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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

Alan Hambourger

CFP®, CPA, PFS

Investment Advisor Representative

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

Financial Advisor serving Florida and the surrounding communities.

Forum Financial Management, LP

4723 S Atlantic Ave, 4723 S Atlantic Ave
Ponce Inlet, FL 32127
(847) 702-5838

Jay T. Hoffmeister

CFP®

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

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

Ameriprise Financial Services, LLC

2310 Manatee Ave W
Bradenton, FL 34205
(941) 755-6999

Anthony J. Leopizzi

CFP®,CLU,ChFC,CIMA

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

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

Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise

12330 Tamiami Trl E., Suite 101
Naples, FL 34113
(844) 997-7526
(914) 997-7526

Helen Von Dolteren-Fournier

CFP®, JD

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

Financial Advisor serving Florida and the surrounding communities.

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792
(407) 539-3939

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

Anthony J. Rossetti

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Heritage Advisors Group, Inc.

166 Lookout Place, Suite 100
Maitland, FL 32751
(407) 702-6655

Tracy D. Gillette

CFP®

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

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

1104 Nikki View Dr
Brandon, FL 33511
(813) 914-0440

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

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, LLC

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

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
  • facebook link
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Ernest E. Phillips, Jr.

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

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

Jon W. Ulin

CFP®

Managing Principal, Wealth Management Advisor

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

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

Ulin & Co. Wealth Management

301 Yamato, Ste 3150
Boca Raton, FL 33431
(561) 210-7887
CONNECT WITH Jon
  • facebook link
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  • linkedin link
  • youtube link

Dennis R. Nolte

CFP®

VP

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

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

Seacoast Investment Services

1050 Arrington Circle
Oviedo, FL 32789
(407) 506-2173

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
  • facebook link
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Joseph H. Littky

CFP®, CDFA™

President

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Blue Line Capital Advisors

2401 Pga Blvd, Ste 280
Palm Beach Gardens, FL 33410-3516
(561) 385-4131

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

2080 Ringling Boulevard, Second Floor
Sarasota, FL 34237
(941) 441-1624
CONNECT WITH Geoffrey
  • linkedin link

Laura L. Rehbein

CFP®, APMA®, CRPC®

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

Financial Advisor serving Florida and the surrounding communities.

Impavid Financial Advisors

13920 N Dale Mabry Hwy
Tampa, FL 33618
(813) 319-0011
CONNECT WITH Laura
  • facebook link
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Kevin M. Arquette

CFP®

Wealth Manager

Specialties: 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

WealthPoint Financial Planning

10220 US Highway 19, Ste A, 4th floor
Port Richey, FL 34668
(813) 255-2546

Charles John NeSmith

CFP®

Portfolio Analyst

Specialties:

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 Charles
  • linkedin link

Steven Trend

CFP®

Financial Planner

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

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

Prudential Financial

14270 Evelyn Drive
Palm Beach Garden, FL 33410
(914) 441-4978
CONNECT WITH Steven
  • facebook link
  • linkedin link

Ulrike Bittenbinder

CFP®

Owner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sapphire Wealth Consulting, Inc.

125 Sawbill Palm DR
Ponte Vedra Beach, FL 32082
(904) 728-2769

John F. Schatz

CFP®, AIF

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

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

Schatz Financial

2004 Goldenrod Ct
The Villages, FL 32162-3160
(352) 350-6167

Stacy J. Miller

CFP®

Founder & CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

BayView Financial Planning

3030 N Rocky Point Dr W, Ste 150
Tampa, FL 33607-7200
(813) 395-9501
CONNECT WITH Stacy
  • facebook link
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Yesenia Realejo

CFP®

Wealth Advisor

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

Christopher Brooks

CFP®

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

Lawrence J. Weller

CFP®, ChFC

President

Specialties:

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

ECF Wealth

6301 Collins Ave, Apt 3303
Miami Beach, FL 33141-4657
(786) 882-2157

Linda Lubitz Boone

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Meira (Formerly The Lubitz Financial Group)

121 Alhambra Plaza, Suite 1000
Coral Gables, FL 33134
(305) 670-4440
CONNECT WITH Linda
  • linkedin link

A. Scott White

CFP®, ChFC, CLU

Financial Planner

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

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

Scott White Advisors

1510 Royal Palm Sqr Blvd, Ste 103
Fort Myers, FL 33919
(239) 936-6300