Find a Financial Planner in
Within of
Within of

Charles G. Alkire

CFP®

President

Specialties: Estate Planning, Retirement, Long-term Care

Financial Advisor serving Florida and the surrounding communities.

PO Box 1330
Osprey, FL 34229
(941) 922-2852

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

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

Lemar Williams

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

801 International Pkwy, Ste 500
Lake Mary, FL 32746-4763
CONNECT WITH Lemar
  • linkedin link

Keith S. Stacy

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Raskin Global, Inc.

179 Waterside Dr
Hypoluxo, FL 33462-6169
CONNECT WITH Keith
  • linkedin link

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

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

Scott E. Cadwell

CFP®

Managing Director, Partner & Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Carson Wealth

7958 Via Dellagio Way, Ste 300
Orlando, FL 32819-5419

Carson Wealth

941 W Morse Blvd
Winter Park, FL 32789-3781
(407) 813-2550
CONNECT WITH Scott
  • facebook link
  • linkedin link

Anthony J. DeBellis

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

7462 Lawn Tennis Ln
Jacksonville, FL 32277
(904) 607-5990

Charles J. May

CFP®

First 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

UBS Financial Services Inc

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

Michael J. Searcy

CFP®, ChFC, AIFA®

Founding Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Searcy Financial Services, Inc.

4851 Tamiami Trail North, Suite 200
Naples, FL 34103
239.777.0018
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin 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

1333 South University Dr, Suite 200
Plantation, FL 33324
(800) 992-6520
(954) 327-1511
CONNECT WITH Jim
  • facebook link
  • linkedin link
  • youtube link

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

William C. Miller

CLU, ChFC, CFP®, AEP

Managing Partner

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

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors, LLC

1001 W Yamato Rd, Ste 306
Boca Raton, FL 33431-4403
(561) 613-0130

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, LLC

13500 Sutton Park Dr S, Ste 701
Jacksonville, FL 32224
(904) 821-0990

Laura H. Mattia

Ph.D., MBA, CFP®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Atlas Fiduciary Financial

1577 Fruitville Road
Sarasota, FL 34236
(941) 879-9290

Beth W. Dominguez

CFP®, CPWA®, CPA

Wealth Planning Consultant

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

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

Raymond James Financial Services, Inc.

880 Carillon Pkwy
Saint Petersburg, FL 33716
(727) 567-6353

Chad C. Shoultz

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Planning & Management

728 Kiwi Ct
Indialantic, FL 32903

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) 613-6990

Cary R. Kleinfield

CFP®

Sr. 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.

Kleinfield Wealth Group

9726 Commerce Center Ct., Suite 2
Fort Myers, FL 33908
(239) 322-5020

Michael Hoeflich

CFP®

Financial 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.

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
  • facebook link
  • linkedin link

Greg M. Hurley

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Hurley Wealth Management Grp

1907 Iron Horse Way
Oakland, FL 34787
(650) 445-9003

Beth A. Fleming-Brown

CFP® CLU CRPC

Advisor

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

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

Lincoln Financial Advisors

P. O. Box 806
Windermere, FL 34786
(407) 551-4306

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

Tiffany M. Beard

CFP®

Senior Vice President, 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.

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 600-5920
CONNECT WITH Tiffany
  • linkedin link

David J. Blount

CFP®

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.

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765
(407) 719-0940
CONNECT WITH David
  • 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

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

Robert M. Simon

MSFP, CFP®, AEP®

President

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
(904) 398-2075
CONNECT WITH Robert
  • linkedin link