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Financial Planning Consultants in Orlando

Sean P. Connolly

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1100 Orange Avenue, suite 200, Winter Park, FL

689-345-9411

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Sean P. Connolly

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1100 Orange Avenue, suite 200, Winter Park, FL

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Winter Park, FL.

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Atlas Wealth Advisors - Thrivent

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167 S. Edinburgh Dr., Suite 300, Winter Park, FL

407-890-1399

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Atlas Wealth Advisors - Thrivent

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167 S. Edinburgh Dr., Suite 300, Winter Park, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Atlas Wealth Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Park, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent,... Read More about Atlas Wealth Advisors - Thrivent

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Christopher DeGrace

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1100 Orange Avenue, suite 200, Winter Park, FL

689-345-9311

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Christopher DeGrace

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1100 Orange Avenue, suite 200, Winter Park, FL

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Winter Park, FL.

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Savant Wealth Management

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4767 New Broad St, Orlando, FL

321-773-7773

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Savant Wealth Management

Savant Wealth Management Verified by Yext

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4767 New Broad St, Orlando, FL

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In Orlando, Savant Wealth Management’s team provides fiduciary, fee-only financial guidance to individuals and families. Our advisors offer objective perspective across financial planning, investment strategy, and retirement considerations, with a focus on long-term financial priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of... Read More about Savant Wealth Management

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Mariner

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531 West Morse Blvd., Suite 200, Winter Park, FL

844-442-6326

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Access a wealth of knowledge and solutions.

Mariner

Mariner Verified by Yext

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531 West Morse Blvd., Suite 200, Winter Park, FL

Access a wealth of knowledge and solutions.

A wealth of knowledge and solutions.

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Tony Wentzell - Thrivent

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427 North Magnolia Avenue, Ste 205, Orlando, FL

321-850-2177

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Tony Wentzell - Thrivent

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427 North Magnolia Avenue, Ste 205, Orlando, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tony Wentzell is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Orlando, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Tony Wentzell - Thrivent

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Erin Long - Thrivent

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167 South Edinburgh Drive, Winter Park, FL

800-624-3340

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Erin Long - Thrivent

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167 South Edinburgh Drive, Winter Park, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Erin Long is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Park, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Erin Long - Thrivent

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First Command Financial Advisor - Craig Buzan

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605 E. Robinson St., Ste 510, Orlando, FL

407-985-5630

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First Command Financial Advisor - Craig Buzan

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605 E. Robinson St., Ste 510, Orlando, FL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Craig Buzan

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Mark Scott - Thrivent

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167 S. Edinburgh Dr., Winter Park, FL

828-376-8901

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Mark Scott - Thrivent

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167 S. Edinburgh Dr., Winter Park, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Scott is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Park, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Mark Scott - Thrivent

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Sara Meyer - Thrivent

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167 S. Edinburgh Dr., Winter Park, FL

407-890-1399

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Sara Meyer - Thrivent

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167 S. Edinburgh Dr., Winter Park, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sara Meyer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Park, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Sara Meyer - Thrivent

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Gregory H. Pollock

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1100 Orange Avenue, suite 200, Winter Park, FL

689-345-9412

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Gregory H. Pollock

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1100 Orange Avenue, suite 200, Winter Park, FL

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Winter Park, FL.

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Phillip T. Dobbs

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1100 Orange Avenue, suite 200, Winter Park, FL

689-345-9413

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Phillip T. Dobbs

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1100 Orange Avenue, suite 200, Winter Park, FL

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Winter Park, FL.

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Garrett M. Jones

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1100 Orange Avenue, suite 200, Winter Park, FL

689-345-9410

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Garrett M. Jones

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1100 Orange Avenue, suite 200, Winter Park, FL

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Winter Park, FL.

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Brittney Cooper - Thrivent

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167 South Edinburgh Drive, Winter Park, FL

800-624-3340

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Brittney Cooper - Thrivent

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167 South Edinburgh Drive, Winter Park, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brittney Cooper is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Park, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Brittney Cooper - Thrivent

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High Rise Financial LLC

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37 N Orange Ave #331, Orlando, FL

407-553-6206

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High Rise Financial LLC

High Rise Financial LLC Verified by Yext

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37 N Orange Ave #331, Orlando, FL

High Rise Financial LLC is a legal funding company in Orlando, Florida offering an alternative to lawsuit loans. We provide money to plaintiffs of accidents in advance of their personal injury case settlement date with no risk whatsoever through lawsuit funding, which is not considered a loan or a cash advance.

