Certified financial planner services in Florida

Marquis Wealth Management Group, located at 6208 Whiskey Creek Drive in Fort Myers, Florida, offers personalized financial advisory services to high net worth individuals, families, and businesses. Our team of CERTIFIED FINANCIAL PLANNER ™ professionals carefully listen to clients, assess their needs, and develop customized financial plans to help achieve their goals. We provide investment advisory, financial planning, insurance, and retirement plan consulting services in a non-commission environment. Founded in 1999, Marquis Wealth Management Group is dedicated to providing a highly personal and confidential experience for clients in Fort Myers, Naples, Bonita Springs, Southwest Florida, and throughout the USA. Contact us at (239) 454-1117 or [email protected] for more information.

John L. Porro Jr., CFP is a finance institution located at 9415 Sunset Drive in Miami, Florida, United States. As a Certified Financial Planner, John L. Porro Jr. offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of John L. Porro Jr. to guide them towards financial success.

Paragon Wealth Strategies, located in Jacksonville, Florida, is a finance institution that is now a part of Mercer Advisors. Our team of CERTIFIED FINANCIAL PLANNERS (CFP®) serves clients in Jacksonville and Ponte Vedra Beach, helping them achieve financial independence and retire on their own terms. We focus on wealth management, retirement planning, 401K rollovers, and providing personalized financial solutions for healthcare professionals. As fiduciaries, we prioritize our clients' interests and aim to maximize their wealth, making their job optional. Visit our Wealth Management Page to learn more about how we can help you optimize your retirement and secure your financial future. Contact us at (904) 861-0093 or [email protected] for more information. Please review our Important Disclosure Information for transparency about our services.

Joseph J. Maltese, CFP is a renowned financial institution located at 3112 Saint Johns Bluff Road South in Jacksonville, Florida. Specializing in financial planning and wealth management, Joseph J. Maltese, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution is dedicated to providing top-quality service to individuals and businesses in the Jacksonville area. Whether you are looking for retirement planning, investment strategies, or estate planning, Joseph J. Maltese, CFP is the trusted partner you can rely on for all your financial needs.

Mellen Money Management, located at 1102 A1A North in Ponte Vedra Beach, Florida, is a finance institution now part of Mercer Advisors. Their team of CERTIFIED FINANCIAL PLANNERS (CFP®) serves Jacksonville and Ponte Vedra Beach, helping clients achieve financial independence in retirement. With a focus on maximizing wealth and making your job optional, they offer services such as Wealth Management, Recession Defense, Retirement Planning, 401K Rollovers, Financial Planning for healthcare professionals, and more. As fiduciaries, they are committed to putting their clients' interests first and do not earn commissions or have sales quotas. If you are looking for assistance in optimizing your retirement, Mellen Money Management is here to help. Contact them at (904) 861-0093 or visit their website for more information.

KDK Accountancy Corporation, located at 555 Winderley Place in Maitland, Florida, is a renowned accounting and finance institution. Partnered with Katz, Daitzman & Kiesel CPAs, LLP, we offer a wide range of services to both businesses and individuals in the Orlando area. As a Certified QuickBooks ProAdvisor, we specialize in implementing and optimizing accounting software for our clients, helping their businesses run smoothly and efficiently. Our team of award-winning CPAs provide comprehensive accounting services, from setting up day-to-day accounting systems to preparing complex tax returns. We take pride in our expertise in financial planning and strive to save our clients money, time, and frustration. Serving Central Florida, including Altamonte Springs and Winter Park, we are dedicated to helping our clients achieve their financial goals.

Business Valuation CPA is a leading institution located at 2431 Aloma Avenue in Winter Park, Florida, United States. Specializing in accounting and finance, our team offers comprehensive business valuation services to help safeguard your assets and minimize tax liabilities through strategic estate planning. We work closely with estate planning specialists, retirement planners, and law firms to provide expert guidance and support. Our founder, Tom, is a nationally recognized contributor to the profession of business valuation, with industry-accepted procedures that have been published multiple times in reputable publications. With credentials from the State of Florida Board of Accountancy, the American Association of Certified Public Accountants, and the Association of Certified Fraud Examiners, Tom is committed to producing unbiased, accurate, and reliable reports.

