Top financial advisors in Largo, 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.
If you're considering a move to Largo or already live here, you might be thinking about how to protect your wealth amid Florida's unique tax landscape. Without state income tax, many overlook the impact of federal taxes, property taxes, and sales taxes on their financial plans. Choosing an advisor who understands these nuances can help you avoid costly mistakes.
- Federal tax focus. Confirm how they integrate federal income tax strategies since Florida doesn't tax income at the state level.
- Property tax insights. Ask how they factor in Florida's property tax and homestead exemptions to safeguard your home equity.
- Sales and tourism tax impact. Understand their approach to managing expenses influenced by Florida's reliance on sales and tourism taxes.
- Wealth migration experience. Inquire about their familiarity with clients relocating to Florida and how they address related financial transitions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Blerina H
Series 63, Series 65
Largo, FL
Focus Advisor Solutions, LLC
Blerina Hysi, based in Largo, FL, brings 12 years of experience and holds Series 63 and 65 licenses, equipping her to navigate federal tax strategies relevant to Florida residents. Working at Focus Partners Advisor Solutions, a large firm with 43 advisors, she offers resources that may benefit clients relocating to Florida and managing property tax considerations.
Experience: 13 years
Avg account: $1,039,958
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Paul H
Series 63
Largo, FL
The Herzfeld Group
Paul Herzfeld offers deep expertise in Largo's financial landscape, combining 38 years of experience with his roles as an estate and tax planning attorney and a Series 63 designation holder. His independent, single-advisor approach allows for personalized strategies that consider federal tax implications and Florida-specific property tax nuances, distinguishing him from larger firms with broader client loads.
Experience: 38 years
Avg account: $184,843
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Tracy Y
CFP®, ChFC®, Series 63, Series 66
Largo, FL
Ameriprise
Tracy Young specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Largo, FL, where federal tax and property tax considerations are key. Working with Ameriprise, a large firm known for tax-efficient retirement planning, she offers personalized advice with a 0.15% AUM fee, backed by 22 years of industry experience and multiple financial designations.
Experience: 22 years
Avg account: $471,167
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Alexander M
Series 63, Series 65
Largo, FL
Arax Advisory Partners
Alexander Martin's 30 years of experience and Series 63 and 65 licenses equip him to navigate Largo's unique tax environment, especially for affluent clients. His firm, Arax Advisory Partners, offers flat-fee financial planning and specializes in private investments and business exit strategies, differentiating him with a broad service range and a focus on high-net-worth individuals.
Experience: 31 years
Avg account: $1,602,916
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Gregory R
CFP®, Series 66
Largo, FL
HighPoint Planning Partners
Gregory Reichold Jr. offers 17 years of experience in Largo, FL, with expertise in wealth management and retirement plans for business owners, making him well-suited to navigate Florida's unique tax environment. His firm, HighPoint Planning Partners, manages $4 billion in assets using fundamental analysis and offers flat-fee and hourly financial planning, providing flexible options compared to advisors with traditional AUM-based fees.
Experience: 17 years
Avg account: $510,590
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