Local FL Financial Advisors
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Robert W. Baird & Co.
5811 Pelican Bay Blvd Suite 102
Naples, FL 34108
P. (239) 566-2300The Prioletti Murphy Group\'s mission is to consistently deliver a high level of customized financial advice to high net worth families - with genuine care and understanding.
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Mats Financial Services Inc
701 Brickell Avenue, Suite 1550
Miami, FL 33131
P. (305) 728-5214Mats Financial Services Inc. formerly Mats Insurance Inc., started in 2003. We help increase you investment income, pay lower taxes and to protect your assets against lawsuits, medical cost, probate and market volatility. We help increase you inve
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Taylor & Williams, Inc
288 Crystal Grove Blvd
Lutz, FL 33548
P. (813) 936-0222After graduating from Olivet Nazarene University in 1993 with a degree in Finance & Computer Science, Brent started his career in finance with First of America Bank
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Sawyer & Latimer, P.A.
1400 East Oakland Park Blvd., Suite 102
Fort Lauderdale, FL 33334
P. (954)491-7233Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
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Financial Harvest
511 N. Maitland Avenue
Maitland, FL 32751
P. (800) 898.6263It is well established that the optimal or most efficient investment strategy strives to deliver market rates of return while reducing risk
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River Capital Advisors, L.C.
5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL 32256
P. (904) 398.2075Adam serves individuals and families as a Senior Planner where he specializes in providing integrated investment advisory services and tax, retirement, estate, and other general planning services.
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Duane Morris LLP
Suite 300 2700 North Military Trail
Boca Raton, FL 33431
P. (561) 962 2111Mr. Wolf is a board-certified Wills, Trusts and Estates Lawyer by the Board of Legal Specialization of The Florida Bar, and speaks and writes extensively on estate and related planning topics
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Millares Asset Management
500 S. Dixie Highway Suite 201
Coral Gables, FL 33146
P. (305) 662-9649Utilizing Nobel Prize winning models for asset allocation.
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Ameriprise Financial Services
2292 Wednesday St Ste 2
Tallahassee, FL 32308
P. (850) 906-9862I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money.
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Manings, Legendre & Associates -Merrill Lynch
200 CENTRAL AVE
SAINT PETERSBURG, FL 33701
P. (727) 824-7352Manings Legendre & Associates are one of the longest tenured teams in the St. Petersburg office. Phone: (727) 824-7352
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Albertson Financial Group
110 West Reynolds Street Suite 109
Plant City, FL 33563
P. (813) 707-0892Our goal is to take the mystery out of investing, preparing you for retirement, while managing risk and preserving your wealth.
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Raymond James & Associates
1421 Pine Ridge Road
Naples, FL 33410
P. (239) 513-6500Howard Jordan believes that a person\'s opportunity for financial success is increased by taking advantage of knowledge that\'s all around - reading books on the topic, watching the \"smart\" shows on television and working with the right professionals.
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TrustWell Financial Advisors, LLC
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL 32216
P. 800.999-8148Brett has served in a variety of corporate finance leadership positions throughout his 20 years in the financial services industry
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Anderson Wealth Management Group of Raymond James & Associates, Inc.
3399 PGA Boulevard Suite 200
Palm Beach Gardens, FL 33410
P. (561) 630-7370We specialize in the high-net-worth individual whose primary goal is the protection and preservation of wealth. Concurrently, we seek to maximize current income and returns while reducing taxes. Our comprehensive approach should also facilitate the tran
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Beck Ervin Grant Group -Merrill Lynch
215 SOUTH MONROE ST Suite 300
TALLAHASSEE, FL 32301
P. (850) 599-8951Global Wealth Management The Beck Ervin Grant Group was formed with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms to clients with highly personalized service.
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Keats, Connelly and Associates, LLC
Renaissance Commons 1880 N. Congress Ave., Suite 302
Boynton Beach, FL 33426
P. (561) 659-7401John has been helping individuals and families achieve their financial goals for 18 years. He is a soccer coach with American Youth Soccer Organization and has participated in volunteer work with Habitat for Humanity, CFA Institute and the Financial Plann
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Certified Financial Group, Inc.
1111 Douglas Avenue
Altamonte Springs,, FL 32714
P. 407-869-9800Co-host for the financial radio program On The Money on WDBO 580 AM, he has been interviewed and quoted by the Money section of the Orlando Sentinel.
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Rogan and Associates
10150 Highland Manor Drive, Suite 204
Tampa, FL 33610
P. (866) 779-3258As President and Founder of Rogan and Associates, Mr. Rogan oversees day to day operations of the firm as well as helping his clients create and preserve wealth.
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Wells Fargo Advisors
700 Central Avenue, SUITE 100
St. Petersburg, FL 33701
P. (727) 550-2222 |I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan.
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Vista Financial Advisors
2931 Plummer Cove Rd
Jacksonville, FL 32223
P. (904) 880-8010Consequence Investing is a consistent approach to investing that will give us comfort and peace of mind, protecting us from what we fear.
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Cotton, Brooks & Associates -Merrill Lynch
200 CENTRAL AVE
SAINT PETERSBURG, FL 33701
P. (727) 824-7313Richard has over 25 years of financial experience primarily focused on portfolio construction and management. In his role Mr. Cotton serves as a specially qualified Financial Advisor who provides customized advisory services. Phone:
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Merrill Lynch - Wilson Brooks
215 SOUTH MONROE ST Suite 300
TALLAHASSEE, FL 32301
P. (850) 599-8907Having joined Merrill Lynch in 1981, Ken assists clients with the development of wealth management plans for personal and business finances. Ken is a graduate of Florida State University
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RB Financial Advisors
13700 US Highway 1, Ste. 202D
Juno Beach, FL 33408
P. (561) 691-6800Regina graduated Summa Cum Laude from Palm Beach Atlantic University and has attained the designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the CLTC designation from the Corporation for Long Term Care Certi
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Ronald Blue & Co
4901 N. Federal Highway Suite 300
Fort Lauderdale, FL 33308
P. (954) 351.2088Jim is dedicated to offering not only comprehensive, but creative, financial planning and investment management solutions that assist clients in turning dreams and goals into a solid plan of achievement
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Cathy Pareto & Associates Inc.
2332 Galiano Street, 2nd Floor
Coral Gables, FL 33134
P. (800) 985-7831For over a decade Cathy was a Senior Financial Advisor for another Miami based investment advisory firm, where she managed over $200 million in assets for high net worth clients and retirement plans. She has extensive experience in retirement issues,