Financial Planners in Winter Springs, Florida

Helen Von Dolteren-Fournier

CFP^®, JD

5.23 Miles

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

Financial Advisor serving Winter Springs, Florida and the surrounding communities.

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792

(407) 539-3939

Anthony J. Rossetti

CFP^®

7.58 Miles

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

Fee Only Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Heritage Advisors Group, Inc.

166 Lookout Place, Suite 100
Maitland, FL 32751

(407) 702-6655

James B. Dorman, Jr.

CFP^®

5.91 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Dorman Financial Management PA

557 N Wymore Rd., Suite 201
Maitland, FL 32751

(407) 774-6815

Donald C. Nestor

CFP^®

7.14 Miles

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

Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Delta Advisory Services,Inc

102 W Sweetwater Creek Drive
Longwood, FL 32779

(407) 331-9213 x303

Larry Breen

CFP^® CLU ChFC MPAS

Founder 6.6 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746

(888) 633-3237

+1 More Number

(407) 712-6780

CONNECT WITH Larry

Kirk Barr Young

CFP^®, ChFC, CLU

Managing Member 6.94 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

BARR Financial Services, LLC

2160 N Park Ave
Winter Park, FL 32789

(407) 622-0018

Evan M. Shear

CFP^®

CERTIFIED FINANCIAL PLANNER™ 6.62 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746

(877) 953-PLAN

+1 More Number

(407) 215-7575

CONNECT WITH Evan

Denise Kovach

CFP^®, AIF^®, NSSA^®

5.02 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

1111 Douglas Ave
Altamonte Springs, FL 32714-2033

(800) 393-9900

+1 More Number

(407) 869-9800

Christopher B. Haysley

CFP^®

President & CCO 5.15 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Haysley Financial Services, Inc

255 Primera Blvd, Ste 160
Lake Mary, FL 32746-2168

(407) 982-7000

Beth A. Fleming-Brown

CFP^® CLU CRPC

Advisor 7.35 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Osaic Wealth

P. O. Box 806
Windermere, FL 34786

Dennis R. Nolte

CFP^®

VP 7.7 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Seacoast Investment Services

1050 Arrington Circle
Oviedo, FL 32789

(407) 506-2173

Harry Stadelmayer

CFP^®

5.02 Miles

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

Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714

(407) 869-9800

David J. Blount

CFP^®

6.01 Miles

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

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765

(407) 719-0940

CONNECT WITH David

John M. West, III

MBA, CFP^®

Advisor / COO / CCO 7.51 Miles

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

Fee Only Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789

(407) 478-7899

CONNECT WITH John

Marisa Bradbury

CFP^®, CFA

Senior Portfolio Manager 5.15 Miles

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

Fee Only Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746

(586) 242-9706

Dennis E. Gagnon

CFP^®

9.22 Miles

Specialties:

Commission and Fee Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Non-Traditional Wealth Management, LLC

4767 New Broad Street
Orlando, FL 32814

(407) 514-2671

Frank Aguilera

CFA, CFP^®, ChSNC

Senior Wealth Advisor 7.47 Miles

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

Fee Only Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Aviance Capital Partners

480 N Orlando Avenue, Suite 236
Winter Park, FL 32789

CONNECT WITH Frank

Chris Toadvine

MS, CFP^®

Financial Planner 5.02 Miles

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

Fee Only Financial Advisor serving Winter Springs, Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714

(407) 869-9800

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, JD

AEGIS Financial Advisors, Inc.

CFP®

Heritage Advisors Group, Inc.

CFP®

Dorman Financial Management PA

CFP®

Delta Advisory Services,Inc

CFP® CLU ChFC MPAS

Breen Financial Management, Inc.

CONNECT WITH Larry

CFP®, ChFC, CLU

BARR Financial Services, LLC

CFP®

CrossleyShear/Raymond James Financial Services

CONNECT WITH Evan

CFP®, AIF®, NSSA®

CFP®

Haysley Financial Services, Inc

CFP® CLU CRPC

Osaic Wealth

CFP®

Seacoast Investment Services

CFP®

Certified Financial Group

CFP®

Investment & Insurance Planning Services, LLC

CONNECT WITH David

MBA, CFP®

Spraker West Wealth Management, Inc.

CONNECT WITH John

CFP®, CFA

Sigma Investment Counselors

CFP®

Non-Traditional Wealth Management, LLC

CFA, CFP®, ChSNC

Aviance Capital Partners

CONNECT WITH Frank

MS, CFP®

Certified Financial Group

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CFP^®, JD

CFP^®

CFP^®

CFP^®

CFP^® CLU ChFC MPAS

CFP^®, ChFC, CLU

CFP^®

CFP^®, AIF^®, NSSA^®

CFP^®

CFP^® CLU CRPC

CFP^®

CFP^®

CFP^®

MBA, CFP^®

CFP^®, CFA

CFP^®

CFA, CFP^®, ChSNC

MS, CFP^®