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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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Mark S. Dutram

CFP®, CPWA®, AEP®

Wealth Advisor

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

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

Bayview Private Wealth

1234 Airport Rd, Ste 121
Destin, FL 32541-2925
18509900618
CONNECT WITH Mark
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Charles John NeSmith

CFP®

Portfolio Analyst

Specialties:

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 Charles
  • linkedin link

Chad Leatherwood

CFP®

Wealth 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.

Summit Wealth Partners LLC

15050 Elderberry Lane, Suite 6-1
Fort Myers, FL 33907
12393629077

Ivan M. Mendoza

CFP®, CFA, CLU, ChFC

Managing Principal

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mendoza Private Wealth

8333 NW 53rd St, Ste 450
Miami, FL 33166-4837
(305) 503-5133

Cody Cervellera

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

13848 Tilden Rd Ste 160
Winter Garden, FL 34787-5333
(407) 395-9079
CONNECT WITH Cody
  • facebook link
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Julie Rich

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

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

C Garrett Moore

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

12343 Whisper Lake Dr
Bradenton, FL 34211-4089
(941) 544-2269

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

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
+ 1 More Address

Walsh & Associates

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

Mark Brown

CFP®

President

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

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

M Brown Financial Advisors

23161 Fashion Drive, #304
Estero, FL 33928
+ 1 More Address

M Brown Financial Advisors

2728 Forgue Drive Suite 100
Naperville, IL 60564
(877) 367-8600
CONNECT WITH Mark
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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

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
+1 More Number
(941) 366-3551

George Kiraly, Jr.

CFP®

Founder & Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

LodeStar Advisory Group, LLC

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108
(239) 325-5110
CONNECT WITH George
  • facebook link
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  • linkedin link

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
  • facebook link
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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

Richard E. Krichbaum

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.

Marquis Wealth Management Group

6208 Whiskey Creek Dr
Fort Myers, FL 33919-8763
(239) 823-5490

Marcus A. Wooten

CFP®, CLU®, ChFC®

Financial Planner / Member

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting...More

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

Keyes, Stange & Wooten Wealth Management, LLC

1825 Business Park Blvd., Ste E
Daytona Beach, FL 32114
(386) 253-1980

Jonathan L. Gassman

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

5154 Lake Catalina Drive, Apt C
Boca Raton, FL 33496-2445
(212) 221-7067

James F. Reddington

CFP®

Financial Advisor

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

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

Equitable Advisors, LLC

9530 Marketplace Rd, Suite 101
Ft Myers, FL 33912
(239) 560-4618

Ana N. Fernandez

CFP®

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.

AllGen Financial Advisors

100 W Lucerne Cir, Ste 200
Orlando, FL 32801-3718
888-6ALLGEN
+1 More Number
(407) 210-3888
CONNECT WITH Ana
  • linkedin link
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Marianela Collado

CPA/PFS, CFP®, CDS®

CEO & Senior 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

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

William R. Neubauer

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Comprehensive Money Management Services LLC

535 Vilabella Ave
Coral Gables, FL 33146
(305) 662-7757
CONNECT WITH William
  • facebook link
  • linkedin link

Derrick Chandler

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801
(877) 869-6228 x105
+1 More Number
(407) 869-6228

Susan L. Hartman, Esq.

JD, CPWA®, CFP®

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Financial Advisor serving Florida and the surrounding communities.

Raymond James Financial Services, Inc.

420 Osceola Avenue
Jacksonville Beach, FL 32250
(904) 246-7484
CONNECT WITH Susan
  • linkedin link

Preston A. Sizemore

CFP®

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.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
+1 More Number
(561) 776-6494

Cathy Pareto

MBA, CFP®, CPWA®

CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azzendo Wealth Advisors

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
  • facebook link
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  • youtube link

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

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134
+ 1 More Address

UBS Financial Services Inc

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

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

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