The 30 Best Independent advisors in Florida
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USHEALTH Advisors “The Dorne Region”
USHEALTH Advisors "The Dorne Region" is an insurance agency located at 1707 Orlando Central Parkway in Orlando, Florida. Our team of experienced advisors is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for health, life, or supplemental insurance, we are here to help you navigate the complex world of insurance and find the best coverage for you and your family. Contact us today to learn more about how we can help protect your future.
Six Pillars Financial Advisors
Six Pillars Financial Advisors is a finance institution located at 3343 Thomasville Road in Tallahassee, Florida, United States. They can be reached at (850) 488-0035, ext 2107 or via email at saustin@sixpillarfa.com. Securities are offered through LPL Financial, a registered broker-dealer, and insurance products are offered through LPL or its licensed affiliates. Investment advice is provided by Independent Advisor Alliance, a separate entity from LPL Financial. First Commerce Credit Union and Six Pillars Advisors are not registered as broker-dealers or investment advisors. Registered representatives of LPL offer products and services using Six Pillars Financial Advisors and may also be employees of First Commerce Credit Union. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Florida, Georgia, Alabama, Michigan, New York, Illinois, Louisiana, Montana, South Carolina, and Texas. It is recommended to check the background of this investment professional before engaging in any transactions.
Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP
Wealth 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.
Six Pillars Financial Advisors
Six Pillars Financial Advisors is a finance institution located at 2073 Summit Lake Drive, Tallahassee, Florida, United States. They offer a range of financial planning services to help you see the big picture of your finances. You can contact them at 3343 Thomasville Road, Tallahassee, FL 32308 or by phone at (850) 488-0035, ext 2107. Securities are offered through LPL Financial, a registered broker-dealer, and insurance products are offered through LPL or its licensed affiliates. Investment advice is offered through Independent Advisor Alliance, a separate entity from LPL Financial. Please note that First Commerce Credit Union and Six Pillars Advisors are not registered as a broker-dealer or investment advisor. The registered representatives of LPL offer products and services using Six Pillars Financial Advisors and may also be employees of First Commerce Credit Union. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value.
True North Advisors
True North Advisors is a finance institution located at 2039 Centre Pointe Boulevard in Tallahassee, Florida. Our team of experienced professionals is dedicated to helping clients navigate their financial journey and reach their true north. With a focus on personalized financial planning and investment management, we strive to provide comprehensive and tailored solutions to meet each client's unique goals and objectives. Whether you are planning for retirement, managing your wealth, or looking to grow your assets, True North Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
Smith Bruer Advisors
Smith Bruer Advisors is a renowned finance institution located at 1700 Summit Lake Drive in Tallahassee, Florida, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, and retirement planning. Their personalized approach to financial management ensures that each client receives tailored solutions to meet their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Smith Bruer Advisors is dedicated to helping you achieve your financial objectives.
Matt Coniglio-Prudential Advisors
Matt Coniglio-Prudential Advisors is a reputable financial institution located at 2104 Delta Way in Tallahassee, Florida, United States. With a focus on providing expert financial advice and services, the team at Matt Coniglio-Prudential Advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your finances, their experienced advisors are here to assist you every step of the way. Trust Matt Coniglio-Prudential Advisors to guide you towards a more secure financial future.
Jenny T Nash - Financial Advisor, Ameriprise Financial Services, LLC
Jenny T Nash is a Financial Advisor at Ameriprise Financial Services, LLC located on Timberlane Road in Tallahassee, Florida. Jenny holds several certifications 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®, CFP®, 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 wide range of financial planning topics including asset management, retirement planning, estate planning, and investment strategies. Jenny specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jenny is dedicated to helping clients achieve their financial goals.
Richard Bergstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard Bergstrom - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1435 Piedmont Dr E, Tallahassee, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Bergstrom holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment management. With a focus on ethical practices and comprehensive knowledge, Richard Bergstrom is dedicated to providing high-quality financial advice and services to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Richard Bergstrom can help guide you towards a secure financial future.
Edward Jones - Financial Advisor: Shannon Day
Edward Jones - Financial Advisor: Shannon Day is a reputable financial institution located at 3325 Thomasville Road in Tallahassee, Florida, United States. As a dedicated finance advisor, Shannon Day provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Shannon Day offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Shannon Day is committed to providing tailored solutions to meet your individual needs.
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
Jackson Gardner is a financial advisor at Ameriprise Financial Services, LLC located at 1953 Thomasville Road in Tallahassee, Florida, United States. He holds various certifications 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 demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Jackson Gardner is dedicated to providing comprehensive financial advice and guidance to individuals and businesses, helping them achieve their financial goals.
Wells Fargo Advisors
Wells Fargo Advisors is a finance institution located at 3320 Thomasville Road in Tallahassee, Florida, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and tailored solutions to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Jennifer G Rupert
Merrill Lynch Financial Advisor Jennifer G Rupert, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a leading finance institution dedicated to providing exemplary client service. The advisors at Merrill have received recognition from prestigious financial industry publications and Bank of America Corporation for their commitment to building strong client relationships based on trust and personalized service. The team at Rupert & Associates, supported by the global resources of Merrill, is comprised of talented and experienced individuals who work with a select group of individuals and families to provide proactive and dynamic financial planning. They assist a diverse range of clients, including successful business owners, attorneys, physicians, and retired individuals, to help them achieve financial wellness and emotional fulfillment.
