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Cheryl R. Holland

CFP®, CFBA

President

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

Fee Only Financial Advisor serving Columbia, SC and the surrounding communities.

Abacus Planning Group, Inc.

2500 Devine St
Columbia, SC 29205
(803) 933-0054

Robert R. Thomas

CFA, CFS, AIMC, CFP®

Managing Director

Specialties: Investment Management, Insurance, Retirement, Stocks & Bonds

Fee Only Financial Advisor serving State College, PA and the surrounding communities.

Mariner Wealth Advisors

1375 Martin St., Suite 200
State College, PA 16803-2928
(814) 867-2050

Mark Mantay

CFP®, MBA, CLTC

Wealth Management Advisor

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

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

Northwestern Mutual

Northwestern Mutual, 500 Campus Dr, Suite 300
Florham Park, NJ 07932
(973) 531-2127

Jeanette Lucas

CFP®, ChSNC™, CDFA®

Partner, Senior Financial Advisor

Specialties:

Fee Only Financial Advisor serving Martinsville, NJ and the surrounding communities.

Condor Capital Wealth Management

1973 Washington Valley Rd
Martinsville, NJ 08836
(732) 356-7323

Christopher Markos

CFP®

Specialties: 401(k)/403(b)/IRAs, Banking, Asset Allocation, Investment Management, Retirement

Financial Advisor serving Waterville, ME and the surrounding communities.

Choice Wealth Advisors

325D Kennedy Memorial Dr
Waterville, ME 04901
(207) 873-0996
CONNECT WITH Christopher
  • linkedin link

Scott C. Dingman

CFP®

Managing Partner

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

Financial Advisor serving Midlothian, VA and the surrounding communities.

Dingman Financial Services

5943 Harbour Park Drive
Midlothian, VA 23112
(888) 323-1324
(804) 639-9400

Christopher Kuehne

CFP®

Principal

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

Financial Advisor serving Pound Ridge, NY and the surrounding communities.

Independent Financial Advisors

24 Waterbury Way
Pound Ridge, NY 10576
(914) 299-6447

Cole Campbell

CFP®

Partner

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

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

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014

Rene' A. Nourse

CFP®

Managing Director

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

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

URBAN Wealth Management, LLC

841 Apollo St, Ste 320
El Segundo, CA 90245
(424) 277-2260
CONNECT WITH Rene'
  • facebook link
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John E. Landers

CFP®, CIMA, CLU

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

UBS Financial Services

750 Town and Country Blvd Ste 400
Houston, TX 77024
(800) 437-0041 0
(713) 965-8115

Adam M. Steiner

CFP®

Director of Planning Services

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Virginia Beach, VA and the surrounding communities.

Vision Financial Group

4429 Bonney Road, Suite 440
Virginia Beach, VA 23462
(757) 673-8451

Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Wealth Advisor

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

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

Mercer Advisors

7033 E Greenway Parkway, Ste 290
Scottsdale, AZ 85254
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
  • facebook link
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  • linkedin link

Thomas F. Blackburn

CPA, PFS, CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Newport News, VA and the surrounding communities.

Mason & Associates, LLC

2 Bayport Way, Ste 110
Newport News, VA 23606
(757) 223-9898
CONNECT WITH Thomas
  • facebook link
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  • youtube link

Anitha G. Rao

CFP®, CIMA®, CPWA®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Woodstock, GA and the surrounding communities.

Financial Architects, LLC

302 Creekstone Ridge
Woodstock, GA 30188
(770) 517-8160

Sandra L. Anderson

CPA/PFS, ADPA®, CFP®

Principal

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

Commission and Fee Financial Advisor serving Plano, TX and the surrounding communities.

Anderson & Associates Financial, LLC

3008 Deansbrook Dr
Plano, TX 75093-3312

Anderson & Associates Financial, LLC

4757 W Park Blvd
Plano, TX 75093-2329
(214)500-6385
CONNECT WITH Sandra
  • linkedin link

Jeffrey S. Williams

CFP®, AIF®, CPA/PFS

Managing Principal and Senior Financial Advisor

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

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

Grand Wealth Management, LLC

Bridgewater Place, 333 Bridge St NW Ste 800
Grand Rapids, MI 49504
(616) 451-4228

Nicole Francis

CFP®

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

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

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Thomas C. Gilchrist

CFP®

Vice President & Trust Officer

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

Financial Advisor serving Cleveland, OH and the surrounding communities.

PNC Wealth Management

1900 E 9th St, B7-YB13-03-1
Cleveland, OH 44114
(216) 222-9272

Ross W. Richardson

CFP®, CPWA®

Senior Financial Advisor

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

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

Apella Wealth

65 Memorial Rd Ste C340
West Hartford, CT 06107

Apella Wealth

25126 E Tara Plantation Dr
Tomball, TX 77375-1611
(832) 645-0033

Junette McCarthy

CFP®, CFA

Wealth Manager & CERTIFIED FINANCIAL PLANNERâ„¢

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

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

McCarthy Wealth Management

2151 Michelson Dr., Ste 195
Irvine, CA 92612-1372
(714) 245-1381
CONNECT WITH Junette
  • facebook link
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Landon Tan

CFP®

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

Financial Advisor serving Nyack, NY and the surrounding communities.

Query Capital

48 S Broadway, #105
Nyack, NY 10960
CONNECT WITH Landon
  • facebook link

Samantha Heflin

CFP®, CSLP®

Financial Planner

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

Financial Advisor serving Long Beach, CA and the surrounding communities.

SLP Wealth

Remote
Long Beach, CA 90815
CONNECT WITH Samantha
  • linkedin link

Robert Deaton Smith, III

CFP®, WMCP®

President & CCO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

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

Thayer Financial, L.L.C.

439 4th Street SW
Hickory, NC 28602
(828) 569-2785
CONNECT WITH Robert
  • facebook link
  • linkedin link
  • youtube link

Patrick G. Renn

CFP®

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

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

The Renn Wealth Management Group. Inc

3205 Paces Ferry Pl NW
Atlanta, GA 30305-1308
(404) 467-9882

Lee Rosenberg

CFP®

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

Financial Advisor serving Jericho, NY and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130

Stephen J. Csenge

CFP®

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

Fee Only Financial Advisor serving Largo, FL and the surrounding communities.

Provise Management Group, LLC

14111 Kensington Oak Pl
Largo, FL 33774-2031
(727) 735-5003

Cristi Tanner

CFP®

Financial Planner

Specialties:

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

Meritas Wealth Management

3950 Civic Center Drive, #210
San Rafael, CA 94903
(415) 300-4560
CONNECT WITH Cristi
  • linkedin link

Jeffrey R. Russek

CFP®

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

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

Russek Financial Services

565 Washington Ave
North Haven, CT 06473
(203) 985-8277

Ana Maria Salas

CFP®, EA

Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving Houston, TX and the surrounding communities.

Intrua Financial

3737 Buffalo Speedway, Ste. 400
Houston, TX 77098
713-355-9910

Kenneth J. Paull

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

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

Sequoia Financial Group, LLC

5910 LANDERBROOK DR
Cleveland, OH 44124-6506
(216) 831-4900