Wealth Management in Volusia County, FL

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List of Firms

Volusia County, FL Wealth Management Firms

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Florida Wealth Planning Group - Ameriprise Financial Services, LLC
Location 1400 Hand Ave Ste P, Ormond Beach, FL 32174, USA
Phone (386) 597-2994
Directions
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CRW Consultants Inc
Location 185 Country Cir Dr W, Port Orange, FL 32128, USA
Phone (386) 675-6915
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Mosaic Wealth Management Group, Inc
5 out of 5
Location 1500 Town Plaza Ct, Winter Springs, FL 32708, USA
Phone (407) 622-7526
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SEC File# 801-69469
CRD# 147642
Location 755 Primera Blvd #1001, Heathrow, FL 32746, USA
Phone (407) 585-0235
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WV Wealth Management Solutions
Location 324 E Church St Ste. 101, DeLand, FL 32724, USA
Phone (386) 259-3781
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Lori Endicott - Raymond James
Location 120 N Alabama Ave, DeLand, FL 32724, USA
Phone (386) 736-3403
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Clarity Financial
SEC File# 801-119835
CRD# 297959
Location 3925 S Nova Rd, Port Orange, FL 32127, USA
Phone (386) 237-4607
Directions
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Edward Jones - Financial Advisor: Jeffery L Ritchey, CFP®|CEPA®
4 out of 5
Location 1087 Town Center Dr Suite 100, Orange City, FL 32763, USA
Phone (386) 532-4670
Directions
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Merrill Lynch Wealth Management Advisor Ann W Snellings
Location 1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Phone (386) 274-3040
Directions
Wealth Management in Volusia County, FL

Where Wealth Management Advisors in Volusia County, FL Serve

Volusia County, located in the heart of Florida, is a vibrant and bustling area that boasts a plethora of unique landmarks, top-notch employers, major highways and streets, and diverse neighborhoods. From the iconic Daytona Beach to the historic Ponce Inlet Lighthouse, Volusia County is home to a variety of must-see landmarks that attract visitors from all over the world. The county is also home to several well-known colleges and universities, including Embry-Riddle Aeronautical University and Stetson University, which provide top-notch education and employment opportunities for residents. In terms of employment, Volusia County is home to a number of major employers, including AdventHealth, Halifax Health, and NASCAR, which provide jobs for thousands of residents. Additionally, the county is situated along major highways and streets, such as Interstate 95 and U.S. Route 1, making it easily accessible for commuters and travelers alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Volusia County, FL can benefit from a bank in numerous ways. For instance, banks can help residents with their daily financial transactions by offering checking and savings accounts. Additionally, banks can provide loans to residents for various purposes, such as purchasing a home, starting a business, or financing education. Volusia County is known for its beautiful beaches and tourist attractions, which attract visitors from all over the world. Therefore, banks can also assist residents in the tourism industry by providing merchant services, such as credit card processing, to help them accept payments from tourists. Moreover, banks can offer financial planning services to help residents manage their finances and plan for their future. With the help of a bank, residents of Volusia County, FL can achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Volusia County, FL can benefit from the services of an insurance broker in numerous ways. With the county's proximity to the Atlantic Ocean, hurricanes and tropical storms are a common occurrence, making it imperative for residents to have comprehensive insurance coverage. An insurance broker can help residents navigate the complex insurance landscape and find policies that cover their specific needs, whether it's for their home, car, or business. Additionally, with Volusia County's significant retirement population, an insurance broker can assist seniors in finding affordable health insurance plans that cover their medical needs. Furthermore, an insurance broker can help residents understand the nuances of flood insurance, which is essential for those living in low-lying areas of the county prone to flooding. Overall, an insurance broker can provide invaluable assistance to Volusia County residents in navigating the complex and ever-changing insurance market.

Retirement Planning

Residents of Volusia County, FL can benefit from a retirement planner in a multitude of ways. One specific area that a retirement planner can assist with is navigating the complexities of Social Security benefits. With Volusia County's high population of retirees, it's crucial to understand the intricacies of Social Security and how to maximize benefits. A retirement planner can also help residents create a comprehensive retirement plan that takes into account their unique financial situation, goals, and lifestyle. This includes developing strategies for saving, investing, and managing retirement income in a tax-efficient manner. Furthermore, a retirement planner can provide guidance on healthcare and long-term care options, which are particularly important in Volusia County where there is a high demand for senior care services. Overall, a retirement planner can provide peace of mind and help residents of Volusia County, FL achieve financial security in their golden years.

Financial Advisor

Residents of Volusia County, FL could benefit from the services of a financial advisor in a variety of ways. For starters, the county is known for its thriving tourism industry, which means that many residents may be employed in the hospitality sector. A financial advisor could help these individuals navigate the ups and downs of seasonal employment and plan for their financial futures accordingly. Additionally, Volusia County is home to a large retiree population, and a financial advisor could assist these individuals with retirement planning, investment strategies, and estate planning. With the county's close proximity to the coast, residents may also be concerned about the potential impact of hurricanes and other natural disasters on their finances. A financial advisor could help them prepare for these eventualities and ensure that they have adequate insurance coverage. Overall, there are many ways that a financial advisor could help residents of Volusia County, FL achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Volusia County, FL can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can assist residents in securing a mortgage to purchase a home, which can be a daunting task for those unfamiliar with the process. Volusia County, FL has a diverse housing market, with a mix of single-family homes, condos, and townhouses, making it all the more crucial to have a knowledgeable and experienced loan officer on your side. Additionally, a mortgage loan officer can help residents refinance their existing mortgage, potentially lowering their monthly payments, and freeing up cash for other expenses. Volusia County, FL is known for its beautiful beaches and tourist attractions, making it an attractive place to purchase a second home or investment property. A loan officer can assist with securing financing for these properties, which may have different requirements than a primary residence.

Tax Services

Residents of Volusia County, FL can benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor can help residents navigate the complicated tax laws and regulations in the county, ensuring that they are in compliance with all applicable rules and regulations. Additionally, a tax advisor can help residents maximize their tax savings by identifying deductions and credits that they may be eligible for. Furthermore, given that Volusia County is home to a large number of retirees, a tax advisor can help seniors with their retirement planning and tax strategies, ensuring that they can enjoy their golden years without worrying about their tax burden. Overall, the services of a tax advisor can be invaluable to residents of Volusia County, FL, helping them achieve their financial goals and secure their financial future.

Estate Planning Lawyer

Residents of Volusia County, FL can benefit greatly from the expertise of an estate planning lawyer. With its diverse population and booming economy, Volusia 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, many residents of Volusia County own property near the coast, which can be subject to specific zoning and environmental regulations. A knowledgeable estate planning lawyer can help ensure that these regulations are taken into account when creating a plan for the transfer of property. Additionally, with the county's growing population of retirees, there is an increasing need for long-term care planning and asset protection. A skilled estate planning lawyer can help residents create a comprehensive plan that addresses these concerns and provides peace of mind for themselves and their loved ones.

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