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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

Rebekah J. Fero

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

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

LPL Financial

18251 La Croix
Port Charlotte, FL 33948
(888) 625-5811
(941) 625-5811

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

22174 Bella Lago Dr, Ste 510
Boca Raton, FL 33433
(888) 55-WEALTH
(561) 929-1288

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

200 S Orange Ave, Suite 2025
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Ron
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Matt Chancey

CFP®

CFP

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.

1211 East Kennedy Blvd, 440
Tampa, FL 33602
(407) 832-0805

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.

5426 Bay Center Dr, Ste 575
Tampa, FL 33609
(727) 623-0346

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

Stephen Taylor

JD, CFP®

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

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

Stephen A. Taylor Wealth Management

1666 79th StreetCauseway, Suite 420
North Bay Village, FL 33141
(305) 722-0091
CONNECT WITH Stephen
  • facebook link
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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

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
  • facebook link
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  • youtube link

Angela Wentz

CFP®, MRFC

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sage Wealth Consulting, LLC

6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
(941) 500-3660
CONNECT WITH Angela
  • facebook link
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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

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

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

220 Alhambra Circle, Suite 300
Coral Gables, FL 33134

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133

May H. Cheung

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Advisory Group

9455 South Dadeland blvd, ste 1212
Miami, FL 33156
(305) 274-9001

Martin R. Lambert

CPA, CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Midgaard Wealth Management

2012 Nantucket Dr.
Sun City Center, FL 33573
(203) 524-3033

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

Richard E. Krichbaum

CFP®

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.

Marquis Wealth Management Group

6216 Whiskey Creek Dr, Suite A
Fort Myers, FL 33919
(239) 454-1117

Barbara M. O'Neill

CFP®, CRPC, CFEd

Professor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Rutgers University

6695 SW 94th Circle
Ocala, FL 34481
(973) 903-7869

William S. Hart

CFP®, MBA

Partner

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

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

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 730-3863

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

Stephen J. Myler

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Myler Financial Planning

449 Shore Dr
Miramar Beach, FL 32550
(850) 865-1206

Michael E. DeMassa

CFA, CFP®

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, FL 34231-5313
(941) 203-3748

David R. Eggleston

CFP®

Vice President

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

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

Della Porta Group, Inc.

7807 Bay Meadows Rd E, Ste 301
Jacksonville, FL 32256
(904) 646-0310 x 150

Lea Smith Johnson

CFP®, MBA, RFC, FIC

Owner, Founder, CEO, Independent 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.

Triple Crown Wealth Finance

3970 SR 64 E
Bradenton, FL 34208
(941) 462-2731
CONNECT WITH Lea
  • facebook link
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Adam C. Klohr

CFP®

Regional Development Director

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

Financial Advisor serving Florida and the surrounding communities.

Thrivent Financial

5700 St. Augustine Rd., Suite 104
Jacksonville, FL 32207
(904) 545-0645

Valerie L. Chaille

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

No-Noncents Life

5769 Avista Dr
Sarasota, FL 34243-3618
(833) 671-5458
(833) 671-5458

Edward A. Wacks

CPA, CFP®

Owner

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services

111 N Pine Island Rd, Ste 201
Plantation, FL 33324
(954) 382-5200

Matthew I. Botkin

CFP®, CPA/PFS, J.D.

CEO/President

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

Financial Advisor serving Florida and the surrounding communities.

Building Financial Solutions

7455 NW 108 Ave
Parkland, FL 33076
9547710100
CONNECT WITH Matthew
  • linkedin link

Charles J. May

CFP®

Managing Director

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

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