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Find Retirement Planners for Retirement Planning in Florida

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Florida

Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609

813-770-9864

D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

Esai Ferguson

Investment Concepts

20940 ANDIRON PL

Estero, FL 33928

813-451-0633

H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

Huston Lorenzo

Snowden Lane Partners

1 Alhambra Plaza
Suite 1130

Coral Gables, FL 33134

305-968-8081

Joseph J Mastroianni

365 Wealth Partners

304 W Venice Ave., Ste 205

Venice, FL 34285

941-786-3319

Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407-422-2423

David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
STE 1104

Coral Gables, FL 33134

305-482-3002

John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33914

248-641-4444

Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130

786-475-1280

Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

Nathan Helms

LPL Financial

1001 S Macdill Ave
Suite 700

Tampa, FL 33629

813-334-6500

Ali Zafar

Morgan Stanley

4855 Technology Way, Suite 600

Boca Raton, FL 33431

561-393-1829

David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

McDonough Capital Management

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819

407-248-9647

King Tide Advisors

King Tide Advisors

3441 SW Rivers End Way

Palm City, FL 34990

772-233-2052

Severin Investments, LLC

Severin Investments, LLC

28100 US 19 North
Suite 311

Clearwater, FL 33761

727-204-5911

List of Additional Retirement Planners in Florida*

* Additional advisor listing is provided in partnership with Yext

Stephany Sirius

2989 Pga Blvd

Palm Beach Gardens, FL 33410
954-612-1237

Austin Smart

12370 S Cleveland Ave

Fort Myers, FL 33907
270-535-7634

Innovate Financial

1401 South Florida Ave

Lakeland, FL 33803
920-486-5565

Moore & Associates - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

Raymond Mayer

12370 S Cleveland Ave

Fort Myers, FL 33907
631-521-1440

Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
904-834-2579

Drew Granauro - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5875

Elizabeth Cambareri - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
904-632-0206

Sebastian Ramirez - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-507-7780

Ingram Financial Group

799 Overlook Drive

Winter Haven, FL 33884
800-425-8242

AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
863-207-0883

Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
321-751-5599

ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
407-698-3418

Sean Humphreys - TD Wealth Financial Advisor

14836 Pines Boulevard

Pembroke Pines, FL 33027
561-322-8231

Eric Beira-Casanova - TD Wealth Financial Advisor

350 Lincoln Road

Miami Beach, FL 33139
561-696-4322

Valere Mukubu - TD Wealth Financial Advisor

19125 Biscayne Blvd

Aventura, FL 33180
786-606-0368

Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

Antonio Cannataro - Ameriprise Financial Services, LLC

12330 Tamiami Trl E
Ste 101-A

Naples, FL 34113
914-997-7526

Fred Steinmark - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-288-8477

Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
239-432-5284

Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
407-898-3181

Ken Wingerter - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7830

Mayrin Fontaine Moya - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3353

Allstate Personal Financial Representative: Gregory Smith

1890 W County Road 419

Oviedo, FL 32765
407-365-1766

Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
239-593-4433

Osgood & Associates - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

Marvin Brooks

800 South Jefferson St.

Monticello, FL 32344
850-584-2057

Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
407-359-2615

Michelle Rafferty

15000 Northwest 140th St.

Alachua, FL 32615
386-853-6175

Brian Urban, CRC®

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8028

Hani Henein - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-569-7011

Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
407-331-7330

Patricia Evans

350 N. Temple Ave.

Starke, FL 32091
904-452-2050

Mary Wellington

217 North Calhoun St.

Tallahassee, FL 32301
850-302-7850

21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
813-281-9200

Anthony Tortoriello - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-4002

Nanette Saunders - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7060

Howard I Kaslow - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7053

Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
904-683-6211

Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
561-733-9900

Jordan Priddle

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8516

Andrew Beh - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0288

Michael Hoeflich - Ameriprise Financial Services, LLC

5101 N 12th Ave
Ste A

Pensacola, FL 32504
850-476-5773

Diamond Private Wealth Advisors - Ameriprise Financial Services, LLC

1290 Weston Rd
Ste 202

Weston, FL 33326
954-384-5401

Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
321-723-5480

BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
941-375-2420

Steven Van Voorhees - Ameriprise Financial Services, LLC

3507 Wedgewood Ln

The Villages, FL 32162
352-350-2397

Thomas W Goodrich - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
904-861-0650

Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7091

Lisa Paczkowski, CFP - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-8689

Kip Harrison

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7640

Chris Guarino - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

Alberto Peralta Ramos - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3332

Arthur M Schwartz - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-393-1815

Oscar Pina - Ameriprise Financial Services, LLC

4000 Ponce De Leon Blvd
Ste 470

Coral Gables, FL 33146
305-444-7317

Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
321-972-8768

Karen Harvey - Ameriprise Financial Services, LLC

3520 NW 43rd St

Gainesville, FL 32606
352-331-0313

Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7583

Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
321-363-1147

Associated Planners Group

407-909-9850

Blake Robson - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

Schiffman Wealth Management - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2316

John Zangari - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8711

Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2322

Allstate Personal Financial Representative: Manuel Perez

8365 Pines Blvd

Pembroke Pines, FL 33024
888-947-4180

Big Lake Financial Services

863-272-1748

Heather S Saunders - Ameriprise Financial Services, LLC

209 S Howard Ave

Tampa, FL 33606
813-805-0900

Beverly Noble - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
407-843-7163

Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

Ron E Ziembko - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7013

Jack Blunt - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6465

All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
561-314-1840

Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
813-835-8801

George Sadowski - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5861

Ivan Palacino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6938

Reed Forrestel - Ameriprise Financial Services, Inc.

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7540

Jean-Pierre Gobic - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8508

Shayla R. Davis, MBA - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7513

Tony Ferro - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4533

David R Tilghman - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-460-7803

The MA+CH Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1200

Miami, FL 33131
305-376-2403

The Counterpoint Group - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5039

Issa Norcini Consulting Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

Bart Bennett

1500 North U.S. Hwy. 41

Inverness, FL 34450
352-726-3200

American Portfolios Financial Services Inc.

833-427-2796

Adam Boyar - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5856

Matthew Deckman - Ameriprise Financial Services, LLC

10 Florida Park Dr N
Ste D

Palm Coast, FL 32137
386-597-2994

Gregory Buchko - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5032

Lobo - McCampbell Group - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-776-2547

James Smalley - UBS Financial Services Inc.

201 North New York Ave

Winter Park, FL 32789
407-618-7911

Mark Abramson - UBS Financial Services Inc.

201 North New York Ave

Winter Park, FL 32789
407-872-6327

The Fuentes-Hondermann Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-1000

American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
407-673-6300

Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
305-670-5575

Edward Jones - Financial Advisor: Bill Unger

1232 W Indiantown Rd
Suite 103

Jupiter, FL 33458
561-741-1173

Morgan Stanley Financial Advisors

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-365-3900

Morgan Stanley Financial Advisors

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
941-714-7900

Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0222

Michele Stahl - Ameriprise Financial Services, LLC

12621 Trade Way Dr
Unit 7

Bonita Springs, FL 34135
239-304-9345

Stewart, Stewart & Associates - Ameriprise Financial Services, LLC

217 S Swoope Ave

Maitland, FL 32751
407-849-1123

Bre Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3305

Brett A Cohen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2020

Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
973-216-3873

Danilo Lacayo - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-648-4632

Allstate Personal Financial Representative: John Swope

924 N Gadsden St

Tallahassee, FL 32303
850-253-5761

Allstate Personal Financial Representative: Eric Rivera

111 Sr 436

Casselberry, FL 32707
407-754-4034

Charles Jenkins - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2300

AutoZone Auto Parts

13525 SW 288th St

Homestead, FL 33033
786-572-6145

Desjardins Retirement Solutions LLC

363 Fennell Blvd

Lady Lake, FL 32159
352-444-1400

Charles Kalb - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7526

Allstate Personal Financial Representative: Regina Carter

1175 College Blvd

Pensacola, FL 32504
850-478-7490

Michael Ferreira - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
860-380-2157

