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Financial Advisors in Lady Lake, Florida (Sumter County)

Curtis W. Neuman
21 miles from Lady Lake, FL

Strategic, Long Term Wealth Planning since 1984

Highlights: Special Needs Planning, Specialize In Retirement Planning And Retirement Distribution, IRA, Financial Planning Association Member, Disability Income & Long Term Care Insurance, Fee Based Investing, 401k Rollover, Socially Responsible Investments, Financial Planning Advice And Services, Independent Investment Advisor, Business Owners, 401K Consulting, Strategic Tax Planning, Comprehensive Financial Planning, Financial Advisor, ETFs, Financial Planning, Investment Advisory, Advisory And Investment Management, Rollover Of 401k Or IRA
Fee-Only Financial Advisors, LLC
24 miles from Lady Lake, FL
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Michael Tringali, CFP, CPA/PFS

Audrey Wehr Jones
38 miles from Lady Lake, FL
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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 f... See More

Highlights: CFP ®, Fiduciary, 403B Plans, Retirement Planning, Charitable Planning, 401K Consulting, 401k Rollover, Comprehensive Financial Planning, Fee Only, Certified Financial Planner, Financial Planning Advice And Services, Retirement Distribution Plan, Professional Wealth Management, Family Financial Planning, Pension Plan Design & Management
Bauerle Financial Inc.
38 miles from Lady Lake, FL
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Todd Bauerle, BS, CFP
Todd Bauerle is a 30-year veteran practitioner and is about more than just money. At the age of 25, a firsthand disability experience transformed his personal relationship with money and caused him to realize that preeminent fin... See More

Kendal Capital Management
40 miles from Lady Lake, FL
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Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, M... See More

Highlights: Stocks, Disability Income & Long Term Care Insurance, Wealth Management, International Financial Planning, IRA, Mutual Funds, Income Tax Planning, Investment Consulting, Retirement Planning, Investment Services, Passive Investment Strategies, Annuities & Life Insurance, Certified Financial Planner, Retirement Distribution Plan, Corporate Bonds, Pension Plan Design & Management, Professional Wealth Management, Debt Management, 401K Consulting, Socially Responsible Investments
WaterOak Advisors
40 miles from Lady Lake, FL
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Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 20... See More

Nick J. Russell, CRPC®
41 miles from Lady Lake, FL
Visit Nick J. Russell, CRPC®

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 wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Isl... See More

Michelle Ogden & Company LLC
46 miles from Lady Lake, FL

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... See More

Koss Olinger - Financial Planning Group
55 miles from Lady Lake, FL

Founded in 1969, Koss Olinger Financial Group, Gainesville, Florida offers professional wealth management services. Whether it is Financial Planning, Financial Consulting, Investment Service, or Personal Financing, they leverage their resources and v... See More

Highlights: Investment Management, Investment Services, Estate Planning, Comprehensive Financial Planning, Retirement Planning, Professional Wealth Management, Wealth Management, Advisory And Investment Management, Investment Consulting, Certified Financial Planner
R. Strelser
58 miles from Lady Lake, FL

Our mission is to educate and help people understand their finances, taxes and investments. Teaches financial literacy to employees of large groups. Trained, licensed professional with over 20 years of experience of helping people meet their financ... See More

Highlights: Investment Consulting, Retirement Distribution Plan, Independent Investment Advisor, Investment Services, Professional Wealth Management, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, IRA, Annuities & Life Insurance, Charitable Planning, Comprehensive Financial Planning, Retirement Planning, Wealth Management, 401K Consulting, Women's Issues
Lawrence Financial Planning, LLC
74 miles from Lady Lake, FL
Visit Lawrence Financial Planning, LLC

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, ... See More

Westchase Financial Planning
74 miles from Lady Lake, FL
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Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel o... See More

Lebrigh Life Planners, LLC
74 miles from Lady Lake, FL

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separ... See More

Highlights: Certified Financial Planner, Investment Consulting, Retirement Distribution Plan, IRA, Fiduciary, Investment Services, CFP ®, Income Tax Planning, Estate Planning, Business Planning, Fee Only, Comprehensive Financial Planning, Charitable Planning, Independent Investment Advisor, Stocks, 403B Plans, Divorce Planning, Young Investors, College Planning, Wealth Management

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