Cfp professional in Florida
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Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL
● ClosedPrudential, headed by Steve Halsell, CFP, ChFC, WMCP, RICP, CASL, is a renowned finance and insurance agency located at 281 Pinewood Drive in Tallahassee, Florida, United States. With a team of highly qualified professionals, Prudential offers a wide range of financial services and insurance solutions to help individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Prudential is dedicated to providing personalized and expert guidance to meet your needs. Visit us today to learn more about our services and how we can help you plan for a more secure financial future.
281 Pinewood Dr, Tallahassee, FL 32303, United States -
Bruce Hagan CFP
● ClosedBruce Hagan CFP, located at 3116 Capital Circle Northeast in Tallahassee, Florida, is a finance institution that specializes in retirement planning and financial advising. With decades of experience, Bruce Hagan CFP offers personalized and comprehensive services to help you reach your financial goals. They provide a consultative service that includes a thorough review of your current retirement strategy, an evaluation of your financial standing, and a determination of essential retirement income needs. Using the most up-to-date financial tools and strategies, Bruce Hagan CFP offers a disciplined investment approach that is designed to help your assets last a lifetime. Their unique method of investing includes a core portfolio that matches income to known liabilities and a satellite portfolio that aims to outpace inflation and provide growth.
3116 Capital Cir NE # 10, Tallahassee, FL 32308, United States -
Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP
● ClosedWealth Management Corporation is a prestigious institution located at 2941 Kerry Forest Parkway in Tallahassee, Florida. Our team consists of Certified Financial Planners, Investment Advisors, and Fiduciary CFP professionals who are dedicated to helping our clients achieve their financial goals. With years of experience and expertise in finance, we provide personalized wealth management services tailored to meet the unique needs of each individual or organization. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to guide you every step of the way. Trust Wealth Management Corporation to help you secure a stable financial future.
2941 Kerry Forest Pkwy, Tallahassee, FL 32309, United States -
Edward Jones - Financial Advisor: Don P Hartshorne II, CFP®
● ClosedEdward Jones - Financial Advisor: Don P Hartshorne II, CFP® is a renowned financial institution located at 3325 Thomasville Road in Tallahassee, Florida, United States. Specializing in providing expert financial advice and services, Don P Hartshorne II, a Certified Financial Planner, offers personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Edward Jones is dedicated to helping you secure your financial future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Don P Hartshorne II, CFP® is your trusted partner in financial planning.
3325 Thomasville Rd Suite B, Tallahassee, FL 32308, United States -
Jaime A. Planells, CFP - Raymond James
● ClosedJaime A. Planells, CFP - Raymond James is a finance institution located at 1616 Metropolitan Circle in Tallahassee, Florida, United States. Our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a commitment to integrity and excellence, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the long term, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.
1616 Metropolitan Cir STE B, Tallahassee, FL 32308, United States -
CFP Physicians Group
● ClosedCFP Physicians Group is a premier healthcare institution located at 985 Florida 436, Casselberry, Florida. Specializing in family medicine and geriatric care, the team of highly qualified physicians at CFP Physicians Group is dedicated to providing comprehensive, compassionate, and cutting-edge medical services since 1987. Dr. Bala and Dr. Burrowes are known for their excellent medical attention and thorough care, ensuring that each patient receives personalized treatment. The clinic offers a wide range of services including lifestyle changes, annual wellness visits, osteopathic medicine, women's health, and more. CFP Physicians Group is introducing a new mobile check-in process through Phreesia, making the check-in process fast, convenient, and private for patients. The clinic also provides care for geriatric patients in outpatient and inpatient settings, as well as offering administrative services to rehabilitation facilities and home health agencies. With a focus on enriching and supporting the health and well-being of their patients, CFP Physicians Group is committed to providing individualized healthcare in a professional and family-friendly atmosphere. Operating hours are Monday to Friday from 7:00 am to 4:30 pm, with the clinic closed on weekends. Visit CFP Physicians Group for exceptional medical care with a personal touch.
