Find a Financial Planner in
Within of
297 Financial Planners in Florida
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

Ian Aguilar

CFP®

Partner & Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mellen Money Management LLC

1102 A1A N, Suite 206
Ponte Vedra, FL 32082
CONNECT WITH Ian
  • linkedin link

V. Raymond Ferrara

CFP®

Chairman/CEO

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

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

ProVise Management Group, LLC

611 Druid Rd E, Ste 105
Clearwater, FL 33756
(800) 633-3049
+1 More Number
(727) 709-6392

John F. Schatz

CFP®, AIF

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

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

Schatz Financial

2004 Goldenrod Ct
The Villages, FL 32162-3160
(352) 350-6167

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

Scott Snider

CFP®, RICP®

Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies

10245 Centurion Pkwy N, Suite 106
Jacksonville, FL 32256
(904) 861-0093
CONNECT WITH Scott
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Marcus Paul Miller

CFP®, MBA

Owner, Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Virtual/Remote
Jacksonville, FL 32207
(813) 699-9317
CONNECT WITH Marcus
  • facebook link
  • linkedin link

Michaela J. Pryor

CFP®

Registered Practice Associate

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

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

Ameriprise Financial

One Daytona Blvd, Suite #270
Daytona Beach, FL 32114
(386) 763-8233

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

Dorothy E. Bossung

CFP® CIMA® CPWA® RMA

Senior Director

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Choreo Advisors

4182 Bay Beach Lane, Unit 772
Ft Myers Beach, FL 33931
(312) 339-8893

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

Stephen C. Schramm

CFP®

Principal

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors LLC

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110 x 1608

William C. Miller

CLU, ChFC, CFP®, AEP

Managing Partner

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

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors, LLC

1001 W Yamato Rd, Ste 306
Boca Raton, FL 33431-4403
(561) 613-0130

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

Michael E. Williams

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

LPL Financial LLC

2849 Executive Dr, Ste 120
Clearwater, FL 33762
(727) 471-0481

David Harbeitner

CFP®

Vice President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

360 Central Ave, Suite 800
St Petersburg, FL 33701
(800) 987-4767
+1 More Number
(800) 987-4767

Evan M. Shear

CFP®

CERTIFIED FINANCIAL PLANNER™

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

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

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746
(877) 953-PLAN
+1 More Number
(407) 215-7575
CONNECT WITH Evan
  • facebook link
  • twitter link

Denise Kovach

CFP®, AIF®, NSSA®

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

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

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

Brett D. Horowitz

CFP®

Wealth Manager

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

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz/Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

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

200 S Orange Ave, Ste 2025
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

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

Joseph M. Feldman

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Feldman Wealth Advisory, LLC

783 South Orange Ave, Suite 230
Sarasota, FL 34236
(941) 260-9174

Glenn Shipley

CFA, CFP®

Senior Vice President

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Northern Trust Company

1515 Ringling Blvd
Sarasota, FL 34236
(941) 329-2707

Taylor M. Gang

CFP®, AIF®

Principal

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

Fee Only 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

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

Ana C. Harris, Esq.

CFP®

Founder and President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Cela Advisors

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

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

Robert M. Simon

MSFP, CFP®, AEP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River Capital Advisors, L.C.

5011 Gate Pkwy, Bldg 100 Ste 300
Jacksonville, FL 32256
(904) 398-2075
CONNECT WITH Robert
  • linkedin link

Jonathan G. Cameron

CFP®

Co-Founder & Principal

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.

CameronDowning

5200 Blue Lagoon Drive, Suite 830
Miami, FL 33126
(305) 564-3794
CONNECT WITH Jonathan
  • facebook link
  • twitter link
  • linkedin link
  • youtube link