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Financial Advisors in Gainesville, FL

How to choose a financial advisor in Gainesville

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

James Moretti

Financial Advisor

Northwestern Mutual Investment Services, Llc

Gainesville, FL

ProfileNo contact yet

Neil Palka

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gainesville, FL

ProfileNo contact yet

Matthew Gold

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Gainesville, FL

ProfileNo contact yet

Michael Smith

Financial Advisor

THRIVENT INVESTMENT MANAGEMENT INC.

Gainesville, FL

ProfileNo contact yet

Eliahou Haroun

Financial Advisor

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Gainesville, FL

ProfileNo contact yet

Angelina Ramsey

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Gainesville, FL

ProfileNo contact yet

Michael Sorvillo

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Gainesville, FL

ProfileNo contact yet

James Divirgilio

Financial Advisor

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

Gainesville, FL

ProfileNo contact yet
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