Oscar Tapia - Ameriprise Financial Services, LLC

223 Taylor St
Ste 1126

Punta Gorda, FL 33950
941-637-9700

Polaris Financial Strategies Group

335 Tamiami Trail

Port Charlotte, FL 33953
703-467-0370

SW Group Credit Repair

1 E Broward Blvd
Ste 700

Fort Lauderdale, FL 33301
888-289-2491

Ari Banegas, Mortgage Loan Originator

12701 S. John Young Parkway
Suite 210

Orlando, FL 32837
305-989-9794

Andrew Petty - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

Cade Boca Raton

950 Broken Sound Pkwy NW

Boca Raton, FL 33487
561-465-5633

Bella Florals and More

9 Front St

Marco Island, FL 34145
239-316-2373

Pacific Point

3700 Pacific Point Place

Fort Lauderdale, FL 33309
954-271-4570

The Crossroads at Downtown Boca

1150 Southwest 2nd Avenue

Boca Raton, FL 33432
561-394-3184

PrideStaff

5272 Summerlin Commons Way
Suite 604

Fort Myers, FL 33907
239-356-3600

Marilynn Katatsky - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7888

Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
727-459-7590

Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
941-621-4015

Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
954-548-5899

Boca Raton Florist

301 S Federal Hwy

Boca Raton, FL 33432
561-395-1943

Sandy's Flower Shop

314 SW Waters Ct

Lake City, FL 32024
386-292-0807

SFG Wealth Advisors, LLC

705 W. Azeele Street

Tampa, FL 33606
813-251-9095

Stifel | Mark Scaglione

100 North Tampa Street
Suite 1750

Tampa, FL 33602
813-426-8621

Fontaine Retirement Group, An Independent Firm

5730 SW 74th Street
Suite 800

South Miami, FL 33143
305-386-7667

Joan Coke - Ameriprise Financial Services, LLC

6 Poplar Trl

Ocala, FL 34480
352-509-2173

Nona Wealth Advisors - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

Jackier O Hurtado - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-5216

Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

Steven Allison - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3261

American Momentum Bank

5858 Central Ave

Saint Petersburg, FL 33707
727-471-3270

American Momentum Bank

4830 W Kennedy Blvd
Ste 155

Tampa, FL 33609
813-549-4747

American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
941-806-0361

American Momentum Bank

8625 Tamiami Trl N

Naples, FL 34108
239-566-9395

American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
727-683-0340

Kevin Griffith - Morgan Stanley

225 East Lemon St
1st Fl

Lakeland, FL 33801
863-499-1500

The Dever Group - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-9586

Karen K Maffeo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3612

Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

Allstate Personal Financial Representative: Leon Beauford

8028 W Gulf To Lake Hwy

Crystal River, FL 34429
352-563-2323

Paul Wesley Ewing - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6851

First Command Financial Advisor - Cecil Redmon

1120 N. Eglin Pkwy

Shalimar, FL 32579
850-613-6990

Christy Northfield - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1828

North Tampa, FL Branch Office - UBS Financial Services Inc.

Tampa Palms
15310 Amberly Dr

Tampa, FL 33647
813-221-5555

James B. McKaveney - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2543

Paul J Grande - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
800-553-1616

Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-482-8236

Winter Park, FL Branch Office - UBS Financial Services Inc.

201 North New York Avenue
Suite 300

Winter Park, FL 32789
407-618-7894

Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1544

F. David Olazabal - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3306

The Petika Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2571

MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

Joseph Restaino - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2524

Mary Lauritano - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

St. Petersburg, FL 33701
727-892-2599

The Nickler Group - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-822-4947

The Jurist Wealth Management Group - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-5546

Mary Vertner - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1104

Jacksonville, FL 32224
904-992-8535

The McDonald Cox Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

Certified Financial Group, Inc

1111 Douglas Ave

Altamonte Spgs, FL 32714
407-869-9800

Genesis Wealth Management - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3698

Robert Whittington - UBS Financial Services Inc.

201 North New York Avenue
Suite 300

Winter Park, FL 32789
407-362-5516

Edward Jones - Financial Advisor: Eddie Z Farhat Jr

9823 Tapestry Park Cir
Suite 20

Jacksonville, FL 32246
904-496-0023

Morgan Stanley Financial Advisors

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2322

Cappelen Wealth Management Group - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7407

Morgan Stanley Financial Advisors

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4900

Rebecca S. Bolletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7406

Robert C Champion - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7805

Bryan Stewart - Ameriprise Financial Services, LLC

217 S Swoope Ave

Maitland, FL 32751
407-849-1123

Casey O'Connor - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2147

Michael Peacock - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2340

Dustin Young - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
786-775-6668

Santiago Eduardo Gomez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8551

Lynn H. Orr Capital Management Group, Inc.

1680 Barbarosa Court

Marco Island, FL 34145
239-642-5823

Jacksonville, FL Private Wealth Management - UBS Financial Services Inc.

