Top financial advisors in Okeechobee, 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 moving to or living in Okeechobee, FL, and managing wealth or planning for retirement, you need advisors who understand how Florida's tax environment affects your finances. A common mistake is assuming no state income tax means low overall taxes, which overlooks property and sales taxes that can impact your budget.
- Florida tax nuances. Confirm how they factor in property and sales taxes alongside federal taxes in your financial plan.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they understand the financial implications of relocating to Florida for tax or lifestyle reasons.
- Experience with local regulations. Ensure they are familiar with Okeechobee-specific rules that might affect your investments or estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bryan F
Series 66
Okeechobee, FL
Edward Jones
Bryan Finnegan at Edward Jones in Okeechobee, FL, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate Florida's unique tax environment. As part of a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad advisory network, distinguishing him from smaller local advisors despite his relatively recent start in the industry.
Experience: 1 year
Avg account: $246,728
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Susan B
Series 65, Series 63
Okeechobee, FL
LPL Financial
Susan Bonanno's 34 years of experience and expertise in wealth management and retirement plans for business owners make her well-equipped to address the financial complexities faced by residents in Okeechobee, FL. Affiliated with LPL Financial, a large firm offering flat-fee planning and supported by in-house research, she serves a diverse client base including high-net-worth households, distinguishing her from advisors with narrower focuses or smaller firms.
Experience: 34 years
Avg account: $399,489
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Cameron T
Series 63, Series 65
Okeechobee, FL
Eagle Strategies (NY Life)
Cameron Tewksbury offers expertise in retirement income strategies and business owner retirement plans, well-suited for managing wealth in Okeechobee's unique tax environment. Affiliated with Eagle Strategies, a large firm linked to New York Life, he provides flexible fee options including asset-based, hourly, and subscription plans, and brings eight years of experience along with local economic council involvement.
Experience: 9 years
Avg account: $235,446
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Sean K
Series 63, Series 65
Okeechobee, FL
Stark Financial Advisers, Inc.
Sean Kilmartin's extensive 39 years of experience and Series 63 and 65 credentials position him well to navigate Okeechobee's unique tax environment, including property and sales taxes. His firm, Stark Financial Advisers, employs an asset-allocation approach with options and derivatives strategies, managing nearly $95 million, which may offer sophisticated portfolio options compared to other local advisors.
Experience: 39 years
Avg account: $508,991
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Michael C
PFS™, Series 66
Okeechobee, FL
Cetera
Michael Costopoulos brings 24 years of experience in wealth management and tax-loss harvesting, with expertise in retirement plans for business owners and charitable giving, making him well-suited for clients in Okeechobee navigating Florida's tax nuances. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he also holds CPA credentials and serves as a trustee, providing comprehensive financial and fiduciary services.
Experience: 25 years
Avg account: $306,089
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