What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Lake Mary, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Lake Mary, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Audrey Jones
CFP®
Financial Life Designs LLC
Lake Mary, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee Only Financial Planner Serving the Entire Orlando, FL Area
Bradley Brescia
CFP®
Moisand Fitzgerald Tamayo, LLC
Lake Mary, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
