Top financial advisors in Ferry Pass, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor if you're planning your retirement in Ferry Pass, FL, especially given Florida's unique tax environment with no state income tax but other taxes like property and sales tax to consider. A common mistake is overlooking how these taxes and local wealth protections affect your overall financial plan.
- Federal tax focus. Since Florida has no state income tax, ask how the advisor prioritizes federal tax strategies in your retirement planning.
- Property and sales tax impact. Confirm how they incorporate property and sales taxes into your long-term cash flow and spending plans.
- Homestead protection knowledge. Inquire about their experience leveraging Florida's strong homestead protections to safeguard your assets.
- Retirement income sequencing. Understand their approach to managing withdrawals and income sources to optimize tax efficiency and sustainability.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Patrick L
Series 63, Series 65
Pensacola, FL
Cambridge Investment Research Advisors
Patrick Lanza's 14 years of experience and CPA background equip him to address retirement income strategies and business owner retirement plans, crucial for navigating Florida's tax nuances. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse investment approaches, he provides tailored planning that balances federal tax focus with local considerations, distinguishing him from other advisors in the Ferry Pass area.
Experience: 15 years
Avg account: $378,281
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Olivia D
Series 65
Pensacola, FL
Gradient Advisors, Llc
Olivia Di Filippo specializes in retirement income strategy and general tax planning, which are crucial for navigating Florida's unique tax environment in Ferry Pass. As an independent advisor at Gradient Advisors, LLC, she benefits from a firm that employs diverse analytical approaches and serves a broad client base, offering tailored investment management and financial planning services.
Experience: 1 year
Avg account: $134,534
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Joel D
CFP®, Series 63, Series 66
Pensacola, FL
Edward Jones
Joel Dunham's 27 years of experience and CFP® certification equip him to address retirement income strategies and withdrawal plans, crucial for navigating Florida's tax landscape. Operating from Edward Jones, a large firm managing over $1 trillion in assets, he also brings insight from his local rental property business, offering a practical perspective on property-related financial considerations.
Experience: 27 years
Avg account: $246,728
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Danny S
Series 66, Series 63, Series 65
Pensacola, FL
The Retirement Planners, USA, LLC
Danny Steele offers retirement planning expertise with 15 years of experience and holds Series 63, 65, and 66 licenses, making him well-equipped to address federal tax strategies and retirement income sequencing in Ferry Pass, FL. His firm provides personalized planning and investment management with negotiable flat fees up to $2,500, serving individuals, high-net-worth clients, and small businesses, which may suit clients seeking tailored, fee-transparent services.
Experience: 15 years
Avg account: $257,491
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Justin G
Series 66
Pensacola, FL
Cetera
Justin Gates offers expertise in retirement plans for business owners and tax-loss harvesting, which is valuable for managing federal tax strategies in Florida's unique tax environment. Operating from Pensacola with Cetera, a large firm, he provides flexible fee options including flat fees and hourly consulting, catering to high earners approaching retirement and business owners seeking tailored wealth management.
Experience: 10 years
Avg account: $306,089
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