Find a Financial Planner in
Within of
Within of

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

Daniel Friedlander

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

United Planners Financial Services

3236 Peninsula Cir
Melbourne, FL 32940
(321) 426-4049

Lane M. Jones

CFP® , CFA

Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

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

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

Iris J. Roth

CFP®, CHFC, AEP

Principal

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

Financial Advisor serving Florida and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

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

Bob Rall

CFP®

President

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.

Rall Capital Management, Inc.

573 Barnes Blvd, Suite 103
Rockledge, FL 32955
(321) 452-1251
CONNECT WITH Bob
  • facebook link
  • twitter link
  • linkedin link

Johanna M. Lobdell

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Fusco Financial Services

2402 NE 8th Ave
Wilton Manors, FL 33305
(954) 524-0900

Karin A. Grablin

MBA, CPA, CFP®

Managing Partner, Wealth Advisor

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

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

SRQ Wealth

One North Tuttle Avenue, Ste 1
Sarasota, FL 34237
(941) 556-9004
CONNECT WITH Karin
  • facebook link
  • linkedin link
  • youtube link

Lawrence A. Breen, III

CFP® CLU ChFC MPAS

Founder

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

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

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
(888) 633-3237
(407) 415-6275
CONNECT WITH Lawrence
  • facebook link
  • twitter link
  • linkedin link

Robert R. Liggero

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Prescriptions

389 12th St
Atlantic Beach, FL 32233
(904) 372-0067

Stephen J. Myler

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Myler Financial Planning

449 Shore Dr
Miramar Beach, FL 32550
(850) 865-1206

Gregory C. Collier, Sr.

CFP® AIF®

Investment Management Consultant - 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.

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757
CONNECT WITH Gregory
  • facebook link
  • linkedin link

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

Austin A. Frye

JD, MBA, CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Frye Financial Center

20900 W Dixie Hwy
Aventura, FL 33180
(305) 931-3200

Ana C. Harris, Esq.

CFP®

Founder and President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Cela Wealth Management

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

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
  • linkedin link

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
  • twitter link
  • linkedin link

William R. Tomes, Jr.

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Total Wealth Planning & Management, Inc

PO Box 859
Ponte Vedra Beach, FL 32004
(866) 568-0003

David Ryan

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

JD Bowen Financial Group

2020 Hwy A1A, Suite 104
Indian Harbour Beach, FL 32937
(321) 733-1662

Jean Pierre Eugene

CFP®

Financial 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.

Cetera Investors

1715 N Westshore Blvd, Suite 260
Tampa, FL 33607
(813) 302-7753
CONNECT WITH Jean Pierre
  • facebook link
  • linkedin link

Kevin Burkle

CFP®

Owner/Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225-4098
(904) 419-3784
CONNECT WITH Kevin
  • facebook link
  • linkedin link

Chad Leatherwood

CFP®

Wealth 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.

Summit Wealth Partners LLC

15050 Elderberry Lane, Suite 6-1
Fort Myers, FL 33907
12393629077

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

Alexis Hongamen

CFP®, CRPC®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Total Financial Planning, LLC

1120 Bella Vida Blvd
Orlando, FL 32828-6758
(407) 729-8516
CONNECT WITH Alexis
  • linkedin link

Susan Jones

JD, CFP®, CDFA®

Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sorelle Wealth Partners

1200 N. Federal Highway, Suite 300
Boca Raton, FL 33432
(561) 867-0987
CONNECT WITH Susan
  • linkedin link

William Michael Lofley

CFP®, CPA/PFS

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd #101
Stuart, FL 34996
(772) 287-4110
CONNECT WITH William
  • linkedin link

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

David M. Kover

CFP®

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

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

One Digital Investment Advisors

780 Fifth Ave. South, Suite 200
Naples, FL 34102
(888) 411-2590
(219) 477-3830

Robert M. Simon

MSFP, CFP®, AEP®

Partner, Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Waverly Advisors, LLC

Waverly Advisors LLC, 5210 Belfort Rd
Jacksonville, FL 32256-6034
(904) 398-2075
CONNECT WITH Robert
  • linkedin link