Find a Financial Planner in
Within of
Within of

Christopher (Kip) G. Widing

CFP®

Senior Director

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Choreo

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(305) 813-1504

Jonathan D. Stone

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Equitable Advisors

10522 Laurel Estates Ln
Lake Worth, FL 33449-8639
(631) 462-6527

Yesenia Realejo

CFP®

Senior Wealth Advisor

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

Maxine Weiner

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

2121 N. Ocean Blvd., 1003E
Boca Raton, FL 33431
(212) 532-4610

Michael L. Ellis, Jr.

CFP®, CRPC®

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.

Madden Advisory Services

5200 Belfort Rd., Suite 410
Jacksonville, FL 32256
(904) 296-1127
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Set Carpintero

CFP®, EA

Senior Planner

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

Franklin G. Gay, IV

CFP®, EA

Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Franklin
  • linkedin link

Kenneth Tucker

CFP®, ChFC®

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.

Tusk Financial Planning

2032 N Cranbrook Ave
Saint Augustine, FL 32092-3012
(904) 604-9940
CONNECT WITH Kenneth
  • facebook link
  • linkedin link
  • youtube link

Joseph P. Walsh

CFP®, CFA, CTFA, CPW

CEO and Wealth Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Walsh & Associates

2350 Fruitville Rd, Ste 201
Sarasota, FL 34237

Walsh & Associates

444 E Hillcrest Dr Ste 230
Dekalb, IL 60115
(941) 952-1188

Walter F. Burns

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

8165 SE Double Tree Dr
Hobe Sound, FL 33455-8242
(800) 286-1358
(561) 624-3210

Phillip Q. Couture

CFP®

President

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

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

Couture Financial, Inc.

1800 2nd St, Ste 881
Sarasota, FL 34236-5988
(800) 553-3385
(941) 366-3551

Jay T. Hoffmeister

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Ameriprise Financial Services, LLC

2310 Manatee Ave W
Bradenton, FL 34205
(941) 755-6999

Daniel B. Moisand

CFP®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

6767 N Wickham Rd, Ste 500
Melbourne, FL 32940
(321) 253-5400
CONNECT WITH Daniel
  • facebook link
  • twitter 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

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

Charles R. Kalb

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financal Advisors

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 421-7526

Mary-Elizabeth W. Lehane

EA, CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mary Elizabeth W. Lehane

13909 Neviano Street
Venice, FL 34293
(941) 244-0573

Evan M. Shear

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746
(877) 953-PLAN
(407) 215-7575
CONNECT WITH Evan
  • facebook link
  • twitter link

Carl F. Nicolosi

CFP®

CFP(R)

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

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

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
(877) 768-7007
(239) 768-7007

Glenn J. Downing

CFP®

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.

CameronDowning

101 NW 8th St., Suite 200
Miami, FL 33136
(305) 564-3794
CONNECT WITH Glenn
  • facebook link
  • linkedin link
  • youtube link

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

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
(786) 394-2875

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

Stephen A. Kaplan

CFP®, CPA/PFS

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

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

Financial Planning Strategies, Inc.

8920 SW 104th St
Miami, FL 33176
(305) 273-0300

Tracy Burke

CFP®, ChFC

Partner and Investment Consultant

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

Financial Advisor serving Florida and the surrounding communities.

Conrad Siegel Investment Advisors, Inc.

999 Vanderbilt Beach Rd - Suite 200, Suite 200
Naples, Florida 34108
(239) 325-1866

Robert R. Dufresne

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Planned Financial Security

10203 Jim Edwards Rd
Haines City, FL 33844
(863) 588-7000

Ginger R. Snyder

CFP®

Senior Vice President - Investments

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

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

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

3810 Northdale Blvd, Ste 180
Tampa, FL 33624-1872
(877) 871-3472
(813) 968-8716

Keith E. Downey

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Stronghold Wealth Management

1005 W Cleveland Street
Tampa, FL 33606
(813) 775-7099

Steven Clark

CFP®, EA, RICP®

Fee-only Financial Planner and Managing Member

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.

Clark Financial Planning Services LLC

6574 N. State Rd. 7 #185
Coconut Creek, FL 33067
(954) 300-1199
CONNECT WITH Steven
  • linkedin link

Laura K. Chiesman

CFP®

Managing Director & Advisor

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Savant Wealth Management

1300 Hwy A1A
Satellite Beach, FL 32937
(321) 773-7773
CONNECT WITH Laura
  • facebook link
  • twitter link
  • linkedin link

Marisa Bradbury

CFP®, CFA

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746
(586) 242-9706