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Here is a list of financial planners that we recommend:
Cambridge Tax & Financial Elizabeth Barrett, CFP®
8201 Plantation Center, Ste 1000
Plantation, FL 33324
(954) 771-1313 www.cambridgeadvisors.com
Ellen R. Siegel & Associates
7344 SW 48 Street, Suite 301 Miami, Florida 33155 (305) 665-2130 www.siegelplanners.com
Evensky & Katz, LLC
2333 Ponce de Leon Boulevard, Penthouse Suite 1100 Coral Gables, Florida 33134-6622 (305) 448-8882 www.evensky.com
Indian River Financial Group, Inc.
7805 NW Beacon Square Boulevard, Suite 102 Boca Raton, Florida 33487-1396 (561) 362-0331 www.paulmilleradvisor.com
Meg Green & Associates
Meg Green, CFP®
2627 Ives Dairy Rd. #201
Aventura, FL 33180
(305) 931-1400
www.meggreen.com
Moisand Fitzgerald Tamayo, LLC
(407) 869-6228
Money Matters of America
300 S. Pine Island Road, Suite 315 Plantation, Florida 33324 (954) 423-1936 www.moneymattersofamerica.com
Raymond James Financial Services, Inc.
9000 SW 137th Avenue, Suite 120 Miami, Florida 33186 (305) 386-7667 www.dfontaine.com
Shine Financial Inc.
1191 E. Newport Center Drive, Suite 107 Deerfield Beach, Florida 33442 (954) 428-4007
The Enrichment Group
Tobias Financial Advisors
1000 S. Pine Island Road, Suite 250 Plantation, Florida 33324 (954) 424-1660 www.tobiasfinancial.com
Walnut Street Securities, Inc.
1200 North Federal Highway, Suite 200 Boca Raton, Florida 33432 (561) 997-8800
Winston Paul Capital Management, Inc.
1580 Sawgrass Corporate Parkway, Suite 130 Sunrise, Florida 33323 (954) 424-1660 www.WinstonPaulCapitalManagement.com
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