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Andy Szkaradek

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Cherry Bekaert Wealth Management

200 E Broward Blvd, Suite 2000
Ft Lauderdale, FL 33301
(954) 315-1994
CONNECT WITH Andy
  • linkedin link

Robert R. Dufresne

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Planned Financial Security

10203 Jim Edwards Rd
Haines City, FL 33844
(863) 588-7000

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

Gardner Sherrill

MBA, CFP®

Wealth Advisor

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

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

Sherrill Wealth Management

2520 Manatee Ave W, Ste 200
Bradenton, FL 34205
(941) 745-2201
CONNECT WITH Gardner
  • facebook 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

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

Rachael Grattan

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins

2255 Glades Road, Suite 226A
Boca Raton, FL 33431
(561) 948-5745

Louis J. Macloskey

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Financial Planning Investment Group

1615 Forum Pl, Ste 1A
West Palm Beach, FL 33401-2390
(561) 689-5724

John F. Schatz

CFP®, AIF

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

Financial Advisor serving Florida and the surrounding communities.

Schatz Financial

270 Lesley Lane
Oldsmar, FL 34677-0017
(727) 223-8191

Steven D. Kurland

MBA,AIF®,CDFA®,CFP®

Managing Partner

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

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

360 Financial Firm, LLC

1059 Maitland Center Commons Blvd, Suite 200
Maitland, FL 32751
(321) 304-3852

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

Michael J. Searcy

CFP®, ChFC, AIFA®

President & CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Searcy Financial Services, Inc.

4851 Tamiami Trail North, Suite 200
Naples, FL 34103
(913) 814-3800
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Walter F. Burns

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

1208 US Highway 1, Ste A
North Palm Beach, FL 33408
(800) 286-1358
(561) 624-3210

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

Iris J. Roth

CFP®, CHFC, AEP

Principal

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

Financial Advisor serving Florida and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

Anthony J. Rossetti

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Heritage Financial Services, LLC

147 E Lyman Avenue, Suite D
Winter Park, FL 32789
(407) 702-6655

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

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

William C. Schaidt

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Focused Financial Planning LLC

339 Odyssey Pl
The Villages, FL 32162
(352) 391-1008

Linda R. Collins

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

1740 E Venice Ave, Suite 4
Venice, FL 34292
(877) 412-1014
(941) 412-1014

Reid Hartsfield, IV

CFP®

Financial Planning Strategist

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

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

BB&T Wealth

200 W Forsyth St, Ste 130
Jacksonville, FL 32202
(904) 361-5254

Roger D. Oprandi, Jr.

CFP®,ChFC®, CIMA®

Financial Advisor

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

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

Ameriprise Financial

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
(786) 264-4955
CONNECT WITH Roger
  • facebook link
  • linkedin link

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

Matthew J. Dernis

CFP®

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.

Dernis Financial

12 SE 7th Street, Suite 601
Ft Lauderdale, FL 33301
(954) 306-6543

Jean P. Larsen

CFP®

Registered Principal

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

Financial Advisor serving Florida and the surrounding communities.

JP Financial Center

402 Dona Dr
Nokomis, FL 34275-2612
(888) 600-5326
(941) 488-5326

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

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

Douglas W. Elliott

CFP®

Secretary

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Greystoke Consulting, Inc.

4625 E Bay Dr, Ste 223
Clearwater, FL 33764
(800) 322-0966
(727) 533-9766