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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 Contact Me

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 Contact Me

Barry G. Katz

MBA, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Caratel Financial Services, Inc.

1856 N Nob Hill Rd, Ste 265
Plantation, FL 33322
(954) 918-3537 Contact Me

Joshua Thompson

CFP®, EA

President/ CEO

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

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

Consilium Management Group

3411 Lacewood Rd
Tampa, FL 33618
(813) 431-9240 Contact Me

Charles A. Kerwood, III

CFP®, ChFC®

Partner

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

Financial Advisor serving Florida and the surrounding communities.

Waller Financial Planning Group, Inc.

801 Laurel Oak Dr, Ste 710
Naples, FL 34108
(614) 457-7026 Contact Me

Gary LoDuca

CFP®, ChFC

Founder & Chief Executive Thinker

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

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

Thoughtful Advisors

4302 Henderson Blvd, Ste 100
Tampa, FL 33629
(813) 251-2600 Contact Me

Beth A. Fleming-Brown

CFP® CLU

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.

Lincoln Financial Advisors

1900 Summit Tower Blvd, Ste 170
Orlando, FL 32810
(407) 551-4306 Contact Me

Brett C. Hixon

CFP®

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

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

Kirtland Financial Management

100 Almeria Ave, Ste 302
Coral Gables, FL 33134
(305) 648-0006 Contact Me

Richard D. Martin, Jr.

CFP® MBA

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

30832 US 19 N, Ste B
Palm Harbor, FL 34684
(727) 600-8022 Contact Me

Bob Rall

CFP®

President

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.

Rall Capital Management, Inc.

511 Delannoy Ave, Suite 2
Cocoa, FL 32922
(321) 452-1251
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James P. Ambrose, Sr.

CFP®

Independent Trustee

Specialties: Annuities, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks &...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Independent Trustee

4720 NE 25th Ave
Fort Lauderdale, FL 33308
(954) 771-7162 Contact Me

Kenneth A. Whittaker

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Whittaker Cooper Financial Group

1692 W Hibiscus Blvd
Melbourne, FL 32901-2631
(321) 723-3352 Contact Me

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 Contact Me

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
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Steven Clark

CFP®, EA

Fee-only Financial Planner and Managing Member

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.

Clark Financial Planning Services LLC

6574 N. State Rd. 7 #185
Coconut Creek, FL 33073
(954) 300-1199
CONNECT WITH Steven
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Catalina M. Franco-Cicero

CFP®

Director of Financial Wellness & Financial Coach

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Fiscal Fitness Clubs of America

16900 NW 19 ST
Pembroke Pines, FL 33028
(954) 649-4644
CONNECT WITH Catalina
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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 Personal Financial Planning, LLC

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

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 Contact Me

Geoffrey A. Frazier

CFP®, ChFC, CLU

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Financial Private Capital, LLC

501 North Cattlemen Road, Suite 106
Sarasota, FL 34236
(941) 918-0507
CONNECT WITH Geoffrey
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Thomas J. Casey

CFP®

Managing Member

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

Anne C. Peterson

CFP®, CRPC®, RIPC®

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.

Ameriprise Financial Services, Inc.

210 S. Pinellas Ave, Suite 170
Tarpon Springs, FL 34689
(727) 361-0440
CONNECT WITH Anne
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Ken P. Cerruto

CFP®

Specialties: Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Florida and the surrounding communities.

115 NE 12th Ave
Fort Lauderdale, FL 33301
(954) 766-7205 Contact Me

R. Bruce Ogier

CFP®, CLU, AIF

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

Financial Advisor serving Florida and the surrounding communities.

Capital Analysts of Jacksonville, FL

8160 Baymeadows Way W, Ste 310
Jacksonville, FL 32256-7447
(904) 730-7433 Contact Me

Guy L. Bassini

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Treasure Coast Financial Planning, Inc.

545 Beachland Blvd
Vero Beach, FL 32963-1742
(800) 723-8020
(772) 231-1422
Contact Me

Ryan H. Furtwangler

CFP®

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
Contact Me

Stephen D. Kyle

CFP®

Wealth Manager Associate

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River Capital Advisors, L.C.

5011 Gate Pkwy, Bldg 100 Ste 300
Jacksonville, FL 32256
(904) 398-2075 Contact Me

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
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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) 240-9565 Contact Me

Todd A. Bauerle

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Bauerle Financial Inc.

1525 International Parkway, Suite 2021
Lake Mary, FL 32746
(877) 588-5882
(407) 878-1229
Contact Me

James C. Cribb

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Family Wealth Advisors, Inc.

151-14 College Dr
Orange Park, FL 32065
(904) 264-0520 Contact Me