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Soren T. Christensen

CFP®, CIMA®, ChFC®

Founder & Chief Planning Officer

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

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

Advanced Wealth Advisors

1415 PANTHER LN
Naples, FL 34109-7874
(239) 455-1100

Brad Brescia

CFP®

Financial 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.

Moisand Fitzgerald Tamayo, LLC

300 South Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228 ext. 126
CONNECT WITH Brad
  • linkedin link

Christopher (Kip) G. Widing

CFP®

Senior Director

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Choreo

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(305) 813-1504

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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  • youtube link

Robert W. Schlitt, Jr.

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

Sean Guldi

CFP®

Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

B&C Financial Advisors

110 Professional Dr., Ste 101
Ponte Vedra Beach, FL 32082
(800) 893-2324
(904) 273-9850
CONNECT WITH Sean
  • twitter link
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Aaron Aaron Simpson

CFP®,CLU®,ChFC®,RICP

Senior Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

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

Jordan D. Ellerbe

CFP®

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

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

The Bulfinch Group

1 Alhambra Plaza, Floor PH
Miami, FL 33134
(702) 327-3343
CONNECT WITH Jordan
  • facebook link
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Anthony J. DeBellis

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

7462 Lawn Tennis Ln
Jacksonville, FL 32277
(904) 607-5990

Philip Herzberg

CFP®, CDFA,CTFA, AEP

Lead Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431

Team Hewins

20200 W Dixie Hwy
Miami, FL 33180
(305) 987-4809
CONNECT WITH Philip
  • linkedin link

Alonso Rodriguez Segarra

CFP®

CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Advise Financial LLC

6503 N Military Trl, Apt 3907
Boca Raton, FL 33496-2618

Advise Financial LLC

6503 N Military Trail
Boca Raton, FL 33496
(561) 454-8284
CONNECT WITH Alonso
  • facebook link
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  • youtube link

Vijay K. Khetarpal

CFP®, CLU, ChFC, AIF

President & CEO

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.

Integrity Financial Group, LLC

10495 Stonebridge Blvd
Boca Raton, FL 33498-6419

Integrity Financial Group, LLC

9610 Beman Woods Way
Potomac, MD 20854
(888) 922-9454

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

Anthony J. Leopizzi

CFP®,CLU,ChFC,CIMA

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

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

Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise

12330 Tamiami Trl E., Suite 101
Naples, FL 34113
(844) 997-7526
(914) 997-7526

John J. Spillane

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

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

Cornerstone Financial Group

Cornerstone Fin Group, 9118 Prima Way, #201
Naples, FL 34113
(617) 899-9212

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

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

Lynne M. Laughna

CFP®, MBA

Financial 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.

Laughna Financial Planning, LLC

Virtual
Satellite Beach, FL 32937-3914
(321) 757-4646
CONNECT WITH Lynne
  • linkedin link

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

Ira S. Materetsky

CFP®

Pres.

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

Financial Advisor serving Florida and the surrounding communities.

Materetsky Financial Group, Inc.

2240 W Woolbright Rd, Ste 354
Boynton Beach, FL 33426-6395
(561) 735-9227

Ryan H. Furtwangler

CFP®

Principal/Senior 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

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
(772) 287-4110

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
(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

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

2255 Glades Road, Suite 324A
Boca Raton, FL 33431
(888) 55-WEALTH
(561) 208-5600
CONNECT WITH Harvey
  • facebook link
  • twitter link
  • linkedin link

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

Brian Fricke

CFP®

SVP-Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

1700 Town Plaza Ct
Winter Springs, FL 32708

Wealth Enhancement Group

Wealth Enhancement Group
Winter Springs, FL 32708
(407) 647-7006

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

William R. Tomes, Jr.

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Total Wealth Planning & Management, Inc

PO Box 859
Ponte Vedra Beach, FL 32004
(866) 568-0003

Laura K. Chiesman

CFP®

Managing Director & Advisor

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Savant Wealth Management

1300 Hwy A1A
Satellite Beach, FL 32937
(321) 773-7773
CONNECT WITH Laura
  • facebook link
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  • linkedin link