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Andrew J. Boneparth

CFP®, CFS, MBA

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Andrew J. Boneparth & Associates

6 Poplar Trail
Ocala, FL 34480
(561) 322-3300

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

Mark D. Vernick

CFP®

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.

Vernick Financial Planning

9303 Seminole Blvd, Ste A
Seminole, FL 33772
(727) 258-9001
CONNECT WITH Mark
  • facebook link

Mike Salmon

CFP®

Financial Advisor

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 South Orange Avenue, Suite 2025
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Mike
  • linkedin link

Christopher S. Draughon

CFP®

Director of Financial Planning

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

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

First Coast Wealth Advisors, LLC

400 N Ponce de Leon Blvd
St. Augustine, FL 32084
(904) 824-4349

John D. Tabor

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Buying...More

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

VyStar Credit Union

4420 Wabash Ave.
Jacksonville, FL 32210

VyStar Credit Union

760 Riverside Ave.
Jacksonville, FL 32204
(800) 445-6289 x2495
(904) 908-2495

William R. Tomes, Jr.

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Total Wealth Planning & Management, Inc

822 A1A North, Suite 310
Ponte Vedra Beach, FL 32082
(866) 568-0003

Ross H. Cutler

CFP® CTFA

Vice President Business Development

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

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

AAFMAA Wealth Management & Trust

3524 Acre Ct
Lake Mary, FL 32746-4001
(407) 271-9176
CONNECT WITH Ross
  • twitter link
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Dennis E. Gagnon

CFP®

Specialties:

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

Non-Traditional Wealth Management, LLC

4767 New Broad Street
Orlando, FL 32814
(407) 514-2671

Brian Hughes

CFP®, CFA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River City Wealth Management

10175 Fortune Parkway, Unit 603
Jacksonville, FL 32256
(904) 374-9098
CONNECT WITH Brian
  • facebook link
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Christopher G. Widing

CFP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

BDO Wealth Advisors

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(954) 626-2949

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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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

Kerri A. Goldsmith

CFP®, CRPS®, AIF®

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

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
(866) 479-5522
(239) 433-7533
CONNECT WITH Kerri
  • twitter link
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Allen A. Osgood

CFP®, MBA

Chairman

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Freedom, LLC

6151 Lake Osprey Dr, Third Fl
Sarasota, FL 34240

Financial Freedom, LLC

8044 Montgomery Rd
Cincinnati, OH 45236

Financial Freedom, LLC

2632 wilkenson rd
Sarasota, FL 34231
(800) 503-9500

Robert G. Visnovsky

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Florida and the surrounding communities.

113 Deer Haven Dr
Ponte Vedra Beach, FL 32082

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.

Presley Beane Financial Services

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108

Presley Beane Financial Services

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

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

Sheryl P. Bordelon

CFP®, MSFS, AIF

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

Financial Advisor serving Florida and the surrounding communities.

Capital Analysts of Jacksonville, Fl, I Nc.

8160 Baymeadows Way W, Suite 310
Jacksonville, FL 32256-7447
(904) 730-7433

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

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

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

Larry Breen

CFP®, CLU, ChFC

Founder

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

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

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
(407) 712-6780
CONNECT WITH Larry
  • facebook link
  • twitter link
  • linkedin link

Michelle Barron

CFP®

Specialties: Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

River City Wealth Management

10175 Fortune Parkway Unit 603
Jacksonville, Florida 32256
(904) 374-9098
CONNECT WITH Michelle
  • facebook link
  • linkedin link

John M. Kozak

CFP®

Senior Vice President

Specialties: Banking, Asset Allocation, Estate Planning, Real Estate

Financial Advisor serving Florida and the surrounding communities.

FineMark National Bank & Trust

4620 Colony Villas Drive, Unit 1102
Bonita Springs, FL 34134

FineMark National Bank & Trust

4620 Colony Villas Drive
Bonita Springs, FL 34134
(239) 405-6712

Preston A. Sizemore

CFP®

Vice 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.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
(561) 776-6494

Glenn J. Downing

CFP®

Financial Planner

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

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

CameronDowning

8950 SW 74th Court, Suite 2212
Miami, FL 33156
(305) 384-7260
CONNECT WITH Glenn
  • facebook link
  • linkedin link
  • youtube link

Charles J. May

CFP®

Managing Director

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

Commission Financial Advisor serving Florida and the surrounding communities.

Wells Fargo Advisors

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134

Wells Fargo Advisors

PO Box 368
Marco Island, FL 34146
(305) 704-1308

Tiffany M. Beard

CFP®

Vice President, Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 600-5920
CONNECT WITH Tiffany
  • linkedin link