Merrill Lynch Financial Advisor Clinton Alexander
Merrill Lynch Financial Advisor Clinton Alexander is located at 1276 Metropolitan Boulevard, Tallahassee, Florida, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service based on trust and personalized service. The institution offers a range of services, including wealth management, financial planning, and investment advice. The team at Merrill Lynch focuses on helping clients achieve their personal financial goals, such as funding education, planning for retirement, and managing potential health care costs. By getting to know each client individually, the advisors can create a customized financial strategy that reflects their investment personality and life priorities. The institution also offers tools such as the Investment Personality Assessment to help clients refine their investing preferences. With a focus on understanding each client's goals and priorities, Merrill Lynch Financial Advisor Clinton Alexander aims to help clients navigate the financial landscape and achieve their objectives.
Alex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
Alex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1517 Sun City Center Plaza in Sun City Center, Florida, offers a wide range of finance services for individuals. Alex L Perez holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more. With a focus on comprehensive financial planning, Alex L Perez aims to provide clients with the knowledge and tools needed to achieve their financial goals.
Edward Jones - Financial Advisor: John E Bockover, AAMS™
Edward Jones - Financial Advisor: John E Bockover, AAMS™ is a trusted financial institution located at 114 South Main Street in Auburndale, Florida, United States. Specializing in personalized financial planning and investment services, John E Bockover, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones is a reputable institution that clients can rely on for all their financial needs.
Carr, Riggs & Ingram CPAs and Advisors
Carr, Riggs & Ingram CPAs and Advisors is a top-ranked accounting and advisory firm located at 4267 Lafayette Street in Marianna, Florida. With a focus on building strong relationships to drive growth, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, a global association of independent accounting firms, CRI has the expertise to guide clients from compliance to competitive advantage. Let us help you find the solutions to achieve success in your financial goals.
Nobles Independent Consultants
Nobles Independent Consultants is a distinguished health institution located at 1404 North 10th Avenue in Pensacola, Florida, United States. With a team of experienced and knowledgeable consultants, we provide personalized and high-quality healthcare services to our clients. Our mission is to empower individuals to take control of their health and well-being through education, guidance, and support. Visit us today to experience the difference in healthcare consultation.
Wandalys Diaz, Mary Kay Independent Beauty Consultant
Wandalys Diaz is a Mary Kay Independent Beauty Consultant located at 402 Knightswood Drive in Apopka, Florida. Specializing in health and beauty products, Wandalys offers personalized skincare consultations and makeup tutorials to help her clients look and feel their best. With a passion for empowering individuals to enhance their natural beauty, Wandalys provides top-quality Mary Kay products and expert advice to help clients achieve their skincare and beauty goals. Visit Wandalys Diaz for a personalized beauty experience that will leave you feeling confident and radiant.
Raymond Arias Advisor LLC
Raymond Arias Advisor LLC is an insurance agency located at 5815 Argerian Drive in Wesley Chapel, Florida, United States. Raymond G Arias, the advisor, is registered with and offers securities through Kovack Securities, Inc. Member FINRA/SIPC. Advisory services are provided through Kovack Advisors, Inc., a SEC registered investment advisory firm. Raymond Arias Advisor, LLC is independent and not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Raymond G Arias is only authorized to conduct business with residents of states and jurisdictions where he is properly registered. The institution provides linked sites as a courtesy, but Kovack Securities, Inc. does not guarantee, approve, or endorse the information or products available on these sites. Please check the background of Raymond G Arias as an investment professional.
Independent Financial Services
Independent Financial Services is a comprehensive financial institution located at 20635 Amberfield Drive in Land O' Lakes, Florida. We offer a wide range of services including finance, health insurance, and legal advice. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or legal matters, Independent Financial Services is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
Health Plus Advisors
Health Plus Advisors is an independent insurance agency located at 2000 East Edgewood Drive in Lakeland, Florida, United States. We understand that choosing the right insurance coverage can be overwhelming, which is why we are here to help. Our experienced team represents a variety of major insurers and will work closely with you to tailor insurance plans that meet your unique needs. Whether you are looking for Medicare, Individual or Family Health Insurance, or Dental and Vision Insurance, we are dedicated to finding the best options for you. Navigating the world of Medicare can be complex, especially for seniors. Our team is committed to providing exceptional Medicare coverage options from leading insurers, ensuring that seniors have access to the best plans for their needs. We take the time to understand your requirements and guide you towards the right plan with a personalized approach.
Powerhouse Financial Independence Network,
Powerhouse Financial Independence Network is a leading institution located at 521 Ballyshannon Drive in Davenport, Florida, United States. Our mission is to empower individuals to achieve financial independence through education, resources, and personalized guidance. We offer a wide range of services including financial planning, investment management, retirement planning, and wealth building strategies. Our team of experts is dedicated to helping our clients reach their financial goals and secure their future. Join us at Powerhouse Financial Independence Network and take control of your financial destiny today.
