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Best Financial Advisors in Palm Bay

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108 West New Haven Avenue, Melbourne, FL 32901
Melbourne, FL 32901
  • Certified Financial Planner (CFP)

Established in 1958, Arbogast Financial Centre is a locally owned investment advisory firm catering to individuals and small businesses in the Palm Bay area and surrounding areas. It offers insurance planning, financial planning, money management, accounting services, and tax return preparation services. Its staff provides personalized services that are integrated with financial products and investments. The firm's president, Mike Arbogast, is a Certified Financial Planner and Certified Public Accountant. He is also a member of the Financial Planning Association.

108 West New Haven Avenue, Melbourne, FL 32901
Melbourne, FL 32901

Website(321) 723-5480

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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+

Helpfulness: A+

Detail: A+

4951 Babcock Street Northeast, Palm Bay, FL 32905
Palm Bay, FL 32905
  • Estate Planning
  • Retirement Planning

Citizen Advisory Group, LLC, serves individuals approaching or who are of retirement age in Palm Bay. Founded in 2006, the firm has Certified Financial Planners who help preserve a client's wealth and create strategies that will benefit their family. Depending on their needs, the firm handles planning for their retirement, Medicare insurance, and estate. To give back to the community, Citizen Advisory Group also supports local and national non-profit organizations, such as the American Cancer Society and African American Legacy Project of Northwest Ohio.

4951 Babcock Street Northeast, Palm Bay, FL 32905
Palm Bay, FL 32905

Website(419) 872-0204

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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+

Helpfulness: A+

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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