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Christopher (Kip) G. Widing

CFP®

Senior Director

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Choreo

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(305) 813-1504

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

Jose Diego Gonzalez

CFP®, CIMA®, CCFC

Partner | Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

CameronDowning Inc.

4610 SW 5th Ter
Coral Gables, FL 33134-1922
(305) 564-3794

Lawrence J. Weller

CFP®, ChFC(r)

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

Rafael Urena

LL.M, CFP®, CPWA®

VP - International Wealth Advisor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Raymond James

100 N Tampa St. Suite 2400
Tampa, FL 33602-5809
(813) 642-9705

Kyle J. Brady

CFP®

Investment Advisor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Ocean Pointe Financial Services Group

234 Canal Blvd, Unit 2
Ponte Vedra Beach, FL 32082
(904) 521-9201

Charles A. Kerwood, III

CFP®, ChFC®

Partner

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

Financial Advisor serving Florida and the surrounding communities.

Waller Financial Planning Group, Inc.

801 Laurel Oak Dr, Ste 710
Naples, FL 34108
(614) 457-7026

Jon Wax

CFP®

Chief Executive Officer

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

Financial Advisor serving Florida and the surrounding communities.

Waller & Wax Advisors Inc

3010 W Azeele St, Ste 120
Tampa, FL 33609
(813) 221-1956

David A. Frisch

CPA, PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard, Suite 200
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803

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

Alonso Rodriguez Segarra

CFP®

CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Advise Financial LLC

6503 N Military Trl, Apt 3907
Boca Raton, FL 33496-2618

Advise Financial LLC

6503 N Military Trail
Boca Raton, FL 33496
(561) 454-8284
CONNECT WITH Alonso
  • facebook link
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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

Brad Rosley

CFP®

President

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

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

Fortune Financial Group, Inc.

3617 Cedar Hammock Ct
Naples, FL 34112-3307
(630) 842-2355
CONNECT WITH Brad
  • facebook link
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  • youtube link

Jim Casey

CFP®

Branch Manager

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

LPL Financial

7501 NW 4th Street, Suite 201
Plantation, FL 33317-2237
(800) 992-6520
(954) 327-1511
CONNECT WITH Jim
  • facebook link
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  • youtube link

Matthew A. McGrath

CFP®

Managing Partner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

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

Ronald L. Myers

CFP®, CPA/PFS

Managing Member

Specialties: Comprehensive Financial Planning, Annuities, Investment Management, Estate Planning,...More

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

Myers Tax Services LLC

8211 West Broward Blvd, Suite 200
Plantation, FL 33324
(954) 800-5500

Michael Lynch

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Barnum Financial Group

15050 Elderberry Ln, Ste 4
Fort Myers, FL 33907-8504
(203) 513-6032

Carl F. Nicolosi

CFP®

CFP(R)

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

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

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
(877) 768-7007
(239) 768-7007

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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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

Jennifer G. King

CFP®

Senior Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies

10245 Centurion Pkwy N., Suite 106
Jacksonville, FL 32256
(904) 861-0093

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

Arlene R. Foreman

CLU®,ChFC®,CFP®,CTFA

owner

Specialties: Estate Planning, Insurance, Life Planning, Long-term Care, Nontraditional Households,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
(239) 826-4588

Michael C. Cummings

CFP®

Financial 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.

Cummings Wealth Management

759 SW Federal Highway STE 212
Stuart, FL 34994
(772) 222-0010
CONNECT WITH Michael
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Keith E. Downey

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Stronghold Wealth Management

1005 W Cleveland Street
Tampa, FL 33606
(813) 775-7099

Steven Clark

CFP®, EA, RICP®

Fee-only Financial Planner and Managing Member

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.

Clark Financial Planning Services LLC

6574 N. State Rd. 7 #185
Coconut Creek, FL 33067
(954) 300-1199
CONNECT WITH Steven
  • linkedin link

Daniel Landrau

CFP®

Complex Director

Specialties:

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

Ameriprise Financial Services, LLC

350 E Las Olas Blvd, Ste 1700
Fort Lauderdale, FL 33301-4217
(941) 650-3478

Ross H. Cutler

MBA, CFP®, CTFA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

King Tide Advisors

823 SE Osceola St
Stuart, FL 34994-3586
(772) 233-2052
CONNECT WITH Ross
  • facebook link
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  • linkedin link

Dennis E. Gagnon

CFP®

Specialties:

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

Non-Traditional Wealth Management, LLC

4767 New Broad Street
Orlando, FL 32814
(407) 514-2671