FL · Lake Placid

Fiduciary advisors in Lake Placid, FL

1 advisor with offices in Lake Placid. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lake Placid

JIm DiNapoli Securities America

Lake Placid, Florida

Retirement Planning Investment Management

Jim DiNapoli Securities America, based in Lake Placid, Florida, provides financial planning and investment management services with a focus on retirement planning. Led by James DiNapoli, a Registered Principal with 38 years of industry experience and multiple securities licenses (Series 7, 8, 63, and 66), the firm operates as a branch office of Osaic Wealth and serves families and small businesses. The advisory process begins with understanding the client's financial situation and goals, followed by plan review and recommendations to align assets with retirement and income objectives, using products including annuities, IRAs, 401(k)s, and life insurance.

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Financial advisors in Lake Placid, Florida

Advisors serving Lake Placid specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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