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Jodi B. Perez

CFP®, CEPA®

Partner IFS / Senior Financial Advisor, RJFS

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

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

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638
(888) 811-1817
+1 More Number
(813) 908-2701
CONNECT WITH Jodi
  • facebook link
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Paul Roldan

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Career Change, Asset Allocation,...More

Financial Advisor serving Florida and the surrounding communities.

AllGen Financial Advisors, Inc.

100 W Lucerne Cir, Ste 200
Orlando, FL 32801
(407) 210-3888
CONNECT WITH Paul
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Chad Chubb

CFP®, CSLP®

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.

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
(267) 590-9533
CONNECT WITH Chad
  • facebook link
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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

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

Anthony P. LoCascio

CFP®

President

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

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

Bishop Ortiz & LoCascio Assoc

301 Avenue K SE
Winter Haven, FL 33880
(863) 299-5651 x3

Kevin J. Dunleavy

CFP®

Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Freedom Wealth Management

1030 Terrace Blvd
Orlando, FL 32803

Josh Berdet

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

3625 Hendricks Avenue
Jacksonville, FL 32207
(904) 694-2673

Brittany Nicole Wright

CFP®, AAMS®, CLTC®

Financial Advisor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Pence Financial Group

2500 N Military Trl Ste 472
Boca Raton, FL 33431
(561) 680-2636

R. Nolan Lewis

CFP®

Vice President of Financial Planning

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1990 Main Street, 750
Sarasota, FL 34236
(267) 474-5478
CONNECT WITH R. Nolan
  • facebook link

Devon Banning

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

Stephen W. Clark

CFP®

Financial Planner

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

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

Prudential Advisors

800 NW 62nd Avenue, Suite 120
Miami, FL 33126
(305) 420-2625

Carolyn B. Howard

CFP®

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.

SeaCure Advisors LLC

9040 Town Center Parkway
Lakewood Ranch, FL 34202
(877) 328-4037
+1 More Number
(877) 328-4037

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
CONNECT WITH Robert
  • linkedin link

Anthony J. Benante, III

CFA, CFP®

Wealth Management Principal

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Baron Financial Group, LLC

1990 Main St, Ste 750
Sarasota, FL 34236-8000
(866) 333-6659

Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801-3378
(407) 869-6228
CONNECT WITH Charlie
  • facebook link
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James L. Erb, Jr.

CFP®, CLU, ChFC,CASL

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Florida and the surrounding communities.

James L. Erb & Associates

3717 West North B St
Tampa, FL 33609
(813) 426-1049

Larry Breen

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
+1 More Number
(407) 712-6780
CONNECT WITH Larry
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Kirk Barr Young

CFP®, ChFC, CLU

Managing Member

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

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

BARR Financial Services, LLC

2160 N Park Ave
Winter Park, FL 32789
(407) 622-0018

Philip J. Capell

CFP®

SVP

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

2255 Glades Road, Suite 324A
Boca Raton, FL 33431
(561) 680-6625

Kimberly A. Sterling

CFP®

President/ Shareholder

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

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

William J. Walsh

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

William J. Walsh, CFP

5686 Mayflower Way, Unit 708
Ave Maria, FL 34142-5065
(239) 393-9165

Brian J. Brescia

CPA, CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Trust Asset Management, LLC

11300 US Highway 1, Ste 600
Palm Beach Gardens, FL 33408
(561) 472-0191

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

Matthew D. Saneholtz

CFA, CFP®, EA

Senior 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.

Tobias Financial Advisors

1000 S Pine Island Rd, Suite 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Matthew
  • linkedin link

Jon W. Ulin

CFP®

Managing Principal, Wealth Management Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Ulin & Co. Wealth Management

301 Yamato, Ste 3150
Boca Raton, FL 33431
(561) 210-7887
CONNECT WITH Jon
  • facebook link
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  • youtube link

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

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
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M. Chris Redhead

CFP®

Executive Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Sequoia Financial Group

1408 N Westshore Blvd, Ste 804
Tampa, FL 33607
(813) 289-0551

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
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