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Brad Brescia

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

300 South Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228 ext. 126
CONNECT WITH Brad
  • linkedin link

Edzai Chimedza

CFP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...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 Edzai
  • linkedin link

Matthew Ferrell

CFP®

Founder

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MADE Financial Design

3150 Gianna Way
Land O Lakes, FL 34638
(656) 222-1252
CONNECT WITH Matthew
  • facebook link
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  • youtube link

Tim Stewart

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

217 Fairpoint Dr
Gulf Breeze, FL 32561
(850) 682-2497

Caleb Sturgis

CFP®

Financial Advisor

Specialties:

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

Clarity Wealth

119 NW 137th Drive, Suite 30
Newberry, FL 32669
(904) 347-3886

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

Diahann W. Lassus

MBA, CFP®

Owner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Lassus Consulting LLC

227 40th Ave S
Jacksonville Beach, FL 32250
(908) 313-0530

Charles J. May

CFP®

Senior Vice President

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

Commission Financial Advisor serving Florida and the surrounding communities.

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
+ 1 More Address

UBS Financial Services Inc

396 Alhambra Circle
Coral Gables, FL 33134
(786) 281-0206

Michael H. Agnello

CFP®, MBA

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

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

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
  • facebook link
  • linkedin link

George Kiraly, Jr.

CFP®

Founder & Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

LodeStar Advisory Group, LLC

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108
(239) 325-5110
CONNECT WITH George
  • facebook link
  • twitter link
  • linkedin link

Jeffrey A. Kutchmire

CFP®

Financial Advisor

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

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

Cetera Investment Services

1715 N Westshore Blvd #260
Tampa, FL 33607
(813) 302-7952

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
  • linkedin link
  • 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 St, Ste 201
Plantation, FL 33317-2237
(800) 992-6520
+1 More Number
(954) 327-1511
CONNECT WITH Jim
  • facebook link
  • linkedin link
  • youtube link

Anthony N. Maneri

CFP®, ChFC, CLU

Certified Financial Planner

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

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

Ameriprise Financial Services, LLC

10055 Yamato Road- Suite 517, Suite 517
Boca Raton, FL 33498
(516) 629-9912

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

James B. Dorman, Jr.

CFP®

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

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

Dorman Financial Management PA

557 N Wymore Rd., Suite 201
Maitland, FL 32751
(407) 774-6815

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

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

Thomas W. Balcom

CFP®, CAIA, MBA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1650 Wealth Management, LLC

4400 N Federal Hwy
Lighthouse Point, FL 33064-6507
(954) 903-0009

Susan L. Hartman, Esq.

JD, CPWA®, CFP®

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Financial Advisor serving Florida and the surrounding communities.

Raymond James Financial Services, Inc.

420 Osceola Avenue
Jacksonville Beach, FL 32250
(904) 246-7484
CONNECT WITH Susan
  • linkedin link

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

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) 723-1333

Scott R. Schatzle

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Mutual Trust Advisory Group

23190 Fashion Drive
Estero, FL 33928
(239) 898-1534

Randall Woolley

CFP®, APMA®, CRPC

Private Wealth 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.

Ameriprise Financial Services, LLC

241 NE 4th St, Suite B
Delray Beach, FL 33444
844.978.8850
CONNECT WITH Randall
  • facebook link
  • twitter link
  • linkedin link

Alex E. Petrone

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Estate Planning, Life...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

CohnReznick LLP

2401 NW Boca Raton Blvd.
Boca Raton, FL 33431
(561) 953-1506

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 1500
Fort Lauderdale, FL 33301
(954) 390-6191

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

Brian D. Haehl

CFP®, ChFC,

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.

Seven Sages Financial Strategies

15950 Grassland Ln, Unit 2624
Punta Gorda, FL 33982-5470
(812) 924-7677