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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Clearwater is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Clearwater & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Clearwater?

Looking for a qualified financial advisor in Clearwater? We can help you by narrowing down your options & listing the best financial advisors in Clearwater as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Clearwater near you with the list of certified and vetted Clearwater financial advisors.

List of Qualified Financial Advisors in Clearwater, Florida

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Nic Santana

Creative Planning

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Cape Coral, FL 33762
(727) 2532130

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Taylor Harroun

Creative Planning

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Cape Coral, FL 33556
(813) 5419351

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Michael Moffa

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Suite 150

Tampa, FL 33607
(813) 3211572

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606
(813) 3346500

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610
(813) 6544718

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Randy Hallier

Creative Planning

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Cape Coral, FL 33715
(239) 7896983

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Tiffany O'Neal

Creative Planning

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Cape Coral, FL 33617
(813) 3655390

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Anthony Pressimone

Creative Planning

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Sarasota, FL 34211
(941) 7733620

List of Additional Financial Advisors in Clearwater, Florida*

* Additional advisor listing is provided in partnership with Yext

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Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
7274597590

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Gene Bodden - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
6036064255

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Ronald Ochal Jr - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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Adam Skonicki - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
8138775713

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Charlene D Thibeault - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
6036064255

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Susan Bentkowski - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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Gregory Linkner - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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Trinity Wealth Management Group, Inc

1700 N. McMullen Booth Road
Suite C-5

Clearwater, FL 33759
7277721272

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Joe Rettig - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
7277267565

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Berg Wealth Management Group - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
7275351488

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American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
7276830340

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The Petika Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072571

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Christine Franks - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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Ron Camisasca - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075700

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Greystoke Consulting, Inc.

4625 East Bay Dr.
Suite 223

Clearwater, FL 33764
7275339766

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Dustin Curbow - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075707

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Todd Hoffman CFP, CPM

600 Cleveland Street
Suite 1150

Clearwater, FL 33755
7273515323

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Csenge Advisory Group

4755 East Bay Drive

Clearwater, FL 33764
7274376000

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Koch Financial Services

13575 58th Street North

Clearwater, FL 33760
7275266859

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Robert G Johnston - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075760

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The Herman Rapport Group - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075700

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Marileigh Hensley - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075787

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Christopher M. Scharnow - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075713

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Judith F Hall - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075715

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Christina Cardone - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7274416102

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David Harrison Rapport - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075763

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Randolph D Herman - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075778

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The Belleair Group - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075708

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Gina Di Grandi - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7275075785

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Michael Dietrich - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
7274416104

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Allstate Personal Financial Representative: Debora Winfree

2519 N McMln Bth Rd
Ste 509

Clearwater, FL 33761
7273060045

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Emerick-Hersch Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072547

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Dale Emerick - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072547

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The Zoe Abbott

626 Lakeview Rd

Clearwater, FL 33756
7274223238

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Bradley S Berg - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
7275351488

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Michael Carboni - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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John T. Petika, Sr. - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072562

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Kyle Rettig - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
7277267565

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Flaharty Asset Management

311 Park Place Boulevard
Suite 150

Clearwater, FL 33759
7272521050

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Richard Marcatos, CFP? - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072557

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Marcatos Financial Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072557

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Clearwater, FL Branch Office - UBS Financial Services Inc.

18167 US 19 North
Suite 200

Clearwater, FL 33764
7275072562

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Paul J Grande - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
8005531616

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Ronnie Heller - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7867756662

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Frank Massotto - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
7275072545

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Fifth Third Preferred - Patricia Gomes

2508 Sr 580

Clearwater, FL 33761
7274313668

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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