Listings below are alphabetized by city. Listings in the same city are alphabetized by the name of the firm or professional.
Federal Benefits Counselors
Coral Gable, FL
Federal Benefit Counselors created a team of specialist to counsel all Federal Employees about their benefits and guide them through their retirement days…
Lawrence Legacy Group, LLC / Odiorne Point Asset Management, LLC
Estero, FL
Our Roadmap to Retirement process integrates Tax Reduction, Custom Asset Management and Estate Planning to create a comprehensive retirement plan…
Cornerstone Financial Coach, LLC
Fort Walton Beach, FL
CornerStone Financial works has formed a team of professionals to offer retirement income planning and estate preservation planning….
Bravias Financial
Miami and Sarasota, FL
At Bravias Financial we specialize in helping federal employees maximize and take full advantage of all their benefits — plan and prepare for the retirement lifestyle you have worked so hard to achieve…
Thrivent Financial
Mount Dora, FL
What are your goals and values? What worries keep you up at night? What dreams keep you going? Working together, we’ll build a financial strategy around what’s important to you…
Total Financial Planning, LLC
Orlando, FL
I work exclusively with Federal Employees & Retirees. As a 25-year civil servant, I know how complicated our retirement system is. That’s why I followed my passion and started a firm just to help federal employees like you and me…
Retirement Systems Solutions
Orlando, FL
Our consultation process is supported by over 40 years of federal government experience and 80 plus years of combined financial services experience. We are one of the few firms that will provide you with a COMPLIMENTARY federal benefits consultation and printout…
SFG Tax Advisors, LLC
Orlando, FL
SFG Tax Advisors, LLC is an Insurance and Financial Services firm based out of Orlando, Fl. We are a full fledged planning firm focusing not only on the growth of your money but also how taxes impact you, effective social security planning strategies, and proper medicare planning…
SWAN Capital
Pensacola, FL
SWAN Capital is an independent financial services firm in Pensacola, Florida. At SWAN capital we are committed to a concept called Total Wealth Management, which focuses on a fully integrated retirement plan that includes income, tax, health care, and estate plans…
Federal Benefit Consultants — Allen Masri
Plantation, FL
Allen Masri is a Federal Employee Benefits Counselor and the host of the Safe Money Retirement radio show. Allen Masri works with Federal employees throughout the state of Florida…
Federal Benefit Consultants — Randa Masri
Plantation, FL
Randa offers a no cost federal and retirement benefit review to all Federal employees who are at the beginning, middle or toward the end of their service with the government to help them understand their FEGLI, TSP, Pension Calculation, etc….
Busch Capital Management
Tampa, FL
Our team of Financial Strategists provides customized insights for Federal Employees of all types. We have substantial experience in assisting Federal Employees…
Federal Retirement Experts
Trinity, FL
It is our goal to ensure that federal employees and their spouses are educated and informed about their active and retired federal benefits and retirement options. We offer a complimentary benefits and retirement analysis to all federal employees and their spouses…
Other Professionals Serving Florida
Listings below are alphabetized by state. Listings in the same state are alphabetized by city.
The Connolly Retirement Group
Anaheim, CA
Since 1992, Pete Connolly has been dedicated to helping federal employees build wealth and protect their assets. We recommend only those products and services that can be tailored to suit our clients’ unique needs. The Connolly Retirement Group is independent so our loyalty belongs exclusively to our clients and NOT a financial institution…
Arthur Stein Financial, LLC
Bethesda, MD
Art is a Certified Financial Planner® with 29 years of experience providing assistance to Federal employees and retirees. He is known for his knowledge of the Thrift Savings Plan (TSP) and other Federal retirement benefits…
Dillard Financial Solutions, Inc.
Sumter, SC
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement…