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Rebekah J. Fero

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

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

LPL Financial

18251 La Croix
Port Charlotte, FL 33948
(888) 625-5811
(941) 625-5811

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

22174 Bella Lago Dr, Ste 510
Boca Raton, FL 33433
(888) 55-WEALTH
(561) 929-1288

Nicholas Chlumsky

CFP®, CRPC®

First Vice President - Investment Officer

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

12140 Carissa Commerce Ct, Suite 100
Fort Myers, FL 33966
(239) 479-7979

John D. Tabor

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Buying...More

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

VyStar Credit Union

4420 Wabash Ave.
Jacksonville, FL 32210

VyStar Credit Union

760 Riverside Ave.
Jacksonville, FL 32204
(800) 445-6289 x2495
(904) 908-2495

Jodi B. Perez

CFP®

President, IFS / Financial Advisor, RJFS

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

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

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638
(888) 811-1817
(813) 908-2701
CONNECT WITH Jodi
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Kevin P. Sweeney

JD, CFP®

Wealth Manager, CCO, COO

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Modera Wealth Management

221 W. Main St., Suite A
Inverness, FL 34450
(352) 746-4460

Jorge A. Romero

CFP®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Carson Wealth Management

2520 Burnsed Blvd, Suite 25250
The Villages, FL 32163

Carson Wealth Management

620 N. Denning Dr.
Winter Park, FL 32789
(352) 385-7705
CONNECT WITH Jorge
  • facebook link
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John A. Piotrowski

CFP®, APMA®, CRPC®

Private Welath 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.

Ameriprise Financial

350 E Las Olas Blvd, Ste 1700
Fort Lauderdale, FL 33301
(954) 308-4905
CONNECT WITH John
  • facebook link
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Patrick Logue

CFP®

Owner/CCO

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 34142
(239) 230-0395
CONNECT WITH Patrick
  • facebook link
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David F. Jacoby

CFA, CPA, CFP®

Founder

Specialties: Comprehensive Financial Planning, Cross-border Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Remote Financial Planner

7750 Okeechobee Blvd, Suite 4-400
West Palm Beach, FL 33411
(202) 570-4146
CONNECT WITH David
  • facebook link
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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

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

Chana Aliza Borgman

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.

Wisdom Wealth Management

1815 Purdy Avenue
Miami Beach, FL 33139
(305) 677-2743

Timothy J. Videnka

CFA, CFP®

CIO & Principal

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Forza Wealth Management

7701 Holiday Dr, Sarasota
Sarasota, FL 34231
(941) 203-3748

Allen A. Osgood

CFP®, MBA

Chairman

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Freedom, LLC

6151 Lake Osprey Dr, Third Fl
Sarasota, FL 34240

Financial Freedom, LLC

8044 Montgomery Rd
Cincinnati, OH 45236

Financial Freedom, LLC

2632 wilkenson rd
Sarasota, FL 34231
(800) 503-9500

Robert G. Visnovsky

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Florida and the surrounding communities.

113 Deer Haven Dr
Ponte Vedra Beach, FL 32082

Heidi Colgate-Tamblyn

CFP®

Director of Financial Management Services

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Life Planning, Retirement

Financial Advisor serving Florida and the surrounding communities.

6367 Cocos Dr
Fort Myers, FL 33908

16451 Healthpark Commons Drive
Fort Myers, FL 33908

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

Mari B. Adam

MBA, CFP®, CRPC®

President

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

Financial Advisor serving Florida and the surrounding communities.

Adam Financial Associates, Inc.

2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
(561) 417-0001
CONNECT WITH Mari
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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

Stephen Ostrofsky

CFP®

Founder

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

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

True North Financial Advisors

4800 N. Federal Highway, Ste E-302
Boca Raton, FL 33431
(855) 377-7526
(561) 447-8500
CONNECT WITH Stephen
  • linkedin link

Leslie T. Trowbridge

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Family First Financial Planning

850 NW Federal Hwy
Stuart, FL 34994-1019
(772) 320-5511
CONNECT WITH Leslie
  • facebook link
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Michael A. Bell

CFP®

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

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

1331 E Lafayette St, Ste B
Tallahassee, FL 32301-4767
(850) 562-7526

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

Linda R. Collins

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

1740 E Venice Ave, Suite 4
Venice, FL 34292
(877) 412-1014
(941) 412-1014

James F. Reddington

CFP®

Financial Professional

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

Financial Advisor serving Florida and the surrounding communities.

AXA Advisors

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

Ana N. Fernandez

CFP®

VP, Financial Planning

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Allgen Financial Advisors

100 W Lucerne Circle, Suite 200
Orlando, FL 32801
888-6ALLGEN
(407) 210-3888 x504
CONNECT WITH Ana
  • linkedin link
  • youtube link

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
(239) 405-6712

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

Taylor M. Gang

CFP®, AIF®

Principal

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

Fee Only 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