1 Independent Drive
30th Floor

Jacksonville, FL 32202
800-874-8435

Gabor Financial Solutions

1410 Piedmont Drive East

Tallahassee, FL 32308
800-330-6115

Fred Cook - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8013

Ronald Lovell

5118 N. 56th Street
Suite 100

Tampa, FL 33610
813-374-3333

Armando Gil

786-244-2420

Patti Heidorn - Ameriprise Financial Services, LLC

2101 NW Corporate Blvd
Ste 208

Boca Raton, FL 33431
561-953-9370

Philip Hawkins - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0215

Janette Wagner

4120 Crill Ave.

Palatka, FL 32177
850-643-6350

Jofre Ramos Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1300

Miami, FL 33131
305-322-6449

Kfir Cohen

727-344-9785

James Falardeau - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3600

Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-515-2971

The Kaufman Katz Group - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5028

Patrick Shea - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4536

Edward Jones - Financial Advisor: Linda L Coules

3365 Bobcat Village Center Rd

North Port, FL 34288
941-423-7734

Kevin Barry - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4984

The UBS Quintessence Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9244

Cornerstone Wealth Advisors

4625 Little Road

Trinity, FL 34655
727-375-1112

Tess Paez - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0219

Lowell Eckstein - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7048

Raymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc.

816 Highway A1A North

Ponte Vedra, FL 32082
973-360-4262

The Spada Group - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
908-626-8606

Donna P De Sanctis - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
561-316-6170

Christine Purser - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

Rickey Paschall - Ameriprise Financial Services, LLC

5236 Willing St

Milton, FL 32570
850-623-9600

The McCleneghen-Litrento Group - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-391-8282

Wilsons Leather

12801 W. Sunrise Boulevard
Ste. #4050

Sunrise, FL 33323
954-514-5888

Dan Bucevski - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0210

Brandon Schoeppler - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

Casey Rease - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4644

The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

Leslie S Ash - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1801

Timothy W Hornung - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

Tirso Morales - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-309-2845

Bruce Parmenter - Ameriprise Financial Services, LLC

4927 Southfork Dr
Ste A

Lakeland, FL 33813
734-284-3700

David Cooper - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7808

The Bodkins Group - Morgan Stanley

20807 Biscayne Blvd
6th Floor

Aventura, FL 33180
305-932-4250

Kenneth Feliciano - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8677

Richard Routie - Ameriprise Financial Services, LLC

924 N Magnolia Ave
Ste 302

Orlando, FL 32803
407-286-4466

Charles Dewey Riggs III - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4670

Robert Waxman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4959

Jerry Williams - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1702

The Feinberg Feinberg Schelling Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4909

Allstate Personal Financial Representative: Alicia Summers

1615 S Federal Hwy
Ste 204

Boca Raton, FL 33432
561-371-3627

Michael D Freitag - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-1335

Seaside Villas

3201 58th St S

Gulfport, FL 33707
727-341-0186

The Henry

4131 Laguna Street

Coral Gables, FL 33146
786-667-8798

The Place At Dania Beach

180 E. Dania Beach

Dania Beach, FL 33004
954-399-8049

Keith Fernandez - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8626

Juan Paysse - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3328

Howard Neal Premer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7109

Edward Jones - Financial Advisor: Jeremy J DiFiore

1980 N Future Terrace

Lecanto, FL 34461
352-513-2195

First Command Financial Advisor - Daniel Westuba-CLOSED

6151 Lake Osprey Drive
3rd Floor

Sarasota, FL 34240
941-373-1526

Edward Jones - Financial Advisor: David J Rivas

3248 West Lake Mary Blvd
Suite 1210

Lake Mary, FL 32746
407-324-1554

The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2025

Charles Reyes - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3420

Scott Gribbons - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4949

Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2176

AutoZone Auto Parts

3151 Griffin Rd

Fort Lauderdale, FL 33312
954-266-6270

Goosehead Insurance - Burt Hogan

145 NW Central Park Plaza

Port St Lucie, FL 34986
772-985-4281

Goosehead Insurance - Gary & Sam Paul

5889 S. Williamson Blvd
Suite 1414

Port Orange, FL 32128
386-492-9057

Goosehead Insurance - Debbie Price

11268 Winthrop Main Street
Suite 102

Riverview, FL 33578
813-448-1506

Roselie Louima

954-507-6013

Brandon Duensing - Ameriprise Financial Services, LLC

3999 N Harbor City Blvd

Melbourne, FL 32935
321-242-7500

Eric Hirsch - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
305-695-6125

Edward Jones - Financial Advisor: Hector Gomez

2104 Del Prado Blvd
Unit 4

Cape Coral, FL 33990
239-772-7575

First Command Financial Advisor - Bradlee Hilley

1120 N. Eglin Pkwy

Shalimar, FL 32579
850-613-6990

First Command Financial Advisor - Brandon Siders

320 1st Street N.
Suite 601

Jacksonville Beach, FL 32250
904-246-8011

Dayton Jones - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8720

Ian Morton - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5043

Alexandra Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-714-7531

First Command Financial Advisor - Jarrett Lewis

180 North Palafox St

Pensacola, FL 32502
850-456-9237

Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

WealthBuilders Financial Group Inc.

