Financial Advisors in or around Orlando, Florida

Nick Russell (CRD#:4955951) is an experienced financial advisor with Sunrise Wealth Advisors, located at 6052 Turkey Lake Rd. Ste. 101, Orlando, FL 32819. Nick has over 9 years of experience as a financial services professional/consultant.

About the Firm: Sunrise Wealth Advisors was founded in 2009 by Nicholas Russell and David Strunc. Since then it has grown to 12 advisors, multiple assistants, and an in-house Compliance Officer.Sunrise services clients in 26 states with Investment, Insurance, and Financial Planning needs.

Nick's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI), Annuities, Insurance. Nick is licensed for the following insurance and annuities products: Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life.

Nick's portfolio size requirement is $100,000. Nick's compensation methods: Flat Fee, Based on Assets.

Nick can be reached at (407)487-2036 and is generally available for a meeting at firm's office, at your home, via phone.

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WiserAdvisor >   Florida >   Orlando 

Premium Financial Advisors Listing

Stephen Curley, MBA, CFP, Financial Advisor from Orlando, Florida Stephen Curley, MBA, CFP


(407) 487-2320
145 Lincoln Avenue, Suite A,
Winter Park, FL   32789
Distance : 4 miles

We are a $1 billion+ SEC registered, Fee-Only Investment Advisor providing comprehensive wealth management services. Fee-Only dictates that we are not conflicted in our business model as we do not sell insurance, annuities or any other commission based products and we do not participate in any revenue share with any investments we use.

Richard Reyes, CFP, Financial Advisor from Orlando, Florida Richard Reyes, CFP


(407) 278-8843
125 S. Swoope Ave,
Suite 109,
Maitland, FL   32751
Distance : 6 miles

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TR.......

Nick Russell, Financial Advisor from Orlando, Florida Nick Russell


(407) 487-2036
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL   32819
Distance : 8 miles

Sunrise Wealth Advisors was founded in 2009 by Nicholas Russell and
David Strunc. Since then it has grown to 12 advisors, multiple
assistants, and an in-house Compliance Officer.

Sunrise services clients in 26 states with Investment, Insurance,
and Financial Planning needs.

Though an extensive reach, Sunrise.......

David I. Strunc, CRPC - Founding Partner, Financial Advisor from Orlando, Florida David I. Strunc, CRPC - Founding Partner


(407) 487-2381
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL   32819
Distance : 8 miles

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC and David I. Stru.......

Andy Rampersaud, Financial Advisor from Orlando, Florida Andy Rampersaud


(407) 761-5295
409 Terravista Pl,
Oviedo, FL   32765
Distance : 14 miles

Please visit my website for a complete description of my practice........

Naushad Virji, Financial Advisor from Orlando, Florida Naushad Virji


(321) 275-5050
1331 S International Pkwy,
Suite 2291,
Lake Mary, FL   32746
Distance : 15 miles

At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service........

Other Financial Advisors Listing

Kevin Wenke MBA,  CFP, CLU, Financial Advisor from Orlando, Florida Kevin Wenke MBA, CFP, CLU
Decision Tree Financial, PLLC

111 East Washington St,
Orlando, FL   32801

Decision Tree Financial is an Independent Financial Planning Company. Our clients include Professionals, Business Owners, Charitable Organizations and Retirees. We assist our clients with developing a.......

Sean Casterline, CFA, Financial Advisor from Orlando, Florida Sean Casterline, CFA
Delta Capital Management, LLC

717 N Magnolia Avenue,
Orlando, FL   32803

Delta Capital Management is a leading fee-based financial planning and investment management firm that provides services to individuals, trusts and qualified retirement plans. The firm's objective is .......

Conrad Santiago CFP, MSFS, Financial Advisor from Orlando, Florida Conrad Santiago CFP, MSFS
Conrad Santiago & Associates

719 Peachtree Rd,
Suite 100,
Orlando, FL   32804

Its hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis. Many of these choices involve finding ways to grow and .......

Daniel Davis CFP, Financial Advisor from Orlando, Florida Daniel Davis CFP
Capital Guardian Wealth Managment, LLC

631 West Morse Blvd #115,
Winter Park, FL   32789

Accredited Wealth Partners of Capital Guardian Wealth Management, LLC caters to the unique needs of affluent individuals and families. Comprehensive planning with a focus on taxes, estate planning, an.......

Kirk Barr Young, CFP®, Financial Advisor from Orlando, Florida Kirk Barr Young, CFP®
BARR Financial Services. LLC

400 West Morse Blvd,
Suite 220,
Winter Park, FL   32789

BARR Financial Services empowers clients through education to make confident, informed financial decisions and find comfort with those decisions. We are an Independaent, Full Service, Fee-Based Financ.......

Ryan Coyne, AAMS, Financial Advisor from Orlando, Florida Ryan Coyne, AAMS
Ibis Financial Group

1900 Summit Tower Blvd,
Suite 450,
Orlando, FL   32810

We make available a wide range of quality insurance and investment products. Our financial advisors and registered representatives work with you to create financial solutions tailored to your individu.......

Joseph Bert, CFP, Financial Advisor from Orlando, Florida Joseph Bert, CFP
Certified Financial Group, Inc.

1111 Douglas Ave.,
Altamonte Springs, FL   32714

Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner pro.......