Florida Financial Advisors Guide

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Upgraded Financial Planning Listings

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Robert J Klosterman of White Oaks Wealth Advisors, Inc.

Phone: (612) 455-6900.

IDS Center 80 South 8th Street, Suite 1725
Minneapolis, MN 55402

Standard Financial Planning Listings

1. White Oaks Wealth Advisors, Inc. in Sarasota

Near Sarasota, Florida

... White Oaks Wealth Advisors simplifies the complexities of wealth by assisting clients with their portfolio management, tax planning, wealth transfer and risk management challenges on a proactive basis. White Oaks Wealth Advisors is a fee-only advisory firm and is most appropropriate for individuals with $1,000,000 or more investable net worth.

2. Shadow Wood Advisors, PLC in Bonita Springs

Near Bonita Springs, Florida

... Personal professional asset managment tailored to your investment goals. Fee based only. Individual portfolio evalauations at a fixed rate or by security. Expert consultation. Not affliated with any brokerage firm. No insurance or mutual fund sales.

3. Coaching 4 Success, Inc. in Bonita Springs

Near Bonita Springs, Florida

... Visit our website to learn ways you can strengthen your practice by incorporating 3rd Party Coaching within your scope of services. By utilizing a coach, you learn in-depth information about your clients' dreams and goals that assist you in creating an overall Life Plan for your client that takes their financial goals to a higher level by incorporating their personal needs & interests(health, career/purpose,etc.)into an overall plan of action.

4. The Inspired Group in Lutz

Near Lutz, Florida

... Tax advantaged real estate purchases and exchanges including 1031 and 1031 Tenant in common

5. Picket Fence Financial in Palm Harbor

Near Palm Harbor, Florida

... We save people from Wall Street - one at a time. How? We are a fee-only firm, which means we are not compensated by commissions.

6. FirsTrust LLC in Lady Lake

Near Lady Lake, Florida

... FirsTrust is a team of fee-only professionals hired by individuals and families to deliver customized expert advice without the conflicts of the traditional investment industry.

7. Ameriprise Financial in Tampa

Near Tampa, Florida

... Investment Advice Retirement Planning Strategies Small Business Protection and Insurance Estate Planning Strategies Family Planning/Family Changes Saving for Education Asset Allocation General Financial Planning

8. Michelle Ogden & Company LLC in Oviedo

Near Oviedo, Florida

... Michelle Ogden & Company is a Retirement Plan advisor offering open-architecture Employer Sponsored Retirement plans, through a variety of trustee's including Charles Schwab, Fidelity Investments, & TD Ameritrade to name a few. We are very passionate about the Retirement Plan marketplace because we feel that while Retirement Plan's are an effective means of meeting funding retirement planning goals, they are many times loaded down with unreasonable expenses and offer poor investment selections.

9. McIntyre Investments, Inc in Estero

Near Estero, Florida

... Our firm ia a resource for high quality real estate, energy income funds and 1031 replacement property solutions. Our firm is affiliated with Naples Asset Management Company, a RIA. We are based in Estero Florida at the Offices at Cocunut Point. We are located direclty above the COACH store. Please call us at 239-593-5525 for a free consulting appointment.

10. Financial Guidance Group, Inc. in Palm Harbor

Near Palm Harbor, Florida

... Financial Guidance Group is an independent, FEE-ONLY advisory firm that offers objective financial planning and investment counsel, free from industry and product affiliations.

11. Travis Wade Tuccillo in Venice

Near Venice, Florida

... Phone: (941) 483-3732.

125 West Miami Avenue Suite B
Venice, FL 34285

12. Elizabeth Brown of Life Planning Partners, Inc. in Jacksonville

Near Jacksonville, Florida

... Phone: (904) 398-6272.

6550 St. Augustine Road, Suite 302
Jacksonville, FL 32217

13. Gerald Caffrey of Gerald Caffrey in Naples

Near Naples, Florida

... Phone: (239) 596-8698.
Cell: 239-596-8698.

9640 Victoria Lane, Unit 208
Naples, FL 34109

14. Scott Anthony Olivolo of Olivolo Financial Planners LLC in Middleburg

Near Middleburg, Florida

... Phone: (904) 278-6521.

3182 Nautilus Road
Middleburg, FL 32068