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

Ellen R. Siegel, CFP®, ChFC, CLU
7344 SW 48 Street, Suite 301
Miami, Florida 33155
(305) 665-2130
www.siegelplanners.com

Evensky & Katz, LLC
David Evensky, Executive Vice President
2333 Ponce de Leon Boulevard, Penthouse Suite 1100
Coral Gables, Florida 33134-6622
(305) 448-8882
www.evensky.com

Indian River Financial Group, Inc.
Paul B. Miller, CFP®
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
Charlie Fitzgerald, CFP®
(407) 869-6228

Money Matters of America
Mike Lynch, CFP®
300 S. Pine Island Road, Suite 315
Plantation, Florida 33324
(954) 423-1936
www.moneymattersofamerica.com

Raymond James Financial Services, Inc.
David Fontaine, CFP®
9000 SW 137th Avenue, Suite 120
Miami, Florida 33186
(305) 386-7667
www.dfontaine.com

Shine Financial Inc.
Randolph J. Shine, CFP®, MBA
1191 E. Newport Center Drive, Suite 107
Deerfield Beach, Florida 33442
(954) 428-4007

The Enrichment Group
Kathleen Day, CFP®, CFA
7355 SW 87 Avenue, Suite 300
Miami, Florida 33173
(305) 274-1600
www.theenrichmentgroup.com

Tobias Financial Advisors
Benjamin A. Tobias, CPA/PFS, CFP®, CIMA®
1000 S. Pine Island Road, Suite 250
Plantation, Florida 33324
(954) 424-1660
www.tobiasfinancial.com

Walnut Street Securities, Inc.
Nancy Hite CFP®, CLU, ChFC, RFC
1200 North Federal Highway, Suite 200
Boca Raton, Florida 33432
(561) 997-8800

Winston Paul Capital Management, Inc.
J Thomas Knight, CFP®
1580 Sawgrass Corporate Parkway, Suite 130
Sunrise, Florida 33323
(954) 424-1660
www.WinstonPaulCapitalManagement.com


 
 
 
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