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Adam D. Van Wie

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Adam
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Robert W. Schlitt, Jr.

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

Louis Barajas

CFP®, MBA, EA

President & Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MGO Private Wealth, LLC

55 SW 9th St., #1408
Miami, FL 33130

MGO Private Wealth, LLC

16815 Von Karman Ave Ste 190
Irvine, CA 92606

MGO Private Wealth, LLC

279 Downs Rd
Tustin, CA 92782
(714) 376-7865

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

220 Alhambra Circle, Suite 300
Coral Gables, FL 33134

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133

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
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May H. Cheung

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Advisory Group

9455 South Dadeland blvd, ste 1212
Miami, FL 33156
(305) 274-9001

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

James B. Dorman, Jr.

CFP®

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

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

Dorman Financial Management PA

557 N Wymore Rd., Suite 201
Maitland, FL 32751
(407) 774-6815

Ronald R. Oldano

CFP®, CRPC

President - Oldano & Associates

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

27440 Cashford Cir, Ste 101
Wesley Chapel, FL 33544
(888) 929-5999
(813) 428-5900
CONNECT WITH Ronald
  • facebook link
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Richard E. Krichbaum

CFP®

President

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

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

Marquis Wealth Management Group

6216 Whiskey Creek Dr, Suite A
Fort Myers, FL 33919
(239) 823-5490

Bobby W. Carnley

CFP®

Specialties: Banking, Life Planning

Financial Advisor serving Florida and the surrounding communities.

Carnley Financial Planners

5818 NW 45th Dr
Gainesville, FL 32653
(352) 316-4822

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

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.

Securities America

1836 Hermitage Blvd, Suite 100
Tallahassee, FL 32308
8502128509
CONNECT WITH Claudia
  • facebook link
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Steven H. Van Wie

CFP®, MBA

Consultant

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Steven
  • facebook link

Beth W. Dominguez

CFP®, CPWA®, CPA

Wealth Planning Consultant

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

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

Raymond James Financial Services, Inc.

880 Carillon Pkwy
Saint Petersburg, FL 33716
(727) 567-6353

Ronald L. Myers

CFP®, CPA/PFS

Managing Member

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

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

Fortune 360 Group LLC

8211 West Broward Blvd, Suite 200
Plantation, FL 33324
(954) 800-5500

Thomas A. Trotta

CFP®, ChFC®, CRPC®

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, Inc.

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 332-4503

Derrick Chandler

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Ste 2025
Orlando, FL 32801
(877) 869-6228 x105
(407) 869-6228

Jean P. Larsen

CFP®

Registered Principal

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

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

JP Financial Center

439 Mexicali ave
Venice, FL 34293
(888) 600-5326
(941) 488-5326

Robert M. Rafacz

CFP®

Specialties: Budget & Debt Management, Annuities, Asset Allocation, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Prudential Financial

PO Box 550990
Jacksonville, FL 32255-0990
(904) 887-5054

Lea Smith Johnson

CFP®, MBA, RFC, FIC

Owner, Founder, CEO, Independent 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.

Triple Crown Wealth Finance

3970 SR 64 E
Bradenton, FL 34208
(941) 462-2731
CONNECT WITH Lea
  • facebook link
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Scott R. Schatzle

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Mutual Trust Advisory Group

9480 Corkscrew Palms Cir, Ste #3
Estero, FL 33928
(239) 898-1534

Randall Woolley

CFP®, APMA®

Private Wealth 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.

Ameriprise Financial

5200 Town Center Circle, Suite 600
Boca Raton, FL 33486

Ameriprise Financial

3701 Corporate Pkwy
Center Valley, PA 18034-8230
844.978.8850
CONNECT WITH Randall
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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

Jennifer L. Power

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors LLC

1001 W Yamato Road, Suite 306
Boca Raton, FL 33431
(561) 613-0130

Cathy Pareto

CFP®, MBA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Cathy Pareto and Associates, Inc.

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
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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

CATHERINE J. COOPER

CFP®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238
(847) 476-9501

Ron Tamayo

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Suite 2025
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Ron
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