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Paul W. Sponseller

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Source Partners

139 S Pebble Beach Blvd, Suite 105
Sun City Center, FL 33573
(813) 633-6526

James R. Sands, Jr.

CFP®, CLU®

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

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

LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033

Don Snyder, Jr.

CFP®

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

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

Snyder Financial Group Inc

705 W Azeele St
Tampa, FL 33606-2207
(813) 251-9095

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

9455 South Dadeland blvd, ste 1212
Miami, FL 33156
(305) 274-1600

Holly P. Donaldson

CFP®

Manager

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Holly Donaldson Financial Planning

970 Lake Carillon Blvd., Suite 300
St. Petersburg, FL 33716

Holly Donaldson Financial Planning

PO Box 4654
Seminole, FL 33775-4654
(813) 781-8040
CONNECT WITH Holly
  • twitter link
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David S. Carson

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114
(800) 446-6117
(386) 760-2000

Kerri A. Goldsmith

CFP®, CRPS®, AIF®

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

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

Renee M. Porter-Medley

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Key Private Bank

3777 Tamiami Trl N, Ste 100
Naples, FL 34103

Key Private Bank

12830 University Drive
Fort Myers, FL 33907
(239) 659-8814
CONNECT WITH Renee
  • linkedin link

Jerrold E. Slutzky

J.D., CFP®

President, Tampa Bay Wealth Advisory Services

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

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

Tampa Bay Wealth Advisory Services

529 Harbor Grove Circle
Safety Harbor, FL 34695

Tampa Bay Wealth Advisory Services

853 Main Street
Safety Harbor, FL 34695
(888) 880-6401

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

James W. Carr, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

Retirement Strategies, Inc.

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

Phillip Q. Couture

CFP®

President

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

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

Couture Financial, Inc.

3293 Fruitville Rd, Ste 108
Sarasota, FL 34237
(800) 553-3385
(941) 366-3551

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

Lane M. Jones

CFP® , CFA

Chief Investment Officer

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

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

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

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

Evan M. Shear

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746
(877) 953-PLAN
(407) 215-7575
CONNECT WITH Evan
  • facebook link
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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

Robert R. Liggero

CFP®

Financial Planner

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

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

Financial Prescriptions

389 12th St
Atlantic Beach, FL 32233
(904) 372-0067

Brett D. Horowitz

CFP®

Wealth Manager

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

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz/Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Thomas W. Balcom

CFP®, CAIA, MBA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1650 Wealth Management, LLC

255 Commercial Blvd, Ste 200
Lauderdale-by-the-Sea, FL 33308

Dianne M. Webb

EA, CFP®, CDFA

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

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

Stonebridge Financial Planning Group

921 N Pennsylvania Avenue
Winter Park, FL 32789
(407) 695-7100

John I. Mayfield, III

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

SunTrust Investment Services

76 S Laura St, 19th Floor
Jacksonville, FL 32202
(904) 477-0027

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.

Jill C. Rapps

9601 Tamiami Tr. N.
Naples, FL 34108
(800) 359-9860
(239) 262-6577

Brian J. Brescia

CPA, CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Trust Asset Management, LLC

515 N Flagler Dr, Ste 1700
West Palm Beach, FL 33401-4026
(561) 472-0191

Ryan H. Furtwangler

CFP®

Principal/Senior 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

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
(772) 287-4110

James M. Schless

CFP®

District Advisor

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

Financial Advisor serving Florida and the surrounding communities.

First Command Financial Services

590 Wells Rd, Ste 2
Orange Park, FL 32073-6214
(904) 269-8772

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