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Steven D. Humphrey

CFP®

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

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

George M. Hiller Companies LLC

3414 Peachtree Rd NE, Ste 1110
Atlanta, GA 30326
(404) 365-0222

Gregg E. Clarke

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.

Meritas Wealth Management, LLC

3950 Civic Center Drive, Suite #210
San Rafael, CA 94903
(415) 300-4560

Robert J. Bruner

CFP®, ChFC, RICP®

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

Commission and Fee Financial Advisor serving New Brighton, MN and the surrounding communities.

Valtinson Bruner Financial Planning LLC

388 Cleveland Ave SW
New Brighton, MN 55112
(651) 628-9832

Chad Chubb

CFP®, TPCP®, CSLP®

Founder

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

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

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
(267) 590-9533
CONNECT WITH Chad
  • facebook link
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Zachary Zwillinger

CFP®

Specialties: Comprehensive Financial Planning

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

ZZ Planning LLC

250 West 85th Street, 8D
New York, NY 10024
CONNECT WITH Zachary
  • linkedin link

Curtis L. Sheldon

CFP®, EA

Specialties: Comprehensive Financial Planning, Career Change, Government & Military, Retirement,...More

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

C.L. Sheldon & Company

9901 IH 10 West, Suite 800
San Antonio, TX 78230
+ 1 More Address

C.L. Sheldon & Company

1800 Diagonal Rd
Alexandria, VA 22314
(800) 928-1800
+1 More Number
(210) 960-0699
CONNECT WITH Curtis
  • linkedin link

Andrew Merchant

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Norfolk, VA and the surrounding communities.

Merrill Lynch

1453 Westover Ave
Norfolk, VA 23507
+ 1 More Address

Merrill Lynch

999 Waterside Dr
Norfolk, VA 23462

Thomas Van Spankeren

CFA, CFP®

Wealth Advisor and Chief Investment Officer

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

Fee Only Financial Advisor serving Chicago, IL and the surrounding communities.

RISE Investments

134 North LaSalle Ste 1760
Chicago, IL 60602
(708) 860-4112
CONNECT WITH Thomas
  • linkedin link

Steven P. Copeland

CFP®

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

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

Safe Harbor Financial Planning

53 Rossmore Ave
Bronxville, NY 10708
(914) 282-0023

Terry A. Donahe

CFP®,ChFC,CLU,MSFS

Principal

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

Fee Only Financial Advisor serving Lake Oswego, and the surrounding communities.

Parkwoods Wealth Planners

5335 Meadows Road, Suite 240
Lake Oswego, 97035
(888) 998-4796
+1 More Number
(877) 278-2716
CONNECT WITH Terry
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Chip Roe

CFP®

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

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

The Potter Financial Group

1481 Plum Nutty Rd
Henderson, NC 27537-6464
(919) 383-7421

Racquel H. Tibbetts

CFP®

Financial Planner

Specialties:

Financial Advisor serving Portland, ME and the surrounding communities.

Bigelow Investment Advisors, LLC

4 Moulton Street
Portland, ME 04101
207-772-2900

Khloé U. Karova

CFP®

Financial Advisor

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

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

Modern Capital Concepts

2055 N. Spaulding Ave.
Chicago, IL 60647
(312) 316-8120
CONNECT WITH Khloé
  • facebook link
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William S. Bivin

CFP®

President

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

Fee Only Financial Advisor serving Ponca City, OK and the surrounding communities.

Bivin & Associates Inc

412 South 14th St, PO Box 510
Ponca City, OK 74601
(800) 352-3890
+1 More Number
(580) 762-1121

Stephen Brubaker

CFP®

Wealth Management Advisor, CFP®, AIF®, CLU®

Specialties:

Financial Advisor serving Englewood, CO and the surrounding communities.

ERSI Wealth Managemetn

1116 Inverness Dr East, Ste 430
Englewood, CO 80112
(720) 876-2323

Elizabeth M. Garvey

CFP®, CDFA®

Vice President, Director of Financial Planning

Specialties:

Fee Only Financial Advisor serving New Bedford, MA and the surrounding communities.

Barry Investment Advisors

128 Union Street, Suite 507
New Bedford, MA 02740
(888) 992-8601
+1 More Number
(888) 992-8601

Theodore M. Athans

CFP® AIF®

Owner

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

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

Mountview Financial

15325 Fairfield Ranch Rd, Ste 180
Chino Hills, CA 91709-8853
+ 2 More Addresses

Mountview Financial

15325 Fairfield Ranch Rd
Chino Hills, CA 91709-8853

Mountview Financial

1550 Airport Blvd
Santa Rosa, CA 95403-1095
(909) 566-0900

Panagiotis Gargasoulas

CFP®, CIMA®, CPFA®

Wealth Management Advisor

Specialties:

Commission and Fee Financial Advisor serving Grosse Pointe Farms, MI and the surrounding communities.

Merrill Lynch

160 Country Club Drive
Grosse Pointe Farms, MI 48236
+ 1 More Address

Merrill Lynch

160 Country Club Drive
Grosse Pointe Farms, MI 48236

Michael A. Ptaszenski

CFP®

Managing Partner

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

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

Thrive Wealth Management, LLC

1000 Madison Ave, Ste 208
Norristown, PA 19403-2426
(215) 376-5530

Didi Chen

CFP®, CFA

Founder, Financial Planner

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

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

Everleap Financial Planning

6947 Coal Creek Pkwy SE, #213
Newcastle, WA 98059
(415) 201-5130
CONNECT WITH Didi
  • linkedin link

Virginia E. Asher

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Job Loss, Life...More

Financial Advisor serving Phoenix, AZ and the surrounding communities.

Whealthy Living LLC

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016
(602) 957-2006
CONNECT WITH Virginia
  • linkedin link

E. Kim Dignum

CFP®

CFP

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

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

Dignum Financial Partners

4816 Bryant Irvin Ct
Fort Worth, TX 76107
(817) 989-1300

David L. Stevens

CFP®, CPA/PFS

Wealth manager

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

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

A & I Financial Services LLC

9605 S Kingston Ct, Ste 190
Englewood, CO 80112
(303) 690-5070

Marissa G. Beyer

CFP®

Wealth Advisor

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

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

Fidato Wealth

7530 Lucerne Drive, Suite 400
Middleburg Heights, OH 44130
(440) 732-2498

Kevin M. Clouse

CFP®

Senior Vice President - Financial Advisor

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

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

RBC Wealth Management

3760 Carillon Point
Kirkland, WA 98033
(425) 739-1104
CONNECT WITH Kevin
  • facebook link
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Larry Weiss

CFP®, CPA retired

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

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

NEXT Financial

2030 Harrison St, 3rd Floor
San Francisco, CA 94110
(415) 794-4360

Kelly Jennings

CFP®

Advisor

Specialties:

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

Branning Wealth Management

102 Pennington Cir
Chapel Hill, NC 27517-9636
(305) 788-9868

Stephen K. Hassell

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Houma, LA and the surrounding communities.

Hassell Wealth Management

300 Lafayette Street, Suite 200
Houma, LA 70360
(985) 868-9881
CONNECT WITH Stephen
  • facebook link
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Jeffrey Vieth

CFP®

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

Fee Only Financial Advisor serving Newport Beach, CA and the surrounding communities.

Knightsbridge Wealth Management

450 Newport Center Dr, Ste 630
Newport Beach, CA 92660-7651
(949) 644-4444

Tyler Day

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

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

Foresight Financial Planning

502 Mercer St
Alma, GA 31510-2138
CONNECT WITH Tyler
  • facebook link
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