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State DirectoryFinancial Planners in Newtown Leesburg, FL
2. Annuity General
Serving the Leesburg Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
4. South Lake Wealth Management
Clermont, FL 34711
From Business: South Lake Wealth Management is a Clermont based Registered Investment Advisory Firm providing Fiduciary, Fee-Only, Financial Planning & Investment Management Services.
7. Paradox - Advice-Only Financial Advisor
Montverde, FL 34756
8. CareOne Debt Relief Services
Serving the Leesburg Area
From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…
9. Sarah Payne - Financial Advisor, Ameriprise Financial Services
8112 Centralia Ct Ste 105, Leesburg, FL 34788
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. John Romano, CFP® Securities America Inc
305 Skyline Dr Ste 3, Lady Lake, FL 32159
From Business: Financial Advisor and Financial Planner - serving The Villages Florida and surrounding areas. In business for over 30 years.
12. First Command Financial Advisor - Bill Stropp
510 Highway 466 Ste 207, Lady Lake, FL 32159
From Business: Bill Stropp joined First Command Financial Services as a Financial Advisor in May 1981. He is excited about the opportunity to help people make the smart financial decisions…
13. Stephany Slysofski - Thrivent
1100 E Alfred St Ste 6, Tavares, FL 32778
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephany Slysofski is committed to providing financial…
14. Jeffery Albright - Thrivent
1100 E Alfred St Ste 8, Tavares, FL 32778
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jeffery Albright is committed to providing financial advice,…
15. Charles Schwab
1048 Lake Sumter Lndg, The Villages, FL 32162
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
16. Fidelity Investments
1057 Lake Sumter Lndg, The Villages, FL 32162
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
17. Jeff Ackler CFP with Merit Financial Advisors
4400 N Highway 19a Ste 4A, Mount Dora, FL 32757
From Business: As a financial professional and CERTIFIED FINANCIAL PLANNERTM professional with over 26 years of investment industry experience, I am committed to helping people just like you…
18. Mark Dickerson - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
19. Tom Romanac - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
20. Adam Tobias - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
21. Chad Noble - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
22. Catherine Harris - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
23. Alec Thomas - Financial Advisor, Ameriprise Financial Services
11714 NE 62nd Ter Ste 100, The Villages, FL 32162
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
24. Cebert Wealth Management
11714 NE 62nd Ter STE 100, The Villages, FL 32162
25. Edward Jones
1450 E North Blvd Ste 7, Leesburg, FL 34748
"Very talented investment advisor - I completely trust her advice and wouldn't put my future in anyone's hands but hers. I'm very grateful to have found her. Terrific customer…"
30. Edward Jones - Financial Advisor: Thom Craig III
8535 Us Highway 441, Leesburg, FL 34788
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
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