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Miguel Horvath

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Business Taxes, Asset Allocation, Estate Planning,...More

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

Horvath Wealth Management

9100 S Dadeland Blvd, Ste 910
Miami, FL 33156
(305) 670-7425

Joseph M. Feldman

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Feldman Wealth Advisory, LLC

783 South Orange Ave, Suite 230
Sarasota, FL 34236
(941) 260-9174

Emmett W. Mankin, IV

CFP®

Vice 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.

Della Porta Financial Advisors

7807 Baymeadows Road East, Suite 301
Jacksonville, FL 32256
(904) 646-0310

Richard E. Krichbaum

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.

Marquis Wealth Management Group

6216 Whiskey Creek Dr, Suite A
Fort Myers, FL 33919
(239) 454-1117

Kerri A. Goldsmith

CFP®, CRPS®

Financial Advisor

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

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

HBKS Wealth Advisors

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
(866) 479-5522
(239) 433-7533
CONNECT WITH Kerri
  • linkedin link

Rubina K. Hossain

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

5270 Travelers Way
Palm Beach Gardens, FL 33418
(561) 886-5241

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

Thomas J. Casey

CFP®

Managing Member

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

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

Dean, Casey Financial Management, LLC

3635 Twilight Place
The Villages, FL 32163
(203) 925-2600

Jill Ciccarelli Rapps

CFP®

Vice President

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

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

Ciccarelli Advisory Services, Inc.

9601 Tamiami Trail North
Naples, FL 34108
(800) 359-9860
(239) 262-6577

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

Roy T. Diliberto

CFP®, ChFC

Founder

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

RTD Financial Advisors, Inc.

3950 Bering Court
Naples, FL 34119
(215) 557-3800

Armand A. Atkinson

MS, CFP®, CIMA®

Financial Advisor

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

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

NBC Securities, Inc.

5426 Bay Center Dr, Ste 575
Tampa, FL 33609

NBC Securities, Inc.

5750 12th St S
Saint Petersburg, FL 33705
(727) 623-0346

Conrad Santiago

CFP®, MSFS

Senior Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

719 Peachtree Rd, Ste 100
Orlando, FL 32804
(407) 206-7477

Robert G. Miller

CFP®

President & CEO

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

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

The Miller Financial Group

7700 West Camino Real,, Suite 400
Boca Raton, FL 33433
(561) 353-3700
CONNECT WITH Robert
  • linkedin link

Ashley O'Kurley

CFP®

Financial Planner

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

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

Signator Investors, Inc.

2937 SW 27th Avenue, Suite 106
Coconut Grove, FL 33133
(305) 579-4021

Mark Brown

CFP®

President

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

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

M Brown & Associates, Ltd.

23161 Fashion Drive, #304
Estero, FL 33928

M Brown & Associates, Ltd.

2728 Forgue Dr Suite 100
Naperville, IL 60564
(877) 367-8600
CONNECT WITH Mark
  • facebook link
  • linkedin link

Jeffrey S. Allen

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.

Synergy Capital Solutions

6624 Trident Way
Naples, FL 34108
(888) 363-4546
(239) 595-1065

Ruth Ann Vega

CHFC, CLU, CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Financial Planning Associates, Inc.

10762 SE Federal Hwy
Hobe Sound, FL 33455
(772) 546-5555

Steven A. Kienzle

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Fidelity Investments

University Town Center, 201 N. Cattleman Rd
Sarasota, FL 34243
(941) 954-2129

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

Jacquelyn A. Goldstick

CFP®

Director of Financial Planning

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Core Wealth Management

4600 Military Trail, Ste 215
Jupiter, FL 33458
(561) 491-0231
CONNECT WITH Jacquelyn
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Anthony J. DeBellis

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

7462 Lawn Tennis Ln
Jacksonville, FL 32277
(904) 607-5990

Stephen O. Wright

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Advisory Group, Inc

7355 SW 87th Ave, Ste 300
Miami, FL 33173
(305) 274-1600

Arno O. Mayer

CFA,CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Financial Trust Asset Management

4755 Technology Way, Ste 110
Boca Raton, FL 33431
(561) 391-8188

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

Tracy L. Silpe

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Raymond James Financial Services

5601 Corporate Way, Ste 106
West Palm Beach, FL 33407
(561) 327-7900
CONNECT WITH Tracy
  • linkedin link

Craig Phillips

CFP®, AIF

CEO/Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Client 1st Advisory Group

611 Druid Rd E, Ste 707
Clearwater, FL 33756
(727) 422-9301

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

22174 Bella Lago Dr, Ste 510
Boca Raton, FL 33433
(888) 55-WEALTH
(561) 929-1288

Paul H. Auslander

CFP®

Director of Financial Planning

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

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

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756
(800) 633-3049
(727) 441-9022

Greg Vandergrift

CFP®,ChFC,CLU,APMA

Private Wealth Advisor, Managing Director

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

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

Ameriprise Financial

300 S Orange Ave, Suite 750
Orlando, FL 32801
(866) 535-3008
(407) 241-4261