985 FL-436, Casselberry, FL 32707, United States -
Tripp C. Hale, CFP
● ClosedTripp C. Hale, CFP is a trusted accounting, finance, and insurance agency located at 913 Gulf Breeze Parkway in Gulf Breeze, Florida, United States. With a team of experienced professionals led by Certified Financial Planner Tripp C. Hale, this institution provides comprehensive financial services to help individuals and businesses achieve their financial goals. From tax preparation and financial planning to insurance coverage and investment strategies, Tripp C. Hale, CFP is dedicated to providing personalized and reliable services to meet the unique needs of each client. Visit their office in Gulf Breeze or contact them to schedule a consultation today.
913 Gulf Breeze Pkwy STE 4, Gulf Breeze, FL 32561, United States -
Roman Janos, CFP®, AEP®, ChFC®, RICP®
● ClosedRoman Janos, CFP®, AEP®, ChFC®, RICP® is a prestigious finance and insurance agency located at 4965 Northwest 8th Avenue in Gainesville, Florida, United States. With a team of highly qualified professionals holding various certifications, including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), this institution offers expert financial and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, estate planning, investment management, or insurance solutions, Roman Janos and his team are dedicated to providing personalized and comprehensive financial guidance to meet your needs. Visit their office in Gainesville or contact them to schedule a consultation today.
4965 NW 8th Ave STE A, Gainesville, FL 32605, United States -
Hale and Doerr, CPA, CFP LLC
● ClosedHale and Doerr, CPA, CFP LLC is a leading accounting and finance institution located at 913 Gulf Breeze Parkway in Gulf Breeze, Florida, United States. Our team of experienced professionals specializes in providing comprehensive financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
913 Gulf Breeze Pkwy STE 13, Gulf Breeze, FL 32561, United States -
Rockwell Financial Group of Raymond James (CFP , AIF , RICP , ChFC , CLU )
● ClosedRockwell Financial Group of Raymond James is a prestigious financial institution located at 11300 Florida 54 in Trinity, Florida. Specializing in financial planning and wealth management, their team of Certified Financial Planners (CFP), Accredited Investment Fiduciaries (AIF), Retirement Income Certified Professionals (RICP), Chartered Financial Consultants (ChFC), and Chartered Life Underwriters (CLU) are dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert advice, Rockwell Financial Group is a trusted partner for individuals and families seeking to secure their financial future.
11300 FL-54, Trinity, FL 34655, United States -
IHT Wealth Management - Fawn M. Lane MBA. CFP
● OpenIHT Wealth Management - Fawn M. Lane MBA, CFP is a finance institution located at 20719 Sterlington Drive, Land O' Lakes, Florida, United States. As a top 50 fastest growing financial advisor firm in the United States, we offer comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. With a commitment to transparency and integrity, we strive to build long-lasting relationships based on trust and mutual success. Visit us today to see how we can help you secure your financial future. *According to SmartAsset 08/22, please check the background of investment professionals associated with this site on FINRA’s BrokerCheck."
20719 Sterlington Dr Suite 102, Land O' Lakes, FL 34638, United States -
Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2791 Brownwood Boulevard in The Villages, Florida, United States. Meg Black, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), leads the team of experienced professionals dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals. With a strong commitment to integrity and client-centered service, Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a trusted partner for individuals and families seeking expert guidance in managing their finances and planning for the future.
2791 Brownwood Blvd, The Villages, FL 32163, United States -
Sedita Kilton, Nathan Kilton, CPA/CFP
● ClosedSedita Kilton, Nathan Kilton, CPA/CFP is a reputable accounting and finance institution located at 133 West Herring Street in Plant City, Florida, United States. With a team of experienced and certified professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Sedita Kilton, Nathan Kilton, CPA/CFP is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
133 W Herring St, Plant City, FL 33563, United States -
Signature Wealth Partners: Offices of Todd A. Bryant, CFP®
● ClosedSignature Wealth Partners: Offices of Todd A. Bryant, CFP® is a finance and insurance agency located at 446 West Plant Street, Winter Garden, Florida, United States. Our team of experienced professionals is dedicated to providing carefully measured guidance to individuals who value informed decisions and comprehensive financial planning. We understand the importance of personalized financial planning and strive to serve as your trusted partner in managing your wealth. Our approach involves a thorough analysis of all aspects of your financial life to create a tailored plan that meets your specific needs and goals.
