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A densely populated state like Local has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Local and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Local

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Local
Financial Advisor Office Location Phone Number
John Salomon
CERTIFIED FINANCIAL PLANNER, CPA, CFP®
J2 Capital Management, Inc.
1222 SE 47th St,
Cape Coral Fl & Troy Mi, FL 33914
248-641-4444
Chad Michaels
RICP®, CFP®
Spyrnal Financial Group plan,
5524 Avenue A,
Bokeelia, FL 33922
239-282-2835
Michael Landsberg
CFP®, CIMA®, AIF®
Landsberg Bennett Private Wealth Management
252 West Marion Avenue,
Punta Gorda, FL 33950
941-391-8000
Jason Kohut
76784
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
239-302-1715

Information on Qualified Financial Advisors in Local

Qualifications CRD# 3035112
FirmCRD# 152964
Series 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
FL
33914
Phone Number 248-641-4444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Advisory Services Provided

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts



Qualifications CRD# 6307586
FirmCRD# 299957
Series 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 5524 Avenue A,
Bokeelia,
FL
33922
Phone Number 239-282-2835

Chad Michaels is a born and raised Cape Coral, Florida Cracker. He met his now wife at North Fort Myers High School where they moved to Tallahassee and attended Florida State University. He graduated from FSU with a degree in Finance and Management and a lot of memories. Moved back to Cape Coral and started a family with two adorable boys just starting school and sports.

About Spyrnal Financial Group plan,

Spyrnal Financial Group primarily helps clients live worry-free retirements through Investment, Tax, and Risk Planning. We are located at the center of Pine Island, Florida with clients in 20 states. We have been here for 15 years with the founder holding over 40 years of experience in the Financial Services Industry.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services



Qualifications CRD# 2174120
FirmCRD# 29737

Compensation/Fee Fee Only


Office Location 252 West Marion Avenue,
Suite 200,
Punta Gorda,
FL
33950
Phone Number 941-391-8000

Michael has a Bachelors Degree from Babson College and an MBA from the University of Florida. He spent 18 years at Merrill Lynch as a Senior Vice President before leaving to found Landsberg Bennett in 2012. Michael has been named 7 times to Barron's Top 1200 Advisors State by State National Rankings and 3 times to Forbes Magazine Top Wealth Advisor rankings. He is a CERTIFIED FINANCIAL PLANNER", a Certified Investment Management Analyst, and an Accredited Investment Fiduciary. Michael is also very active in his community and is the current Board Chairman of the Punta Gorda Symphony and the past Board President of the Charlotte Preparatory School. He is married and has 3 children.

About Landsberg Bennett Private Wealth Management

We are the premier, independent fee-only, full fiduciary firm in Southwest Florida. Our firm is planning-based and has 5 CERTIFIED FINANCIAL PLANNER" PROFESSIONALS to service our client's needs. Our investment committee has three members with MBAs, one CFA® & one CIMA®. Who will you trust to guide you in your wealth management decisions? Will they always put your interests first? At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work for you and the generations to come.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts



Qualifications CRD# 4007586
FirmCRD# 105310
Series 7, 66

Compensation/Fee Fee Only


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL
34103
Phone Number 239-302-1715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

Advisory Services Provided

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?