Rockefeller Jeffrey J is a finance institution located at 1025 West Indiantown Road in Jupiter, Florida, United States. At Rockefeller & Associates, we are dedicated to understanding your unique financial goals and working together to protect and grow your assets. Our team of skilled financial professionals is committed to helping you gain a better understanding of investing, retirement planning, insurance, and wealth preservation. Certified by the Certified Financial Planner Board of Standards Inc., we offer personalized financial services to help you pursue your personal and professional goals. Jeffrey J. Rockefeller, a MD Preferred Financial Services Professional, is registered with Kovack Securities, Inc. Member FINRA/SIPC, offering securities and advisory services. Visit our website to access calculators, watch informative videos, and learn more about our services. Please note that Rockefeller & Associates is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc., and registered representatives may only conduct business with residents of properly registered states and jurisdictions. Links to external sites are provided as a courtesy, and do not indicate endorsement by Kovack Securities, Inc. or Kovack Advisors, Inc. Check the background of this investment professional on our website.

K F Greenberg Inc is a reputable accounting and finance institution located at 4673 Brady Boulevard in Delray Beach, Florida, United States. With over 30 years of experience, this family-owned business has been providing top-notch accounting and tax services to the community. Ms. Greenberg, the founder, has a Master's of Business Administration and holds the Certified Financial Planner Designation, as well as being an Enrolled Agent, the highest level of tax practitioner recognized by the Internal Revenue Service. Trust K F Greenberg Inc for all your financial needs.

Veronica P. McLeod, MBA, CDFA at Wells Fargo Advisors LLC is a finance institution located at 3399 PGA Boulevard, Palm Beach Gardens, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

SMAART Company is a leading institution specializing in accounting, tax, and insurance services, located at 2319 North Andrews Avenue, Fort Lauderdale, Florida, United States. Our team of professionals is dedicated to providing the gold standard in services such as accounting, bookkeeping, income tax preparation, payroll processing, tax defense, and HOA management. With years of experience, we have helped thousands of entrepreneurs and small business owners achieve success and higher profitability. At SMAART Company, we understand the importance of accurate financial records and tax efficiency in making business decisions. Our personalized approach and commitment to excellence set us apart from the rest. Whether you need help with income tax preparations, financial statement preparation, payroll processing, or wealth management plans, we have the expertise and tools to streamline processes and improve efficiency.

Olga Espiritu, CFP: Tree of Life Wealth Advisory Group is a financial institution located at 9720 Stirling Road in Cooper City, Florida, United States. Led by certified financial planner Olga Espiritu, the institution offers expert wealth advisory services to help clients achieve their financial goals. With a focus on holistic financial planning, the Tree of Life Wealth Advisory Group aims to provide personalized advice and guidance to help clients grow and protect their wealth for the long term. Whether you are looking to invest, save for retirement, or plan for the future, Olga Espiritu and her team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

American Retirement Specialists, located at 1300 Citizens Boulevard in Leesburg, Florida, is a trusted finance institution dedicated to helping retirees optimize their wealth through strategic tax planning programs. With over 50 years of combined in-office experience, our team of Certified Financial Fiduciaries, Annuity Specialists, and IRA/Legacy Planners will work with you to create a detailed retirement plan tailored to your individual needs. From income planning to tax-free retirement investments, we are here to help you feel confident about your financial future. Our experts will help you navigate the complexities of estate taxes and ensure that your wealth is preserved for future generations. As a fiduciary, we always operate in your best interests. Contact us today to start securing a prosperous financial future with American Retirement Specialists.

