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James C. Cribb

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Family Wealth Advisors, Inc.

151-14 College Dr
Orange Park, FL 32065
(904) 264-0520

Walter F. Burns

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

1208 US Highway 1, Ste A
North Palm Beach, FL 33408
(800) 286-1358
(561) 624-3210

Russell K. Achzet

CFP®

CEO

Specialties:

Financial Advisor serving Florida and the surrounding communities.

22341 Kenwood Isle Dr
Bonita Springs, FL 34135
(239) 207-4924

Gilbert P. Davis

MBA, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Lincoln Financial Advisors Corporation

11300 4th Street North, Suite 230
St. Petersburg, FL 33716
(727) 369-1530

Ross H. Cutler

CFP® CTFA

Business Development Officer

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

AAFMAA Wealth Management & Trust

545 N Park Ave, Suite B
Winter Park, FL 32746
(407) 271-9176
CONNECT WITH Ross
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John F. Schatz

CFP®, AIF

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Schatz Financial

270 Lesley Lane
Oldsmar, FL 34677-0017
(727) 223-8191

Matthew A. McGrath

CFP®

Managing Partner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Jim Wesolowski

CFP®, CPA

CFP, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Life Planning, Retirement, Personal Taxes

Financial Advisor serving Florida and the surrounding communities.

J. Wesolowski Financial, LLC

2503 Del Prado Blvd S, Ste 500
Cape Coral, FL 33904
(800) 275-4975
(239) 574-4449

Daniel Kopack, Jr.

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

FS Advisors, Inc.

308 South Alcaniz St.
Pensacola, FL 32502
(850) 776-9324

Scott Snider

CFP®, CRPC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mellon Money Management LLC

232 Southern Oak Dr.
Ponte Vedra, FL 32081
(904) 580-4698
CONNECT WITH Scott
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William C. Miller

CLU, ChFC, CFP®, AEP

Managing Member

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors, LLC

7700 W Camino Real, Ste 400
Boca Raton, FL 33433
(561) 504-3329

Lisa A. Puttick

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

13500 Sutton Park Dr S, Ste 701
Jacksonville, FL 32224
(904) 821-0990

John M. Kozak

CFP®

Senior Vice President

Specialties: Banking, Asset Allocation, Estate Planning, Real Estate

Financial Advisor serving Florida and the surrounding communities.

FineMark National Bank & Trust

4620 Colony Villas Drive, Unit 1102
Bonita Springs, FL 34134

FineMark National Bank & Trust

4620 Colony Villas Drive
Bonita Springs, FL 34134

James W. Carr, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

Retirement Strategies, Inc.

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 730-3863

Louis J. Macloskey

CFP®

President

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Financial Planning Investment Group

1615 Forum Pl, Ste 1A
West Palm Beach, FL 33401-2390
(561) 689-5724

Charles J. May

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

Wells Fargo Advisors

PO Box 368
Marco Island, FL 34146

Wells Fargo Advisors

396 Alhambra Circle
Coral Gables, FL 33134
(786) 281-0206

James A. Stokes

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Stokes Financial Group

1220 Edgewater Drive, Ste 6
Orlando, FL 32804
(877) 843-4200
(407) 843-4200
CONNECT WITH James
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Ulrike Bittenbinder

CFP®

Owner

Specialties: Attending College, Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sapphire Wealth Consulting Inc.

917 First Street North Unit 703
Jacksonville Beach, FL 32250
(904) 728-2769

R. Bruce Ogier

CFP®, CLU, AIF

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Capital Analysts of Jacksonville, FL

8160 Baymeadows Way W, Ste 310
Jacksonville, FL 32256-7447
(904) 730-7433

Catherine J. Cooper

CFP®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238
(847) 835-3752

Guy L. Bassini

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Treasure Coast Financial Planning, Inc.

545 Beachland Blvd
Vero Beach, FL 32963-1742
(800) 723-8020
(772) 231-1422

Stephen C. Schramm

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors LLC

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110 x 1608

Rhonda Shurtleff

CFP®, CDFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Stonebridge Financial Planning Group

921 N Pennsylvania Ave
Winter Park, FL 32789
(407) 695-7100

Ernest E. Phillips, Jr.

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

Michael C. McCord

CFA,CFP®,CLU,AIF®

Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Wealth Management

20719 Sterlington Drive, Suite 104
Land O'Lakes, FL 34638
(813) 387-4650

Thomas R. Vaughn

CFP®, CLU, ChFC, AEP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Northwestern Mutual Wealth Management Company

108 Palafox Pl
Pensacola, FL 32502-5630
(850) 474-1020

David S. Carson

CFP®, CRPC®, APMA®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114
(800) 446-6117
(386) 760-2000

Paul O'Neill

Ed.D.,CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

O'Neill Financial Planning LLC

9423 La Bianco St
Estero, FL 33967
(941) 208-2779

Denise M. Stephens

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Princeton Financial Services, Inc.

13330 SW 111th Ave
Miami, FL 33176
(305) 253-9604

Andrew J. Boneparth

CFP®, CFS, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Andrew J. Boneparth & Associates

6 Poplar Trail
Ocala, FL 34480
(561) 322-3300