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Best Financial Advisors in North Port

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Clear View logo

Clear View

1502 Kings Highway Suite 300, Port Charlotte, FL 33980
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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FourThought Private Wealth logo

FourThought Private Wealth

310 West Venice Avenue, Suite 201, Venice, FL 34285
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

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.

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Grace Tax Advisory Group logo

Grace Tax Advisory Group

1185 Immokalee Road Suite 210, North Port, FL 34110
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  • Private Wealth Advisor

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.

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Namack Portfolio Investment Professionals, LLC logo

Namack Portfolio Investment Professionals, LLC

14260 Tamiami Trail, North Port, FL 34287
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Nugent & Associates logo

Nugent & Associates

13624 Tamiami Trail, #239, North Port, FL 34287
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  • Certified Financial Planner (CFP)

Nugent & Associates delivers financial and tax planning services to North Port residents. It caters to pre-retirees, first-time homebuyers, aspiring young entrepreneurs, and business owners who are looking to pass their company's leadership to the next generation. It assists clients in planning their retirements, investments, real estate purchases, debt repayments, charitable giftings, and their children's college tuitions. Nugent & Associates has over three decades of experience working with individuals and businesses. Its CEO Ed Nugent holds a CPA designation and an MBA degree.

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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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