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John M. West, III

MBA, CFP®

Advisor / COO / CCO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Spraker Wealth Management

543 North Wymore Rd, Ste 104
Maitland, FL 32751
(407) 478-7899

Susan S. Weinblatt

CFP®, MBA

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

Financial Advisor serving Florida and the surrounding communities.

Evershore Financial Group

7284 W Palmetto Park Road, Suite 106
Boca Raton, FL 33433
(561) 910-2508

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
(813) 770-9864

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

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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Chad Leatherwood

CFP®

Wealth Advisor

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

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

Summit Wealth Partners LLC

15050 Elderberry Lane, Suite 6-1
Fort Myers, FL 33907
12393629077

Chris Toadvine

MS, CFP®

Financial Planner

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

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

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Anthony J. DeBellis

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

7462 Lawn Tennis Ln
Jacksonville, FL 32277
(904) 607-5990

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

Charles M. Johnson

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Resolute Financial, LLC

1848 Bobcat Trl
North Port, FL 34288-8609

Resolute Financial, LLC

102 State St Suite E
Newburyport, MA 01950
(978) 270-3312

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

Angela Wetzig

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

1990 Main St, Ste 750
Sarasota, FL 34236-8000

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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Walter F. Burns

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

1208 US Highway 1, Ste A
North Palm Beach, FL 33408
(800) 286-1358
(561) 624-3210

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

7748 Wind Key Drive
Boca Raton, FL 33434
(301) 529-4688

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

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

Stephen C. Schramm

CFP®

Principal

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors LLC

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110 x 1608

Lisa A. Puttick

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

13500 Sutton Park Dr S, Ste 701
Jacksonville, FL 32224
(904) 821-0990

Craig S. Lappen

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Twenty-First Century Financial Advisors Inc

5071 SE Burning Tree Cir
Stuart, FL 34997
(888) 646-2100
(860) 646-2100

James F. Reddington

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Equitable Advisors, LLC

9530 Marketplace Rd, Suite 101
Ft Myers, FL 33912
(239) 560-4618

Debra Berman Freedman

CFP®, CPA/PFS, CDFA™

Principal

Specialties: Comprehensive Financial Planning, Career Change, Getting Divorced, Job Loss, Life Planning...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Debra B. Freedman

8701 SW 79 Place
Miami, FL 33143
(305) 271-6850

Dave Brooks

MS,CFP®,ChFC®,CLU®

District Advisor

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.

First Command Financial Planning

1120 N Eglin Pkwy
Shalimar, FL 32579
(850) 613-6990

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

9480 Corkscrew Palms Cir, Ste #3
Estero, FL 33928
(239) 898-1534

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, FL 32256
(904) 374-9098
CONNECT WITH Michelle
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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

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

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Feldman Wealth Advisory, LLC

783 South Orange Ave, Suite 230
Sarasota, FL 34236
(941) 260-9174

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

Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC.

28100 US HWY 19 N, Suite 400
Clearwater, FL 33761
(704) 916-6920
CONNECT WITH Rebecca
  • linkedin link

James B. Ferguson

CFP®, CLU, ChFC

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

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

J Ferguson Financial, Inc.

1550 Midnight Pass Way
Clearwater, FL 33765
(727) 385-4177