Financial Advisors in Florida

I have 17 years of experience as a financial advisor, a West Point Graduate, former Army Officer and recent graduate of the Bible Center Training Pastors.

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance and match you up with the correct investment that fits. You do not have to take on a great deal of risk to get gains. I also have an office in Venice. Call me to schedule an appointment in either Sarasota, Venice or the Port Charlotte office.... See More

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.

At Harwood Financial Group, we value timely and personalized communication. As a client, you will always have a dedicated point of contact providing personalized attention. We will be available to sit with you on a regular basis and if you have questions, just call and we will make sure your questions are answered promptly.

One of the valuable tools we offer to our clients is an on-demand reporting program called eMoney. This program provides an online "dashboard" to your finances allowing you to bring together all of your financial accounts into one convenient dashboard. You will be able to view all of your financial accounts, banking and credit card information in one convenient location. eMoney will provide you with online access to all your statements and the ability to quickly create and print reports and statements integrating all aspects of your finances. No more remembering multiple websites and logins and having to go from site to site to piece your financial life together. This service is optional and is provided free to all of our clients. It's a perfect addition to our comprehensive and transparent approach to investing.

How Can We Help You?

We offer a Complete Planning Review (CPR) that provides you with the opportunity to learn, ask questions, and to get a second opinion on your investments and finances.



At no charge, I can prepare the following reports for you:

Investment Risk Analysis:

We will review your existing investments to determine the types and level of financial risks to which you are currently exposed. We will point out areas of concern and offer you our ideas on how to fix those problems.

Tax Review and Analysis:

We will look for ways that may be available to help you reduce your tax obligations, both current and in the future.

Estate Transition Plan Review:

We will review your current estate plan and provide you with recommendations that may help to preserve your estate for the benefit of your heirs. This review will show you how to create a financial legacy that will help keep your personal values intact when you are gone while reducing/minimizing any taxes that your heirs may have to pay.

Complimentary Financial Plan:

The end result of our meetings will be a written financial plan that addresses your particular concerns and goals. The plan will include a thorough analysis of your current investments and any suggested changes. It will also include a comprehensive income analysis, suggested allocations and options that are available to you to better your current investments.

Retirement planning isn't about aggressive money making ideas, it's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.... See More

Business Address: 143 S Main St, Brooksville, Florida, 34601, USA
ELB Consulting, Inc. provides Cost Segregation and Tax Credit Services, Energy EPACT 1ELB Consulting, Inc. provides Cost Segregation and Tax Credit Services, Energy EPACT 179D and 45L, Research and Development Tax Credits, & Construction Audits. With 20 years experience in the industry, ELB Consulting, Inc. has conducted over 10,000 cost segregation studies in all 50 states. ELB provides a Quality Assurance Guarantee to each and every one of our projects. If challenged, we will defend our studies at no cost to you. As the experts in the industry, the IRS often asks us to review competitors' reports for accuracy.79D and 45L, Research and Development Tax Credits, & Construction Audits. With 20 years experience in the industry, ELB Consulting, Inc. has conducted over 10,000 cost segregation studies in all 50 states. ELB provides a Quality Assurance Guarantee to each and every one of our projects. If challenged, we will defend our studies at no cost to you. As the experts in the industry, the IRS often asks us to review competitors' reports for accuracy.... See More

Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

How

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

Find out more
•List of Services
•Client Experience
•Sample Client Reports

www.evanguidogroup.com... See More

The Chambers Financial Group offers independent financial planning and investment management in Cleawater, Florida. Curtis Chambers is the founder and managing member of the Chambers Financial Group. Curtis Chambers is a Certified Financial Planner(r) Professional.

Disclosure:
Curtis Chambers is a LPL Financial Planner. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL, AR, CA,IL,MI,OH,TX and WI.

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.... See More

The Twin Palms Private Client Group of Oppenheimer & Co. Inc. brings expertise in Wealth Planning together with the extensive Portfolio Management and institutional capabilities of Oppenheimer & Co. Inc. Our office is located in Downtown Sarasota with close proximity to Lido Key, Longboat Key, Siesta Key, Anna Maria, Osprey, Bradenton and Lakewood Ranch.

Our process all starts with a comprehensive wealth plan to truly understand our clients' unique financial situation. We begin by gathering all relevant information regarding your goals, concerns, assets and estate plan. We then conduct a thorough analysis into your current status and provide a detailed plan of action to help you address your goals, including strategic allocation, savings rates, debt repayment, retirement income, charitable giving strategies, and wealth transfer. Once a plan of action has been agreed upon we work with you and your professional advisors every step of the way.

We utilize an active approach to investment management including individual stocks, bonds, ETFs, structured products and alternative investments to cater to our clients’ individual needs.... See More

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.... See More

At Financial Life Designs, we treat our clients with courtesy and integrity. We pledge to provide realistic and honest financial advice. We will guide and constantly monitor your progress toward your goals to allow you to live your one life to the fullest. Our years of experience and notable expertise gives you peace of mind that your financial future is in good hands.
Our consistent track record of uncompromising ethics and fiduciary responsibility instills confidence and trust.
Our consistent track record of uncompromising ethics and fiduciary status instills confidence and trust.... See More

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

Forem Investments. Wealth Management Miami
We are a Wealth Management, Investments Management advisory firm targeting high net worth families and institutions. Principals combine more than 30 years of advisory experience in world renown Financial Institutions. As a core value, we engage in a crystal clear approach with strict compliance and accountability. We hold only one thought in mind and is to attain our client’s financial goals.... See More

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices.

Our consulting is focused on four major areas of your retirement plan:

1. Fees: We benchmark ALL fees inside of the plan to ensure that expenses are below comparable peers. This includes administration fees, investment fees, advisory fees, auditing fees and maximizing revenue sharing arrangements for the plan.

2. Reduction of HR Workload on 401k Administration: The reduction of 401(k) administrative burdens allows staff to focus on their key responsibilities outside of the retirement plan. A well designed plan, with proper vendor negotiation, can save the employer time and soft dollars by freeing up the administrative burdens often present on inefficient retirement plans.

3. Fiduciary Protection: Maximizing fiduciary protection for the investment committee is a key element to any successful retirement plan. We provide a strategic framework of fiduciary best practices for investment committees.

4. Goal Based Planning for Employees: Employees that retire “on time” and with sufficient incomes tend to be more productive and happier in the workplace. Companies with happy workers who are on the proper retirement income path tend to have less turnover of personnel. The top companies have strong benefit packages that attract and retain the best employees until retirement at a respectable age.... See More

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.... See More

Jackie Goldstick is a Certied Financial Planner and the Director of Financial Planning at Core Wealth Management. Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is be the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family.... See More