Financial Advisors in Florida

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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Financial Advisors >   Florida 

Premium Financial Advisors Listing

David Appleby, Financial Advisor from Florida,

David Appleby

Established in 2002, Our financial firm specializes in working with clients who are retired or approaching retirement. When analyzing a client’s risk tolerance we find most clients would rather reduce risk on their principle to receive a reasonable rate of return on their investments. Today there are many promises made or expectations set by finan...

Belleair Wealth Management, Financial Advisor from Florida,

Belleair Wealth Management

Belleair Wealth Management, LLC has been a Registered Investment Advisor since May of 2000. We offer a wide range of financial management services designed to assist you, our client, create the financial stability, security and independence you desire. We offer two investment management services: Portfolio Management and Portfolio Monitoring. Po...

Ronald Kutz, CFP(r), Financial Advisor from Florida,

Ronald Kutz, CFP(r)

DTRT Advisors and Insurance Services, LLCs has one goal and one goal only. To DTRT, Do The Right Thing for each of our clients every single day…through unbiased investment, financial, retirement and insurance planning....

Evan R. Guido, Financial Advisor from Florida,

Evan R. Guido

Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining deep expertise, long-term perspective and a belief that integrity is irreplaceable, we focus on achieving Great outcomes. Done well. for our individual...

Larry Nordmann, Financial Advisor from Florida,

Larry Nordmann

Fischer Wealth Management is an independent investment management firm that's been meeting the challenges of wealth accumulation, management, and distribution for our Central Florida clients for over 19 years. The cornerstone of our practice is providing the highest level of unbiased financial guidance and investment services. Our time and energy ...

H. Lee Little, MBA, CFP®, Financial Advisor from Florida,

H. Lee Little, MBA, CFP®

Hunter Wealth Management offers unbiased financial advice combined with comprehensive financial planning. We are an independent fee only financial services firm. Our proactive institutional wealth management process is unique and risk based to our client's individual needs. We take great pride in helping you organize the demands of managing your...

Philip Detlefs, Financial Advisor from Florida,

Philip Detlefs

I am a Registered Investment Advisor representative and Registered Financial Consultant specializing in retirement planning and portfolio management. I am part of an INDEPENDENT FAMILY-OWNED firm. I work with my father, mother, 2 brothers and brother in-law and several others. We have over 5,500 clients in Northeast Florida and our current book ...

Paul Porter,CFP® , Financial Advisor from Florida,

Paul Porter,CFP®

I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financia...

Elliot Harris, Financial Advisor from Florida,

Elliot Harris

Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, customized financial solutions. We have built a strong reputation for partnering with dynamic companies and helping them achieve growth with purposeful investment ...

Ben Graham, Financial Advisor from Florida,

Ben Graham

Specializing in all things retirement, Nico Miles Wealth Management brings world class resources to South West Florida. It was founded by Ben Graham, formerly of AG Edwards. The strength of Nico Miles Wealth Management goes far beyond Punta Gorda Florida. We are part of a much larger group based in Tampa called Independent Financial Partners. Bein...

Jane Zucker, Financial Advisor from Florida,

Jane Zucker

You deserve personal attention and independent, unbiased investment advice. You always come first: the focus is on your goals & your financial security. No proprietary products, no minimums, and no pressure. Gain access to a complete range of investment opportunities and services, including some usually reserved only for institutional and high net...

Jarrod Rutledge, Financial Advisor from Florida,

Jarrod Rutledge

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times."We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment grow...

Jim Harper, Financial Advisor from Florida,

Jim Harper

I work with successful individuals, professionals and business owners who need a knowledgeable, experienced advisor offering guidance and solutions to problems at a reasonable cost, an advisor who has a strong institution behind him where assets are held and where extensive resources are available to assist in monitoring your portfolio. I help cli...

Anthony Cottone, Financial Advisor from Florida,

Anthony Cottone

The Retirement Planning Institute uses the latest cutting-edge financial strategies and investment products available in today’s market, from leading financial institutions, to help you plan for retirement. Our Founder, Anthony Cottone, a Certified Financial Planner™ Professional, and his team of financial specialists, will help you design and impl...

Benjamin Hard, Financial Advisor from Florida,

Benjamin Hard

Sara-Bay Financial Corporation, a registered investment advisor founded in 1993, has grown steadily both in reputation and assets under management. We offer superb investment management through the selection of quality stocks of individual companies. Our combined experience, knowledge and individual approach to investing sets Sara-Bay Financial...

Gardner Sherrill, Financial Advisor from Florida,

Gardner Sherrill

Gardner Sherrill is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience in financial planning and wealth management. He works with business owners, independent women, and families helping them create a better life through effective financial planning and asset management....

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®, Financial Advisor from Florida,

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®

We are independent financial advisors with LPL Financial – the largest independent broker/dealer in the United States for 13 consecutive years*. Sickle Hunter Financial Advisors has no “hidden agenda” or drive to sell any particular financial product. Our firm truly puts our client’s interest first. Sickle Hunter Financial Advisors is dedicated tow...

Nick Russell, Financial Advisor from Florida,

Nick Russell

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 services a majority of their clients in t...

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

David I. Strunc, CRPC® - Founding Partner

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...