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19 Financial Planners near Coconut Grove, Florida
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Matthew A. McGrath

CFP®

Managing Partner 1.53 Miles

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Evensky & Katz Wealth Management

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

Lane M. Jones

CFP® , CFA

Chief Investment Officer 1.53 Miles

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

Fee Only Financial Advisor serving Coconut Grove, 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

Steven M. Foldes

CFP®

3.76 Miles

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

Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Evensky & Katz Wealth Management

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

Katherine L. Hart

CFP®, AIF®

1.59 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Asset Planning Group, Inc.

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

Roxanne L. Alexander

CFP®

1.53 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Evensky & Katz Wealth Management

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

Roger D. Oprandi, Jr.

CFP®,ChFC®, CIMA®

Financial Advisor 4.12 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Ameriprise Financial Services, LLC

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

CFP®

Wealth Manager 1.53 Miles

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

Financial Advisor serving Coconut Grove, 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

Glenn J. Downing

CFP®

Financial Planner 4.97 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

CameronDowning

101 NW 8th St., Suite 200
Miami, FL 33136
(305) 564-3794
CONNECT WITH Glenn
  • facebook link
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  • youtube link

Taylor M. Gang

CFP®, AIF®

Managing Director, Partner & Wealth Manager 1.53 Miles

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

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Evensky & Katz Wealth Management

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

Cathy Pareto

MBA, CFP®, CPWA®

CEO 2.82 Miles

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

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Azzendo Wealth Advisors

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
  • facebook link
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Charles J. May

CFP®

Senior Vice President 2.69 Miles

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

Commission Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

UBS Financial Services Inc

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134
+ 1 More Address

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
(786) 394-2875

Jorge Padilla

CFP®

Senior Client Advisor 4.12 Miles

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

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
  • twitter link
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Ana C. Harris, Esq.

CFP®

Founder and President 4.05 Miles

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

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Cela Wealth Management

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

Miguel Horvath

CFP®

Private Wealth Advisor 4.01 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Horvath Wealth Management

9130 S Dadeland Blvd, Ste 1903
Miami, FL 33156
(305) 670-7425

Stephen O. Wright

CFP®

4.87 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

CW Advisors

9155 South Dadeland Blvd. Suite 1500
Miami, FL 33156
(786) 332-6917

Jonathan G. Cameron

CFP®

Co-Founder & Principal 4.97 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

CameronDowning

101 NW 8th Street, Suite 200
Miami, FL 33136
(305) 564-3794
CONNECT WITH Jonathan
  • facebook link
  • twitter link
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  • youtube link

Deborah Badillo

CFP®

Client advisor 2.68 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

MEIRA WEALTH

121 Alhambra Plaza, STE 1000
Coral Gables, FL 33134-5025
(305) 670-4440
CONNECT WITH Deborah
  • linkedin link

Jordan D. Ellerbe

CFP®

2.78 Miles

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

Commission and Fee Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

The Bulfinch Group

1 Alhambra Plaza, Floor PH
Miami, FL 33134
(702) 327-3343
CONNECT WITH Jordan
  • facebook link
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Linda Lubitz Boone

CFP®

President 2.68 Miles

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

Fee Only Financial Advisor serving Coconut Grove, Florida and the surrounding communities.

Meira (Formerly The Lubitz Financial Group)

121 Alhambra Plaza, Suite 1000
Coral Gables, FL 33134
(305) 670-4440
CONNECT WITH Linda
  • linkedin link