Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Longwood has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Longwood, Florida have an average of 32 years of experience.
Steven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 314989
Series 7, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TIM LOONEY INVESTMENTS, LLC 2180 Sr 434, Suite 6140 Longwood, FL, 32779 | $312,195,842 | 1061 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ELEVATION ADVISORY PARTNERS LLC 231 W. Bay Avenue, Longwood, FL, 32750 | $104,145,183 | 657 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 164413
Assets Under Management $312,195,842
No. Of Clients1061
Clients Per Financial Advisor354
TIM LOONEY INVESTMENTS, LLC is a financial advisory firm situated in Longwood, Florida. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312170
Assets Under Management $104,145,183
No. Of Clients657
Clients Per Financial Advisor219
ELEVATION ADVISORY PARTNERS LLC is a financial advisory firm situated in Longwood, Florida. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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