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Diana L. Plucienkowski

CFP®, CDFA

President/Owner

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

Financial Advisor serving Florida and the surrounding communities.

Dane Financial Group

4179 Davie Rd, Ste 100
Fort Lauderdale, FL 33314
(954) 791-0700

Josette C. Rathbun

CFP®

First Vice Prsident -Wealth Management

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

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

Merrill Lynch

13250 University Center Blvd
Fort Myers, FL 33907
(239) 432-6806

Luana Mobley Corral

CFP®, CFS,CLTC, 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.

2699 Stirling Rd, Ste A200
Fort Lauderdale, FL 33312
(800) 741-5602 x119
(954) 983-5600 x119

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

Karl A. Schwartz

CPA, CFP®

Senior Associate Consultant

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins, LLC

4400 Biscayne Blvd
Miami, FL 33137-3212
(305) 358-8349

Carrie Jones

CFP®

Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Life Planning Partners, Inc.

6550 St. Augustine Road, Ste 302
Jacksonville, FL 32217
(904) 448-5158

Matt Chancey

CFP®

CFP

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

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

1211 East Kennedy Blvd, 440
Tampa, FL 33602
(407) 832-0805

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

1700 Town Plaza Ct
Winter Springs, FL 32708

Financial Management Concepts

Financial Mgmt Concepts
Winter Springs, FL 32708
(407) 647-7006

Michelle L. Ash

CFP®, RICP®,CASL®

Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies LLC

10245 Centurion Pkwy N, Ste 106
Jacksonville, FL 32256
(904) 716-0773
CONNECT WITH Michelle
  • facebook link
  • linkedin link
  • youtube link

Jeanne J. Peterson

CFP®

Financial Advisor

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

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

Ameriprise Financial

6817 Southpoint Pkwy., Suite 1001
Jacksonville, FL 32216
(904) 475-2980
CONNECT WITH Jeanne
  • facebook link
  • linkedin link

David M. Kulju

CFP®

Managing Director

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

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

Focus On Financial, LLC

2202 N West Shore Blvd, Ste 200
Tampa, FL 33607
(813) 421-3008
CONNECT WITH David
  • linkedin link

Soren T. Christensen

CFP®, ChFC®, MBA

Founder & Chief Planning Officer

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

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

Advanced Wealth Advisors

4099 Tamiami Trail N, Suite 402
Naples, FL 34103
(239) 455-1100

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

Chana Aliza Borgman

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Wisdom Wealth Management

1815 Purdy Avenue
Miami Beach, FL 33139
(305) 677-2743

A. Scott White

CFP®, ChFC, CLU

Financial Planner

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

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

Scott White Advisors

1510 Royal Palm Sqr Blvd, Ste 103
Fort Myers, FL 33919
(239) 936-6300

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

Donald L. Haisman

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.

Haisman Wealth Management, Inc.

6830 Porto Fino Cir, #1, Ste 1
Fort Myers, FL 33912
(800) 724-1288
(239) 939-3235

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

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.

300 S. Orange Ave, Suite 750
Orlando, FL 32801
(866) 535-3008
(407) 241-4261
CONNECT WITH Greg
  • facebook link
  • linkedin link

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

Dale Russell

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Gallo & Russell

3188 Suntree Blvd
Rockledge, FL 32955
(321) 242-8200

Michael A. Bell

CFP®

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

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

1331 E Lafayette St, Ste B
Tallahassee, FL 32301-4767
(850) 562-7526

Claudia L. Sachs

CFP®, CTP, CFSA

Financial Planner

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

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

First Florida Investment Services

2521 S Blair Stone Rd
Tallahassee, FL 32301
(850) 414-7290

James F. Reddington

CFP®

Financial Professional

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

Financial Advisor serving Florida and the surrounding communities.

AXA Advisors

9530 Marketplace Rd, Suite 101
Ft Myers, FL 33912
(239) 560-4618

Lynne M. Laughna

CFP®, MBA, CDFA(TM)

Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

6767 N Wickham Rd, Ste 500
Melbourne, FL 32940
(321) 253-5400 x110
CONNECT WITH Lynne
  • linkedin link

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

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

Derrick Chandler

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Ste 2025
Orlando, FL 32801
(877) 869-6228 x105
(407) 869-6228

Debra Berman Freedman

CFP®, CPA/PFS, CDFA™

Principal

Specialties: Comprehensive Financial Planning, Career Change, Getting Divorced, Job Loss, Life Planning...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Debra B. Freedman

8701 SW 79 Place
Miami, FL 33143
(305) 271-6850

Robert J. Stark

CFP®

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

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

Pioneer Financial Associates, Inc.

138 N Moon Ave, Ste A
Brandon, FL 33510
(800) 330-4339
(813) 653-3343 x21