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Best Financial Advisors in Clermont

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1635 Florida 50, Clermont, FL 34711
Clermont, FL 34711
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Reed Family Wealth Services is a family-owned financial advisory firm that represents clients throughout the Clermont area. The firm plans all aspects of clients' finances to avoid unnecessary taxes, especially capital gains taxes from sales of securities. It also provides various high-value insurance policies to protect clients from financial risk. Reed Family Wealth Services was founded and is still run by husband-and-wife duo Wesley Reed, CRPC, CLTC, and Kim Reed.

1635 Florida 50, Clermont, FL 34711
Clermont, FL 34711

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

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Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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