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Financial Advisors Licensed to practice in Lake Mary, Florida

Fellowship Financial Group
393 Center Pointe Circle #1461,
Altamonte Springs, FL   32701
Call : (407) 949-5888

Fellowship Financial Group is a full service financial advisory firm. The firm was founded for the purpose of providing investors with a conservative approach to accomplishing financial goals. Our passion for excellence is based on some of the most fundamental principles of investing, such as safety, growth and income as well as life principles such as character, integrity and leadership.We walk each new client through a process of discovery, which helps them to understand the universe of... 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!

Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL   32751
Call : (407) 622-6669

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 TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you... 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>>

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>>

Nick J. Russell, CRPC®   Founding Partner, Financial Advisor from Lake Mary, Florida
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Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101,
Orlando, FL   32819
Call : (407) 237-0117

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance.Nick has over 11 years of industry experience and currently services his clients in Investment, Insurance, and Financial Planning.

Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL   32819
Call : (407) 237-0116

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. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia,... read more>>

Financial Engines Advisors, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL   32940
Call : (321) 751-6162

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in or around Lake Mary, Florida
Virji Investments, Inc. Lake Mary, FL
Newport Group Securities, Inc. Heathrow, FL
Rampersaud Wealth Management Oviedo, FL

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