446 W Plant St Unit 2, Winter Garden, FL 34787, United States -
Manish Mehta, CFA, CFP - UBS Financial Services Inc.
● OpenManish Mehta, CFA, CFP - UBS Financial Services Inc. is a reputable finance institution located at 201 North New York Avenue in Winter Park, Florida, United States. Specializing in financial services, the institution is led by Manish Mehta, a Certified Financial Analyst and Certified Financial Planner. With a focus on providing expert financial guidance and investment solutions, clients can trust in the knowledge and expertise of the team at UBS Financial Services Inc. to help them achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation strategies, Manish Mehta and his team are dedicated to providing top-notch financial services tailored to your specific needs.
201 N New York Ave Suite 300, Winter Park, FL 32789, United States -
Tom Robertson, CFP PPC | Robertson Advisory Inc
● ClosedTom Robertson, CFP PPC | Robertson Advisory Inc is a finance institution located at 505 East New York Avenue, DeLand, Florida, United States. Tom Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional and a Professional Plan Consultant™, offering financial planning services as an Investment Advisor Representative of Robertson Advisory Inc, a Registered Investment Advisor of the State of Florida. Additionally, Tom offers securities as a Registered Representative and advisory services as an Investment Advisor Representative of LPL Financial, a Registered Investment Advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning is offered through Robertson Advisory Inc, a registered investment advisor and separate entity. The LPL Financial registered representative associated with this website may only conduct business with residents of the states in which he is properly registered or licensed. Investment advisory services may only be offered through this website to residents of Florida. Robertson Advisory does not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, or gender expression. All are welcome at this institution.
505 E New York Ave #9, DeLand, FL 32724, United States -
Ann J. Rigsby, CPA/CFP
● ClosedAnn J. Rigsby, CPA/CFP is a reputable accounting and finance institution located at 1006 North Woodland Boulevard in DeLand, Florida, United States. With a team of highly qualified professionals, including Certified Public Accountants and Certified Financial Planners, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or investment advice, Ann J. Rigsby, CPA/CFP is dedicated to providing personalized solutions to meet your specific needs. Visit their office today to learn more about how they can help you achieve your financial goals.
1006 N Woodland Blvd # A, DeLand, FL 32720, United States -
Advanced Wealth Planning Group - Armand Atkinson, CFP
● ClosedAdvanced Wealth Planning Group, led by Armand Atkinson, CFP, is a finance institution located at 5401 West Kennedy Boulevard in Tampa, Florida, United States. Our team takes pride in utilizing cutting-edge financial planning and wealth management tools to guide our clients towards financial success. With a commitment to integrity, transparency, and ethical conduct, we uphold the highest standards in our industry. As Certified Financial Planner™ professionals, we offer personalized wealth management solutions for individuals, families, and business owners. Through our partnership with RBC, CircleBlack, and Black Diamond, we provide clients with access to innovative wealth management platforms. Our experienced team, including Armand Atkinson and Robert Alvarez, is dedicated to helping clients protect their assets, prepare for the future, and reach their financial goals. As Dave Ramsey's SmartVestor Pros for the Tampa Bay Area, we are committed to providing excellent customer service and financial expertise. Contact us at 813.770.9864 or email aatkinson@nbcsecurities.com for more information. Securities and Investment Advisory services are offered through NBC Securities, Inc. Member FINRA and SIPC.
5401 W Kennedy Blvd Ste 460, Tampa, FL 33609, United States -
Joseph H Nalley CPA CFP P.A.
● ClosedJoseph H Nalley CPA CFP P.A. is a reputable accounting and finance institution located at 5300 Florida Avenue South in Lakeland, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Known for their dedication to client satisfaction and expertise in the field, Joseph H Nalley CPA CFP P.A. is a trusted choice for individuals and businesses seeking financial guidance and support.
5300 Florida Ave S #6, Lakeland, FL 33813, United States -
John J. Faircloth, Jr. CFP - UBS Financial Services Inc.
