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Displaying results 1 to 25 of 93

  • 1

    Gea Sphere, LLC

    Tampa, FL (34.75 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $100,000

    We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds.

  • 2

    Cathy Pareto and Associates

    Town n' Country, FL (38.15 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 3

    Reich Investment Advisors

    Tampa, FL (42.35 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $1,000,000

    Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 4

    Camarda Financial Advisors, Inc.

    Tampa, FL (42.35 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000...

  • 5

    Reich Investment Advisors LLC

    Orlando, FL (66.45 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $1,000,000

    Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 6

    Cathy Pareto and Associates

    Azalea Park, FL (70.74 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 7

    Camarda Financial Advisors, Inc.

    Orlando, FL (74.25 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000...

  • 8

    Noyes Capital Management, LLC

    Sarasota, FL (89.78 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    With our firm, you will receive experienced planning that can help simplify your financial life, organize your personal priorities and aim your investments to achieve your financial goals.

  • 9

    Joseph Capital Management, LLC

    2450 N. Citrus Hills Blvd.
    Hernando, FL

  • 10

    Taylor & Williams, Inc.

    288 Crystal Grove Blvd.
    Lutz, FL

  • 11

    EDMP, Inc.

    18534 Dale Mabry Hwy. N.
    Lutz, FL

    Services offered: Money Management

    Portfolio requirement: $250,000

    We operate under a time-tested investment philosophy that controls risk without sacrificing long-term results. We look forward to working with you! Our NEW CLIENT minimum portfolio size = $250,000…

  • 12

    H.S. Dent Investment Management, LLC

    15310 Amberly Drive
    Tampa, FL

  • 13

    USA Tax & Insurance Services, Inc.

    4114 Woodlands Pkwy
    Palm Harbor, FL

  • 14

    NJR Investment Advisory, Inc.

    10927 N. 56th Street
    Tampa, FL

  • 15

    Managemy401k.com, LLC

    2323 Curlew Road
    Dunedin, FL

  • 16

    Trademark Capital Management Inc

    2323 Curlew Road
    Dunedin, FL

  • 17

    Absolute Return Portfolio Management, LLC

    311 Park Place Blvd.
    Clearwater, FL

  • 18

    Kahn Financial Group

    1700 Mcmullen Booth Road
    Clearwater, FL

  • 19

    LBS Capital Management Inc

    311 Park Place Blvd Suite 190
    Clearwater, FL

  • 20

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 21

    Barker Financial Group Inc.


    Tampa, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    We are best known for our comprehensive, integrated and strategic approach to Wealth Management. We take great pride in personally getting to know you, your goals and your tolerance for risk. NEW CLIENT minimum portfolio size = $1,000,000...

  • 22

    Omni Wealth Advisors, LLC

    5401 W. Kennedy Blvd.
    Tampa, FL

  • 23

    Sutton Wealth Advisors, Inc.

    3708 West Swann Avenue
    Tampa, FL

  • 24

    Paragon Wealth Strategies LLC


    Tampa, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $100,000

    We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 25

    Cypress Capital Group


    Tampa, FL

    Services offered: Money Management, Estate Planning

    Portfolio requirement: $1,000,000

    We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000...

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