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Jorge Padilla

CFP®

Senior Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Lubitz Financial Group

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
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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) 476-9501

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
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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

Jesse A. Crews

CFP®

Specialties:

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

Wealth Enhancement Group

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

Ginger R. Snyder

CFP®

Senior Vice President - Investments

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

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

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

3810 Northdale Blvd, Ste 180
Tampa, FL 33624-1872
(877) 871-3472
(813) 968-8716

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

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

Todd Sensing

CFA, CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

FamilyVest

4300 Legendary Blvd, Suite 226
Destin, FL 32541
(844) 628-3185
CONNECT WITH Todd
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Angela Wentz

CFP®, MRFC

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sage Wealth Consulting, LLC

6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
(941) 500-3660
CONNECT WITH Angela
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Christine M. Scrime

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Florida and the surrounding communities.

542 Cobbler Trail
Ponte Vedra, FL 32081

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

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

May H. Cheung

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Advisory Group

9455 South Dadeland blvd, ste 1212
Miami, FL 33156
(305) 274-9001

John A. Davis, Jr.

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Falcon Financial Management, Inc.

2631-B NW 41st St
Gainesville, FL 32606
(888) 841-6209
(352) 375-7977

Debra D. Greenblatt

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Greenblatt Financial Mgmt

20070 Sawgrass Lane, #4602
Boca Raton, FL 33434
(301) 529-4688

Cynthia L. Price

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Price Financial Services

2941 West SR 434, #200
Longwood, FL 32779
(407) 339-4500

John E. Pinkley

CFP®

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

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

Raymond James Financial

410 Hermitage Drive
Altamonte Springs, FL 32701
(800) 426-7449
(407) 246-4973

Randall R. Harrison

CFP®

Specialties: Employee Benefits, Insurance, Retirement

Financial Advisor serving Florida and the surrounding communities.

801 Oak St
Orlando, FL 32804
(407) 843-6100

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

Mary-Elizabeth W. Lehane

EA, CFP®, CDFA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mary Elizabeth W. Lehane

13909 Neviano Street
Venice, FL 34293
(941) 244-0573

Katherine L. Hart

CFP®, AIF®

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

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

Asset Planning Group, Inc.

1450 Madruga Ave, Ste 306A
Coral Gables, FL 33146
(305) 669-5070

Angie D. Trandai

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Trandai Financial Solutions, LLC

6892 Vista Park Blvd
Orlando, FL 32829
(513) 289-4722

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

Larry Breen

CFP®, CLU, ChFC

Founder

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

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

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
(407) 712-6780
CONNECT WITH Larry
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Carol Harlow

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Butera Wealth Managementt

13466 Calimento St
Venice, FL 34293-3547
(305) 992-3395

Michael S. Hayes

CFP®, CPA

Specialties: Attending College, Budget & Debt Management, Business Taxes, Asset Allocation, Corporate...More

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

Ferraro Hayes CPA

217 Lithia Pinecrest Rd
Brandon, FL 33511-5307
(813) 689-7153

William J. Walsh

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

William J. Walsh, CFP

6000 Royal Marco Way, Ste 455
Marco Island, FL 34145-1885
(239) 393-9165

Jason Print

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee Benefits

Financial Advisor serving Florida and the surrounding communities.

Summit Wealth Partners

1229 Nottingham Dr
Naples, FL 34109
(239) 254-1875

Hubert A. Ross

CFP®, CPWA®, ChFC®

Wealth Advisor

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

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

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541
(850) 502-2440