TOP 30 Independent financial adviser in Florida

59 results found

Full Spectrum Financial Group is a finance and insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida, United States. Partnered with New York Life, we are dedicated to serving professional advisors and helping clients secure their financial future. Our mission is to align your wealth with your goals, providing clarity and order to your financial life. With decades of industry knowledge, we offer custom solutions tailored to your needs. We prioritize developing deep, personal relationships with our clients, built on trust and integrity. Our proactive approach involves coordinating with your other professionals, such as attorneys and CPAs, to ensure everyone is working towards your financial goals. Our Financial Advisers, Steve Griffin and Kelly Goldstein, offer investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies.

Excel Financial and Tax Services is a full-service financial institution located at 4920 West Cypress Street in Tampa, Florida. Our team of professionals comes from diverse backgrounds, providing a multicultural perspective that enhances our ability to meet the unique financial needs of each client. With proficiency in English, French, Spanish, and Hungarian, we strive to make communication easy and effective for all clients. Our services include insurance, wealth management, accounting, bookkeeping, tax preparation, I.R.S debt resolution, and tax planning. As a local partner with a global reach, we have branches in Tampa, Wesley Chapel, and Orlando, offering comprehensive financial solutions to individuals and businesses.

Florida Financial Strategies, located at 500 Winderley Place in Maitland, Florida, is a finance institution dedicated to helping individuals improve their long-term financial success. Our team of Financial Professionals works with clients to create customized programs designed to grow and conserve wealth through personalized service. With a focus on prudent investments and building healthy portfolios, our agents strive to make financial dreams a reality while considering each client's unique financial situation. Our experienced advisors have dedicated their careers to helping people from all backgrounds achieve their financial goals. Whether you are saving for retirement, planning for the future, or looking to grow your wealth, our independent agents provide objective guidance tailored to your individual needs. From investment management to life insurance planning, our team is committed to helping you achieve financial independence and secure a prosperous future for yourself and your loved ones.

Sandy Morris Financial & Estate Planning Services LLC, located at 10015 Gallant Lane in Tampa, Florida, is dedicated to providing personalized financial support and guidance to help you achieve a future filled with purpose, passion, and fulfillment. Our team of financial specialists will work with you to create clear retirement strategies tailored to your unique dreams and goals. We offer comprehensive retirement planning services that focus on delivering consistent income, managing investment risk, planning for healthcare needs, minimizing tax liabilities, and protecting your assets for the long term. Our Financial House planning process is designed to guide you through retirement, ensuring that your legacy vision is protected and fulfilled.

Financial Freedom Capital Management is a unique independent investment advisory firm located at 780 5th Avenue South in Naples, Florida. Established in 2014, our team of fiduciary advisers has over 30 years of experience in the industry, providing investment and pension advice to clients in the US and abroad. As fiduciary advisers, we always act in the best interest of our clients, avoiding conflicts of interest and putting their needs first. We offer a wide range of market and investment options to create tailored portfolio solutions for each client's specific circumstances. Our advice is free, and we only charge an annual management fee based on funds invested for standalone investments. We conduct thorough assessments, research, and analysis to provide recommendations to our clients, and continue to monitor and analyze portfolios to achieve the best possible outcomes.

Jason Fuller - Regions Financial Advisor is a trusted institution located at 70 North Baylen Street in Pensacola, Florida, United States. Jason Fuller, a Financial Advisor for Regions Investment Solutions, is dedicated to helping clients not only with their immediate financial needs but also in developing a comprehensive strategy to meet their long-term financial goals. With a focus on personalized solutions and a deep understanding of both short and long-term objectives, Jason Fuller aims to make the journey towards financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided through Regions Investment Management, Inc. (RIM). RIM, a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, works closely with Regions Wealth Management to provide investment management services and strategies for clients.

David Berry - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 18514 US Highway 19 North, Clearwater, 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, 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 military financial advising and long-term care planning. David Berry - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Joshua Falcon, CFP® is a top-rated financial institution located at 100 North Tampa Street in Tampa, Florida. Joshua Falcon, a Certified Financial Planner, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to client satisfaction and a reputation for excellence in the industry, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact Joshua Falcon today to schedule a consultation and start planning for a brighter tomorrow.

At Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.

Prudent Financial Planning, located at 4850 Tamiami Trail North in Naples, Florida, is a finance institution that specializes in advising elite professionals to achieve their financial goals, manage debt, and build and maintain wealth. Whether you are a practice owner, associate, lawyer with student loans, or someone just starting out in their career, Prudent Financial Planning can provide personalized recommendations to help you create a financial plan tailored to your unique goals. Our dedicated team is committed to guiding you towards sound financial decisions and helping you achieve financial freedom. In addition to our financial services, we also offer access to relevant resources and tools, including blogs and free financial tips. Visit us today and let us help you make your money work for you.

Evelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.

Guerra Financial Group, located at 6401 Southwest 87th Avenue in Miami, Florida, is a proud independent fiduciary advisor specializing in managing wealth for families. Established in 1986, Guerra Wealth Advisors currently manages over $600 million for thousands of clients, helping them transform the way they retire. Their mission is to make work an option, not an obligation, for their clients by ensuring they are perfectly prepared for retirement and that their financial strategy aligns with their goals, needs, and values. Their 5-step process is designed to help families retire with confidence and security. The institution offers a variety of investment and insurance products to custom suit their clients' needs and objectives. Securities are offered through Guerra Advisory Services, a Registered Investment Adviser firm.

Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North, Jacksonville, Florida, United States, offers financial planning services to help clients achieve a more confident financial future. With a focus on investment products and services, Brad Huntley provides personalized advice to meet the individual needs of each client. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts and discuss their goals with Brad Huntley. As a registered investment adviser, Ameriprise Financial Services, LLC, provides investment advisory products and services to help clients navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC. Brad Huntley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can trust Ameriprise Financial Services, LLC to provide reliable and secure financial guidance.

Matthew Pisera, the founder and financial adviser at Aether Financial Group, LLC, located at 147 East Lyman Avenue in Winter Park, Florida, is dedicated to providing professional advice and services to help individuals achieve financial success. With access to a wealth of information, it can be overwhelming to navigate the best options for your specific situation and goals. At Aether Financial Group, LLC, the team believes in understanding each client's unique needs and creating personalized plans to help them reach their financial objectives. Specializing in helping health-minded individuals achieve balance in all aspects of their lives, Aether Financial Group, LLC offers a range of solutions to protect assets, grow wealth, and leave lasting legacies. The team is committed to educating clients, providing honest feedback, and offering transparent advice to guide them in the right direction. Whether you have a specific financial need or require a comprehensive review of your financial situation, Aether Financial Group, LLC is there to help.

Prosperity Financial Solution is a leading finance institution located at 100 Village Square Crossing in Palm Beach Gardens, Florida, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals. From personalized financial planning to investment management, we offer a wide range of services to help our clients prosper and secure their financial future. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.

Thomas Rudakas, a financial advisor at Ameriprise Financial Services, LLC located at 3801 PGA Boulevard, Palm Beach Gardens, Florida, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding what truly matters to you, Thomas can assist with saving for college, planning for retirement, making smart investments, and more. By providing tailored financial advice, Thomas aims to help you feel more confident and in control of your financial life. As a member of FINRA and SIPC, Thomas Rudakas can assist clients in various states and offers investment advisory products and services through Ameriprise Financial. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Thomas Rudakas today. Remember, Ameriprise Financial cannot guarantee future financial results, but Thomas is dedicated to helping you and your loved ones achieve your financial goals. Contact Thomas Rudakas at Ameriprise Financial Services, LLC for more information.

Acadium Financial Partners is a finance institution located at 3601 PGA Boulevard, Palm Beach Gardens, Florida, United States. The institution was founded on the principle of always putting the clients first, with every decision being made to serve them best. Each Acadium adviser is committed to the highest legal and ethical standard of practice, adhering to the client-first standard. They have fulfilled the rigorous requirements of the CFP Board and are CERTIFIED FINANCIAL PLANNER™ practitioners. The institution has additional locations in Bonita Springs and Stuart, with contact information provided for each. Acadium Financial Partners offers investment advisory services through Raymond James Financial Services Advisors, Inc. They are separately owned and operated, not independently registered as a broker-dealer or investment adviser.

Welcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.

Welcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.

Welcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

The Larry Thompson Academic Center is a prestigious school located at 2700 North Tamiami Trail in Sarasota, Florida, United States. The institution is dedicated to providing high-quality education and fostering a supportive learning environment for students. With a focus on academic excellence and personal growth, the Larry Thompson Academic Center offers a wide range of programs and resources to help students succeed. From dedicated faculty to state-of-the-art facilities, the institution is committed to preparing students for future success in their academic and professional endeavors.

