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Financial Planners in Florida

There are 172 recommended Financial Planners in Florida. Read reviews from people you know to find the best Financial Planner.

Review by Lynette Mutter

Rudy, it was great meeting you when you spoke in Lynchburg. I think you have the brains, feel you have the compassion, and I hope you have the energy to pull these grand plans off! God willing, I'll be backing you all the way...See MoreRead Less

Review by Phillip Jones

Scott Roberts is a phenomenal person. He's always learning to stay ahead of the curve for his customers. He's honest and hard working. Don't think twice about doing business with Scott!See MoreRead Less

Review by Darie Hamilton

Hi Yolanda, you're perfect as a professional in this field. You can provide a great service to those who are inhibited in their sexuality. You are a natural and will provide guidance to many.See MoreRead Less

Review by Richard Gennari

Tia is a highly qualified and personable financial services representative and facilitator. We would recommend her to everyone who is looking for assistance with planning for all areas of financial needs. She assisted us with our life insurance, securities and training us in ways to plan for our future. Her honest concern for her clients and their needs is apparant for anyone she serves. Tia relates to the client where they are at personally and financially affording them the respect which is so often needed in our current economy. She is willing to answer or find the answer to any question which might arise in the process. We would highly recommend her to any person who needs guidance and help in planning for their future life needs. Primerica is an excellent company and Tia represents that company with integrity.See MoreRead Less

Review by Carl Babcock

Joe believes in The Optimist Creed..
Promise yourself to be so strong that nothing can disturb your peace of mind.
To talk health, happiness, and prosperity to every person you meet.
To make all your friends feel like there is something in them.
To look at the sunny side of everything and make your optimism come true.
To think only of the best, to work only for the best, and expect only the best.
To be just as enthusiastic about the success of others as you are about your own.
To forget the mistakes of the past and press on the greater achievements of the future.
To wear a cheerful countenance at all times and give every living person you meet a smile.
To give so much time to the improvement of yourself that you have no time to criticize others.
To be too large for worry, too noble for anger, and too strong for fear, and to happy to permit the presence of trouble.
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Review by Ginger Avery

Raquel is one of a few who is completely honest, respectful & hard working on the internet, especially right here on Facebook. She is passionate about her business, she see's the vision and wants to share this with all. I highly recommend my friend Raquel, and I do believe she will become a millionaire in this lifetime. God Bless you Raquel. Much success to you & many Blessings as wellSee MoreRead Less

Review by Michael Powell, APR

I have worked with Mark on a number of qualified plans and what stands out to me is his deep knowledge of financial products and his ability to communicate those concepts to a diverse audience in a very understandable manner. I find him very approachable and dedicated to his clients and business. He provided a number of consultative services to our mutual clients and helped the companies that sponsor qualified retirement plans with technical plan related issues and meeting fiduciary requirements. I have a lot of confidence in Mark and would strongly recommend him to business owners and individuals to help them meet their business & personal needs.See MoreRead Less

Review by Donna Powell

I have known Jerry Smith for quite a while now. He always has other peoples' businesses in mind and refers business to them. And, it's been my experience that when he receives referrals he follows up on them. He runs several successful companies and the best thing about Jerry is when Jerry gives his word, he keeps it.See MoreRead Less

Review by Drew Fugazzi

Tori has a great work ethic, with outstanding Customer Service and Sales Skills to get the job done and inn a timely manner. So if you are looking for someone who can work well with others and is a very driven professional worker than Tori is the right man for the Job.See MoreRead Less

Review by Niko Electrician

I was in need of information regarding regulations and I as having a hard time finding the answers to my concerns. When I first spoke to Michael, I thought oh great another advisor. Michael proved me incorrect pretty quickly. He went through all of my options and different pros and cons for each choice. After speaking to Michael I found the answers I was needing. Thanks Mike.!See MoreRead Less