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Curtis S. Francisco

CFP®, AIF®

Founder and CEO

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

Financial Advisor serving Florida and the surrounding communities.

Asset Advisory Services, Inc.

2141 Alternate A1A S, Ste 310
Jupiter, FL 33477
(888) 747-9550
(561) 747-9550

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
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Stephen J. Csenge

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Provise Management Group, LLC

14111 Kensington Oak Pl
Largo, FL 33774-2031
(727) 735-5003

Thomas Seay Kluttz, III

CFP®

Senior Portfolio Manager

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Huntington Private Bank

8889 Pelican Bay Blvd, Suite 100
Naples, FL 34108
(239) 260-6057

Chris Toadvine

MS, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

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

Russell K. Achzet

CFP®

CEO

Specialties:

Financial Advisor serving Florida and the surrounding communities.

22341 Kenwood Isle Dr
Bonita Springs, FL 34135
(239) 207-4924

Mark Brown

CFP®

President

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

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

M Brown Financial Advisors

23161 Fashion Drive, #304
Estero, FL 33928

M Brown Financial Advisors

2728 Forgue Drive Suite 100
Naperville, IL 60564
(877) 367-8600
CONNECT WITH Mark
  • facebook link
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Daniel Teplitz

CFP®, CLU, ChFC

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

Financial Advisor serving Florida and the surrounding communities.

Daniel Teplitz & Associates Financial Advisors LLC

10473 Copper Lake Way
Boynton Beach, FL 33437

Daniel Teplitz & Associates Financial Advisors LLC

3 Jocama Blvd
Old Bridge, NJ 08857
(561) 752-0743

Louis Barajas

CFP®, MBA, EA

President & Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MGO Private Wealth, LLC

55 SW 9th St., #1408
Miami, FL 33130

MGO Private Wealth, LLC

16815 Von Karman Ave Ste 190
Irvine, CA 92606

MGO Private Wealth, LLC

279 Downs Rd
Tustin, CA 92782
(714) 376-7865

James W. Carr, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 730-3863

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) 288-9707

Edward P. Schmitzer

CFP®, CPA/PFS

Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River Capital Advisors, L.C.

5011 Gate Pkwy, Bldg 100 Ste 300
Jacksonville, FL 32256-0562
(904) 396-5831

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

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.

Investment Advisory Professionals, LLC

400 S Dixie Hwy, Ste 322
Boca Raton, FL 33432
(561) 391-4477

Patricia L. Currey

CFP®, CEBS

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Currey Financial Consulting, LLC

1555 NE Ocean Blvd N-308
Stuart, FL 34996
(410) 956-0655

Claudia L. Sachs

CFP®, CTP, CFSA

Financial Planner

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

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

Securities America

1836 Hermitage Blvd, Suite 100
Tallahassee, FL 32308
8502128509
CONNECT WITH Claudia
  • facebook link
  • linkedin link

Stephen C. Schramm

CFP®

Principal

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors LLC

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110 x 1608

Roxanne L. Alexander

CFP®

Specialties: Comprehensive Financial Planning

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

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

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
  • linkedin link

Hubert A. Ross

CFP®, CPWA®, ChFC®

Wealth Advisor

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

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

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541
(850) 502-2440

Cathy Pareto

CFP®, MBA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Cathy Pareto and Associates, Inc.

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Matthew I. Botkin

CFP®, CPA/PFS, J.D.

CEO/President

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

Financial Advisor serving Florida and the surrounding communities.

Building Financial Solutions

7455 NW 108 Ave
Parkland, FL 33076
9547710100
CONNECT WITH Matthew
  • linkedin link

Jorge Padilla

CFP®

Senior Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
  • twitter link
  • linkedin link

Harry Stadelmayer

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Conrad Santiago

CFP®, MSFS

Senior Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

719 Peachtree Rd, Ste 100
Orlando, FL 32804
(407) 206-7477

Chris D. Dale

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Life After Grief Financial Planning

Virtual
Orlando, FL
(407) 917-1913
CONNECT WITH Chris
  • twitter link
  • linkedin link

Brian Fricke

CFP®

SVP-Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

1700 Town Plaza Ct
Winter Springs, FL 32708

Wealth Enhancement Group

Wealth Enhancement Group
Winter Springs, FL 32708
(407) 647-7006

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