Financial Planners in Florida

Cape Coral / Florida / United States

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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.

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Avenues Wealth, Orlando

Orlando / Florida / United States

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At Avenues Wealth, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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Vigil Wealth Management LLC, Ponte Vedra Beach

Ponte Vedra Beach / Florida / United States

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We help our clients invest and manage money to pursue their wealth management goals. Each client receives the personalized advice and objective investment management they deserve.

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First Horizon Bank, North Fort Myers

North Fort Myers / Florida / United States

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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.

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Miguel Horvath - Ameriprise Financial Services, Inc. photos

Miguel Horvath - Ameriprise Financial Services, Inc., Miami

Miami / Florida / United States

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As a Private Wealth Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, Ill help you pursue your goals and help you feel greater financial confidence as you make decisions about your financial future. At Horvath Wealth Management, we have extensive experience helping clients like you deal with the complexities of wealth. The goal of our on going financial planning process is to help you pursue your financial goals while making your life easier and more rewarding. Our client service model focuses on the following quarterly meetings: Goal Tracking “ We track the progress of your financial plan, review your goals and objectives in addition to reassessing the strategies. Asset Allocation “ Based on your financial plan, risk tolerance, time frame and other constraints, we develop an investment strategy that considers all of your stated goals. Mid-Year Review“ We revisit our summary of recommendations as well as review estate planning strategies, employee benefits and insurance needs. Tax Planning“ Review year-end tax planning strategies including qualified plan contributions and tax loss harvesting. We will work with your accountant as needed. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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BB&T, New Port Richey

New Port Richey / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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BB&T, Spring Hill

Spring Hill / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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Accepts Credit Cards

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BB&T, Hobe Sound

Hobe Sound / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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BB&T, Crystal River

Crystal River / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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BB&T, Saint Augustine

Saint Augustine / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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Edward Jones - Financial Advisor: Shawn E Bergstrom photos

Edward Jones - Financial Advisor: Shawn E Bergstrom, Pensacola

Pensacola / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Edward Jones - Financial Advisor: Andrew M Streeter, CFP®|AAMS® photos

Edward Jones - Financial Advisor: Andrew M Streeter, CFP®|AAMS®, Vero Beach

Vero Beach / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Merrill Lynch - Daniel Abel, Ponte Vedra Beach

Ponte Vedra Beach / Florida / United States

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Dan is a Financial Advisor and a Chartered Retirement Planning Counselor (CRPC®) at the Merrill Lynch office in Ponte Vedra Beach, FL. Dan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream.

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Island Estates Realty, Clearwater Beach

Clearwater Beach / Florida / United States

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Island Estates Realty facilitates home sales in beach areas and beyond throughout Tampa Bay. Home of Joanne Hiller and Associates, it specializes in beachfront properties and highrise condominium sales on Clearwater Beach. A number of agents are available to assist with home purchases.

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Edward Jones - Financial Advisor: Joshua M Shaffer photos

Edward Jones - Financial Advisor: Joshua M Shaffer, Vero Beach

Vero Beach / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Edward Jones - Financial Advisor: John M Campora photos

Edward Jones - Financial Advisor: John M Campora, Bradenton Beach

Bradenton Beach / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Synovus Bank, Fernandina Beach

Fernandina Beach / Florida / United States

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Synovus is the bank of here. And here is where you are. While we have different names in the different communities we serve, we maintain the same commitment to personal relationships, and we’re backed by the same financial strength and know-how. We provide solutions in commercial and retail banking, investment and mortgage services to corporate, small business, and individual customers. Whether it’s asset management, small business loans, corporate banking or personal wealth management, our financial advisors are here to develop customized plans to fit your needs. Visit Synovus Bank today in Fernandina Beach, FL.

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John Ledford - Ameriprise Financial Services, Inc. photos

John Ledford - Ameriprise Financial Services, Inc., Orlando

Orlando / Florida / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Chris Barley - Ameriprise Financial Services, Inc. photos

Chris Barley - Ameriprise Financial Services, Inc., Orlando

Orlando / Florida / United States

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The advisor listed is an Ameriprise financial advisor in Orlando. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementÂ® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

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Chris Hosko - Ameriprise Financial Services, Inc. photos

Chris Hosko - Ameriprise Financial Services, Inc., Orlando

Orlando / Florida / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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