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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

Mace Barry Tamse

CFP®, JD, CIMA, CMFC

First Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise

5200 Town center Cir, Ste 600
Boca Raton, FL 33486

Ameriprise

3450 S Ocean Blvd
Highland Beach, FL 33487
(561) 226-5826

William R. Tomes, Jr.

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Total Wealth Planning & Management, Inc

822 A1A North, Suite 310
Ponte Vedra Beach, FL 32082
(866) 568-0003

George Stefanou

CFP® , AAMS® , CRPS®

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.

Edward Jones

45 W Crystal Lake St, Ste 199
Orlando, FL 32806-4462
(407) 249-8307

Rachael Grattan

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins

2255 Glades Road, Suite 226A
Boca Raton, FL 33431
(561) 948-5745

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

Patrick Logue

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Prudent Financial Planning

3510 Kraft Road, Suite 200
Naples, FL 34105
(239) 230-0395
CONNECT WITH Patrick
  • facebook link
  • linkedin link

Christopher G. Widing

CFP®

Senior Wealth Manager

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

BDO Wealth Advisors

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(954) 626-2949

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

Elaine Edwards

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Forte Insurance PA

9100 S Dadeland Blvd, Ste 1500
Miami, FL 33156-7816
(305) 235-8115

John M. Kozak

CFP®

Senior Vice President

Specialties: Banking, Asset Allocation, Estate Planning, Real Estate

Financial Advisor serving Florida and the surrounding communities.

FineMark National Bank & Trust

4620 Colony Villas Drive, Unit 1102
Bonita Springs, FL 34134

FineMark National Bank & Trust

4620 Colony Villas Drive
Bonita Springs, FL 34134

Donald L. Haisman

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.

Haisman Wealth Management, Inc.

6830 Porto Fino Cir, #1, Ste 1
Fort Myers, FL 33912
(800) 724-1288
(239) 939-3235

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

Joseph L. Yard

CFP®

Owner

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

Financial Advisor serving Florida and the surrounding communities.

Integrity Financial Group, Inc.

27581 Hacienda e blvd, #328A
Bonit Springs, FL 34135
(612) 720-6691

John D. Fromularo

CFP®

First Vice President-Investments

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change,...More

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

125 E. Intendencia Street, Ste 200
Pensacola, FL 32502
(866) 715-4793
(850) 439-4052

Randall R. Harrison

CFP®

Specialties: Employee Benefits, Insurance, Retirement

Financial Advisor serving Florida and the surrounding communities.

801 Oak St
Orlando, FL 32804
(407) 843-6100

Jerrold E. Slutzky

J.D., CFP®

President, Tampa Bay Wealth Advisory Services

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

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

Tampa Bay Wealth Advisory Services

853 Main Street, Suite A
Safety Harbor, FL 34695

Tampa Bay Wealth Advisory Services

529 Harbor Grove Circle
Safety Harbor, FL 34695
(888) 880-6401
(813) 909-4400

John D. Downey

CFP®, CRPC®

First Vice President

Specialties: Budget & Debt Management, Attending College, Banking, Annuities, Asset Allocation, Estate...More

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

SunTrust Investment Services, Inc.

3780 Roscommon Drive
Ormond Beach, FL 32174
(386) 481-9669

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

Emmett W. Mankin, IV

CFP®

Vice 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.

Della Porta Financial Advisors

7807 Baymeadows Road East, Suite 301
Jacksonville, FL 32256
(904) 646-0310

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

Beth W. Dominguez

CFP®, CPWA®, CPA

Wealth Planning Consultant

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

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

Raymond James Financial Services, Inc.

880 Carillon Pkwy
Saint Petersburg, FL 33716
(727) 567-6353

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

701 San Marco Blvd, First Floor
Jacksonville, FL 32207
(904) 313-4553

Dev Goswami

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home,...More

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

Ohio National

14420 Serenoa Dr
Jacksonville, FL 32258
(904) 476-0088
CONNECT WITH Dev
  • linkedin link

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

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
  • linkedin link

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

Deborah F. Wiggin

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Wiggin Financial Planning, PA

101 NE 3rd Avenue, Ste 1537
Fort Lauderdale, FL 33301
(954) 390-6191

Jennifer L. Power

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors LLC

1001 W Yamato Road, Suite 306
Boca Raton, FL 33431
(561) 613-0130

Preston A. Sizemore

CFP®

Vice 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.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
(561) 776-6494