florida Date: 09-25-2025

Top 11 Financial Advisors in Inverness, FL

Financial AdvisorAddress
1♠ Davis Financial Group115 N Seminole Ave, Inverness, FL 34450
2♠ Edward Jones - Financial Advisor: Scott L Lee, CFP®103 US Hwy 41 S, Inverness, FL 34450
3♠ Meridian Financial Services3585 E Gulf to Lake Hwy, Inverness, FL 34453
4♠ Edward Jones - Financial Advisor: Brian Fitzpatrick, CFP®|AAMS®103 US Hwy 41 S, Inverness, FL 34450
5♠ Doreen Scott - Financial Advisor, Ameriprise Financial Services, LLC1904 W Main St, Inverness, FL 34452
6♠ Modera Wealth Management221 W Main St, Inverness, FL 34450
7♠ Campbell & Company, Wealth Advisors and CPAs2202 FL-44, Inverness, FL 34453
8♠ King Financial Services3354 E Gulf to Lake Hwy, Inverness, FL 34453
9♠ Edward Jones - Financial Advisor: Mack DeBruyn101 Zephyr St, Inverness, FL 34450
10♠ Edward Jones - Financial Advisor: Matt Witherow2619 E Gulf to Lake Hwy A2, Inverness, FL 34453
11♠ Edward Jones - Financial Advisor: Andrew Witherell, CFP®2305 Hwy 44 W, Inverness, FL 34453

1.Davis Financial Group

Address: 115 N Seminole Ave, Inverness, FL 34450

(5) user ratings total:

Gene Elfstrom First class. Great day out. Everyone had a great time. Hope the golf outing continues. Thanks Matt.
5 /5

2.Edward Jones - Financial Advisor: Scott L Lee, CFP®

Address: 103 US Hwy 41 S, Inverness, FL 34450

(4) user ratings total:

Robert Taylor Extremely professional, and a joy to deal with
5 /5

3.Meridian Financial Services

Address: 3585 E Gulf to Lake Hwy, Inverness, FL 34453

(3) user ratings total:

Dodie Petrisin My mom, sister, best friend and now me. Mike explains everything. Trustworthy and always looking out for his clients. Highly recommend.
5 /5

4.Edward Jones - Financial Advisor: Brian Fitzpatrick, CFP®|AAMS®

Address: 103 US Hwy 41 S, Inverness, FL 34450

(2) user ratings total:

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.
5 /5

5.Doreen Scott - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1904 W Main St, Inverness, FL 34452

6.Modera Wealth Management

Address: 221 W Main St, Inverness, FL 34450

(1) user ratings total:

Debra Jones The best !!! Mr Ceparano knows what he’s doing, and I trust him 100%. Thank you MODERA !!!
5 /5

7.Campbell & Company, Wealth Advisors and CPAs

Address: 2202 FL-44, Inverness, FL 34453

(1) user ratings total:

Autra Truss Excellent people love you but get off my radio especially on my weekend.
5 /5

8.King Financial Services

Address: 3354 E Gulf to Lake Hwy, Inverness, FL 34453

9.Edward Jones - Financial Advisor: Mack DeBruyn

Address: 101 Zephyr St, Inverness, FL 34450

images Edward Jones - Financial Advisor: Mack DeBruyn

10.Edward Jones - Financial Advisor: Matt Witherow

Address: 2619 E Gulf to Lake Hwy A2, Inverness, FL 34453

11.Edward Jones - Financial Advisor: Andrew Witherell, CFP®

Address: 2305 Hwy 44 W, Inverness, FL 34453