Investment Firms in Florida

Best of the Sunshine State!

Updated: 03/19/2024

investments

Investment Firms in Florida

Investment firms – Should you hire an advisor – or work on your financial goals alone? That is the question many Americans ask on a daily basis. Research suggests that people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement. However, studies show that more people invest their money without the advise of an advisor – leaving them with many unanswered questions. People who trust their money with an investment firm are more likely to feel at ease about their investing strategies. There are numerous ways to invest your money for retirement and financial gain. Wealth management, Mutual funds, Exchange-traded funds, or ETFs, Individual Stocks, Bonds, Cryptocurrencies, a certificate of deposit, or CDHigh-Yields Savings Accounts, Money market mutual funds and traditional real estate investing are some of the most popular investments.

If you’re new to saving and investing, a good rule of thumb is to keep between three and six months’ worth of living expenses in a high-yields savings account before allocating more toward the investing in different products. It’s imperative that you choose the right investment firm for you. There are roughly 1,000 firms in Florida, and over 27,000 advisors.

But not all investment firms are the same. We can help you discover the best financial advisors in the sunshine state. Being a Florida native and promoting local companies since 2005, we’ve learned a lot about the communities and the businesses offering services within each area. Whether you were born and raised in the area or just passing through, the companies found in the Florida Legal & Financial Guide, can and will provide you with a positive experience. Expect a top-notch staff – trained and prepared to give you an outstanding service. Feel free to browse the business listings below. You can also search for a specific company by using our county or city features.

 

Investment Firms in Florida 30 total

Toggle Filters

Filter by type:

Loading results...

 

Search for Investment Firms by County

 

Search for Investment Firms by City

 

There are numerous ways to invest your money.

  • Wealth management is a holistic service that focuses on helping mid- to high-net-worth clients grow their money, manage their liability exposure and devise strategies to pass their wealth on to their designated heirs.
  • Mutual funds let you pool your money with other investors to “mutually” buy stocks, bonds, and other investments. They’re run by professional money managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them. You get exposure to all the investments in the fund and any income they generate.
  • Exchange-traded funds, or ETFs, are like mutual funds in that they pool investor money to buy a collection of securities, providing a single diversified investment. The difference is how they are sold. Investors buy shares of ETFs just like they would buy shares of an individual stock.
  • Individual Stocks represents a share of ownership in a company. Stocks generally offer a larger potential return on your investment than lower-risk investments. Like government bonds, but also may expose your money to higher levels of volatility.
  • Bonds can offer a relatively safe form of fixed-income to their investors. Lower risk bonds tend to pay lower interest than higher risk bonds, including government or corporate bonds.
  • Cryptocurrencies are digital currencies built on blockchain technology that trade peer-to-peer and circulate without a central bank. Crypto can be used to buy goods and services like cash currencies. Bitcoin and Ethereum are two of the most popular cryptocurrencies. Crypto ETFs are typically baskets of securities that contain stock of public companies that operate in the crypto industry, and change price and trade much like stocks.
  • A certificate of deposit, or CD, is a federally insured savings account that offers a fixed interest rate for a defined period of time.
  • High-Yields Savings Accounts and cash management accounts provide higher rates of return than you’ll get in a traditional bank savings or checking account. Savings accounts are best for short-term savings or money you need to access only occasionally — think an emergency or vacation fund.
  • Money market mutual funds are an investment product, not to be confused with money market accounts, which are bank deposit accounts similar to savings accounts. When you invest in a money market fund, your money buys a collection of high-quality, short-term government, bank or corporate debt.
  • Traditional real estate investing involves buying a property and selling it later for a profit, or owning property and collecting rent as a form of fixed income. But there are several other, far more hands-off ways to invest in real estate.

Not all investment firms are the same. Contact a Trusted Firm Today

We’re not just “All about Investment Firms“, we promote the best companies throughout the entire state of Florida and have been doing so since 2005. Call it a business directory, call it a phonebook online, call it what you will…but what we are – is – your information resource highway to Florida. Filled with tons of awesome reads; Taste of History, Pyper the Pelican, Florida in the Slow Lane, County by County, Florida Bucket List, Mandi the Manatee and more!  After all, it is… All About the Sunshine State!

We invite you to explore Florida and discover the beauty within.

 

Have a Business in Florida?

What’s Really Going on?

Current News & Gossip

Not All Those Who Wander are Lost