Financial Advisors in Florida


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Financial Advisors in Florida

These Florida Financial Advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management and all other areas of financial planning.

WiserAdvisor >  Financial Advisors >   Florida 

Alan L Rosenberg, Financial Advisor from Florida,

Alan L. Rosenberg & Company is a Registered Investment Adisory Firm. How are we different from advisors who work at a bank, an insurance company or a brokerage firm? And what exactly does it mean to... read more>>

David Appleby, Financial Advisor from Florida,

Established in 2002, Assurity Wealth Management is a family run financial firm that specializes in Life, Wealth, Retirement and Taxes. Many clients seek our services because we offer credentialed... read more>>

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

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 daythrough unbiased investment, financial, retirement and... read more>>

Carlos Dias Jr., Financial Advisor from Florida,

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind... read more>>

Thomas Fleishel, Financial Advisor from Florida,

Fleishel Financial Associates helps successful business owners and families gain clarity and confidence through a distinctive approach called the Strategic Wealth SolutionTM. Many people have... read more>>

Matthew Myland, Financial Advisor from Florida,

Our commitment is to develop and implement investment strategies customized to meet the specific and personal retirement goals of our clients. Our solutions reflect a thoughtful... read more>>

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

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... read more>>

Philip Detlefs, Financial Advisor from Florida,

I am a Registered Investment Advisor representative and Registered Financial Consultant. I joined the firm in October 2001. Investment Management Group is an INDEPENDENT FAMILY-OWNED firm. I work... read more>>

Michael Kalisch, Financial Advisor from Florida,

KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial... read more>>

Paul Porter,CFP , Financial Advisor from Florida,

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... read more>>

Armand Atkinson, CFP CIMA AWMA CRPC CMFC, Financial Advisor from Florida,

Armand is an independent financial advisor with NBC Securities, Inc., located in Tampa, Florida. Our team of advisors and wealth managers are eager to hear your story and begin to assist you in... read more>>

John Dondero, MBA, CFP, Financial Advisor from Florida,

As independent financial advisors, we create unbiased customized investment strategies designed to help build, protect and transfer our clients' wealth. We are committed to helping individuals,... read more>>

Jackie Noveck CFP, CLU, ChFC, CAS, CEP, Financial Advisor from Florida,

Has your money finally recovered after Wall Street's "Lost Decade"? Are you investing with the same people and still expecting different results? Are you setting yourself up for more of the... read more>>

Jane Zucker, Financial Advisor from Florida,

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... read more>>

Rey Descalso, Financial Advisor from Florida,

Privada Wealth Management is fully invested in our clients. Period.This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our... read more>>

Jarrod Rutledge,  CFP, Financial Advisor from Florida,

"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... read more>>

David H. Morgan MSFS, CEP, Financial Advisor from Florida,

REAP Retirement Estate Advisors & Professionals, LLCWe at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a team approach to focus on retirement... read more>>

Benjamin Hard, CFP, Financial Advisor from Florida,

Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. Our specialty is building and managing stock portfolios for individuals. We offer two basic... read more>>

Scott Weidman, CFP, Financial Advisor from Florida,

Service offerings :  

  • Retirement Planning

Scott and his wife, purchased a beautiful old home in the historic district of downtown Daytona Beach with the desire to create a different kind of financial planning experience. Named after their... read more>>


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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only