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Joseph F. Bert

CFP®, AIF®

CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714-5214
(800) 393-9900
(407) 869-9800

Ulrike Bittenbinder

CFP®

Owner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sapphire Wealth Consulting, Inc.

125 Sawbill Palm DR
Ponte Vedra Beach, FL 32082
(904) 728-2769

Pete Kelly

CFP®

Specialties:

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

Raymond James Financial Services

1113 SE 47th Terr Ste #3
Cape Coral, FL 33904
(239) 540-1454

Michael L. Ellis, Jr.

CFP®, CRPC®

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.

Madden Advisory Services

5200 Belfort Rd., Suite 410
Jacksonville, FL 32256
(904) 296-1127
CONNECT WITH Michael
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Matt Sumrall

CFP®, ChFC®, MPAS

Planning Director

Specialties:

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

Holland Financial

700 W Granada Blvd
Ormond Beach, FL 32174
(386) 671-7526

Corey R. Grant

CFP®, ChFC®

Senior Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

Tim Stewart

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

217 Fairpoint Dr
Gulf Breeze, FL 32561
(850) 682-2497

Christopher Brooks

CFP®

Wealth Advisor

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

Financial Advisor serving Florida and the surrounding communities.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Christopher
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Ivan M. Mendoza

CFP®, CFA, CLU, ChFC

Managing Principal

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mendoza Private Wealth

8333 NW 53rd St, Ste 450
Miami, FL 33166-4837
(305) 503-5133

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

Cole Hedge

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

8120 Lakewood Main St, Ste 201
Lakewood Ranch, FL 34202-5066
(240) 802-5117

Jeffrey George

CFP®, CFA®, CEPA®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tao Financial

4386 Lake Underhill Rd Unit D
Orlando, FL 32803
(407) 553-8138

Kimberly Lutes

CFP® CLU AAMS

Wealth Advisor

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

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

Lutes Wealth Planning

4567 25th Ave N
Saint Petersburg, FL 33713-3221
(727) 914-2595
CONNECT WITH Kimberly
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Joseph P. Walsh

CFP®, CFA, CTFA, CPW

CEO and Wealth Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Walsh & Associates

2350 Fruitville Rd, Ste 201
Sarasota, FL 34237

Walsh & Associates

444 E Hillcrest Dr Ste 230
Dekalb, IL 60115
(941) 952-1188

Brian Fricke

CFP®

SVP-Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

Wealth Enhancement Group, 1700 Town Plaza Ct
Winter Springs, FL 32708

Wealth Enhancement Group

1700 Town Plaza Ct
Winter Springs, FL 32708
407-647-7006

Walter F. Burns

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

8165 SE Double Tree Dr
Hobe Sound, FL 33455-8242
(800) 286-1358
(561) 624-3210

Matthew A. McGrath

CFP®

Managing Partner

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

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

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

Iris J. Roth

CFP®, CHFC, AEP

Principal

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

Financial Advisor serving Florida and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

Daniel B. Goldberg

CFP®, ChFC, CLU

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

Financial Advisor serving Florida and the surrounding communities.

DBG Financial Group, Inc.

17852 US Highway 41 N
Lutz, FL 33549-4502
(888) 249-8649
(813) 961-7940

Katherine L. Hart

CFP®, AIF®

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

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

Asset Planning Group, Inc.

1550 Madruga Ave, Ste 415
Coral Gables, FL 33146
(305) 669-5070

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

Lynne M. Laughna

CFP®, MBA

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.

Laughna Financial Planning, LLC

Virtual
Satellite Beach, FL 32937-3914
(321) 757-4646
CONNECT WITH Lynne
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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

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

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

Jorge Padilla

CFP®

Senior Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
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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

David J. Blount

CFP®

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

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

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765
(407) 719-0940
CONNECT WITH David
  • facebook link
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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

300 S Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Ron
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Jim Wesolowski

CFP®, CPA

CFP, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Life Planning, Retirement, Personal Taxes

Financial Advisor serving Florida and the surrounding communities.

J. Wesolowski Financial, LLC

2503 Del Prado Blvd S, Ste 500
Cape Coral, FL 33904
(800) 275-4975
(239) 574-4449