2154 Seven Springs Boulevard

Trinity, FL 34655
727-843-0151

BMR Global Wealth Management Group, Inc.

3270 Suntree Blvd
Suite #1103

Melbourne, FL 32940
631-498-4650

Allstate Personal Financial Representative: G. Robert Sherry

4209 SW High Meadows Ave

Palm City, FL 34990
772-321-5258

Alexan Winter Park

1874 Harmon Avenue

Winter Park, FL 32789
407-794-0900

Jonathan Hagood

2452 Sandlake Rd

Orlando, FL 32809
407-203-0490

Artsquare

401 North Federal Highway

Hallandale Beach, FL 33009
954-633-8055

Circ Residences

1776 Polk St

Hollywood, FL 33020
954-329-3900

Citrus Towers

1290 North Ridge Boulevard

Clermont, FL 34711
352-394-4821

Jim Huster - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2010

James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-241-4264

Allstate Personal Financial Representative: Thomas Marlow

2480 E Bay Dr
Ste 14

Largo, FL 33771
813-695-1968

Allstate Personal Financial Representative: Andrew Gartrell

3023 Alt 19
Ste 104

Palm Harbor, FL 34683
954-826-1128

Brendan Donoghue - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-286-5652

VPHN Wealth Partners - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-5543

Eric Beira-Casanova - TD Wealth Financial Advisor

720 NW 57th Avenue

Miami, FL 33126
561-696-4322

Valere Mukubu - TD Wealth Financial Advisor

401 S State Road 7

Hollywood, FL 33023
786-606-0368

Christian Morales - TD Wealth Financial Advisor

1175 South Federal Highway

Pompano Beach, FL 33062
561-225-4838

Eric Haar - TD Wealth Financial Advisor

130 N Dixie Hwy

Lake Worth, FL 33460
561-214-0237

Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7514

Allstate Personal Financial Representative: Justin Parker

3674 Harden Blvd

Lakeland, FL 33803
863-682-7080

Daniel Neuman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
212-603-6215

The Petracco Wealth Management Group - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3642

The Everest Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-671-2314

James Ware - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-877-5713

Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

David Franken, CFP - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-624-6439

Jeff Hoffman - UBS Financial Services Inc.

6905 N Wickham Road
2nd Floor

Melbourne, FL 32940
321-722-5444

Lee Boughner, CFP, CLU, CIMA - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6612

James Haugen - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-652-1166

Kevin Johnson / Tate Haire / Martin Hegarty - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7877

John Torregrosa - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-468-2221

Phronesis Wealth Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

Reed Gerberick - Ameriprise Financial Services, LLC

1560 Matthew Dr
Ste J

Fort Myers, FL 33907
239-931-3242

Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

BlueKey Wealth Advisors

3878 Sheridan Street

Hollywood, FL 33021
954-986-0633

RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

Edward Jones - Financial Advisor: Renee E Burke, CFP®|AAMS"

4701 Highway 19A
Suite 2

Mt Dora, FL 32757
352-357-2282

Henry James Danzig - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-377-4293

Jill Tarbox

10290 Regency Park Blvd.

Port Richey, FL 34668
727-619-0337

THE RETIREMENT PLANNERS

8001 North 9th Avenue

Pensacola, FL 32514
850-995-1999

Ross Martin - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
305-988-4713

Gary Thompson - Ameriprise Financial Services, LLC

376 Ahern St

Atlantic Beach, FL 32233
904-576-0600

The Sheeter Group

360 West Plant Street
Suite 201

Winter Garden, FL 34787
407-217-2301

Steven Bell - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2014

Charles Fischer - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2027

Alan Feinberg Jr. - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1555

Todd Kyle Darress - Ameriprise Financial Services, LLC

1054 20th Pl

Vero Beach, FL 32960
772-770-3700

Jose Ramon Perez Sabate - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6267

