Cfp professional in Florida
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Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 6250 Coral Ridge Drive in Coral Springs, Florida, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals led by Bruce E Kallor, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), clients can trust in the expertise and knowledge provided. Whether individuals are looking to plan for retirement, invest for the future, or manage their wealth, Edward Jones is dedicated to providing tailored solutions to meet their unique financial needs.
6250 Coral Ridge Dr STE 102, Coral Springs, FL 33076, United States -
Paul M. Zoch CFP , CRPC , CRPS
● ClosedPaul M. Zoch CFP, CRPC, CRPS is a finance institution located at 11555 Heron Bay Boulevard in Parkland, Florida, United States. Specializing in personalized financial planning and wealth management, Prosperitus Wealth Advisors is dedicated to helping clients achieve lasting prosperity. With a holistic approach that considers all aspects of finances, including insurance, taxes, and investments, the institution crafts tailored financial plans aligned with each client's unique goals. Operating with fiduciary excellence and empowered insights, the team at Prosperitus Wealth Advisors provides peace of mind and clarity every step of the way. Services offered include personalized financial planning, business success architecture, retirement planning, legacy protection, tax-efficient strategies, wealth management, financial shielding, and educational planning. With a team of dedicated professionals committed to providing unparalleled financial guidance, Prosperitus Wealth Advisors is the ideal choice for those looking to achieve their financial goals.
11555 Heron Bay Blvd STE 305, Parkland, FL 33076, United States -
Ben Bowersox, CFP®
● ClosedBen 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.
304 E Tennessee St, Tallahassee, FL 32301, United States -
Todd L Middleton, ChFC , CFP , CLU
● ClosedTodd 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.
10375 Centurion Pkwy #300, Jacksonville, FL 32256, United States -
Kevin Driscoll CFP / The Driscoll Group Inc.
● ClosedKevin Driscoll CFP / The Driscoll Group Inc. is a leading financial institution located in Jacksonville, Florida. With a focus on providing comprehensive financial planning services, Kevin Driscoll and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, the experienced professionals at The Driscoll Group Inc. can provide personalized guidance and strategies to help you succeed. Visit their office at 8825 Perimeter Park Boulevard to learn more about how they can assist you in managing your finances and securing your financial future.
8825 Perimeter Park Blvd Ste 604, Jacksonville, FL 32216, United States -
Raymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc.
● OpenRaymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc. is a finance institution located at 816 Florida A1A in Ponte Vedra Beach, Florida, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in wealth management, retirement planning, and estate planning, they provide personalized solutions to meet each client's unique needs. As a part of UBS Financial Services Inc., they have access to a wide range of resources and tools to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Raymond Chase and his team are dedicated to helping you succeed financially.
816 Florida A1A North, Ponte Vedra Beach, FL 32082, United States -
Corey J. D'Angelo, CFP®, CEPA® - UBS Financial Services Inc.
● OpenCorey J. D'Angelo, CFP®, CEPA® - UBS Financial Services Inc. is a prestigious financial institution located at 201 North New York Avenue in Winter Park, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners and Certified Exit Planning Advisors, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with selling your business, Corey J. D'Angelo and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
201 N New York Ave, Winter Park, FL 32789, United States -
Rich Miller Certified Financial Planner CFP, CLU, ChFC, RICP, QFPC
● ClosedRich Miller Certified Financial Planner is a prestigious financial institution located at 3300 PGA Boulevard in Palm Beach Gardens, Florida. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Qualified Financial Planning Counselor (QFPC), Rich Miller offers expert financial advice and planning services to clients. With a strong emphasis on personalized financial strategies tailored to individual needs and goals, Rich Miller Certified Financial Planner is dedicated to helping clients achieve financial success and security.
3300 PGA Boulevard # 400, Palm Beach Gardens, FL 33410, United States -
Edward Jones - Financial Advisor: Jim Smeenge, CFP®
● ClosedEdward Jones - Financial Advisor: Jim Smeenge, CFP® is a reputable financial institution located at 120 South Olive Avenue in West Palm Beach, Florida, United States. Specializing in finance, our experienced advisor, Jim Smeenge, is a Certified Financial Planner who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial plans, our institution is committed to providing top-notch financial advice and guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Jim Smeenge, CFP® is here to help you navigate the complex world of finance with confidence and peace of mind.
120 S Olive Ave Ste 101, West Palm Beach, FL 33401, United States -
David Franken, CFP - UBS Financial Services Inc.
● OpenDavid Franken, CFP - UBS Financial Services Inc. is a reputable finance institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, United States. With a team of experienced professionals led by Certified Financial Planner David Franken, the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, David Franken and his team are dedicated to providing personalized and comprehensive financial guidance to meet your needs. Trust UBS Financial Services Inc. to help you navigate the complex world of finance with confidence and expertise.
3801 PGA Boulevard 10th Floor, Palm Beach Gardens, FL 33410, United States -
James Stanton, CFP - UBS Financial Services Inc.
● OpenJames Stanton, CFP - UBS Financial Services Inc. is a leading financial institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida. As a Certified Financial Planner, James Stanton and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, retirement planning, and more, they offer personalized solutions to meet each client's unique needs. With a commitment to excellence and a track record of success, James Stanton, CFP - UBS Financial Services Inc. is a trusted partner in financial planning and wealth management.
3801 PGA Boulevard 10th Floor, Palm Beach Gardens, FL 33410, United States -
Edward Jones - Financial Advisor: Craig M Rosen, CFP®
● ClosedEdward Jones - Financial Advisor: Craig M Rosen, CFP® is a reputable financial institution located at 1250 South Pine Island Road in Plantation, Florida. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the team at Edward Jones. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Craig M Rosen, CFP® is dedicated to providing personalized solutions to meet your financial needs.
1250 S Pine Island Rd Ste 260, Plantation, FL 33324, United States -
Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is a renowned financial institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals led by William F Biddle, who holds certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers top-notch financial advisory services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial plan, Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.
2455 E Sunrise Blvd Suite 1105, Fort Lauderdale, FL 33304, United States -
Mark Fendrick, CFP - UBS Financial Services Inc.
● OpenMark Fendrick, CFP - UBS Financial Services Inc. is a renowned financial institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Specializing in providing expert financial planning and investment services, Mark Fendrick and his team of Certified Financial Planners offer personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a reputation for professionalism, Mark Fendrick, CFP - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking sound financial advice and strategies.
1800 N Military Trl #300, Boca Raton, FL 33431, United States -
Christopher D. Niles, CPWA, CFP, CIMA, RMA - UBS Financial Services Inc.
● OpenChristopher D. Niles, CPWA, CFP, CIMA, RMA - UBS Financial Services Inc. is a prestigious finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals, including Christopher D. Niles who holds multiple certifications such as Certified Private Wealth Advisor (CPWA), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Retirement Management Advisor (RMA), this institution offers top-notch financial services to its clients. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Christopher D. Niles and his team at UBS Financial Services Inc. are dedicated to helping you achieve your financial goals.
401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, United States -
Steven R. Bell, CFP
● ClosedSteven 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.
225 NE Mizner Blvd #250, Boca Raton, FL 33432, United States -
Sean Riley, CPWA, CFP - UBS Financial Services Inc.
● OpenSean Riley, CPWA, CFP - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and comprehensive financial solutions, we strive to provide our clients with the highest level of expertise and professionalism. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sean Riley and his team are here to help you every step of the way.
401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, United States -
N. Abraham Issa, CFP - UBS Financial Services Inc.
● OpenN. Abraham Issa, CFP - UBS Financial Services Inc. is a reputable financial institution located in Miami, Florida. Our team of experienced professionals, led by N. Abraham Issa, a Certified Financial Planner, is dedicated to providing personalized financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Visit us at 100 Southeast 2nd Street to learn more about how we can assist you in managing your finances and securing your financial future.
100 SE 2nd St Suite 2500, Miami, FL 33131, United States -
Manuel Coroalles, CFP - UBS Financial Services Inc.
● OpenManuel Coroalles, CFP - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Manuel Coroalles, CFP - UBS Financial Services Inc. is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping individuals and families secure their financial future.
100 SE 2nd St Suite 2400, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Michael C Grant
● ClosedMerrill Lynch Financial Advisor Michael C Grant is a finance institution located at 1276 Metropolitan Boulevard, Suite 201, Tallahassee, Florida, United States. The institution focuses on building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to identify and prioritize your financial goals. By listening to your needs and aspirations, they aim to provide a customized financial approach that helps you pursue what matters most to you. The team at Merrill Lynch understands that life and financial goals can change over time. They offer tools and resources to help you keep track of these changes and adjust your financial approach accordingly. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Michael C Grant can help you create a personalized plan to manage, grow, and preserve your wealth.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor William L Ervin, Jr.
● ClosedMerrill Lynch Financial Advisor William L Ervin, Jr. is a finance institution located at 1276 Metropolitan Boulevard, Tallahassee, Florida, United States. Every relationship with this institution begins with a conversation to help clients identify and prioritize their financial goals. The institution believes that financial success is achieved by making investment-related decisions that align with personal goals. By understanding the client's investment personality through an assessment, the institution customizes a financial approach to help clients pursue what matters most to them. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help clients reach their goals. The institution regularly reviews and updates financial approaches to reflect changes in the client's life and goals.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Tidemark Financial Services & Insurance
● OpenTidemark Financial Services & Insurance is a finance and insurance agency located at 11065 Gatewood Drive in Bradenton, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics from asset management to estate planning, retirement planning, and specialized areas like military financial advising and long-term care planning. The institution is dedicated to providing comprehensive and specialized training for financial professionals to better serve their clients' needs.
