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William M. Durham, Jr.

CFP®, CLU

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Getting...More

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

WM Durham Associates LLC

2010 Raymond Diehl Rd., Ste, 102
Tallahassee, FL 32308
(850) 385-3578

Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801-3378
(407) 869-6228
CONNECT WITH Charlie
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Jeffrey A. Kutchmire

CFP®

Financial Advisor

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

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

Cetera Investment Services

1715 N Westshore Blvd #260
Tampa, FL 33607
(813) 302-7952

Anthony N. Maneri

CFP®, ChFC, CLU

Certified 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.

Ameriprise Financial Services, LLC

10055 Yamato Road- Suite 517, Suite 517
Boca Raton, FL 33498
(516) 629-9912

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

Charles R. Kalb

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financal Advisors

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 421-7526

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

Michael E. Williams

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

LPL Financial LLC

2849 Executive Dr, Ste 120
Clearwater, FL 33762
(727) 471-0481

Jay Richards

CFP®

CFP/Principal

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Investment Advisory Group

1343 Main Street, Suite 705-787
Sarasota, FL 34236
(781) 826-1235

Thomas W. Balcom

CFP®, CAIA, MBA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1650 Wealth Management, LLC

4400 N Federal Hwy
Lighthouse Point, FL 33064-6507
(954) 903-0009

Scott R. Schatzle

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Mutual Trust Advisory Group

23190 Fashion Drive
Estero, FL 33928
(239) 898-1534

Michael Hoeflich

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
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Austin A. Frye

JD, MBA, CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Frye Financial Center

20900 W Dixie Hwy
Aventura, FL 33180
(305) 931-3200

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

Geoffrey A. Frazier

CFP®, ChFC, CLU

President and CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Financial Private Client, LLC

6000 Cattleridge Drive, Suite 200
Sarasota, FL 34237
(941) 441-1624
CONNECT WITH Geoffrey
  • linkedin link

David Ryan

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

JD Bowen Financial Group

2020 Hwy A1A, Suite 104
Indian Harbour Beach, FL 32937
(321) 733-1662

Paul H. Auslander

CFP®

Director of Financial Planning

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

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

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756
(800) 633-3049
(727) 441-9022

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

Sean Guldi

CFP®

Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

B&C Financial Advisors

110 Professional Dr., Ste 101
Ponte Vedra Beach, FL 32082
(800) 893-2324
(904) 273-9850
CONNECT WITH Sean
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Jonathan D. Stone

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Equitable Advisors

10522 Laurel Estates Ln
Lake Worth, FL 33449-8639
(631) 462-6527

Edzai Chimedza

CFP®

Wealth Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Edzai
  • linkedin link

Thomas Seay Kluttz, III

CFP®, ChFC®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Analog Capital Partners

2652 Fishtail Palm Court
Naples, FL 34120
CONNECT WITH Thomas
  • linkedin link

Jeffrey B. Clark

CFP®, CIMA®

Wealth Management Consultant

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

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

CarriageGate Wealth Management

4107 Woodland Retreat Blvd
Trinity, FL 34655
(727) 322-4683
CONNECT WITH Jeffrey
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W. Michael Lofley

CFP®, CPA/PFS

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd #101
Stuart, FL 34996
(772) 287-4110
CONNECT WITH W. Michael
  • linkedin link

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

Chad Williamson

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Chad
  • facebook link
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  • youtube link

Brian Laughlin

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Three Bridges Planning

304 S Harbor City Blvd, Ste 200
Melbourne, FL 32901-1382
(321) 225-3151

Philip Herzberg

CFP®, CDFA,CTFA, AEP

Lead 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.

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431

Team Hewins

20200 W Dixie Hwy, Suite 1009
Miami, FL 33180
(305) 987-4809
CONNECT WITH Philip
  • linkedin link

John D. Tabor

CFP®

VP Wealth Management

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

760 Riverside Ave.
Jacksonville, FL 32204

VyStar Credit Union

VyStar Tower
Jacksonville, FL 32202
(800) 445-6289 x2495