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300 Financial Planners in Florida
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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

Brian Hughes

CFP®, CFA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River City Wealth Management

10175 Fortune Parkway, Unit 603
Jacksonville, FL 32256
(904) 374-9098
CONNECT WITH Brian
  • facebook link
  • linkedin link

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
  • facebook link
  • twitter link
  • linkedin link

Susan K. Bradley

CFP®, CeFT®

Founder

Specialties: Getting Divorced, Life Planning, Sudden Wealth, Women's Finances

Financial Advisor serving Florida and the surrounding communities.

Sudden Money Institute

10 Huntly Circle
Palm Beach Gardens, FL 33418
(888) 838-9446
+1 More Number
(561) 776-6209

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

Kerri A. Goldsmith

CFP®, CRPS®, AIF®

Financial Advisor

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

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

HBKS Wealth Advisors

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
(866) 479-5522
+1 More Number
(239) 433-7533
CONNECT WITH Kerri
  • twitter link
  • linkedin link

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

Brandon R. Opre

CFP®

President

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.

TrustTree Financial

110 SE 6th St, #1700
Fort Lauderdale, FL 33301
(754) 703-6773
CONNECT WITH Brandon
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

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

W. Michael Lofley

CFP®, CPA/PFS

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd #101
Stuart, FL 34996
(772) 287-4110
CONNECT WITH W.
  • linkedin link

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

Scott E. Cadwell

CFP®

Managing Director, Partner & Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Carson Wealth

7958 Via Dellagio Way, Ste 300
Orlando, FL 32819-5419
+ 1 More Address

Carson Wealth

941 W Morse Blvd
Winter Park, FL 32789-3781
(407) 813-2550
CONNECT WITH Scott
  • facebook link
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Robert G. Visnovsky

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Florida and the surrounding communities.

113 Deer Haven Dr
Ponte Vedra Beach, FL 32082

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

PO Box 368
Marco Island, FL 34146
+ 1 More Address

UBS Financial Services Inc

396 Alhambra Circle
Coral Gables, FL 33134
(786) 281-0206

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

Matthew A. McGrath

CFP®

Managing Partner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

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

Stephen Ostrofsky

CFP®

Founder

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

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

True North Financial Advisors

1301 North Congress Avenue, Suite 430
Boynton Beach, FL 33426
(855) 377-7526
+1 More Number
(561) 447-8500
CONNECT WITH Stephen
  • linkedin 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

Robert R. Liggero

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Prescriptions

389 12th St
Atlantic Beach, FL 32233
(904) 372-0067

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

Greg M. Hurley

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Hurley Wealth Management Grp

301 N Tubb St. Suite 103
Oakland, FL 34760
(855) 483-9044

Deborah F. Wiggin

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Wiggin Financial Planning, PA

101 NE 3rd Avenue, Ste 1500
Fort Lauderdale, FL 33301
(954) 390-6191

James A. Stokes

CFP®

President

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

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

Stokes Wealth

3117 Edgewater Drive
Orlando, FL 32804
(877) 843-4200
+1 More Number
(407) 843-4200
CONNECT WITH James
  • linkedin link

Joseph H. Littky

CFP®, CDFA™

President

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Blue Line Capital Advisors

4145 Faraday Way
Palm Beach Gardens, FL 33418-6059
(561) 385-4131

Chris D. Dale

CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Life After Grief Financial Planning

Virtual
Orlando, FL
(407) 917-1913
CONNECT WITH Chris
  • twitter link
  • linkedin link

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

Nicholas Chlumsky

CFP®, CRPC®

First Vice President - Investment Officer

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

12140 Carissa Commerce Ct, Suite 100
Fort Myers, FL 33966
(239) 479-7979

John D. Tabor

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Buying...More

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

VyStar Credit Union

VyStar Tower, 76 S Laura St
Jacksonville, FL 32202
+ 1 More Address

VyStar Credit Union

760 Riverside Ave.
Jacksonville, FL 32204
(800) 445-6289 x2495
+1 More Number
(904) 908-2495

Mace Barry Tamse

CFP®, JD, CIMA, CMFC

First Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise

5200 Town center Cir, Ste 600
Boca Raton, FL 33486
+ 1 More Address

Ameriprise

3450 S Ocean Blvd
Highland Beach, FL 33487
(561) 226-5826