Expertise.com

2024

Last updated:

Best Financial Advisors in North Port

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored North Port Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

20Reviewed

14Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

North Port, FL
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

North Port, FL

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Why choose this provider?

Need help contacting a Financial Advisor in North Port? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

310 West Venice Avenue, Suite 201, Venice, FL 34285
WebsiteLicense: 306017

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Review Sources

Google
5.0 (4)

Why choose this provider?

FourThought Private Wealth has been serving clients in North Port for over 50 years. It offers a wide range of services, from financial to cash flow planning. It develops long-term plans that generate income and prevents gaps in the client's financial records. It also provides private banking and services related to the establishment and operation of private family foundations and donor-advised funds. It has a client portal that clients can utilize to monitor their records.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

14260 Tamiami Trail, North Port, FL 34287
WebsiteLicense: 2744729

Why choose this provider?

Namack Portfolio Investment Professionals, LLC, caters to the residents of North Port and the surrounding areas. Since 2009, it has been providing financial management services to individuals, families, and businesses. The firm prepares income, retirement, business, and estate plans tailored based on clients' objectives and budgets. It also carries out investment portfolio management and risk assessments. In addition, it helps with asset accumulation and tax burden minimization. Its managing principal, Wendy Namack, has nearly 30 years of experience in the financial industry.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1502 Kings Highway Suite 300, Port Charlotte, FL 33980
WebsiteLicense: 1332844

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Why choose this provider?

Clear View provides financial advising services to clients throughout the North Port metro and the surrounding cities. It helps clients achieve their retirement goals and needs by assisting them in creating and managing their investments strategies. It also caters to individuals who want to align their income sources to achieve tax efficiency. Its senior financial advisor, Douglas Young, has been a chartered retirement planning counselor who has been serving the local community for over 20 years.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1185 Immokalee Road Suite 210, North Port, FL 34110
WebsiteLicense: 226833

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Why choose this provider?

Grace Tax Advisory Group serves clients in North Port. It offers a broad array of financial planning services, including tax and succession planning and asset preservation, to assist clients in developing a retirement income strategy. Wealth management, investment planning, tax preparation and projection, estate recovery planning, legacy planning, and beneficiary designation are also available. Its team evaluates clients' financial status and needs using its Retirement by DesignTM process. The company's founder, Robert E. Grace, is a Chartered Life Underwriter and a Chartered Financial Consultant.

  • Private Wealth Advisor

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When should North Port residents use the expertise of a financial advisor?

    North Port residents should use the services of a financial advisor if they aspire to attain both financial freedom and a comfortable lifestyle through astute money management. Demonstrating a sense of responsibility with their finances enables them to effectively accomplish their goals and effortlessly cover significant expenses. With the advantage of being professionally trained, a financial advisor possesses the expertise that would otherwise necessitate several years of learning and experience for clients to acquire.

  • What components make up a comprehensive financial plan, and in what ways do North Port residents gain benefits from it?

    A comprehensive financial plan encompasses several essential elements, such as risk management, estate planning, and cash management. Additionally, it incorporates crucial components like tax planning, special needs considerations, and education planning. Through this holistic approach, a comprehensive financial plan caters to various aspects of North Port residents’ financial well-being.

  • How can North Port residents choose the right financial advisor for their unique situation?

    Individuals in North Port, a city located in Sarasota County, must consider a financial advisor’s understanding of the local economy and market trends specific to the county. Moreover, individuals should prioritize advisors who excel in communication and interpersonal skills. Equally important is the advisor's knowledge of tax laws and regulations, which clients should duly consider before making their choice.

  • How much money does a North Port resident need to work with a financial advisor?

    In North Port, residents are not required to meet a specific income level to avail themselves of the services of a financial advisor. Nevertheless, certain types of services may have a minimum investment amount. For instance, some financial advisors may only handle a client's money if they have $100,000 or more available for investment.

  • Are financial advisor fees in North Port tax deductible?

    No, financial advisor fees are not deductible for individual taxpayers in North Port. The Tax Cuts and Jobs Act that came into effect in 2018 has suspended miscellaneous itemized deductions, including financial advisor fees, for tax years 2018 through 2025. However, tax laws and regulations can vary depending on the region, and they may change over time.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.