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Ray V. Spano

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Investment...More

Financial Advisor serving Mahopac, NY and the surrounding communities.

Spano Advisory Services Inc

960 Route 6
Mahopac, NY 10541
(845) 621-1870

Paul F. Staib

CFP®, MBA, RICP®

Principal

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

Fee Only Financial Advisor serving Highlands Ranch, CO and the surrounding communities.

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126
+ 1 More Address

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124
(303) 887-9633
CONNECT WITH Paul
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Mary Margolis

CFP®, CPA/PFS

Principal

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

Financial Advisor serving Houston, TX and the surrounding communities.

MBR Financial

2000 W Loop S, Ste 1510
Houston, TX 77027-3509
(713) 337-6345

Paul J. Di Palma

CFP®, MS, ChFC, CLU

Managing Partner

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

Commission and Fee Financial Advisor serving Warwick, RI and the surrounding communities.

PathView Wealth/Ameriprise Financial Services, Inc

301 Metro Ctr. Blvd., Suite 201
Warwick, RI 02886
(401) 383-4295

David T. Klaus

CFP®, RICP,MBA,CASL

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

Fee Only Financial Advisor serving Indianapolis, IN and the surrounding communities.

Allworth Financial

3610 River Crossing Pkwy, Ste 280
Indianapolis, IN 46240
(800) 667-5792
+1 More Number
(317) 918-2241

Carl A. Larimore

CFP®

Director, Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225
(469) 300-9867

Samuel Vasquez Gaeta

CFP®

Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving San Rafael, CA and the surrounding communities.

Mariner

899 Northgate Dr, Suite 300
San Rafael, CA 94903
(510) 200-8655
CONNECT WITH Samuel
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Dean Schuler

CFP®

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

Financial Advisor serving Columbus, OH and the surrounding communities.

Schuler Wealth Planning

1900 Polaris Pkwy, Ste 450
Columbus, OH 43240-4064
(614) 454-1768

Cody J. Richmond

CFP®

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

Commission and Fee Financial Advisor serving Philadelphia, PA and the surrounding communities.

McAdam Financial

123 South Broad Street, Suite 1516
Philadelphia, PA 19109
CONNECT WITH Cody
  • linkedin link

Kim M. Gardey

CFP®

Chairman

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

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

Gardey Financial Advisors

100 Harrow Lane
Saginaw, MI 48638
(800) 550-3880
+1 More Number
(989) 245-8533

Christopher A. McCauley

CPA, CFP®

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

Commission and Fee Financial Advisor serving FISHERS, IN and the surrounding communities.

Strategic Planning Group

10150 LANTERN RD, STE 150
FISHERS, IN 46037-9759
(317) 806-3083

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.
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Paul M. Goyette

CFP®, CFS, CEP

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

Commission and Fee Financial Advisor serving Bedford, NH and the surrounding communities.

Northeast Planning Associates

43 Constitution Drive, Ste 101
Bedford, NH 03110
(800) 420-7781
+1 More Number
(603) 471-0900

Kelly Ennis

CFP®

President

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

Fee Only Financial Advisor serving Granby, CT and the surrounding communities.

Infinity Financial Strategies

PO Box, 214
Granby, CT 06035
(860) 264-5831
CONNECT WITH Kelly
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Alec Giesting

CFP®

Investment Advisor Representative

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

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

Prime Capital Investment Advisors

7800 E. Union Avenue, Suite 940
Denver, CO 80237
(913) 320-2035
CONNECT WITH Alec
  • linkedin link

Charles E. Nelson

CFP®

Executive Director of Development Services

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Chambersburg, PA and the surrounding communities.

Menno Haven, Inc.

150 Pheasant Circle
Chambersburg, PA 17202
(717) 262-1019

Tom Morris

CFP®, MBA, RICP, RMA

Wealth Management Advisor

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

Commission and Fee Financial Advisor serving Raleigh, NC and the surrounding communities.

Northwestern Mutual Wealth Management

4020 Westchase Blvd, Suite 275
Raleigh, NC 27607
+ 1 More Address

Northwestern Mutual Wealth Management

240 Leigh Farm Rd
Durham, NC 27707
CONNECT WITH Tom
  • linkedin link

Raquel S. Hinman

CFP®

Principal

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

Fee Only Financial Advisor serving Erie, CO and the surrounding communities.

Hinman Financial Planning, Inc.

PO Box 1158
Erie, CO 80516
(720) 460-0908

Craig A. Parks

CFP®, CRPC®

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

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

Houston Wealth Management

1035 Dairy Ashford, Ste 222
Houston, TX 77079
(855) 833-8017
+1 More Number
(281) 372-8410

Richard A. Merrifield, II

CFP®

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

Financial Advisor serving Bellevue, WA and the surrounding communities.

Coldstream Capital

One 100th Ave NE, Suite 102
Bellevue, WA 98004
(425) 283-1600

Gregory D. Sullivan

CFP®, CPA

President/CEO

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Mc Lean, VA and the surrounding communities.

Harris SBSB

8444 Westpark Dr, Ste 610
Mc Lean, VA 22102-5123
(703) 734-9322

John B. Dexter

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving West Chester, OH and the surrounding communities.

Trinity Wealth Management

7607 Nordan Dr
West Chester, OH 45069
(513) 779-8224

Ann Benjamin Zuraw

CFP®, CFA®, CDFA™

President

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

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

Zuraw Financial Advisors

806 Green Valley Rd, Ste 201
Greensboro, NC 27408
(336) 496-8961
CONNECT WITH Ann
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John N. Vreeburg

CFP®

Vice President, Financial Advisor

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

Commission and Fee Financial Advisor serving Carlsbad, CA and the surrounding communities.

D.A. Davidson & Co.

1925 Palomar Oaks Way, Ste. 300
Carlsbad, CA 92008
(800) 345-8312
+1 More Number
(760) 448-4109

Geoffrey I. Kanner

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Mutual Funds,...More

Commission and Fee Financial Advisor serving North Haven, CT and the surrounding communities.

Kanner Financial Services LLC

116 Washington Avenue, Third Floor
North Haven, CT 06473
(203) 239-5370

Margaret A. Dechant

CFP®

CEO

Specialties:

Financial Advisor serving Wichita, KS and the surrounding communities.

6 Meridian LLC

8301 E 21st Street, Suite 150
Wichita, KS 67206
(316) 776-4609

Will Rogers

ChFC® CFP® APMA BFA

Private Wealth Advisor

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

Commission and Fee Financial Advisor serving Evans, GA and the surrounding communities.

Ameriprise Financial Services, LLC.

601 N Belair Sq, Ste 29
Evans, GA 30809-4325
(706) 312-2000
CONNECT WITH Will
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Elizabeth deSousa

CFP®

Client Advisor

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

Fee Only Financial Advisor serving El Segundo, California and the surrounding communities.

Running Point Capital Advisors

101 North PCH, Suite 305
El Segundo, California 90245
(424) 502-3509

Terry L. Bradford-Crane

MBA, CFP®

Specialties: Comprehensive Financial Planning

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

BradfordCrane Company LLC

9650 SE Southworth Drive, #4872
South Colby, WA 98384
(805) 407-1694
CONNECT WITH Terry
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Robert C. Hintz, Sr.

CFP®, ChFC®, FIC

Associate

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

Commission and Fee Financial Advisor serving Huntington Beach, CA and the surrounding communities.

Thrivent Investment Management, Inc

5200 Warner Ave., Ste 107
Huntington Beach, CA 92649
(714) 840-7510