options. The broker can also provide guidance on Medicare plans and supplemental insurance for those over 65. Overall, an insurance broker can provide invaluable assistance to residents of Manatee County in protecting their homes, businesses, and health.

Retirement Planning

Residents of Manatee County, FL can benefit from the services of a retirement planner in a variety of ways. One of the most common ways a retirement planner can assist is by helping individuals create a comprehensive retirement plan that accounts for their unique financial situation and goals. This is particularly important in Manatee County, where the cost of living is higher than the national average, making it more challenging for retirees to make their savings last. Additionally, a retirement planner can help residents navigate the complex tax laws and regulations that apply to retirement income, ensuring that they are maximizing their savings and minimizing their tax burden. Furthermore, a retirement planner can provide guidance on investment strategies that align with an individual's risk tolerance and financial goals. With the help of a skilled retirement planner, residents of Manatee County can feel confident that they are on track to achieve their retirement dreams.

Financial Advisor

Residents of Manatee County, FL can benefit from financial advisors in various ways. One of the most common ways is by receiving guidance on how to invest their money. Manatee County is home to many retirees, and a financial advisor can help them manage their retirement savings and ensure they have enough money to live comfortably in their golden years. Additionally, with the county's growing population, many residents are looking to buy or sell property. A financial advisor can assist them in making informed decisions that align with their long-term financial goals. Moreover, Manatee County is known for its vibrant tourism industry, and a financial advisor can help business owners in this sector manage their finances, plan for expansion, and navigate tax regulations. Overall, financial advisors can provide invaluable assistance to residents of Manatee County, FL, helping them make sound financial decisions and achieve their financial objectives.

Mortgage Loan Officer

Residents of Manatee County, FL can benefit from the services of a mortgage loan officer in several ways. Firstly, the county's population has been growing steadily over the years, and this has led to an increased demand for housing. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they get the best deal possible. Additionally, Manatee County is home to many retirees, and a mortgage loan officer can help them secure a reverse mortgage, which can provide them with a steady stream of income to supplement their retirement savings. Furthermore, Manatee County is prone to natural disasters such as hurricanes, and a mortgage loan officer can help residents obtain insurance policies that cover such events, giving them peace of mind knowing that their homes are protected. In conclusion, a mortgage loan officer can be a valuable resource for residents of Manatee County, FL, helping them achieve their homeownership goals and prepare for the unexpected.

Tax Services

Residents of Manatee County, FL can benefit from the expertise of a tax advisor in numerous ways. With the county's rapid population growth, tax advisors can assist individuals in navigating the complex tax laws and regulations unique to the area. For instance, Manatee County has a significant number of retirees, who may require assistance in managing their retirement income and avoiding tax penalties. Additionally, the county's thriving tourism industry may present opportunities for tax savings for local businesses. Tax advisors can also provide guidance on tax-efficient estate planning, which is especially important in a county with a high median age. Overall, a tax advisor can help residents of Manatee County, FL maximize their tax savings while ensuring compliance with local and federal tax laws.

Estate Planning Lawyer

Residents of Manatee County, FL can benefit greatly from the services of an estate planning lawyer. With its growing population and diverse demographics, Manatee County presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. For example, Manatee County is home to many retirees who may have complex financial portfolios, including investments, retirement accounts, and real estate holdings. An estate planning lawyer can help these individuals create a comprehensive plan that takes into account their unique needs and goals, while also minimizing tax liabilities and ensuring that their loved ones are taken care of after they pass away. Additionally, an attorney can help residents of Manatee County navigate the probate process, which can be particularly challenging in Florida due to its complex laws and regulations. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Manatee County, helping them to achieve peace of mind and security for themselves and their families.

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