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Phillip Q. Couture

CFP®

President

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

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

Couture Financial, Inc.

1800 2nd St, Ste 881
Sarasota, FL 34236-5988
(800) 553-3385
(941) 366-3551

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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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

Arthur J. Canter

CPA/PFS, CFP®

President

Specialties: Attending College, Asset Allocation, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Boca Wealth Advisors, LLC

1515 S Federal Hwy, Ste 306
Boca Raton, FL 33432-7451
(561) 391-4477

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

6208 Whiskey Creek Dr
Fort Myers, FL 33919-8763
(239) 823-5490

Robert M. Crouch

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Crouch Investment Group. Inc.

15180 Alsask Cir
Pt Charlotte, FL 33981-3179
(720) 529-5799

Andrew E. Laino

CFP®, CLU, CLTC

Financial Planner

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.

Laino and Associates Financial Group

1605 Main Street, Suite 1004
Sarasota, FL 34236
(941) 954-8700

Christopher B. Haysley

CFP®

President & CCO

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

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

Haysley Financial Services, Inc

255 Primera Blvd, Ste 160
Lake Mary, FL 32746-2168
(407) 982-7000

William J. Walsh

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

William J. Walsh, CFP

5686 Mayflower Way, Unit 708
Ave Maria, FL 34142-5065
(239) 393-9165

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.

Retirement Consultant Services

12 SE 7th St, Ste 712
Fort Lauderdale, FL 33301-3474
(954) 306-6543

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

105 South Pineapple Avenue
Sarasota, FL 34236
(941) 260-9174

James R. Sands, Jr.

CFP®, CLU®

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

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

LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033

Marco Lima

CFP®

CEO

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.

MRA Advisory Group

6901 Professional Pky E, Ste 200
Sarasota, FL 34240
(844) 672-7623
(973) 928-8752
CONNECT WITH Marco
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Jorge Padilla

CFP®

Senior Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
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CATHERINE J. COOPER

CFP®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238
(847) 476-9501

Kasia A. Marczyk

CFP®, CRPC®, CDFA®

Independent Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Anchor Wealth Management Group LLC

120 S. Olive Ave suite 400
West Palm Beach, FL 33401
(561) 228-8688
CONNECT WITH Kasia
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David S. Carson

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114
(800) 446-6117
(386) 763-8225

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

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

Dayne L. Wendling

CFP®, MSFS

VP Investments

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

17681 Canal Cove Ct
Ft Myers Beach, FL 33931
(800) 987-4767
(419) 526-5226

Todd R. Sensing

CFA, CFP®,CEPA,ChSNC

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.

FamilyVest at Farther

4300 Legendary Blvd, Suite 226
Destin, FL 32541
(844) 628-3185
CONNECT WITH Todd
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Douglas B. Frawley

CFP®

Specialties:

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

Frawley Financial Services, PLLC

260 Glen Eagle Cir
Naples, FL 34104
(561) 571-1272

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

Daniel Mesa

CFP®

Managing Partner

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

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

BlackPoint Capital Partners

150 Alhambra Cir Fl 10
Coral Gables, FL 33134
(305) 905-0531
CONNECT WITH Daniel
  • linkedin link

Julie Rich

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

Devon Banning

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

Stephen L. Walker, II

CFP®, CEPA, SE-AWMA

Financial Advisor

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

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

Edward Jones

2750 NW 43rd St, Suite 102
Gainesville, FL 32606
(352) 731-2850
CONNECT WITH Stephen
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Bill Pauley

CFA, CFP®

Founder | Portfolio Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Southernmost Advisors

3706 N Roosevelt Blvd, Ste 208
Key West, FL 33040-4566
CONNECT WITH Bill
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Cathy A. Wagner

CFP®

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

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

Wagner Advisory Group

2662 W Lake Rd
Palm Harbor, FL 34684
(727) 789-3691
CONNECT WITH Cathy
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Scott Townsend

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

John G. Ullman & Associates

11109 Battery Park Place
Bradenton, FL 34211
(207) 542-0760
CONNECT WITH Scott
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