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John E. Steele

CFP®

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.

The Retirement Planners

8001 North 9th Ave
Pensacola, FL 32514
(850) 995-1999

Andy Szkaradek

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Cherry Bekaert Wealth Management

200 E Broward Blvd, Suite 2000
Ft Lauderdale, FL 33301
(954) 315-1994
CONNECT WITH Andy
  • linkedin link

Conrad Santiago

CFP®, MSFS

Senior Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

719 Peachtree Rd, Ste 100
Orlando, FL 32804
(407) 206-7477

Joseph H. Littky

CFP®, CDFA™

Partner

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Trust Asset Management

4544 Mediterranean Cir
Palm Beach Gardens, FL 33418-1001
(561) 472-0191

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

Donald B. Furlong

CFP®, CLU

Financial Planner

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

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

Capital Point Financial Group

1680 Fruitville Road, Suite 202
Sarasota, FL 34236
(941) 893-1777

Steven Clark

CFP®, EA

Fee-only Financial Planner and Managing Member

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.

Clark Financial Planning Services LLC

6574 N. State Rd. 7 #185
Coconut Creek, FL 33067
(954) 300-1199
CONNECT WITH Steven
  • linkedin link

Nancy Curtin

CFP®, CLTC

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

KBK Wealth Management

301 W. Atlantic Ave., Suite 303
Delray Beach, FL 33444
(561) 526-4061

Craig Phillips

CFP®, AIF

CEO/Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Client 1st Advisory Group

611 Druid Rd E, Ste 707
Clearwater, FL 33756
(727) 422-9301

John T. Baxa

CFP®

President

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

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

Baxa Advisors, Inc.

780 Fifth Avenue South, Suite 200
Naples, FL 34102
(877) 380-6500
(239) 325-1890
CONNECT WITH John
  • linkedin link

Nicholas Chiricosta

CFP®, MPAS®, AWMA®,

Founder/Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Utopia Wealth Management, LLC

6810 N. State Rd. 7
Coconut Creek, FL 33073
(754) 264-4778

Jason A. Baum

CFP®, ChFC®, MBA

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.

Rehmann Capital Advisory Group

6609 Willow Park Dr, Ste 100
Naples, FL 34109-9015
(866) 799-9580
(239) 254-5057
CONNECT WITH Jason
  • linkedin link

Charles G. Alkire

CFP®, AIF

President

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Florida and the surrounding communities.

3900 Clark Rd. #B-5
Sarasota, FL 34233
(941) 922-2852

Anthony P. LoCascio

CFP®

President

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

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

Bishop Ortiz & LoCascio Assoc

301 Avenue K SE
Winter Haven, FL 33880
(863) 299-5651 x3

Genevieve E. George

CPA, CFP®, CFE

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110

Cary Carbonaro

CFP®, MBA

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

United Capital Financial Advisers

614 E. Hwy 50, Ste 116
Clermont, FL 34711

United Capital Financial Advisers

7 Platt Pl
Huntington, NY 11743

United Capital Financial Advisers

Country Club Plaza
Paramus, NJ 07652

Michael H. Agnello

CFP®, MBA

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

Debra D. Greenblatt

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Greenblatt Financial Mgmt

20070 Sawgrass Lane, #4602
Boca Raton, FL 33434
(301) 529-4688

Edward P. Schmitzer

CFP®, CPA/PFS

Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River Capital Advisors, L.C.

5011 Gate Pkwy, Bldg 100 Ste 300
Jacksonville, FL 32256-0562
(904) 396-5831

Michael D. Riley

CFP®, ChFC, CLU

President

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

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

Estate & Retirement Resources, Inc.

7500 SW 61st Ave, Ste 700
Ocala, FL 34476
(352) 732-8277

Jon E. Davis

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Jon E. Davis, CPA, P.A.

3200 Bailey Lane, Suite 120
Naples, FL 34105
(239) 595-1341

Daniel Friedlander

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

United Planners Financial Services

3236 Peninsula Cir
Melbourne, FL 32940
(321) 426-4049

Anthony J. Rossetti

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Heritage Financial Services, LLC

147 E Lyman Avenue, Suite D
Winter Park, FL 32789
(407) 702-6655

James B. Dorman, Jr.

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Dorman Financial Management PA

341 N Maitland Ave, Ste 340
Maitland, FL 32751
(407) 774-6815

William C. Schaidt

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Focused Financial Planning LLC

339 Odyssey Pl
The Villages, FL 32162
(352) 391-1008

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

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

Marianela Collado

CFP®

CEO & Senior Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors

1000 S. Pine Island Road, Ste 250
Plantation, FL 33324
(954) 424-1660

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.

Dernis Financial

12 SE 7th Street, Suite 601
Ft Lauderdale, FL 33301
(954) 306-6543

Ryan H. Furtwangler

CFP®

Principal/Senior 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

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
(772) 287-4110