Matt Harring, CFP - Raymond James is a reputable financial institution located at 880 Carillon Parkway in St. Petersburg, Florida, United States. As a Certified Financial Planner, Matt Harring offers expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, clients can trust in the expertise and professionalism of the team at Matt Harring, CFP - Raymond James. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Matt Harring and his team are dedicated to providing top-notch financial guidance and support.

Jeff Harring, CFP - Raymond James is a finance institution located at 880 Carillon Parkway in St. Petersburg, Florida. Led by certified financial planner Jeff Harring, this institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Jeff Harring, CFP - Raymond James is dedicated to providing top-notch financial advice and guidance to individuals and families. Whether you are looking to plan for retirement, save for education, or grow your wealth, the team at Jeff Harring, CFP - Raymond James is committed to helping you secure a stable financial future.

George R. Goodroe, CFP® is a finance institution located at 780 94th Avenue North in St. Petersburg, Florida, United States. As a Certified Financial Planner, George R. Goodroe offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing expert advice and guidance, George R. Goodroe, CFP® is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, George R. Goodroe, CFP® can help you create a customized financial plan tailored to your specific needs.

Brandon Schoeppler, CFA, CFP, CRC, CTFA is a leading financial institution located at 1600 East 8th Avenue in Tampa, Florida, United States. With a team of highly qualified professionals holding various prestigious certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Retirement Counselor (CRC), and Certified Trust and Financial Advisor (CTFA), they provide expert financial advice and services to clients. Specializing in finance, they offer personalized solutions to help individuals and businesses achieve their financial goals and secure their financial future.

Ana B. Garcia, CPA, MSA, CTP is a renowned accounting and finance institution located at 3801 Southwest 117th Avenue in Miami, Florida, United States. Specializing in proactive tax planning for real estate investors and high net worth individuals, Ana B. Garcia CPA offers expert services to help businesses increase their net worth by implementing effective tax reduction strategies. With over 17 years of accounting experience, Ana B. Garcia is a Certified Public Accountant, Certified Internal Auditor, and Certified Tax Planner with a wealth of knowledge in the industries of real estate and construction in both the United States and Canada. As a real estate investor herself, Ana B. Garcia is dedicated to helping clients achieve maximum savings using proven IRS strategies. Clients can fill out a webform to schedule an Intro Call where they will receive personalized findings and recommendations, along with an investment amount. Monthly all-inclusive tax planning packages start at $900 per month, ensuring ongoing support and assistance in tax planning.

Ben Bowersox, CFP® is a finance institution located at 304 East Tennessee Street in Tallahassee, Florida, United States. Specializing in financial planning and investment management, Ben Bowersox, CFP® offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner designation, clients can trust in the expertise and professionalism of the institution. Whether you are looking to plan for retirement, save for college, or grow your wealth, Ben Bowersox, CFP® can provide the guidance and support you need.

Jack Patterson, CFP is a renowned finance institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. With a team of highly experienced Certified Financial Planners, Jack Patterson offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Jack Patterson, CFP is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Daniel Johnson - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109, Jacksonville, Florida, United States. With expertise and the CERTIFIED FINANCIAL PLANNER® Professional designation, they offer tailored financial planning services to help clients achieve their goals. Licensed in multiple states, including CA, CO, DE, FL, GA, IL, MD, MI, MN, and NC, they provide advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Todd L Middleton, ChFC, CFP, CLU is a prestigious finance institution located at 10375 Centurion Parkway in Jacksonville, Florida, United States. With a team of highly qualified professionals, including Chartered Financial Consultants, Certified Financial Planners, and Chartered Life Underwriters, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or protect your assets, Todd L Middleton, ChFC, CFP, CLU is dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to secure your financial future.

Miller Wealth Management is a finance institution located at 1011 3rd Street North in Jacksonville Beach, Florida, United States. We specialize in navigating your financial journey with skill and collaboration, recognizing that every client has a unique story and set of needs. Our team of Certified Financial Planners is dedicated to providing personalized financial planning and tailored investment solutions to empower families and business owners to feel confident in their financial future. We offer comprehensive financial planning tools, guidance, and investment solutions to help you achieve your short-term and long-term financial goals. With expertise in navigating today's planning challenges, we prioritize your best interests and uphold the highest ethical standards. By partnering with a CFP Professional, you can trust that your assets are managed with care and expertise.

