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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

Florida has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Florida have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in 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 Florida.

Qualified Financial Advisors in Gainesville, Florida

VETTED
Financial Advisor
Provident Wealth Management GroupCFP®401 E Jackson St.Tampa, FL 33602
Experience21 Years
AUM$90,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Dynasty Wealth Management, LLCCFP®, RICP®, CFA®, CPFA200 Central Avenue 15th FloorSaint Petersburg, FL 33701
Experience30 Years
AUM$91,678,782,200
Minimum Assets$0
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Gainesville, Florida

Provident Wealth Management Group
VETTED
Provident Wealth Management GroupCFP®
Edelman Financial Engines, LLC - tariktest
About Edelman Financial Engines, LLC - tariktest
"The mission of Provident Wealth Management Group is to provide each of our clients with customized well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times". We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4769331Firm CRD# 6413Series 7, 66
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
401 E Jackson St.,Suite 3675,Tampa,FL 33602
Phone Number
813-283-8413
Dynasty Wealth Management, LLC
VETTED
Dynasty Wealth Management, LLCCFP®, RICP®, CFA®, CPFA
Dynasty Wealth Management, LLC
About Dynasty Wealth Management, LLC
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 153377Series 6, 7, 9, 55, 65, 66
Compensation/Fee
Fee-Based, Based on Assets
Office Location
200 Central Avenue 15th Floor,Saint Petersburg,FL 33701
Phone Number
727-498-5548

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