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Josh Langholz - Thrivent

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427 N Magnolia Ave, Ste 205, Orlando, FL

407-839-3050

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Josh Langholz - Thrivent

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427 N Magnolia Ave, Ste 205, Orlando, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Langholz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Orlando, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Josh Langholz - Thrivent

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Florida Financial Advisors

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800 N Magnolia Ave, Ste 1650, Orlando, FL

Call Today for a Free Consultation

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Floridians. We take a personalized approach, working together with you to grow and protect your assets.

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PNC Private Bank

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420 S Orange Ave, Suite 300, Orlando, FL

Achieving the “Why” behind your wealth

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

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Equitable Advisors

Equitable Advisors Verified by Yext

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5337 Millenia Lakes Blvd, #405, Orlando, FL

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Kemper Life

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1801 Lee Road, Suite 303, Winter Park, FL

407-647-7800

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Kemper Life Insurance protects you where you are.

Kemper Life Verified by Yext

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1801 Lee Road, Suite 303, Winter Park, FL

Kemper Life Insurance protects you where you are.

Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

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Mariner

Mariner Verified by Yext

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1000 Legion Place, Suite 1285, Orlando, FL

407-872-3888

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Mariner

Mariner Verified by Yext

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1000 Legion Place, Suite 1285, Orlando, FL

Access to a wealth of knowledge and solutions.

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First Command Financial Advisor - Bob Brogan

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605 E. Robinson St., Ste 510, Orlando, FL

407-985-5630

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First Command Financial Advisor - Bob Brogan

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605 E. Robinson St., Ste 510, Orlando, FL

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Robert Brogan joined First Command Financial Services as a Financial Advisor in November 2022, following a 35-year career in the United States Army, where he attained the rank of Colonel. Robert understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Robert has... Read More about First Command Financial Advisor - Bob Brogan

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First Command Financial Advisor - Susan Dixon

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605 E. Robinson St., Ste 510, Orlando, FL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. A graduate of the University... Read More about First Command Financial Advisor - Susan Dixon

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First Command District Advisor - Will Wilson

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605 E. Robinson St., Ste 510, Orlando, FL

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Will Wilson joined First Command Financial Services as a Financial Advisor in May 2011. A graduate of Middle Tennessee State University with a Bachelors of Business Administration degree in Marketing, Will holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses. As a First Command Financial Advisor, Will is committed to helping his clients pursue... Read More about First Command District Advisor - Will Wilson

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First Command Financial Advisor - Lilian Mesquita, CFP®

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605 E. Robinson St., Ste 510, Orlando, FL

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Lilian Mesquita joined First Command Financial Services as a Financial Advisor in August 2013. She previously worked for 5 years as Corporate Accounts Especialist at Banco do Brasil S.A. Lilian has a Bachelor’s degree in Finances from UniFMU and a Master’s degree in Business Administration from University of Central Florida. She holds Series 7 and 66 securities licenses plus life... Read More about First Command Financial Advisor - Lilian Mesquita, CFP®

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1100 Orange Avenue, suite 200, Winter Park, FL 689-345-9411
1100 Orange Avenue, suite 200, Winter Park, FL 689-345-9311
Mariner
0 reviews
Mariner
531 West Morse Blvd., Suite 200, Winter Park, FL 844-442-6326
1100 Orange Avenue, suite 200, Winter Park, FL 689-345-9412
1100 Orange Avenue, suite 200, Winter Park, FL 689-345-9413
1100 Orange Avenue, suite 200, Winter Park, FL 689-345-9410
Kemper Life
0 reviews
Kemper Life
1801 Lee Road, Suite 303, Winter Park, FL 407-647-7800
Mariner
Mariner
0 reviews
Mariner
1000 Legion Place, Suite 1285, Orlando, FL 407-872-3888