Top financial advisors in Palatka, 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 planning your financial future in Palatka, FL, you might be considering how to manage your federal taxes, property taxes, and sales taxes effectively since Florida has no state income tax. A common mistake is overlooking how these taxes interact with your overall financial plan, which can lead to unexpected expenses or missed opportunities.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies into your broader plan, not just state tax considerations.
- Property tax insights. Ask how they help you navigate local property tax rules and exemptions that could impact your budget.
- Sales tax planning. Discuss how they account for Florida's sales tax in your spending and investment decisions.
- Wealth migration knowledge. Check if they understand Florida's homestead protections and how these affect your asset protection and estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Maggie P
Series 66
Palm Coast, FL
Ameritas Advisory Services, LLC
Maggie Parker's 14 years of experience and Series 66 designation equip her to address federal tax strategies within retirement income and wealth management, relevant for Palatka residents managing taxes without state income tax. Affiliated with Ameritas Advisory Services, a large firm offering flat fees and customized investment strategies, she provides flexible planning options that may suit business owners and retirees seeking comprehensive financial guidance.
Experience: 14 years
Avg account: $448,118
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John H
Series 63, Series 65
Palatka, FL
Ameriprise
John Higginbotham specializes in retirement income strategy and Social Security optimization, making him well-suited to address federal tax considerations within retirement planning in Palatka, FL. With 26 years of experience at Ameriprise, a large firm known for research-driven, personalized advice and a 0.15% AUM fee, he serves clients approaching retirement with significant investable assets.
Experience: 27 years
Avg account: $471,167
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John G
Series 65
Palatka, FL
Eagle Strategies (NY Life)
John Ginn III offers extensive expertise in retirement income strategies and business owner retirement plans, supported by 42 years of experience and a Series 65 designation. Operating within Eagle Strategies, a large firm known for client-directed solutions and third-party managers, he provides flexible fee options including hourly and subscription agreements, distinguishing him from other advisors in Palatka, FL.
Experience: 43 years
Avg account: $235,446
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Miranda K
Series 66
Jacksonville, FL
LPL Financial
Miranda Kimball in Palatka, FL, offers expertise in wealth management and tax-loss harvesting, which can help integrate federal tax strategies into your financial plan. Working with LPL Financial, a large firm, she provides flat-fee financial planning and serves a diverse client base, including business owners and retirees, distinguishing her approach from others in the area.
Experience: 8 years
Avg account: $399,489
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Luke M
Series 66, Series 63, Series 65
Palatka, FL
Edward Jones
Luke Mutchie in Palatka, FL, offers expertise in retirement income strategy and wealth management, supported by eight years of experience and Series 63, 65, and 66 licenses. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he provides access to extensive resources and a broad advisory program with an AUM fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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