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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

Charles John NeSmith

CFP®, CFA

Portfolio Manager

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Charles
  • linkedin link

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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Brittany Nicole Wright

CFP®, AAMS®, CLTC®

Financial Advisor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Pence Financial Group

2500 N Military Trl Ste 472
Boca Raton, FL 33431
(561) 680-2636

Lawrence J. Weller

CFP®, ChFC(r)

President

Specialties:

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

ECF Wealth

6301 Collins Ave, Apt 3303
Miami Beach, FL 33141-4657
(786) 882-2157

Bennett Jay Gordon

CFP®, CFA, CEPA

Registered Principal

Specialties: Annuities, Asset Allocation, Estate Planning, Investment Management, Irregular Income,...More

Financial Advisor serving Florida and the surrounding communities.

MGR Wealth Management

2600 N. Military Trail, Suite 240
Boca Raton, FL 33431
(561) 918-1972
CONNECT WITH Bennett
  • linkedin link

Chad Williamson

CFP®

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, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Chad
  • facebook link
  • linkedin link
  • youtube link

Cathy A. Wagner

CFP®

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

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

Wagner Advisory Group

2662 W Lake Rd
Palm Harbor, FL 34684
(727) 789-3691
CONNECT WITH Cathy
  • facebook link
  • linkedin link

William R. Verhagen

CFP®, CPA, CFS, CLU®

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.

Innovative Financial Solutions, Inc.

4 Concorde Lane, Ste 1
Palm Coast, FL 32137
386-597-2856

Anthony J. Benante, III

CFA, CFP®

Wealth Management Principal

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Baron Financial Group, LLC

1990 Main St, Ste 750
Sarasota, FL 34236-8000
(866) 333-6659

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
  • linkedin link

Karin A. Grablin

MBA, CPA, CFP®

Managing Partner, Wealth Advisor

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

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

SRQ Wealth

One North Tuttle Avenue, Ste 1
Sarasota, FL 34237
(941) 556-9004
CONNECT WITH Karin
  • facebook link
  • linkedin link
  • youtube link

Rubina K. Hossain

CFP®

Client Advisor

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

Financial Advisor serving Florida and the surrounding communities.

121 Alhambra Plaza, Suite 1000
Miami, FL 33134
(305) 670-4440

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

Darin R. Carroll

CFP®, AAMS, BFA

CFP, MSPFP, BFA, AAMS

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.

MountainTop Financial

92200 Overseas Hwy, Ste 107
Tavernier, FL 33070-2757
(719) 602-8783

James F. Reddington

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

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

Equitable Advisors, LLC

9530 Marketplace Rd, Suite 101
Ft Myers, FL 33912
(239) 560-4618

Gregory C. Collier, Sr.

CFP® AIF®

Investment Management Consultant - RJFS

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

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

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757
CONNECT WITH Gregory
  • facebook link
  • linkedin link

Kimberly A. Sterling

CFP®

President/ Shareholder

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

Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

Thomas W. Balcom

CFP®, CAIA, MBA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1650 Wealth Management, LLC

4400 N Federal Hwy
Lighthouse Point, FL 33064-6507
(954) 903-0009

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.

Retirement Consultant Services

12 SE 7th St, Ste 712
Fort Lauderdale, FL 33301-3474
(954) 306-6543

Richard A. Wright

CFP®

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

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

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008

Michael Hoeflich

CFP®

Financial 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.

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
  • facebook link
  • linkedin link

Ernest E. Phillips, Jr.

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

Jennifer G. King

CFP®

Senior Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies

10245 Centurion Pkwy N., Suite 106
Jacksonville, FL 32256
(904) 861-0093

Glenn Shipley

CFA, CFP®

Senior Vice President

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Northern Trust Company

1515 Ringling Blvd
Sarasota, FL 34236
(941) 329-2707

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

2255 Glades Road, Suite 324A
Boca Raton, FL 33431
(888) 55-WEALTH
(561) 208-5600
CONNECT WITH Harvey
  • facebook link
  • twitter link
  • linkedin link

M. Chris Redhead

CFP®

Executive Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Sequoia Financial Group

1408 N Westshore Blvd, Ste 804
Tampa, FL 33607
(813) 289-0551

Nicholas Chlumsky

CFP®, CRPC®

First Vice President - Investment Officer

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

7370 College Parkway, Suite 100
Fort Myers, FL 33907
(239) 479-7979

Soren T. Christensen

CFP®, CIMA®, ChFC®

Founder & Chief Planning Officer

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

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

Advanced Wealth Advisors

1415 PANTHER LN
Naples, FL 34109-7874
(239) 455-1100