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32 Financial Planners near Oakland, Florida
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Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor 15.46 Miles

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

Fee Only Financial Advisor serving Oakland, 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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Helen Von Dolteren-Fournier

CFP®, JD

19.26 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792
(407) 539-3939

Anthony J. Rossetti

CFP®

17.43 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Heritage Advisors Group, Inc.

166 Lookout Place, Suite 100
Maitland, FL 32751
(407) 702-6655

James B. Dorman, Jr.

CFP®

17.01 Miles

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

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

Dorman Financial Management PA

557 N Wymore Rd., Suite 201
Maitland, FL 32751
(407) 774-6815

John E. Pinkley

CFP®

15.5 Miles

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

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

Raymond James Financial

410 Hermitage Drive
Altamonte Springs, FL 32701
(800) 426-7449
+1 More Number
(407) 246-4973

Donald C. Nestor

CFP®

15.6 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

Delta Advisory Services,Inc

102 W Sweetwater Creek Drive
Longwood, FL 32779
(407) 331-9213 x303

Kirk Barr Young

CFP®, ChFC, CLU

Managing Member 16.81 Miles

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

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

BARR Financial Services, LLC

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

Ana N. Fernandez

CFP®

Financial Advisor 15.43 Miles

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

Commission and Fee Financial Advisor serving Oakland, 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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Gregory C. Collier, Sr.

CFP® AIF® CPFA®

Investment Management Consultant - RJFS 17.51 Miles

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

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

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757
(352) 385-0073
CONNECT WITH Gregory
  • facebook link
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Denise Kovach

CFP®, AIF®, NSSA®

17.36 Miles

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

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

1111 Douglas Ave
Altamonte Springs, FL 32714-2033
(800) 393-9900
+1 More Number
(407) 869-9800

Kimberly A. Sterling

CFP®

President/ Shareholder 15.8 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

Resource Consulting Group

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

Christopher B. Haysley

CFP®

President & CCO 21.96 Miles

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

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

Haysley Financial Services, Inc

255 Primera Blvd, Ste 160
Lake Mary, FL 32746-2168
(407) 982-7000

Ernest E. Phillips, Jr.

CFP®

15.81 Miles

Specialties:

Financial Advisor serving Oakland, Florida and the surrounding communities.

Resource Consulting Group

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

Beth A. Fleming-Brown

CFP® CLU CRPC

Advisor 14.95 Miles

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

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

Osaic Wealth

P. O. Box 806
Windermere, FL 34786

Dennis R. Nolte

CFP®

VP 16.7 Miles

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

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

Seacoast Investment Services

1050 Arrington Circle
Oviedo, FL 32789
(407) 506-2173

Harry Stadelmayer

CFP®

17.36 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Ron Tamayo

CFP®

Principal 15.46 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Ron
  • twitter link
  • linkedin link
  • youtube link

Mike Salmon

CFP®

Financial Advisor 15.47 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC.

300 South Orange Avenue, Suite 1170
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Mike
  • linkedin link

John M. West, III

MBA, CFP®

Advisor / COO / CCO 17.24 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789
(407) 478-7899
CONNECT WITH John
  • linkedin link

Marisa Bradbury

CFP®, CFA

Senior Portfolio Manager 21.96 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746
(586) 242-9706

Dennis E. Gagnon

CFP®

18.52 Miles

Specialties:

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

Non-Traditional Wealth Management, LLC

4767 New Broad Street
Orlando, FL 32814
(407) 514-2671

Brad Brescia

CFP®

Financial Advisor 15.47 Miles

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

Fee Only Financial Advisor serving Oakland, 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

Paul Roldan

CFP®

Principal 15.43 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

AllGen Financial Advisors, Inc.

100 W Lucerne Cir, Ste 200
Orlando, FL 32801
(407) 210-3888
CONNECT WITH Paul
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Joseph F. Bert

CFP®, AIF®

CEO 17.35 Miles

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

Financial Advisor serving Oakland, Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714-5214
(800) 393-9900
+1 More Number
(407) 869-9800

Elizabeth McCollum

CFP®, CEP®

Owner 17.08 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Prosperity Financial Planning

412 Arbor Circle
Celebration, FL 34747
(321) 330-6715
CONNECT WITH Elizabeth
  • linkedin link

Michelle Klein

CFP®

15.51 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

WealthEra Financial Planning

Virtual
Orlando, FL 32812-7501
(407) 765-9647
CONNECT WITH Michelle
  • linkedin link

Jeffrey George

CFP®, CFA®, CEPA®

Principal 18.33 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Tao Financial

4386 Lake Underhill Rd Unit D
Orlando, FL 32803
(407) 553-8138

Chris Toadvine

MS, CFP®

Financial Planner 17.35 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Brian Fricke

CFP®

SVP-Financial Advisor 23.98 Miles

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

Fee Only Financial Advisor serving Oakland, Florida and the surrounding communities.

Wealth Enhancement Group

Wealth Enhancement Group, 1700 Town Plaza Ct
Winter Springs, FL 32708
+ 1 More Address

Wealth Enhancement Group

1700 Town Plaza Ct
Winter Springs, FL 32708
407-647-7006