Kissimmee - Health & Medicare Advisors
Kissimmee Health & Medicare Advisors is a full-service, independent brokerage located at 1101 Miranda Lane in Kissimmee, Florida. Specializing in Medicare Plan Options and Individual Health Insurance Plans, our team of licensed agents covers all counties in Florida, Georgia, and South Carolina. We offer a wide variety of plans from top insurance providers such as United Healthcare, Humana, Cigna, and more. Our business model is built on transparency, honesty, and efficiency, with a focus on being active navigators for our clients. Whether you're looking for Medicare Supplement Plans, Medicare Advantage Plans, Prescription Drug Plans, or Individual Health Insurance Plans, we are here to help you find the best option for your current needs and budget. Our experienced agents are dedicated to building lasting relationships with our clients, providing personalized service and support throughout our partnership. Give us a call today and let us welcome you to the Shawn E Brown Insurance Family.
Connor McDonald US Health Advisor
Connor McDonald US Health Advisor is a leading health insurance agency located at 1707 Orlando Central Parkway in Orlando, Florida, United States. Our insurance plans are underwritten by reputable companies such as Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We offer innovative health coverage tailored to meet the individual needs of each customer, understanding that a one-size-fits-all approach is not always the answer. Whether you are on a limited budget or looking for additional benefits, our plans provide a range of options to suit your requirements. We strive to work with you to create a health coverage plan that is best for you and your family, focusing on flexibility and reliability. As a Gold Stevie Award Winner for multiple years, we are dedicated to providing exceptional service and support to our customers.
Armando Cervantes with US Health Advisors
Armando Cervantes with US Health Advisors is a health insurance agency located at 7700 Southland Boulevard in Orlando, Florida, United States. Our insurance plans are underwritten by reputable companies such as Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We offer innovative health coverage tailored to individual needs, understanding that every customer is unique and deserves personalized options. Whether you are on a limited budget or looking for additional benefits, we work with you to create the best health coverage for you and your family. Our product portfolio is known for its flexibility and reliability, with highlights and benefits that cater to various needs. As a Gold Stevie Award Winner for multiple years, we take pride in our unique culture and superior strategy that make USHEALTH Advisors stand out. Our mission is to help other people every day (HOPE), and our staff, management, and independently contracted Agents are committed to making a positive difference in the lives of others. Visit us at 300 Burnett Street, Suite 200 in Fort Worth, TX, or contact us during our business hours from 7:00 AM to 7:00 PM CT Monday to Friday and 8:00 AM to 1:00 PM CT on Saturday.
Shawn E Brown Insurance - Health Insurance & Medicare Advisors
Shawn E Brown Insurance is a health insurance and Medicare advisory institution located at 1201 6th Avenue West, Bradenton, Florida, United States. Specializing in Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans, most applicants qualify for advanced premium tax credits and many even qualify for a FREE plan. As a full-service, independent brokerage with a corporate office in Daytona Beach, Florida, Shawn E Brown Insurance also has satellite offices in various locations in Florida, South Carolina, and Georgia, as well as licensing in several other states. With a focus on transparency, honesty, and efficiency, Shawn E Brown Insurance is dedicated to helping clients navigate the complex healthcare landscape to find the best plan for their needs and budget. The institution offers a wide variety of plans from top insurance companies, including United Healthcare, Humana, Cigna, and many more. Clients praise the knowledgeable and responsive agents at Shawn E Brown Insurance for their assistance in finding affordable and comprehensive insurance coverage.
Aflac Independant Agent
Aflac Independent Agent is an insurance agency located at 424 55th Avenue Northeast, St. Petersburg, Florida, United States. They specialize in providing supplemental insurance coverage to help with expenses that traditional health insurance may not cover. Their products include emergency treatment coverage, assistance with cancer treatment costs, coverage for critical illnesses, final expense whole life insurance, and more. They also offer additional products through employers to help with high deductibles, injuries, dental and vision care, and more. Aflac aims to provide financial peace of mind and protect the future of their clients and their loved ones. For those looking to protect their future and ensure they are prepared for any unexpected expenses, Aflac Independent Agent is ready to help.
Prudential Insurance and Financial Advisors - Seema Ramroop CRPS
Prudential Insurance and Financial Advisors - Seema Ramroop CRPS is a leading finance and insurance agency located at 2300 Curlew Road in Palm Harbor, Florida, United States. With a strong focus on providing personalized financial solutions, this institution offers a wide range of insurance products and financial services to meet the diverse needs of their clients. Led by Seema Ramroop, a Certified Retirement Planning Specialist (CRPS), the team at Prudential Insurance and Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage, retirement planning, investment strategies, or wealth management advice, this institution is committed to providing expert guidance and support every step of the way. Contact Prudential Insurance and Financial Advisors - Seema Ramroop CRPS today to start building a solid financial foundation for tomorrow.
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