11065 Gatewood Dr STE 103, Bradenton, FL 34211, United States -
Pm Paul D.J. Morgis, Certified Financial Planner
● ClosedPm Paul D.J. Morgis, Certified Financial Planner, located at 200 Lake Morton Drive in Lakeland, Florida, offers a range of financial services including insurances, investments, benefits, estate preservation, and financial planning. As a CFP® professional with additional certifications in Ch FC and MBA, Pm Paul D.J. Morgis is dedicated to managing financial success for clients. Please note that while the institution provides information as a courtesy, they are not responsible for the accuracy or completeness of information on linked websites. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Clients are advised to check the background of this investment professional before proceeding.
200 Lake Morton Dr, Lakeland, FL 33801, United States -
A.P. Accounting & Tax Services P.L.
● ClosedA.P. Accounting & Tax Services P.L. is a Certified Public Accounting Firm located at 4901 International Parkway in Sanford, Florida. Since 2011, we have been providing traditional accounting, tax, payroll, consulting, and planning services to businesses of all sizes, from large established companies to start-up enterprises. Our team believes that our clients are our most valuable asset, and we are dedicated to delivering the highest level of service in a cost-effective manner. As both Certified Public Accountants (CPAs) and Certified Financial PlannersTM, we view ourselves as your lifelong financial partner, assisting you with all aspects of your financial life. In addition to accounting and tax services, we offer expertise in retirement planning, estate planning, education planning, wealth management, asset protection, and personal finance.
4901 International Pkwy STE 1021, Sanford, FL 32771, United States -
Sage Wealth Consulting, LLC
● ClosedSage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Atlas Fiduciary Financial, LLC
● ClosedAtlas Fiduciary Financial, LLC is a finance institution located at 1577 Fruitville Road in Sarasota, Florida, United States. We operate on a transparent, client-centric model where our only compensation comes from you, ensuring no conflicts of interest, commissions, or hidden agendas. Our team consists of highly educated professionals, each holding a university financial degree and Certified Financial Planner (CFP®) designation. With advanced gold-standard certifications like the Chartered Financial Analyst (CFA®), our senior team members have achieved the highest levels of academic accomplishment. We offer personalized, comprehensive financial planning tailored to your individual goals, aspirations, and values. Our investment approach is rooted in academically supported frameworks to construct efficient portfolios that minimize risk and maximize returns. We regularly assess your portfolio's performance to make necessary adjustments.
1577 Fruitville Rd, Sarasota, FL 34236, United States -
Total View Advisors
● ClosedTotal View Advisors is a finance institution located at 9155 South Dadeland Boulevard in Miami, Florida, United States. Our approach to financial planning goes beyond just managing your money. We believe in taking a holistic view of your life, considering your goals, aspirations, and responsibilities. By conducting a comprehensive review of your life, we tailor a plan to help you achieve your future objectives. At Total View Advisors, we are committed to building a personal connection with our clients to deliver financial guidance that fits their unique circumstances. Our team of dedicated professionals is focused on knowing you well and advising you on all matters related to your financial life.
9155 S Dadeland Blvd #1404, Miami, FL 33156, United States -
Paragon Wealth Strategies
● ClosedParagon 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 info@WealthGuards.com for more information. Please review our Important Disclosure Information for transparency about our services.
10245 Centurion Pkwy N #106, Jacksonville, FL 32256, United States -
Mellen Money Management
● ClosedMellen 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.
1102 A1A N STE 206, Ponte Vedra Beach, FL 32082, United States -
Merrill Lynch Financial Advisor Stephen R Hancock
● ClosedMerrill Lynch Financial Advisor Stephen R Hancock is located at 26301 US Highway 19 North, Clearwater, Florida, United States. At Hancock Hudson Wealth Management, our team is dedicated to helping clients achieve their financial goals through personalized service and care. We work with you to design goals-based financial strategies tailored to your unique priorities and retirement goals. Our team, supported by the global resources of Merrill, is committed to helping you pursue a retirement that aligns with your life. Through meaningful conversations, we get to know what matters most to you and use that understanding to create a personalized plan that considers your risk tolerance, time horizons, liquidity needs, and financial situation. As your life and goals change, we provide tools to help you stay on track and make adjustments to your financial approach. Our team, comprised of talented individuals, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services including personalized or defined strategies managed by a Portfolio Manager, Merrill Personal Wealth Analysis™, and access to comprehensive financial solutions from Bank of America. We believe in putting you first and working with you to develop a wealth management approach for the future. Certified by the CFP Board, we provide investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and we do not provide legal, tax, or accounting advice. Contact us today to start building a customized investment approach that addresses your needs and helps you pursue your goals.
26301 US Hwy 19 N, Clearwater, FL 33761, United States
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