Simon Quick Advisors, LLC is a finance institution located at 400 Royal Palm Way in Palm Beach, Florida, United States. We specialize in developing highly customized financial and investment solutions in close coordination with our clients. As fee-only advisors, we do not earn commissions or push products, providing honest and unbiased advice to protect your financial future. With a large team of experienced professionals spread across the United States, we are committed to acting in your best interest as fiduciaries. Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to create a financial plan tailored to your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence to provide access to distinctive investment opportunities. Testimonials from our current clients reflect their positive experiences, but individual results may vary. Please note that publications or acknowledgments in the media do not guarantee specific results for clients engaging our services.

Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.

Steven R. Bell, CFP is a renowned financial institution located at 225 Northeast Mizner Boulevard in Boca Raton, Florida, United States. With a team of highly qualified professionals led by Certified Financial Planner Steven R. Bell, the institution offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Clients can expect personalized and expert advice to help them achieve their financial goals.

MCA Cross Border Inc. in Florida is a finance institution located at 4651 Sheridan Street in Hollywood. The team of professionals at MCA includes Certified Financial Planners, Chartered Accountants, Chartered Financial Analysts, and estate planning lawyers, providing integrated cross border services. They specialize in assisting Canadians moving to the US, Americans moving to Canada, US citizens living in Canada, and professionals relocating between both countries. Their expertise in cross border financial planning helps clients navigate the complexities of changing residency while minimizing tax implications. Private Client Services are tailored to high net worth individuals, while a family office structure offers wealth management services to ultra high net worth families. Every client situation is unique, and a consultation is recommended before making any specific recommendations for a cross border move. Visit their website for more information on the types of clients and services they offer.

Dee & Associates CPAs is a reputable accounting and finance institution located at 2425 Tamiami Trail North in Naples, Florida, United States. With nearly 50 years of experience, we specialize in providing tax planning and compliance services tailored to each client's unique needs. Our boutique-level services cater to business owners, trusts, estates, and wealthy individuals, offering thoughtful and reasonable solutions to complex tax situations. Led by Kelly, a highly qualified CPA with dual degrees in accounting and a Certified Financial Planner Certification, our team is dedicated to providing exceptional service to our clientele. We prioritize long-term, mutually beneficial relationships with our clients, focusing on their success and support. Our quality control process and industry-leading research tools allow us to deliver big firm service without the bureaucracy.

Frost Law is a prestigious law firm specializing in accounting, finance, and legal services, conveniently located at 1415 Panther Lane in Naples, Florida. Situated near Pelican Bay and Clam Pass Park, our Naples office serves clients in this vibrant city known for its shopping, golfing, fishing, and dolphin-spotting opportunities. With additional locations in Fort Lauderdale, West Palm Beach, Miami, and Ft. Myers, as well as offices in Maryland, Virginia, Washington, D.C., and Pennsylvania, Frost Law has been providing expert legal counsel since 2011. Our team of experienced attorneys, CPAs, Certified Financial Planners, and tax professionals cater to clients both domestically and internationally.

Wendy S Bodner PA is a reputable accounting and finance institution located at 7369 Sheridan Street in Hollywood, Florida, United States. Wendy S. Bodner offers a wide range of financial services to both individuals and businesses, with a personalized approach to meet the unique needs of each client. Specializing in estate, trust, gift, individual, corporate, and partnership accounting and tax, Ms. Bodner has a wealth of expertise in the field. She has served on various prestigious boards and committees within the Florida Institute of Certified Public Accountants and is a recognized Accredited Estate Planner by the National Association of Estate Planners and Councils. With a commitment to providing the best possible results and maximizing returns, Wendy S Bodner PA is a trusted partner for all your financial needs.