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

★5.0(1)

Lake Placid, Florida

Retirement Planning Investment Management

JIm DiNapoli Securities America is a financial advisory firm in Lake Placid, Florida dedicated to helping clients achieve their financial objectives. Their advisory team specializes in comprehensive financial planning. The firm holds a 5-star rating based on 1 reviews. Contact JIm DiNapoli Securities America to schedule a consultation and discuss your financial goals

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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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