Find a Financial Planner in
Within of
Within of

Johanna M. Lobdell

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Fusco Financial Services

2402 NE 8th Ave
Wilton Manors, FL 33305
(954) 524-0900

Brian Fricke

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Management Concepts

Financial Mgmt Concepts, 1700 Town Plaza Ct
Winter Springs, FL 32708

Financial Management Concepts

1700 Town Plaza Ct
Winter Springs, FL 32708

Ira S. Materetsky

CFP®

Pres.

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

Financial Advisor serving Florida and the surrounding communities.

Materetsky Financial Group, Inc.

2240 W Woolbright Rd, Ste 354
Boynton Beach, FL 33426-6395
(561) 735-9227

Michael Glantz

CFP®

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

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

Merrill Lynch

400 S. Park Ave, Ste 300
Winter Park, FL 32789
(407) 646-6751
CONNECT WITH Michael
  • linkedin link

Roger S. Johnson

CFP®

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

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

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Jon Pellecchia

CFP®, CIMA, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

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

Pellecchia Financial Services

1405 W Swann Ave
Tampa, FL 33606
(813) 642-6111
CONNECT WITH Jon
  • facebook link
  • twitter link
  • linkedin link

John M. Largent

CFP®, CFA, CAP

Chief Investment Strategist

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Members Trust Company

14025 Riveredge Dr, Ste 280
Tampa, FL 33637
(813) 386-8711

Jerald I. Seebol

CFP®

Senior Vice President - Wealth Management

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

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

Morgan Stanley

50 N Laura St, Suite 2000
Jacksonville, FL 32202
(866) 673-9600
(904) 632-0200

David A. Frisch

CPA, PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard, Suite 200
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

100 Park Avenue
New York, NY 10017
(813) 639-7580

Joseph P. Walsh

CFP®, CFA, CTFA, CPW

President

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

Financial Advisor serving Florida and the surrounding communities.

Walsh & Associates

2350 Fruitville Rd, Ste 201
Sarasota, FL 34237

Walsh & Associates

1325 Sycamore Rd
Dekalb, IL 60115
(941) 952-1188

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
  • facebook link
  • twitter link
  • linkedin link

James H. Applegate

CFP®, AAMS

Financial Advisor

Specialties: Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Services Advisory, Inc.

5237 Summerlin Commons Blvd
Fort Myers, FL 33907
(800) 235-4567
(239) 489-3346

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

Bobby W. Carnley

CFP®

Specialties: Banking, Life Planning

Financial Advisor serving Florida and the surrounding communities.

Carnley Financial Planners

5818 NW 45th Dr
Gainesville, FL 32653
(352) 316-4822

Sheryl P. Bordelon

CFP®, MSFS, AIF

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

Financial Advisor serving Florida and the surrounding communities.

Capital Analysts of Jacksonville, Fl, I Nc.

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

Helen Von Dolteren-Fournier

CFP®, JD

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

Financial Advisor serving Florida and the surrounding communities.

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792
(407) 539-3939

Martin R. Lambert

CPA, CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Midgaard Wealth Management

2012 Nantucket Dr.
Sun City Center, FL 33573
(203) 524-3033

John C. Beane, III

CFP®

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

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

Presley Beane Financial Services

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108

Presley Beane Financial Services

310 Dupont Street
Punta Gorda, FL 33950
(800) 433-5808
(239) 434-5808

Daniel Landrau

CFP®

Specialties:

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

Ameriprise Financial

4601 Touchton Rd E, Ste 3120
Jacksonville, FL 32246
(904) 380-2384

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

Austin Collins

CFP®, AAMS

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

2426 Bee Ridge Rd, Ste D
Sarasota, FL 34239
(941) 925-0176

David M. Brown

CFP®, ChFC®

Financial Advisor

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management,...More

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

Spectrum Planning Group

301 NE 51st St, Ste 4199
Boca Raton, FL 33431
(800) 545-1520
(561) 982-0001

Robert W. Schlitt, Jr.

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

Christine M. Scrime

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Florida and the surrounding communities.

542 Cobbler Trail
Ponte Vedra, FL 32081
(704) 340-1942

Stephen M. Monagas

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

JW Cole

4361 Radcliffe Dr
Palm Harbor, FL 34685-3683
(727) 692-6494

Vincent E. Grippa

CFP®

Financial Services Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

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

Vincent Grippa

2974 Apple Blossom Dr
Alva, FL 33920
(239) 344-9762

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

Ronald J. May

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Wells Fargo Advisors

11300 State Rd 54
Trinity, FL 34655
(727) 815-3009

James P. Gilbert

CFP®

Managing Partner

Specialties:

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

Cornerstone Private Advisors, LLC

33 NE 4th Ave
Delray Beach, FL 33483
(561) 272-2267

Marisa Bradbury

CFP®, CFA

Senior Portfolio Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746
(586) 242-9706