 |
|
 |
 |
|
Orlando financial planners
Give Price Proposals
Below are Orlando financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
|
Orlando financial planners
(Click here to start price quote process)
|
|
|
Porus R Sagar Longwood, FL
|
|
BS (1982), Walsh University, Ohio; CPA (1989), Florida (click for more info)
|
|
Chris Toadvine Orlando, FL
|
|
BS (1993), The Florida State University; MS (1998), Georgia State University. (click for more info)
|
|
Richard Reyes, CFP Maitland, FL
|
|
BS(1991), University of Florida (click for more info)
|
|
Naushad Virji Heathrow, FL
|
|
BSBA (1994), University of Florida (click for more info)
|
|
Rey Descalso Orlando, FL
|
|
BS (1997), Southern Adventist University; MDiv (1999), Andrews University. (click for more info)
|
|
Joseph Frank Bert Altamonte Springs, FL
|
|
Certified Financial Planner and Accredited Investment Fiduciary (click for more info)
|
|
David R DePiazza Orlando, FL
|
|
BSME(1995), Syracuse University, MBA(2004), University of North Carolina (click for more info)
|
(Click here to start price quote process)
|
(Professionals who wish to be listed please click here.)
|
|
|
|
|
General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
|
|
|
 |
|
 |
