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Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801-3378
(407) 869-6228
CONNECT WITH Charlie
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Jay T. Hoffmeister

CFP®

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

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

Ameriprise Financial Services, LLC

2310 Manatee Ave W
Bradenton, FL 34205
(941) 755-6999

Lane M. Jones

CFP® , CFA

Chief Investment Officer

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

Fee Only Financial Advisor serving 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

Ruth E. Delaney

CFP®, ChFC, CLU

Financial 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.

Concierge Financial Organization, Inc.

1511 N West Shore Blvd., Suite 1100
Tampa, FL 33607
(800) 969-9568
(813) 374-9676

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 105
Tavernier, FL 33070-2757
(719) 602-8783

Andrew T. Ames

CFP®, CPA

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

Financial Advisor serving Florida and the surrounding communities.

Hackney, Ames & Company, PA, CPA's

128 W Oak St
Arcadia, FL 34266
(863) 494-6495 x203

Evan M. Shear

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746
(877) 953-PLAN
(407) 215-7575
CONNECT WITH Evan
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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
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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 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

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

Financial Advisor serving 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

Carl F. Nicolosi

CFP®

CFP(R)

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

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

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
(877) 768-7007
(239) 768-7007

Hubert A. Ross

CFP®, CPWA®, ChFC®

Wealth 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.

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541
(850) 502-2440

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

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

James R. Sands, Jr.

CFP®, CLU®

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

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

LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033

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

Harry Stadelmayer

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

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

1600 Ponce de Leon Blvd, 10th Floor, #30
Coral Gables, FL 33134

Advise Financial LLC

6503 N Military Trl
Boca Raton, FL 33496-2636
7866677200
CONNECT WITH Alonso
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Armand A. Atkinson

MS CFP® CIMA AIF®

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.

NBC Securities, Inc.

5401 W Kennedy Blvd, Ste 460
Tampa, FL 33609
(813) 770-9864

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

4099 Tamiami Trail N, Suite 402
Naples, FL 34103
(239) 455-1100

Susan K. Bradley

CFP®, CeFT®

Founder

Specialties: Getting Divorced, Life Planning, Sudden Wealth, Women's Finances

Financial Advisor serving Florida and the surrounding communities.

Sudden Money Institute

10 Huntly Circle
Palm Beach Gardens, FL 33418
(888) 838-9446
(561) 776-6209

Kevin Burkle

CFP®, CSLP®

Owner/Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225-4098
(904) 419-3784
CONNECT WITH Kevin
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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

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

Michaela J. Pryor

CFP®

Registered Practice Associate

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

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

Ameriprise Financial

One Daytona Blvd, Suite #270
Daytona Beach, FL 32114
(386) 763-8233

David M. Kover

CFP®

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

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

David M. Kover & Associates, LLC

780 Fifth Ave. South, Suite 200
Naples, FL 34102
(888) 411-2590
(239) 330-2062

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
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David A. Frisch

CPA, PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard, Suite 200
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803

Scott Townsend

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

John G. Ullman & Associates

11109 Battery Park Place
Bradenton, FL 34211
(207) 542-0760
CONNECT WITH Scott
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John C. Beane, III

CFP®

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

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

Beane Atkinson Financial Services

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108

Beane Atkinson Financial Services

310 Dupont Street
Punta Gorda, FL 33950
(800) 433-5808
(239) 434-5808