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Displaying results 1 to 25 of 77

  • 1

    Gea Sphere, LLC

    West Palm Beach, FL (1.03 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

    Reich Investment Advisors LLC

    Boca Raton, FL (23.49 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...

  • 3

    IBIS Wealth Management

    Boca Raton, FL (25.55 miles)

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

    Portfolio requirement: $250,000

    We provide the services of Investment Management, Retirement Planning and College Planning. Our NEW CLIENT minimum portfolio size = $250,000.....

  • 4

    Evensky & Katz, LLC

    Coral Gables, FL (67.90 miles)

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

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000�

  • 5

    Cathy Pareto and Associates

    Coral Gables, FL (67.90 miles)

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

    Portfolio requirement: $100,000

    **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...

  • 6

    Investor Solutions

    Coconut Grove, FL (69.29 miles)

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

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are committed to improving our clients' financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 7

    Foldes Financial Management, LLC

    Miami, FL (74.42 miles)

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

    Portfolio requirement: $500,000

    Our Multiple Asset Portfolio (M.A.P.) is designed to help our clients “sleep well at night” by achieving better returns with less risk. We are confident we can help you! NEW CLIENT minimum portfolio size = $500,000…

  • 8

    Asset Planning Corporation

    1615 Forum Place
    W. Palm Beach, FL

  • 9

    Fidelity Federal Bank & Trust

    218 Datura Street
    West Palm Beach, FL

  • 10

    Global Trust Asset Management, LLC

    215 Fifth Street
    West Palm Beach, FL

  • 11

    Atlantic Capital Management

    560 Village Blvd
    West Palm Beach, FL

  • 12

    Aft, Forsyth & Bent LLC

    400 Royal Palm Way, Suite 410
    Palm Beach, FL

  • 13

    Aft, Forsyth And Company, Inc.

    400 Royal Palm Way
    West Palm Beach, FL

  • 14

    Carl Domino Inc.

    251 Royal Palm Way
    Palm Beach, FL

  • 15

    Cypress Capital Group

    218 Royal Palm Way
    Palm Beach, 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...

  • 16

    Integritas Advisors

    340 Royal Palm Way
    Palm Beach, FL

  • 17

    Thornton Wealth Management, LLC

    615 Fifth St.
    West Palm Beach, 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...

  • 18

    Hamner William Murray

    1860 Forest Hill Blvd
    West Palm Beach, FL

  • 19

    Caplinger Management

    10625 N Military Trail
    Palm Beach Gardens, FL

  • 20

    Global Investment Adviser Lc

    700 Village Square Crossing
    Palm Beach Gardens, FL

  • 21

    Banyan Partners, LLC

    5100 Pga Blvd.
    Palm Beach Gardens, FL

  • 22

    The Monitor Group, LLC

    6231 Pga Blvd
    Palm Beach Gardens, FL

  • 23

    Keating Investment Management, LLC

    1501 Corporate Drive
    Boynton Beach, FL

  • 24

    Daniel Devine & Company

    365 SE 6th Ave., S-305
    Delray Beach, FL

  • 25

    Keating Investment Counselors Inc

    777 East Atlantic Ave
    Delray Beach, FL

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