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Brad Brescia

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

300 South Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228 ext. 126
CONNECT WITH Brad
  • linkedin link

Paul H. Auslander

CFP®

Director of Financial Planning

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

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

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756
(800) 633-3049
(727) 441-9022

Sean Guldi

CFP®

Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

B&C Financial Advisors

110 Professional Dr., Ste 101
Ponte Vedra Beach, FL 32082
(800) 893-2324
(904) 273-9850
CONNECT WITH Sean
  • twitter link
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Stephen J. Csenge

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Provise Management Group, LLC

14111 Kensington Oak Pl
Largo, FL 33774-2031
(727) 735-5003

Thomas John McDermott

CFP®, BFA™, CEPA

Financial Planner | Wealth Advisor

Specialties:

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

LPL Financial

601 Heritage Drive, Ste 223
Palm Beach Gardens, FL 33458
(646) 762-1994

Alexis Hongamen

CFP®, CRPC®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Total Financial Planning, LLC

1120 Bella Vida Blvd
Orlando, FL 32828-6758
(407) 729-8516
CONNECT WITH Alexis
  • linkedin link

Susan Jones

JD, CFP®, CDFA®

Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sorelle Wealth Partners

1200 N. Federal Highway, Suite 300
Boca Raton, FL 33432
(561) 867-0987
CONNECT WITH Susan
  • linkedin link

W. Michael Lofley

CFP®, CPA/PFS

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd #101
Stuart, FL 34996
(772) 287-4110
CONNECT WITH W.
  • linkedin link

Joan D. Malloy

CFP®,CPA,CFA

Regional Managing Director

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

Financial Advisor serving Florida and the surrounding communities.

MAI Capital Management

720 Lime Ter
Marcos Island, FL 34145-2422

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 Financial Advisors

23161 Fashion Drive, #304
Estero, FL 33928

M Brown Financial Advisors

2728 Forgue Drive Suite 100
Naperville, IL 60564
(877) 367-8600
CONNECT WITH Mark
  • facebook link
  • linkedin link

Alonso Rodriguez Segarra

CFP®

CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Advise Financial LLC

6503 N Military Trail, Apt 2105
Boca Raton, FL 33496
(954) 381-1070
CONNECT WITH Alonso
  • facebook link
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  • youtube link

Michael H. Agnello

CFP®, MBA

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

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

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
  • facebook link
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William M. Durham, Jr.

CFP®, CLU

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Getting...More

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

WM Durham Associates LLC

2010 Raymond Diehl Rd., Ste, 102
Tallahassee, FL 32308
(850) 385-3578

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

Anthony N. Maneri

CFP®, ChFC, CLU

Certified Financial Planner

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

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

Ameriprise Financial Services, LLC

10055 Yamato Road- Suite 517, Suite 517
Boca Raton, FL 33498
(516) 629-9912

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 Advisors Group, Inc.

166 Lookout Place, Suite 100
Maitland, FL 32751
(407) 702-6655

Richard I. Hemingway

CFP®,CLU,ChFC,MSFS

CERTIFIED FINANCIAL PLANNER (tm), CERTIFICANT

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

Financial Advisor serving Florida and the surrounding communities.

Hemingway Wealth Management

By Appointment Only
University Park, FL 34201
(941) 909-8449
CONNECT WITH Richard
  • linkedin link

Kirk Barr Young

CFP®, ChFC, CLU

Managing Member

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

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

BARR Financial Services, LLC

2160 N Park Ave
Winter Park, FL 32789
(407) 622-0018

Ana N. Fernandez

CFP®

Financial Advisor

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

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

AllGen Financial Advisors

100 W Lucerne Cir, Ste 200
Orlando, FL 32801-3718
888-6ALLGEN
(407) 210-3888
CONNECT WITH Ana
  • linkedin link
  • youtube link

Marianela Collado

CPA/PFS, CFP®, CDS®

CEO & Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors

1000 S. Pine Island Road, Ste 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Marianela
  • linkedin link

Michael Lynch

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Barnum Financial Group

15050 Elderberry Ln, Ste 4
Fort Myers, FL 33907-8504
(203) 513-6032

David R. Eggleston

CFP®

Financial Advisor

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

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

Eagle Strategies

10375 Centurion Parkway North
Jacksonville, FL 32256
(904) 997-3070

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

11300 US Highway 1, Ste 600
Palm Beach Gardens, FL 33408
(561) 472-0191

Matthew D. Saneholtz

CFA, CFP®, EA

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors

1000 S Pine Island Rd, Suite 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Matthew
  • linkedin link

Dennis R. Nolte

CFP®

VP

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

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

Seacoast Investment Services

1050 Arrington Circle
Oviedo, FL 32789
(407) 506-2173

Philip Herzberg

CFP®, CDFA,CTFA, AEP

Lead Financial Advisor

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

20200 W Dixie Hwy, Suite 1009
Miami, FL 33180

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431
(786) 471-1220
CONNECT WITH Philip
  • linkedin link

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.

532 Worthington Dr
Winter Park, FL 32789-5246
(407) 832-0805

John M. West, III

MBA, CFP®

Advisor / COO / CCO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789
(407) 478-7899
CONNECT WITH John
  • linkedin link

John D. Tabor

CFP®

VP Wealth Management

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Buying...More

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

VyStar Credit Union

VyStar Tower, 76 S Laura St
Jacksonville, FL 32202

VyStar Credit Union

760 Riverside Ave.
Jacksonville, FL 32204
(800) 445-6289 x2495
(904) 908-2495

William R. Tomes, Jr.

CFP®

President

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

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

Total Wealth Planning & Management, Inc

PO Box 859
Ponte Vedra Beach, FL 32004
(866) 568-0003