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Financial Advisors in Florida

Tom McDermott, Financial Advisor from Florida,
(509 views)
Inquire with
Tom
A.P.A. F L.
3010 3rd Street South,
Jacksonville, FL   32250
Call : (904) 500-5050

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Arbor Financial Services of Florida, Inc.
6943 N. Wickham Road,
Melbourne, FL   32940
Call : (321) 795-4799

Both Arbor Financial and R. Jeffrey Small are licensed with the Florida Department of Insurance. Jeffrey is also a Certified Senior Advisor through the Society of Senior Advisors, a nationwide organization dedicated to comprehensive education for professionals who work with seniors. Jeffrey is an Investment Advisor Representative with Sound Income Strategies, LLC an Investment Advisory based in Florida that specializes in building customized portfolios for individuals designed to provide income... read more>>

Andy Gentile, CFP®, CLU, ChFC, CLTC, Financial Advisor from Florida,
(552 views)
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Andy
Ascend Wealth Management, LLC.
200 Ocean Trail Way,
Jupiter, FL   33477
Call : (678) 869-5585

At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client.Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we explore your goals... read more>>

Camarda Wealth Advisors, LLC
Orlando Office,
Orlando, FL   32789
Call : (800) 262-1083

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors. Firm leader Jeff... read more>>

Camarda Wealth Advisors, LLC
Serving Tampa,
Tampa, FL   33601
Call : (800) 262-1083

Camarda Wealth is nationally recognized and has been advisingsuccessful families and managing their portfolios for decades.Beyond CFA®-grade fiduciary fee-only portfolio management,Camarda offers highly credentialed expertise in tax, estate,asset protection, retirement income and other advancedplanning. This rare combination of sophisticated knowledge canhelp families and business owners make and keep far morewealth than may be possible with less capable advisors.Firm leader Jeff Camarda, PhD,... read more>>

Camarda Wealth Advisors, LLC
166 A1a,
Fleming Island & Ponte Vedra, FL   32003
Call : (800) 262-1083

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors.Firm leader Jeff... read more>>

Certified Financial Group, Inc.
1111 Douglas Ave.,
Altamonte Springs, FL   32714
Call : (407) 869-9800

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 professionals under one roof. Listen to us on 96.5 FM, WDBO Radio every Saturday morning at 9 and come experience The Certified Difference!

DNA Financial Advisors
166 A1A North, Suite 101,
Ponte Vedra Beach, FL   32082
Call : (904) 339-0015

We are a fee-based financial planning and investment advisory business. We specialize in working with retirees and those approaching retirement. Our comprehensive financial planning process starts with an analysis of a client's cash flow needs, time horizon and risk profile. We then utilize world class asset management tools and strategies to build a portfolio that is designed to both preserve and grow your principal and income. We offer tax managed, tax deferred and tax free investment... read more>>

Investment Management Group
8771 Perimeter Park Court, Suite 103,
Jacksonville, FL   32216
Call : (904) 382-4278

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 with my father (who founded the firm in 1994), mother, 2 brothers and brother in-law and several others. As an independent family-owned firm, strive to demonstrate a consistent ability to protect and grow the hard-earned assets of our clients, many of whom have experienced major life changes... read more>>

Kalisch Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL   33431
Call : (561) 961-5418

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 lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments.Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative... read more>>

Paul Porter,CFP® , Financial Advisor from Florida,
(1249 views)
Inquire with
Paul
LPL Financial
808 Polk Street,
Hollywood, FL   33019
Call : (954) 920-6644

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 financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.I have been in the financial services... read more>>

McDonough Capital Management
6000 Turkey Lake Road,
Orlando, FL   32819
Call : (407) 248-9647

We were founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive and personalized service utilizing state-of-the-art software. For each of our clients we strive to help create financial stability to provide financial independence.OUR COMMITMENTOur staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making your dream a... read more>>

NBC Securities, Inc.
5426 Bay Center Dr, Ste 575,
Tampa, FL   33609
Call : (727) 623-0346

Armand is an independent financial advisor with NBC Securities, Inc., located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive... read more>>

Peak Capital Management
953 NE Jensen Beach Blvd,
Jensen Beach, FL   34957
Call : (772) 334-9592

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.Seven Step Educational Process Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model Optimize your investment... read more>>

Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL   33607
Call : (813) 283-8413

"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 growth, maintaining income during retirement years, and our client’s protection needs. We provide our clients with ongoing advice and support, periodic... read more>>

R.E.A.P., Llc
4651 salisbury Road,
Jacksonville, FL   32256
Call : (352) 433-6565

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement issues, estate planning needs and other various financial challenges.REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:Asset Protection and... read more>>

RockPort Global Advisors, LLC
8309 Gunn Hwy.,
Tampa, FL   33626
Call : (813) 448-6766

Driven solely by client goals, we keep you on track toward your success, no hype, no sales pitches, no pressure. The 21 point check list ensures that! You may have a big list of questions about your money and how to handle it moving forward. As an Independent Advisor who enjoys client relationships, the answers to these questions don't lie in high-cost products with overly optimistic growth projections.Through objective financial guidance and proactive wealth management, we help you leverage... read more>>

Security Financial Management
2420 S Lakemont Ave,
Orlando, FL   32814
Call : (407) 644-4686

Come in looking for a Financial Planner and Walk out with your very own C.F.O. There are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset... read more>>

Solomon API
1129 S. Hwy Us1 Suite 101,
Rockledge, FL   32955
Call : (321) 508-3911

This pursuit of understanding of the global economy and financial markets, and translating that into great portfolios has help build a distinct track record of success.Part of what makes us unique is the value found in our approach of focusing on highly-quantitative modeling. We combine massive amounts of data; world-class computing power and financial expertise to develop sophisticated trading models. And we use technology to constantly refine our investment process and our insight into how... read more>>

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