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Michael J. Tringali

CPA/PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Michael J. Tringali, P.A.

3760 N. Palomino Terrace
Beverly Hills, FL 34465
(352) 527-3465

Laura L. Rehbein

CFP®, APMA®, CRPC®

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

Financial Advisor serving Florida and the surrounding communities.

Impavid Financial Advisors

13920 N Dale Mabry Hwy
Tampa, FL 33618
(813) 319-0011
CONNECT WITH Laura
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Adam D. Van Wie

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Adam
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Paul H. Auslander

CFP®

Director of Financial Planning

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

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

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756
(800) 633-3049
+1 More Number
(727) 441-9022

Pete Kelly

CFP®

Specialties:

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

Raymond James Financial Services

1113 SE 47th Terr Ste #3
Cape Coral, FL 33904
(239) 540-1454

Diana Yates

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

603 E Fort King St
Ocala, FL 34471-2235

Kevin J. Dunleavy

CFP®

Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Freedom Wealth Management

1030 Terrace Blvd
Orlando, FL 32803

Cathy A. Wagner

CFP®

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

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

Wagner Advisory Group

2662 W Lake Rd
Palm Harbor, FL 34684
(727) 789-3691
CONNECT WITH Cathy
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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

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

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133
+ 2 More Addresses

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

220 Alhambra Circle
Coral Gables, FL 33134
(305) 322-5072

John C. Beane, III

CFP®

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

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

Beane Atkinson Financial Services

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
+ 1 More Address

Beane Atkinson Financial Services

310 Dupont Street
Punta Gorda, FL 33950
(800) 433-5808
+1 More Number
(239) 434-5808

Michael H. Agnello

CFP®, MBA

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

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

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
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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
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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

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

Craig S. Lappen

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Twenty-First Century Financial Advisors Inc

5071 SE Burning Tree Cir
Stuart, FL 34997
(888) 646-2100
+1 More Number
(860) 646-2100

Steven H. Van Wie

CFP®, MBA

Consultant

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Steven
  • facebook link

John G. Sellers

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Sellers Financial Services, Inc

138 N Moon Ave, Suite B
Brandon, FL 33510
(800) 375-0211
+1 More Number
(813) 661-6602

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

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

Alex E. Petrone

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Estate Planning, Life...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

CohnReznick LLP

2401 NW Boca Raton Blvd.
Boca Raton, FL 33431
(561) 953-1506

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

5200 Blue Lagoon Drive, Suite 830
Miami, FL 33126
(305) 564-3794
CONNECT WITH Glenn
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Taylor M. Gang

CFP®, AIF®

Principal

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

Fee Only 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

Luana Mobley Corral

CFP®, CFS, CLTC, BFA

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

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

Associated Financial Consultants & Investor Services

2699 Stirling Rd, Ste A200
Fort Lauderdale, FL 33312
(800) 741-5602 x119
+1 More Number
(954) 302-6321

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

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

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

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
+1 More Number
(813) 968-8716

Geoffrey A. Frazier

CFP®, ChFC, CLU

President and CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Financial Private Client, LLC

2080 Ringling Boulevard, Second Floor
Sarasota, FL 34237
(941) 441-1624
CONNECT WITH Geoffrey
  • linkedin link