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Displaying results 1 to 25 of 65

  • 1

    Reich Investment Advisors LLC

    Orlando, FL (0.54 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...

  • 2

    Cathy Pareto and Associates

    Azalea Park, FL (4.70 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

    Camarda Financial Advisors, Inc.

    Orlando, FL (8.81 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...

  • 4

    Gea Sphere, LLC

    Tampa, FL (73.44 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.

  • 5

    Reich Investment Advisors

    Tampa, FL (80.98 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

    Camarda Financial Advisors, Inc.

    Tampa, FL (80.98 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...

  • 7

    Cathy Pareto and Associates

    Town n' Country, FL (83.31 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...

  • 8

    Cnlbank Wealth Management

    450 South Orange Ave. 4th Floor - Cnl Center
    Orlando, FL

  • 9

    Helios, LLC

    390 North Orange Ave
    Orlando, FL

  • 10

    Resource Consulting Group

    301 E. Pine Street, Suite 300
    Orlando, FL

  • 11

    Satias Capital Partners LLC

    189 South Orange Avenue, Suite 1800
    Orlando, FL

  • 12

    Seaside Capital Management, Inc.

    201 S. Orange Avenue
    Orlando, FL

  • 13

    Cypress Capital Group


    Orlando, 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...

  • 14

    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.

  • 15

    AHL Investment Management, Inc.

    427 S. New York Ave Suite 202
    Winter Park, FL

  • 16

    Atlantic Advisors LLC

    1560 N. Orange Avenue
    Winter Park, FL

  • 17

    Balliett Financial Services, Inc.

    631 South Orlando Ave
    Winter Park, FL

  • 18

    Sarasota Asset Management, Inc.

    1270 Orange Avenue
    Winter Park, FL

  • 19

    Vinoy Capital, LLC

    1270 Orange Avenue
    Winter Park, FL

  • 20

    Thornton Wealth Management, LLC

    5956 Turkey Lake Rd.
    Orlando, FL

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

    Portfolio requirement: $500,000

    We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $1,000,000...

  • 21

    Paragon Wealth Strategies LLC


    Pine Hills, 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...

  • 22

    Dorman Financial Management, P.A.

    341 N. Maitland Avenue
    Maitland, FL

  • 23

    Moisand Fitzgerald Tamayo, LLC

    601 South Lake Destiny Road
    Maitland, FL

  • 24

    Spraker Wealth Management Inc

    543 N. Wymore Rd.
    Maitland, FL

  • 25

    Fund Advisors Of America Inc

    1800 Pembrook Dr. Suite 300
    Orlando, FL

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