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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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Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd, Ste 460

Tampa, FL 33609

813-770-9864

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Jonathan Briggs

BRIA Capital Group, LLC

2909 W Bay to bay Blvd
Suite 402

Tampa, FL 33629

813-448-1122

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Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

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Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

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
727-459-7590

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American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
727-683-0340

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Paul J Grande - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
800-553-1616

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The Petika Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2571

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Kfir Cohen

727-344-9785

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Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

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Greystoke Consulting, Inc.

4625 East Bay Dr.
Suite 223

Clearwater, FL 33764
727-533-9766

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Joe Rettig - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
727-726-7565

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Todd Hoffman CFP, CPM

600 Cleveland Street
Suite 1150

Clearwater, FL 33755
727-351-5323

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Laura Sacks

626 Lakeview Road
Suite A

Clearwater, FL 33756
727-344-9785

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Clearwater, FL Branch Office - UBS Financial Services Inc.

18167 US 19 North
Suite 200

Clearwater, FL 33764
727-507-2562

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Trinity Wealth Management Group, Inc

1700 N. McMullen Booth Road
Suite C-5

Clearwater, FL 33759
727-772-1272

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The Zoe Abbott

626 Lakeview Rd

Clearwater, FL 33756
727-422-3238

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Berg Wealth Management Group - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
727-535-1488

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Dale Emerick - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2547

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Csenge Advisory Group

4755 East Bay Drive

Clearwater, FL 33764
727-437-6000

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Gene Bodden - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
603-606-4255

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Collin Soule - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
727-524-3000

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Becky L Johnson - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
704-916-6920

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Koch Financial Services

13575 58th Street North

Clearwater, FL 33760
727-526-6859

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Flaharty Asset Management

311 Park Place Boulevard
Suite 150

Clearwater, FL 33759
727-252-1050

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Marcatos Financial Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2557

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Richard Marcatos, CFP? - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2557

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Ronnie Heller - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
786-775-6662

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

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2547

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Brad Berg - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
727-535-1488

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Michael Carboni - Ameriprise Financial Services, LLC

2623 McCormick Dr
Ste 103

Clearwater, FL 33759
727-353-3431

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Kyle Rettig - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
727-726-7565

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Gregory Linkner - Ameriprise Financial Services, LLC

2623 McCormick Dr
Ste 103

Clearwater, FL 33759
727-353-3432

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Cary Green

727-344-9785

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Long Term Care Solutions, LLC

1421 Court Street
Unit F

Clearwater, FL 33756
727-240-0750

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Ronald Ochal Jr - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
727-797-8000

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Dynamic Wealth Advisors - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
727-524-3000

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Allstate Personal Financial Representative: Debora Winfree

2519 N McMln Bth Rd
Ste 509

Clearwater, FL 33761
727-306-0045

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Ron Camisasca - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
727-797-8000

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Adam Skonicki - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
813-877-5713

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Michael Coleman

626 Lakeview Road
Suite A

Clearwater, FL 33756
727-344-9785

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Frank Massotto - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2545

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Don Reynolds - Ameriprise Financial Services, LLC

2500 NE Coachman Rd

Clearwater, FL 33765
727-786-2427

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

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2562

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Sherif Abdel-Ghaffar

626 Lakeview Road
Suite A

Clearwater, FL 33756
727-344-9785

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Matthew D. Jimenez - TD Wealth Relationship Manager

2689 Gulf to Bay Boulevard

Clearwater, FL 33759
561-886-7176

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Christine Franks - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
727-797-8000

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Jennifer Miller - Ameriprise Financial Services, LLC

2500 NE Coachman Rd

Clearwater, FL 33765
727-786-2427

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Susan Bentkowski - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
727-797-8000

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Kerri Buchman - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
727-524-3000

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Dean Hoover at Steward Partners

600 Cleveland Street
Suite 1150

Clearwater, FL 33755
727-351-5340

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Michelle Frazier - Ameriprise Financial Services, LLC

2500 NE Coachman Rd

Clearwater, FL 33765
727-786-2427

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Edward Jones - Financial Advisor: Matthew T Lewis

1465 S Fort Harrison Ave
Suite 106

Clearwater, FL 33756
727-461-7769

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Roger Pan - TD Wealth Financial Advisor

2689 Gulf to Bay Boulevard

Clearwater, FL 33759
813-538-9197

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Edward Jones - Financial Advisor: Nicholas Macaluso

28100 US Hwy 19 N
Suite #305

Clearwater, FL 33761
727-733-5368

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Edward Jones - Financial Advisor: Estrella Espinoza

28100 US Hwy 19N
Suite #305

Clearwater, FL 33761
727-733-5368

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Edward Jones - Financial Advisor: Fiona Melvin, CFP®

1700 N McMullen Booth Rd
4

Clearwater, FL 33759
727-725-1262

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Edward Jones - Financial Advisor: Faith V Wilson

1700 N McMullen Booth Rd
4

Clearwater, FL 33759
727-725-1262

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Edward Jones - Financial Advisor: Anthony L Battaglia, CFP®|AAMS"

2605 Enterprise Road East
Suite 170

Clearwater, FL 33759
727-796-1226

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Roger Pan - TD Wealth Financial Advisor

28100 US Hwy 19 N

Clearwater, FL 33761
813-538-9197

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Edward Jones - Financial Advisor: Justin Ketcham

2625 Mc Cormick Dr
Ste 101

Clearwater, FL 33759
727-241-4414

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Edward Jones - Financial Advisor: Bob Coston, AAMS"

1465 S Fort Harrison Ave
Suite 106

Clearwater, FL 33756
727-461-7769

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FMA, C.P.A.

2641 McCormick Drive
# 103

Clearwater, FL 33759
727-416-1919

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Robert G Johnston - Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5760

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Fifth Third Preferred - Patricia Gomes

2508 Sr 580

Clearwater, FL 33761
727-431-3668

* 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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