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James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
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Kevin M. Byrne

CFP®, MS

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Olympia, WA and the surrounding communities.

Byrne & Company Wealth Management, LLC

611 Columbia St NW, #2D
Olympia, WA 98501
(855) 371-0327
+1 More Number
(360) 338-0645

Laura J. LaTourette

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Dahlonega, GA and the surrounding communities.

Family Wealth Management Group

81 Crown Mountain Pl, A500
Dahlonega, GA 30533-1621
(706) 864-8631
CONNECT WITH Laura
  • twitter link
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Ryan H. Furtwangler

CFP®

Principal/Senior Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Stuart, FL and the surrounding communities.

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
+1 More Number
(772) 287-4110

Stratford N. Kiger

CFP® CPWA JD MBA CEL

Senior Vice President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Charlotte, NC and the surrounding communities.

Bank of America Private Bank

620 South Tryon St, NC1-030-30-01
Charlotte, NC 28255
(704) 575-4653

Gerald R. Vanderlugt

CPA, CFP®, CVA

Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Wyoming, MI and the surrounding communities.

JVL Wealth Strategies

1657 Gezon Pkwy SW
Wyoming, MI 49519-9569
(616) 261-2800

Roland Gagne

MSFS,ChFC,CFP®, AIF®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Biddeford, ME and the surrounding communities.

Pension Professionals

180 Pool Street
Biddeford, ME 04005
(888) 736-7767
+1 More Number
(207) 282-1122 x101
CONNECT WITH Roland
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Thomas B. Walsh

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Austin, TX and the surrounding communities.

Frontier Investments

4601 Edgemont Dr
Austin, TX 78731
(800) 553-8034

D. Scott Neal, Sr.

CFP®, CPA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Lexington, KY and the surrounding communities.

D. Scott Neal, Inc.

3292 Eagle View Lane, Suite 290
Lexington, KY 40509
(800) 344-9098
+1 More Number
(859) 254-3036
CONNECT WITH D.
  • facebook link

Mark J. Allen

CFP®, MS

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Grand Island, NE and the surrounding communities.

Allen Capital Group

3540 Prairieview St, # 200
Grand Island, NE 68803-4409
(308) 385-1500

Michael P. Desaulnier

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Morristown, NJ and the surrounding communities.

65 Madison Ave, Suite 300
Morristown, NJ 07960
(973) 867-1396

Chris E. Nelson

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Scottsbluff, NE and the surrounding communities.

Chris Nelson

3011 Avenue B, Suite B
Scottsbluff, NE 69361
(308) 632-7587
CONNECT WITH Chris
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Michael McKevitt

CFP®

Director of Financial Planning

Specialties:

Commission and Fee Financial Advisor serving Palatine, IL and the surrounding communities.

Guillaume & Freckman, Inc

24 S Bothwell Street
Palatine, IL 60067
(847) 934-0010

John P. Fisher

CFP®, CPFA®

Vice President, Wealth Services

Specialties:

Commission and Fee Financial Advisor serving Downers Grove, IL and the surrounding communities.

Alera Group Wealth Services

1901 W. Butterfield, Suite 200
Downers Grove, IL 60515
(847) 457-3178

Saad El-Hajjaoui

CFP®, C.F.P.

Principal

Specialties:

Fee Only Financial Advisor serving Rancho Cucamonga, CA and the surrounding communities.

Xel Wealth Management, Inc.

6350 Calle Hermoso
Rancho Cucamonga, CA 91737-3641
(909) 635-9310

Michael Cross

CFP®, ChFC®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Austin, TX and the surrounding communities.

Edward Jones

5113 Southwest Parkway, Suite 295
Austin, TX 78735
(512) 692-6280

Mike Muffoletto

CFP®

CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Orchard Park, NY and the surrounding communities.

Clark & Company Wealth Management

3075 Southwestern Blvd, Suite 202
Orchard Park, NY 14127
(716) 706-4192
CONNECT WITH Mike
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Yvonne Darby

CFP®

Specialties:

Financial Advisor serving Westlake Village, CA and the surrounding communities.

Sherwood Financial Partners

2475 Townsgate Rd, Ste 210
Westlake Village, CA 91361-5994
(805) 719-7805

Theresa E. Chacopulos

CFP®, CIMA

Senior Vice President/Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
(480) 922-7936

Peter D. Tillinghast

CLU®, ChFC®, CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Baltimore, MD and the surrounding communities.

Tillinghast & Associates

111 S Calvert St, Suite 2500
Baltimore, MD 21202
(410) 659-6009

Gina L. Koprowski

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Boston, MA and the surrounding communities.

Aureus Asset Management

1 Winthrop Sq.
Boston, MA 02110
(617) 728-8900

Marc Servodio

CFP® AIF®

Financial Advisor / Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Fairlawn, OH and the surrounding communities.

Vita Advisors, LLC

123 South Miller Road, Suite 100
Fairlawn, OH 44333
(330) 223-3654

Dwight A. Lydic

MBA, CFP®, RFC

Financial Planner

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Bellevue, NE and the surrounding communities.

3209 Campbell Ct
Bellevue, NE 68123
(531) 299-8007

Emilie H. Schaffer

CFP®, CRPC®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Clayton, MO and the surrounding communities.

Focus Partners Wealth

8182 Maryland Ave., Suite 500
Clayton, MO 63105
(800) 711-2027 ext. 232
+1 More Number
(314) 743-2232

Michelle Gass

CFP®, CPA/PFS, RLP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, TX and the surrounding communities.

Paradigm Advisors

6125 LUTHER LANE, #225
Dallas, TX 75225
+ 2 More Addresses

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701
(214) 756-6060
CONNECT WITH Michelle
  • linkedin link

Eric J. Dostal, Esq.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving New York, NY and the surrounding communities.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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Amrita McSharry

CFP®

Specialties:

Financial Advisor serving Anchorage, AK and the surrounding communities.

Merrill Lynch

3601 C Street, PHSW
Anchorage, AK 99516
(907) 564-6646

Melvyn E. Wicks

CFP®, ChFC, CLU

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving Maumee, OH and the surrounding communities.

Independent Retirement Solutions, LLC

480 W. Dussel Dr., Suite 145
Maumee, OH 43537
4198658579

Shawn P. Hannegan

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation,...More

Fee Only Financial Advisor serving Edgewood, KY and the surrounding communities.

Hannegan Wealth Management

180 Barnwood Dr
Edgewood, KY 41017-2501
(859) 291-0101

J.D. White

CFP®

President, Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Broomfield, CO and the surrounding communities.

White Hawk Wealth Management

340 E 1st Ave, Ste 310
Broomfield, CO 80020-2454
(303) 800-0620
CONNECT WITH J.D.
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  • youtube link