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Robert Allen Cox

CFP®

Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance

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

Mercer Advisors

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 378-2224

Barbara M. O'Neill

CFP®, CRPC, CFEd

Professor

Specialties:

Financial Advisor serving Ocala, FL and the surrounding communities.

Rutgers University

6695 SW 94th Circle
Ocala, FL 34481
(973) 903-7869

Craig E. Farkas

CFP®

Vice President

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

Financial Advisor serving Los Angeles, CA and the surrounding communities.

Harold Davidson & Associates, Inc

1900 Avenue of the Stars, Ste 2400
Los Angeles, CA 90067
(310) 553-5551

Barbara Lynn Steinmetz

CFP®, EA

President

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

Financial Advisor serving Redwood City, CA and the surrounding communities.

Steinmetz Financial Planning

303 Twin Dolphin Dr., Suite 600
Redwood City, CA 94065-1422
(650) 401-3800

Ben D. Gurwitz

CFP®

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

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

Financial Life Advisors

14607 San Pedro, Suite 190
San Antonio, TX 78232
(210) 918-8998
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Robert R. Dufresne

CFP®

President

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

Financial Advisor serving Haines City, FL and the surrounding communities.

Planned Financial Security

10203 Jim Edwards Rd
Haines City, FL 33844
(863) 588-7000

Stacy J. Miller

CFP®

Founder & CEO

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

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

BayView Financial Planning

3030 N Rocky Point Dr W, Ste 150
Tampa, FL 33607-7200
(813) 395-9501
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Jim M. Stewart

CFP®

Specialties: Attending College, Investment Management, Employee Benefits, Insurance, Retirement, Stocks...More

Financial Advisor serving Santa Rosa, CA and the surrounding communities.

NWF Advisory Group

6367 Meadowridge Drive
Santa Rosa, CA 95409
(707) 755-3756

Michael Honea

CFP®

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

Financial Advisor serving Cary, NC and the surrounding communities.

Cary Financial Planning

1255 Crescent Green STE 200
Cary, NC 27518
(919) 694-6945
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Thomas J. Belisari

CFP®, MBA

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

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

Key Financial, Inc.

1560 McDaniel Dr
West Chester, PA 19380
(610) 429-4180

William E. Frisco

CFP®

Executive Director- Wealth Management

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

Financial Advisor serving Houston, TX and the surrounding communities.

Morgan Stanley

5065 Westheimer Rd
Houston, TX 77056-5605
(713) 471-2221

Timothy Harrington

CFP®

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

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

Longview Financial Advisors

4040 Civic Center Drive, Suite 200 PMB #3420
San Rafael, CA 94903
(415) 256-7700

Richard H. Ropelewski

CFP®

Wealth Manager

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

Commission and Fee Financial Advisor serving Braintree, MA and the surrounding communities.

Rope Financial

30 Braintree Hill Office Park, Suite 201
Braintree, MA 02184
(617) 308-3150

Eric S. Smith

JD, CFP®

Financial Planner

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

Financial Advisor serving Camarillo, CA and the surrounding communities.

Lifetime Planning, Inc

1200 Paseo Camarillo #190
Camarillo, CA 93010-6085
(805) 987-8938

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Mitchell F. Czuk

CFP®, CSA

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

Commission and Fee Financial Advisor serving Federal Way, WA and the surrounding communities.

MFC Wealth Management

813 SW 354th
Federal Way, WA 98023
(253) 874-2712

Andrea Bulen

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Fee Only Financial Advisor serving Pewaukee, WI and the surrounding communities.

Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC, N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
(262) 814-1600

Kristina W. Oswald

CFP®

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

Financial Advisor serving Collinsville, CT and the surrounding communities.

Planning Partners

PO Box 365
Collinsville, CT 06022
(860) 693-9916

Yvonne Naum

Ph.D, CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Seattle, WA and the surrounding communities.

National Asset Management

1 Union Sq, 600 University St., Ste 2900
Seattle, WA 98101
(206) 343-6208

Harry R. Greyard

CFP®

Specialties: Comprehensive Financial Planning

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

Deneault & Greyard LLC

5950 Fairview Road, Suite 250
Charlotte, NC 28210-0093
(980) 938-7373

Matt Chancey

CFP®

CFP

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

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

532 Worthington Dr
Winter Park, FL 32789-5246
(407) 832-0805

Ellen A. Dean

CFP®

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

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

Raymond James Financial Services

1118 E Missouri Ave, Ste B3
Phoenix, AZ 85014
(800) 521-2620
(602) 266-9200

H. Todd Kephart

CFP®/ChFC/CMFC/CRPC

Managing Partner

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

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

Retirement Income Solutions, Inc.

2301 Platt, Ste 300
Ann Arbor, MI 48104
(734) 769-7727

Michael P. Haubrich

CFP®, CSA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Mount Pleasant, WI and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
(800) 420-4500
(262) 554-4500
CONNECT WITH Michael
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Michael L. Markey

CFP®

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

Financial Advisor serving Walnut Creek, CA and the surrounding communities.

1655 North Main St, Ste 270
Walnut Creek, CA 94596-4608
(925) 932-1974

Timothy D. Stowell

CFP®

Wealth Advisor

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

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

Atlantic Wealth Advisors

701 Hebron Ave
Glastonbury, CT 06033
(833) 566-0614
(860) 430-6437

Jason J. Kane

CFP®

Wealth Manager

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

Financial Advisor serving Johnston, IA and the surrounding communities.

Kane Company Wealth Management, PC

8831 Thomas Avenue, Suite 200
Johnston, IA 50131
5152702727
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Kyra H. Morris

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

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

Morris Financial Concepts, Inc.

409 Coleman Blvd, Ste 100
Mt Pleasant, SC 29464
(888) 783-2400
(843) 884-6192

Douglas J. Watts

CFP®, ChFC®, CIMA®

Wealth Advisor

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

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

Mercer Advisors

2373 Oak Valley Dr, Suite 110
Ann Arbor, MI 48103
(734) 668-4040
CONNECT WITH Douglas
  • linkedin link

Gabriel Kaplan

CFP®

Principal

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

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

Wealth Habits

303 E 83rd Street, #15B
New York, NY 00000

Wealth Habits

5 Sage Ct
White Plains, NY 10605
CONNECT WITH Gabriel
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