World Insurance Associates LLC is an insurance agency located at 12320 Race Track Road in Tampa, Florida, United States. As a division of World Insurance Associates, Volaris Insurance Group specializes in providing insurance to businesses, with a focus on industries such as trucking and cell towers. The experts at Volaris Insurance Group work closely with business owners to determine the right insurance coverage for their specific risks, including Workers Comp, Bonds, General Liability, and more. The acquisition of Volaris Insurance Group by World Insurance Associates in December of 2022 has further expanded their capabilities in providing top-notch insurance solutions. Customers have praised the professionalism and knowledge of the agents at World Insurance Associates, such as Mr. Gino, for their exceptional customer service and expertise in commercial insurance. Please note that the information on the World Insurance website is for general reference only, and the use of the website does not constitute a contract for the purchase of insurance. World Insurance Associates will not be liable for any loss or damage arising from the use of the website. Additionally, the inclusion of links to third-party websites does not imply endorsement, and customers are advised to review the terms and conditions of those sites independently. World Insurance Associates operates as a licensed insurance broker, providing expert advice and negotiating with insurance carriers on behalf of clients to obtain the best insurance coverage. Compensation for placement of insurance coverage is typically based on commission and may also include additional compensation from insurers or intermediaries based on various factors. Customers can request information about the nature and source of compensation received by World Insurance Associates.

Miami Dade College - West Campus is a vibrant and diverse university located in Doral, Florida. Situated at 3800 Northwest 115th Avenue, the campus offers a wide range of programs and courses to cater to the needs of its students. With state-of-the-art facilities and dedicated faculty members, students at Miami Dade College - West Campus receive a top-notch education in a supportive and inclusive environment. Whether you are looking to pursue a degree, enhance your skills, or simply explore new interests, this institution provides the resources and opportunities for you to succeed. Join the community at Miami Dade College - West Campus and embark on a rewarding academic journey.

Annuity Consult - Joseph Roberts is an insurance agency located at 115 US Highway 27 North in Sebring, Florida, United States. Our team of independent licensed insurance agents is dedicated to helping you compare every annuity in one place at your fingertips. Please note that product availability, features, and rates may vary by state, and the information provided does not constitute a recommendation specific to your situation. While we strive to provide reliable annuity information, we advise you to check with the annuity company for current product details and thoroughly review all rates, terms, conditions, and costs before making a purchasing decision. Rest assured, annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Contact Annuity Consult - Joseph Roberts today for personalized assistance with your annuity needs.

Summit Brokerage Services, Inc. is a finance institution located at 5545 Pasco Way in Port Richey, Florida, United States. As a region of Cetera Advisor Networks, Summit Financial Networks offers a range of financial services including securities and advisory services. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA/SIPC, while some advisory services are provided by Cetera Advisor Networks LLC and others by Cetera Advisor Networks LLC, registered investment advisers. It is important to note that Cetera firms are independently owned. The professionals affiliated with Summit Brokerage Services may offer brokerage services, investment advisory services, or both, depending on their registration. Be sure to check the background of any investment professional you choose to work with. Visit our website to explore helpful calculators and learn more about our services.

Longview Wealth Advisors is a premier financial institution located at 100 2nd Avenue South, St. Petersburg, Florida, United States. As a leading finance firm, we specialize in providing personalized wealth management services to our clients. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning, investment management, and retirement planning. With a focus on long-term success and building lasting relationships, Longview Wealth Advisors is committed to guiding our clients towards a secure financial future.

Adventum is a prestigious institution located at 14707 Lake Magdalene Circle in Tampa, Florida, United States. Known for its commitment to providing high-quality education and innovative programs, Adventum offers a wide range of courses and services to help students achieve their academic and personal goals. With a dedicated faculty and state-of-the-art facilities, Adventum is the perfect place for individuals looking to enhance their skills and knowledge in a supportive and inclusive environment. Whether you are a student looking to further your education or a professional seeking to advance your career, Adventum is the ideal institution to help you reach your full potential.

MyPFA, located at 10150 Highland Manor Drive in Tampa, Florida, is a finance institution offering securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth is a separate entity from other entities or marketing names mentioned, and its products or services are independent. This institution caters to individuals residing in the states of AZ, DC, FL, MD, NC, and TX. The affiliated individuals at MyPFA are Registered Representatives who offer brokerage services with transaction-based compensation, Investment Adviser Representatives providing investment advisory services with fees based on assets, or both. Clients have the option to receive a combination of services. It is important to verify the background of the investment professional at MyPFA before making any decisions.

Benjamin F. Edwards is a finance institution located at 77 South Palm Avenue in Sarasota, Florida, United States. The institution offers a range of financial services, with professionals like Bob Kahne, Tony Swart, and Anne Maxwell providing personalized financial advice to clients. The team at Benjamin F. Edwards is dedicated to helping clients reach their financial goals through customized financial plans and sound investment decisions. The institution is affiliated with Benjamin F. Edwards Wealth Management, an SEC-registered investment adviser. With a client-centered approach, the team at Benjamin F. Edwards prioritizes trust, integrity, and mutual respect in their interactions with clients. The institution offers services such as financial and retirement planning, advisory services, and asset allocation guidance. With over 40 years of experience in the wealth management industry, the professionals at Benjamin F. Edwards are committed to supporting clients' success and helping them achieve their financial goals.