Click/tap here to find the best Merritt Island, Florida financial advisor for your needs!

Financial Advisors in Merritt Island, Florida (Brevard County)

Baldwin & Associates
7 miles from Merritt Island, FL

Mary Baldwin, CFP, MBA

Michelle Ogden & Company LLC
43 miles from Merritt Island, 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

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

Nick J. Russell, CRPC®
47 miles from Merritt Island, 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
WaterOak Advisors
48 miles from Merritt Island, FL
Visit WaterOak Advisors

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

Kendal Capital Management
48 miles from Merritt Island, FL
Visit Kendal Capital Management

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
Bauerle Financial Inc.
52 miles from Merritt Island, FL
Visit Bauerle Financial Inc.

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

Audrey Wehr Jones
52 miles from Merritt Island, FL
Visit Audrey Wehr Jones

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

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