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Roger D. Oprandi, Jr.

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
(786) 264-4955
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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 Contact Me

Roxanne L. Alexander

CFP®

Specialties: Comprehensive Financial Planning

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 Contact Me

Andrew E. Laino

CFP®, CLU, CLTC

Financial Planner

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.

Laino and Associates Financial Group

701 San Marco Blvd, First Floor
Jacksonville, FL 32207
(904) 313-4553 Contact Me

Raymond D. Mignone

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Ray Mignone & Associates, Inc.

Boynton Beach
Boynton Beach, FL 33473

Ray Mignone & Associates, Inc.

(718) 229-2514
Little Neck, NY 11362
(718) 229-2514 Contact Me

C. Ryan Haffey

CFP®

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

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

SunTrust Investment Services, Inc.

440 Royal Palm Way, Ste 102
Palm Beach, FL 33480
(561) 805-7697
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Deanna A. Brown

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Ullmann Financial Group

1540 The Greens Way
Jacksonville Beach, FL 32250
(904) 280-3700 Contact Me

Joseph D. Stone, III

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

US Trust

765 Seagate Dr
Naples, FL 34103
(239) 254-3208 Contact Me

Donald C. Nestor

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Delta Advisory Services,Inc

2200 Lucien Way, Ste 450
Maitland, FL 32751-7048
(407) 331-9213 x303 Contact Me

Ben Davis

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Retirement Strategies, Inc.

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

John E. Steele

CFP®

President

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

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

The Retirement Planners

4631 Chumuckla Hwy
Pace, FL 32571
(850) 995-1999 Contact Me

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 Contact Me

Mace Barry Tamse

CFP®, JD, CIMA, CMFC

First Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise

1825 NW Corporate Blvd
Boca Raton, FL 33431
(561) 226-5826 Contact Me

Edward A. Wacks

CPA, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services

111 N Pine Island Rd, Ste 201
Plantation, FL 33324
(954) 382-5200 Contact Me

Richard A. Wright

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.

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008 Contact Me

Dena M. Minning

CFP®, CFA

Portfolio Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Personal Asset Management

5462 Central Ave
St Petersburg, FL 33707
(727) 360-4499 Contact Me

Alan D. Friedberg

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

ADF Financial Services Inc., LLC

1605 Starling Dr
Sarasota, FL 34231-9119
(603) 759-1066 cell Contact Me

John G. Sellers

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Sellers Financial Services, Inc

138 N Moon Ave, Suite B
Brandon, FL 33510
(800) 375-0211
(813) 661-6602
Contact Me

Gary W. Medley

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.

Medley Advisory, LLC

27499 Riverview Center Blvd, Ste 138
Bonita Springs, FL 34134
(239) 444-5644 Contact Me

Jonathan N. Castle

MSFS, CFP®

Managing Partner, Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies, LLC

10245 Centurion Pkwy N, Suite 106
Jacksonville, FL 32256
(904) 861-0093 Contact Me

Ronald Tamayo

CFP®

Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Ste 2025
Orlando, FL 32801
(407) 869-6228 X103 Contact Me

Rebecca F. Castardo-Jones

CFP®

Associate Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Raymond James & Associates

215 Coquina Ave
Ormond Beach, FL 32174-3305
(251) 607-9523 Contact Me

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
Contact Me

Robert M. Rafacz

CFP®

Specialties: Budget & Debt Management, Annuities, Asset Allocation, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Prudential Financial

PO Box 550990
Jacksonville, FL 32255-0990
(904) 887-5054 Contact Me

Harry Stadelmayer

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

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

Arlene R. Foreman

CLU,ChFC,CFP®,CTFA

owner

Specialties: Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Nontraditional...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Arlene R. Foreman

4841 Springline Dr
Fort Myers, FL 33919-4607
(239) 433-4662 Contact Me

Daniel Elie

CFP®, LLM, MBA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Dagel Financial, Inc.

8900 SW 117th Avenue, Suite C-108
Miami, FL 33186
(305) 671-3168 Contact Me

Cary J. Cowan

CFP®

Owner

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

Financial Advisor serving Florida and the surrounding communities.

Cowan Financial Group

136 Malaga St
Saint Augustine, FL 32084
(904) 824-8147 Contact Me

Andy Szkaradek

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Cherry Bekaert Wealth Management

200 E Broward Blvd, Suite 2000
Ft Lauderdale, FL 33301
(954) 315-1994 Contact Me

John J. Pitlosh

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Investor Solutions

3109 Grand Ave, Unit 343
Miami, FL 33133
(305) 443-3339
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