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Find Top Financial Advisors in Gainesville, Florida
Gainesville, Florida, home to the University of Florida, is known for a strong education, healthcare, and research-driven economy. The city offers a good quality of life having several cultural attractions, parks, and outdoor activities, as well as college-town vibrancy making it a desirable place to live. With a relatively low cost of living, no state income tax, and a strong job market, Gainesville is appealing to both retirees and working professionals. That said, managing investments, taxes, and working toward attaining long-term financial security can be complex, which is why, you may benefit from hiring a financial advisor in Gainesville for meeting your financial needs.
With hundreds of financial advisors to choose from, finding the right fiduciary in Gainesville, FL to meet your unique needs can be challenging. WiserAdvisor simplifies the process by connecting you with 2-3 vetted experts specializing in investment management, tax management, estate planning, retirement planning strategies, and more. Whether you're looking for a financial advisor in Gainesville, FL for wealth management or a financial planner in Gainesville, FL for personalized retirement plans, our network of trusted professionals can help.
For over two decades, we have maintained a directory of financial professionals who meet strict industry standards. Every advisor in our network is thoroughly screened for experience and maintains clean records with FINRA and SEC. Let us help you find an expert in Gainesville retirement planning who understands your financial goals and can guide you toward a comfortable retirement.
How To Find Trusted Financial Advisors in Gainesville, Florida
Gainesville has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Gainesville, Florida have an average of 28 years of experience.
NOTE: The list of vetted financial advisors in Gainesville, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Gainesville, Florida.
Qualified Financial Advisors in Gainesville, Florida
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 28 Years | $0 | $25,000 | Fee-Based |
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Information on Qualified Financial Advisors in Gainesville, Florida
Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.
Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.
https://reap.seminarsoncall.com
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.
REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:
Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues
Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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