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Find Retirement Advisors for Retirement Planning in Casselberry, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Casselberry, Florida

Last Updated - April 13, 2024

Casselberry has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Casselberry, Florida have an average of 34 years of experience.

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List of Qualified Retirement Planning Advisors in Casselberry, Florida

VERIFIED

Steven Hartman
AAMS^®, AIF^®
Privada Wealth Management

Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66

Minimum Assets Required
$500,000

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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VERIFIED

McDonough Capital Management
CFP^®

Qualifications
Firm CRD# 314989
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Advisory Services:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Based on Assets

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Top 1 Retirement Planning firms in Casselberry, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	G. A. REPPLE & COMPANY 101 Normandy Road, Casselberry, FL, 32707	$548,010,152	4238	68	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ASSET MANAGEMENT, SERVICES)

Information on Top Retirement Planning firms in Casselberry, Florida

G. A. REPPLE & COMPANY

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QualificationsFirm CRD# 17486

Assets Under Management $548,010,152

No. Of Clients4238

Clients Per Financial Advisor62

G. A. REPPLE & COMPANY is a financial advisory firm situated in Casselberry, Florida. With a nearly $548M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4238 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commission Based
Other (THIRD PARTY ASSET MANAGEMENT
SERVICES)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

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Retirement Planners Near You

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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