● OpenJohn J. Faircloth, Jr. CFP - UBS Financial Services Inc. is a renowned finance institution located at 101 East Kennedy Boulevard in Tampa, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experts at John J. Faircloth, Jr. CFP - UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
101 E Kennedy Blvd 18th Floor, Tampa, FL 33602, United States -
Conley Thornhill, CFP®, CIMA® - UBS Financial Services Inc.
● OpenConley Thornhill, CFP®, CIMA® - UBS Financial Services Inc. is a renowned financial institution located at 295 1st Street South in Winter Haven, Florida, United States. Specializing in financial planning and investment management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on integrity, expertise, and personalized service, we strive to provide our clients with the highest level of financial guidance and support. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our experienced advisors are here to help you navigate the complex world of finance. Visit us today to see how we can help you secure your financial future.
295 1st St S, Winter Haven, FL 33880, United States -
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc.
● OpenThomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.
7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907, United States -
Joseph Brockman CFP MBA Brockman Wealth & Capital LLC
● OpenJoseph Brockman CFP MBA Brockman Wealth & Capital LLC is a finance institution located at 999 Vanderbilt Beach Road in Naples, Florida. Specializing in wealth management and capital investment, our team of professionals led by Joseph Brockman, a Certified Financial Planner with a Master of Business Administration, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we provide comprehensive financial solutions tailored to each individual's needs. Trust Brockman Wealth & Capital LLC to guide you towards a secure financial future.
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108, United States -
Edward Jones - Financial Advisor: Robert D Rucky, CFP®
● ClosedEdward Jones - Financial Advisor: Robert D Rucky, CFP® is a reputable financial institution located at 3047 Southwest 38th Court in Miami, Florida. As a Certified Financial Planner, Robert D Rucky offers expert financial advice and planning services to clients in the United States. With a focus on personalized solutions and long-term financial goals, Edward Jones is committed to helping individuals and families achieve financial success and security. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones and Robert D Rucky are dedicated to providing top-notch financial services and support.
3047 SW 38th Ct, Miami, FL 33146, United States -
John L. Porro Jr., CFP
● ClosedJohn 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.
9415 Sunset Dr #210, Miami, FL 33173, United States -
Joseph J. Maltese, CFP
● OpenJoseph 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.
3112 St Johns Bluff Rd S, Jacksonville, FL 32246, United States -
Nancy Curtin, CFP , CLTC
● OpenNancy Curtin, CFP, CLTC is a reputable financial institution located at 301 West Atlantic Avenue in Delray Beach, Florida, United States. Specializing in financial planning and long-term care, Nancy Curtin provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, Nancy Curtin is dedicated to helping individuals and families secure their financial future.
301 W Atlantic Ave Suite 0-6, Delray Beach, FL 33444, United States -
Greg Ringdahl, CFP®
● ClosedGreg Ringdahl, CFP® is a renowned finance institution located at 712 North Olive Avenue in West Palm Beach, Florida, United States. Specializing in financial planning and wealth management services, Greg Ringdahl, CFP® is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of highly experienced and knowledgeable professionals, they offer personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Greg Ringdahl, CFP® is committed to providing expert guidance and support every step of the way.
Agnello Financial Group, 712 N Olive Ave, West Palm Beach, FL 33401, United States -
Edward Jones - Financial Advisor: Debra N Hild, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Debra N Hild, CFP®|AAMS™ is a reputable financial institution located at 1095 East 9 Mile Road in Pensacola, Florida, United States. Debra N Hild, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and retirement planning, Edward Jones provides tailored solutions to meet the unique needs of each client. Trust Debra N Hild and the team at Edward Jones to provide professional and reliable financial guidance for a secure financial future.
1095 E 9 Mile Rd Ste 6, Pensacola, FL 32514, United States -
Edward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS™ is a leading financial institution located at 9013 University Parkway in Pensacola, Florida, United States. As a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS), Micah R Mattoon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of financial services, including retirement planning, wealth management, and investment solutions. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Micah R Mattoon and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
9013 University Pkwy F, Pensacola, FL 32514, United States
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