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Steven L. Rowe

CFP®

Managing Principal

Specialties: Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate...More

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

Wells Fargo Advisors - FiNet

2300 E Las Olas Blvd, Ste 400
Ft Lauderdale, FL 33301
(877) 311-5836
(954) 651-9393

Joshua S. Davis

MBA, CFP®

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.

Davis Private Wealth, LLC

1035 State Road 7, Suite 315-14
Wellington, FL 33414
(561) 284-8999
CONNECT WITH Joshua
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George Stefanou

CFP® , AAMS® , CRPS®

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.

Edward Jones

45 W Crystal Lake St, Ste 199
Orlando, FL 32806-4462
(407) 249-8307

Jeanne J. Peterson

CFP®

Financial 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.

Ameriprise Financial

6817 Southpoint Pkwy., Suite 1001
Jacksonville, FL 32216
(904) 475-2980
CONNECT WITH Jeanne
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Kevin Arquette

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harwood Financial Group

1940 E. Bay Dr.
Largo, FL 33771
(727) 524-1427

Gregory T. Pacitti

CFP®

Managing Partner

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

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

Truvestments Capital

5391 Lakewood Ranch Blvd N, #303
Sarasota, FL 34240
(855) 955-1982
CONNECT WITH Gregory
  • facebook link
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Todd A. Bauerle

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Bauerle Financial Inc.

1525 International Parkway, Suite 2021
Lake Mary, FL 32746
(877) 588-5882
(407) 878-1229

Joseph F. Bert

CFP®, AIF®

CEO

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

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

Thomas J. Casey

CFP®

Senior Advisor

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

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

Belpointe Asset Management, LLC

3635 Twilight Pl
The Villages, FL 32163-4080
(352) 358-5298

Curtis S. Francisco

CFP®, AIF®

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

Financial Advisor serving Florida and the surrounding communities.

Asset Advisory Services, Inc.

2141 Alternate A1A S, Ste 310
Jupiter, FL 33477
(888) 747-9550
(561) 747-9550

Diana Yates

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1500 Gateway Blvd, Suite 220
Boynton Beach, FL 33426-7233
(772) 320-5511

Brandon R. Opre

CFP®

President

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.

TrustTree Financial

110 SE 6th St, #1700
Fort Lauderdale, FL 33301
(754) 703-6773
CONNECT WITH Brandon
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Timothy J. Videnka

CFA, CFP®

CIO & Principal

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Forza Wealth Management

7701 Holiday Dr, Sarasota
Sarasota, FL 34231
(941) 203-3748

Rick O. Helbing

CFP®,ChFC ®

Financial Life Advisor

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.

Suncoast Advisory Group

1911 N Lakeshore Dr
Sarasota, FL 34231

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.

100 Park Avenue
New York, NY 10017
(813) 639-7580

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 & Associates, Ltd.

23161 Fashion Drive, #304
Estero, FL 33928

M Brown & Associates, Ltd.

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

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Management Concepts

Financial Mgmt Concepts, 1700 Town Plaza Ct
Winter Springs, FL 32708

Financial Management Concepts

1700 Town Plaza Ct
Winter Springs, FL 32708

Francis R. Palestra

CFP®, MBA

Owner

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

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

PALESTRA FINANCIAL

2701 N Rocky Point Dr, Ste 530
Tampa, FL 33607
(844) 949-7526
(813) 515-7282

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

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

Cynthia L. Price

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Price Financial Services

2941 West SR 434, #200
Longwood, FL 32779
(407) 339-4500

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

Roberto Costa

CFP®

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

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

The PRISM Group

225 Water St, Ste 1235
Jacksonville, FL 32202-5145
(904) 596-7925

Jane B. Fontaine

CFP®, MS

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

Financial Advisor serving Florida and the surrounding communities.

Fontaine Financial Group

1721 SE 16th Ave, Ste 103
Ocala, FL 34471-4641
(352) 622-9090

Linda R. Collins

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

1740 E Venice Ave, Suite 4
Venice, FL 34292
(877) 412-1014
(941) 412-1014

Laura H. Mattia

Ph.D., MBA, CFP®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Atlas Fiduciary Financial

201 Cantu Ct Ste 116 A
Sarasota, FL 34232
(941) 879-9290

Douglas W. Finley

MS, CFP®, AEP, CDFA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Finley Wealth Management, LLC

10600 Chevrolet Way, Suite 101
Estero, FL 33928
(239) 267-7500
CONNECT WITH Douglas
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  • youtube link

Carol Harlow

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Butera Wealth Managementt

13466 Calimento St
Venice, FL 34293-3547
(305) 992-3395

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

Gilbert P. Davis

MBA, CFP®

Financial Planner

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

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

Lincoln Financial Advisors Corporation

11300 4th Street North, Suite 230
St. Petersburg, FL 33716
(727) 369-1530