Maryanne Sarfati - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8528

George O'Brien Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7486

Sreedhar Gouravelli

773-263-7521

Susan Lemasters - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7576

Edward Waller - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7561

Norma I Sepulveda - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4945

Stokes Wealth

3117 Edgewater Drive

Orlando, FL 32804
407-843-4200

David Henning

813-591-0904

Athenian Private Client Group

10225 Ulmerton Road
Suite 5B

Largo, FL 33771
727-940-4681

Doug Frawley - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7842

Shea Curtin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6803

Christopher Matthew Jones - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4974

Ashley Johnson - Ameriprise Financial Services, LLC

13055 W Linebaugh Ave
Ste 101

Tampa, FL 33626
727-216-0170

Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

Derek Mears - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2015

Silvana Nandin - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8505

First Command Financial Advisor - Chase Watkins

320 West Kennedy Blvd
Suite 500

Tampa, FL 33606
813-254-0100

Mark Geissinger - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

BRC Management LLC

2845 Marquesas Ct.

Windermere, FL 34786
407-575-4436

Statewide Financial Group, Inc

116 Intracoastal Pointe Dr
Suite 200

Jupiter, FL 33477
561-744-0500

James Tuberosa - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
813-634-5677

Jacksonville Wealth Management

8075 Gate Parkway W.
Suite 101

Jacksonville, FL 32216
904-923-7526

Clarity Financial Planning

5491 North University Drive
Suite 101

Coral Springs, FL 33067
954-723-0350

Full Spectrum Financial Group

306 N. Rhodes Ave.
Suite-110

Sarasota, FL 34237
941-866-6570

Ben Bowersox, CFP®

304 East Tennessee St.

Tallahassee, FL 32301
866-820-9671

Noah Alweiss - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2402

Patrick T. Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7465

The Trimble Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7012

Robert Linck - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-822-4948

Brent Hulling - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2170

David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
786-878-6356

Titan Financial

6150 Diamond Centre Ct
# 603

Fort Myers, FL 33912
239-333-0033

Payne Financial Group

1052 Willa Springs Dr

Winter Springs, FL 32708
407-678-4014

Sandra Rolon and Associates CPA,PA

3600 Red Road
Suite 403

Miramar, FL 33025
954-437-0700

Sears Group, Inc.

2800 Placida Road
Suite 109

Englewood, FL 34224
888-253-8658

Carnegie Investment Counsel

6830 Porto Fino Cir.
Suite One

Fort Myers, FL 33912
239-939-3235

Joseph Lizzio - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3506

Gutierrez Insurance Solutions, Inc

406 E Hallandale Beach Blvd

Hallandale, FL 33009
954-454-4779

Cowan Financial Group

136 Malaga Street

Saint Augustine, FL 32084
904-824-8147

Martin Norcini, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

Treasure Coast Financial Planning

545 Beachland Blvd.

Vero Beach, FL 32963
772-231-1422

Sulzberger Capital Advisors

4500 Biscayne Boulevard Ste. 205

Miami, FL 33137
305-573-4900

Poppell Financial Group, LLC

3116 Capital Circle NE
Suite 6

Tallahassee, FL 32308
850-668-3885

Pen Air Asset Management

1289 Airport Blvd

Pensacola, FL 32504
850-505-3200

Bill Sittig CPA, LLC

1695 Metropolitan
Cir #7

Tallahassee, FL 32308
850-386-2639

Stephen Hussain

351 N State Road 434

Altamonte Springs, FL 32714
407-269-3210

Concierge Financial Planning Group

940 Centre Circle
Suite 2004

Altamonte Springs, FL 32714
407-339-1594

Yaegers Financial Services

2477 Stickney Point Road
Suite 117B

Sarasota, FL 34231
941-923-7475

Harbor Financial

225 Forest Park Circle

Panama City, FL 32405
850-215-0800

Troy A Slayton

2111 S Ridgewood Ave
2nd Floor

Daytona Beach, FL 32119
517-403-9702

LaPorte Financial LLC

336 East Plant Street

Winter Garden, FL 34787
407-395-9720

Platinum Planning, Inc.

534 South Pineapple Avenue

Sarasota, FL 34236
941-444-5260

Joel Josephs Financial Wealth Advisor

3837 NW Boca Raton Blvd
Ste100

Boca Raton, FL 33431
561-314-1845

IQ Portfolios

100 West Plant Street
Suite 260

Winter Garden, FL 34787
800-558-7969