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Financial Advisors in Fort Myers, Florida (Lee County)

Visit Macke Financial Advisory Group, Inc.

Todd Macke, CFP
Macke Financial Advisory Group, Inc. was founded in 1996 by Todd C. Macke, CFP®. Macke Financial works with clients throughout the U.S. with an integrated, long-term approach to financial planning. There is a concierge level of servi... See More

Douglas Finley, MS, CFP, AEP, CDFA
18 miles from Fort Myers, FL
Visit Douglas Finley, MS, CFP, AEP, CDFA

Are you looking for unbiased financial advice or another well-rehearsed sales pitch?

At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You s... See More

Highlights: Tax Management, Investment Management, Inter-generational Wealth Planning, Financial Life Planning, Retirement Planning., Legacy Planning, Socially Responsible Investments, Business Owners, 401k Rollover, Special Needs Planning, Mutual Funds, Comprehensive Financial Planning, Asset Protection, Retirement Solutions & Planning, Tax Planning, Experienced, Strategic Tax Planning, Medical Professionals, Financial Planning Association Member, Education Planning
RTD Financial Advisors, Inc.
21 miles from Fort Myers, FL

Monica Garver, AIFA, CDFA, CFP, CPA
RTD Financial Advisors, Inc.; specializes in working with business owners, corporate executives, medical professionals, and heirs of estates.
Our mission: With unrelenting passion, RTD's mission is to help our cli... See More

Rogers Wealth Management Services, LLC
21 miles from Fort Myers, FL

Sean Rogers, CFP

I B Malitz & Associates
21 miles from Fort Myers, FL

I specialize in clients, particularly women, who are about to retired or have already retired. I provide specialized individual service.

Highlights: Stocks, Retirement Distribution Plan, Comprehensive Financial Planning, Fee Only, Income Tax Planning, Mutual Funds, Investment Services, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Independent Investment Advisor, Individual Service, College Planning, Wealth Management, 403B Plans, NAPFA Member, IRA, Socially Responsible Investments, Corporate Bonds, MBA
Rutherford Asset Planning, Inc.
33 miles from Fort Myers, FL
Visit Rutherford Asset Planning, Inc.

Keith Amburgey, CFA, CFP
Rutherford Asset Planning is an independent, full service, private asset management and financial planning firm serving the needs of affluent individuals, their families and their enterprises. We have offices in New York City... See More

Ronald J Hodgkinson
63 miles from Fort Myers, FL
Visit Ronald J Hodgkinson

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 ... See More

Highlights: Estate Planning, Business Owners, Disability Income & Long Term Care Insurance, Investment Services, Life Insurance, Asset Allocation, Team Approach, Investment Management, Financial Planning Advice And Services, Legacy Planning, Financial Planning For Women, Index Funds, Women's Issues, Roth Conversions Made Easily., Professional Wealth Management, 401K Plans For Physicians And Professionals., Retirement Planning., Investment Consulting, Comprehensive Financial Planning, Advisory And Investment Management
Financial Freedom, LLC
63 miles from Fort Myers, FL
Visit Financial Freedom, LLC

Allen Osgood, Jr., CFP
We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. For those clients considering retirement our key question is: As nearly as yo... See More

Goar, Endriss and Walker, P.A
63 miles from Fort Myers, FL

We are a fee-only financial planning division of a CPA firm. We do hourly rate planning and retainer work. We work as a team with our clients to help them reach their financial goals.

Highlights: Fee Only, Estate Planning, College Planning, Family Financial Planning, Investment Consulting, NAPFA Member, Comprehensive Financial Planning, Retirement Planning, Certified Financial Planner, Fiduciary
White Oaks Wealth Advisors, Inc.
63 miles from Fort Myers, FL

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 advisor... See More

Gardner Sherrill, CFP
65 miles from Fort Myers, FL
Visit Gardner Sherrill, CFP

We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustain... See More

Highlights: Investment Management, Estate Planning, Financial Planning, MBA, Retirement Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Fiduciary, Certified Financial Planner, Wealth Management is © Copyright Sudden Ventures, Inc. ( 0.075 secs on 06/20/24)

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