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Top 30 financial advisors of 366 near 32713
Out of 400,000+ nationwide
Sammy W
Series 63, Series 66
Longwood, FL
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General estate planning guidance
Wealth management
Founder/Business Owner
Vadim K
CFP®, Series 66
Winter Springs, FL
Edward Jones
Calin C
CFP®, Series 66
Lake Mary, FL
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Wealth management
Founder/Business Owner
David R
CFP®, Series 66
Lake Mary, FL
Edward Jones
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Leigh L
Series 66
Sanford, FL
Edward Jones
Retirement income strategy
Business ownership considerations
General estate planning guidance
Wealth management
Military & Veterans
Founder/Business Owner
Joseph H
Series 66
Eustis, FL
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Wealth management
Retirement income strategy
Cash flow / budgeting
Founder/Business Owner
Young Professionals
Erick B
Series 66
Debary, FL
Edward Jones
Retirement income strategy
Multi-generational wealth transfer
General estate planning guidance
Oil & Gas
Elaine D
Series 66
Deltona, FL
Edward Jones
Exec comp design
Business ownership considerations
General estate planning guidance
Founder/Business Owner
Doctor or Medical Professional
Hispanic/Latino/Latinx
Bradford T
Series 63, Series 66
Orange City, FL
Edward Jones
Divorce financial planning
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
Wealth management
Jeffery R
CFP®, Series 63, Series 65
Deland, FL
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
Business ownership considerations
General retirement planning
Founder/Business Owner
Intergenerational Families
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Top 30 financial advisors of 366 near 32713
Out of 400,000+ nationwide