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Craig W. Jergenson

CFP®

President

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

Commission and Fee Financial Advisor serving Maple Grove, MN and the surrounding communities.

Coach Craig Financial Group

11670 Fountains Dr, Ste 200
Maple Grove, MN 55369
(763) 445-2785

Eric Nobles, Sr.

CFP®

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

Financial Advisor serving Fayetteville, NC and the surrounding communities.

Nobles Pound Financial Planning, Inc.

1315 Fort Bragg Rd, PO Box 53589
Fayetteville, NC 28305-3589
(910) 323-9195 x104

William B. Reeve

MBA, EA, CFA, CFP®

Instructor

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

Financial Advisor serving Boston, MA and the surrounding communities.

Boston University

Commonwealth Ave
Boston, MA 02115
(617) 308-7306

Karen R. Blodgett

CFP®

Director, Wealth Management; Principal

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

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

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7800

Pete Blackwell

CFP®, AAMS®

Financial Planner

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

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

LPL Financial

7307 N Division St, Ste 305
Spokane, WA 992086545
(888) 634-1211
(509) 359-9788
CONNECT WITH Pete
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Barbara Glover

CFP®, CCFC

Advisor

Specialties: Comprehensive Financial Planning

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

JFS Wealth Advisors, LLC

2005 South Easton Road, Suite 200
Doylestown, PA 18901

Donald Hershberger

CFP®, AIF®, CRC®

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

Financial Advisor serving Jackson, MI and the surrounding communities.

Paramount Wealth Management, Inc.

420 S Brown St
Jackson, MI 49203
(517) 787-4444

John W. Lerew, III

CFP®

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

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

JW Lerew & Co., Inc.

2260 S Xanadu Wy, Ste 265
Aurora, CO 80014
(303) 929-9491

Roger W. Recupero

CFP®, CPWA®

Managing Director

Specialties:

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

The Northern Trust Company

2049 Century Park East, Suite 3600
Los Angeles, CA 90067
(310) 282-3800

Joni Lindquist

CFP®

Principal

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

Fee Only Financial Advisor serving Overland Park, KS and the surrounding communities.

Aspyre Wealth Partners

10000 College Blvd, Ste 260
Overland Park, KS 66210
(913) 345-1881
CONNECT WITH Joni
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William Nathan Greene

CFP®

Principal

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

Fee Only Financial Advisor serving NASHVILLE, Tennessee and the surrounding communities.

Cairn Financial Group

501 Union Street, Suite 600B
NASHVILLE, Tennessee 37219
6158108499
CONNECT WITH William
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Joseph Schreck

CFP®

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

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

Schreck Wealth Management

110 Washington Ave, 3rd Floor
North Haven, CT 06473
(203) 234-6340

Bruce D. White

CFP®

Partner

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

Commission and Fee Financial Advisor serving San Luis Obispo, CA and the surrounding communities.

Phillip B. White Co., Inc. A Registered Investment Advisor

11573 Los Osos Valley Road, Ste D
San Luis Obispo, CA 93405
(925) 736-2108

Clare M. Stenstrom

CFP®. CeFT®

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

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

Luesink Stenstrom Financial

475 Park Avenue S, Ste 2100
New York, NY 10016
(212) 405-1609

Eric M. Lans

CFP®

Partner

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

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

First Financial Advisors, Inc.

950 W Norton Ave, Ste 415
Muskegon, MI 49441
(231) 733-4084 x 25

Mary Voll Miller

CFP®, CDFA®

Partner | Senior Wealth Advisor

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

Financial Advisor serving Austin, TX and the surrounding communities.

Mission Wealth

901 S Mopac Expressway, Barton Oaks V Suite 250
Austin, TX 78746
(512) 623-4004

Paul R. Wilson

CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Getting Divorced,...More

Commission and Fee Financial Advisor serving Golden Valley, MN and the surrounding communities.

Comprehensive Wealth Management

7500 Hwy 55, Ste 125
Golden Valley, MN 55427
(952) 405-6000

Jeffrey Loehnis

CPA, CFP®

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

Financial Advisor serving Columbus, OH and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
(614) 273-1000

Alan T. Caldwell

CFP®

Financial Planner

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

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

18430 Westbrook Dr
Livonia, MI 48152
(734) 437-4901

Mary L. Moore

CFP®

Principal

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

Commission and Fee Financial Advisor serving Washington, DC and the surrounding communities.

Armstrong, Fleming & Moore, Inc.

1800 M St NW, Ste 1010-S
Washington, DC 20036
(202) 887-8135

Tami R. Zacharias

CFP®, CPA

Owner

Specialties: Comprehensive Financial Planning, Business Taxes, Personal Taxes

Financial Advisor serving Woodinville, WA and the surrounding communities.

Tami R Mrozek CPA, PLLC

15429 216th Ave NE
Woodinville, WA 98077
(425) 788-5266

David B. Daughtrey

CFP®, CFA

Advisor/Partner

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.

Copperwynd Financial

14256 N Northsight Blvd, Ste 115
Scottsdale, AZ 85260
(480) 348-2100

Laura G. Bruce

CFP®, ChFC®

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

Fee Only Financial Advisor serving Anchorage, AK and the surrounding communities.

Alaska Permanent Capital Management (APCM)

900 W 5th Ave, Ste 601
Anchorage, AK 99501
(907) 646-3509

Liz Windisch

CFP®

Financial Adviser

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

Financial Advisor serving Centennial, CO and the surrounding communities.

Aspen Wealth Management

3939 East Arapahoe Road, Suite 100
Centennial, CO 80122
(303) 309-0113
CONNECT WITH Liz
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Tyler V. Gugliuzza

CFP®, CPWA®, MSPFP

Financial Advisor

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

Commission and Fee Financial Advisor serving Covington, LA and the surrounding communities.

136 Terra Bella Blvd., Suite A
Covington, LA 70433

411 Rue Charlotte
Madisonville, LA 70447
(985) 338-2288
CONNECT WITH Tyler
  • linkedin link

Darrick L. McGill

CFP® CIMA®

Regional Vice President

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

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

Primerica Advisors

1911 N Austin Avenue, Suite 300
Georgetown, TX 78626

Primerica Advisors

PO Box 708
Georgetown, TX 78627
(877) 238-9582
(512) 331-7552
CONNECT WITH Darrick
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Edzai Chimedza

CFP®

Wealth Advisor

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

Financial Advisor serving Fort Lauderdale, FL and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Edzai
  • linkedin link

Justin M. Follmer

MBA, CFP®, AIF®

Founder & Investment Advisor

Specialties:

Financial Advisor serving Johns Island, SC and the surrounding communities.

Coastal Wealth Advisors LLC

3464 Maybank Hwy, Unit E
Johns Island, SC 29455-4877
(843) 870-9568

Zachary Reuter

CFP®

Specialties:

Financial Advisor serving Vancouver, WA and the surrounding communities.

Johnson Bixby, LLC

275 W 3rd St, Ste 600
Vancouver, WA 98660-3538
(360) 695-1795

P. Nathen Banne

CFP®, ChFC

CFP

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

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

Mass Mutual

989 E Hillsdale Blvd. #230, 1710 Great Highway
San Francisco, CA 94404
(415) 608-9346
CONNECT WITH P. Nathen
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