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Lynn B. McIntire

CFP®, CLU®, CAP®

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

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

Cadent Capital LLC

105 Decker Dr., Suite 450
Irving, TX 75062
(972) 441-4554

Paige Pickar Guinn

CFP®

Wealth Advisor

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

Financial Advisor serving Houston, TX and the surrounding communities.

Mission Wealth

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 322-7757

Jeffrey E. Hahn

CFP®

Specialties:

Financial Advisor serving Williamsville, NY and the surrounding communities.

SC Parker LLC

5892 Main St
Williamsville, NY 14221
(716) 632-6800

Mark F. Burns

CFP®, CIMA®

CEO/CIO

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

Commission and Fee Financial Advisor serving Bloomfield Hills, MI and the surrounding communities.

Synergy Capital Solutions

41000 Woodward Ave, Suite 350 East
Bloomfield Hills, MI 48304
(888) 363-4546
+1 More Number
(248) 553-4500
CONNECT WITH Mark
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Andrew Quinn

CFP®

Financial Planner

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

Commission and Fee Financial Advisor serving Nashville, TN and the surrounding communities.

AJ Advisors

2726 Larmon Drive
Nashville, TN 37204
(615) 709-8709

Michael Purtill

CFP®

Investment Adviser

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

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

Purtill Financial LLC

22 Alpha Park
Highland Heights, OH 44143
(855) 849-5010
+1 More Number
(440) 484-5340

Charles Lesko, Jr.

CFP®

President

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

Commission and Fee Financial Advisor serving Binghamton, NY and the surrounding communities.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

Kyle C. Labelle

CFP®

Associate Advisor

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

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

3 Executive Park Drive, Ste. 200
Bedford, NH 03110
(603) 589-8010
CONNECT WITH Kyle
  • linkedin link

Lillian M. Meyers

CFP®, CDFA, CFF, EA

President & Principle

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

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

Meyers Financial Services Inc.

670 West Napa Street, Suite C
Sonoma, CA 95476
(707) 935-1124
CONNECT WITH Lillian
  • facebook link
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Dennis A. LeFevre

CFP®

Trust & Financial Advisor

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

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

Everence Financial Advisors

1118 Coyote Trail
Woodland Park, CO 80863
(877) 662-9378

Loren J. Kampschnieder

CFP®

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

Commission and Fee Financial Advisor serving Lincoln, NE and the surrounding communities.

37 Wealth

37 Wealth, 8025 Eiger Dr Suite 100
Lincoln, NE 68516
(402) 484-7538

Paul B. Kieffer

CFP®,CPA/PFS,CLU,CAP

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

Financial Advisor serving EAST AMHERST, NY and the surrounding communities.

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

Cynthia A. Flannigan

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Los Gatos, CA and the surrounding communities.

MainStreet Financial Planning

236 N Santa Cruz Avenue, Suite 237
Los Gatos, CA 95032
(888) 897-6743 x700
+1 More Number
(888) 897-6743 x700
CONNECT WITH Cynthia
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Lewis M. Wallensky

CFP®

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

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

Lewis M. Wallensky & Associates

1880 Century Park E, ste 411
Century City, CA 90067-5804
(310) 557-2007

Stephen M. Roth

CFP®

Founder

Specialties:

Commission and Fee Financial Advisor serving South Orange, NJ and the surrounding communities.

Limestone Financial Group

280 Hartford Rd
South Orange, NJ 07079-2431

Kevin Newman

CFP®

Specialties:

Financial Advisor serving Clifton Park, NY and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Lise Robinson

CFP®, CDFA®

Partner, Senior Wealth Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Milford, CT and the surrounding communities.

Coastal Bridge Advisors

612 Wheelers Farms Rd
Milford, CT 06461
(203) 693-8525
CONNECT WITH Lise
  • linkedin link

Kenneth Nuttall

CFP®

Chief investment Officer

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

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

31 Hudson Yards, 10th Floor, Suite 55
New York, NY 10001
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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Brian M. Loy

CFP®

SVP

Specialties: Comprehensive Financial Planning, Attending College, Career Change, Disaster Recovery,...More

Fee Only Financial Advisor serving Reno, NV and the surrounding communities.

Wealthspire Advisors

110 Country Estates Cir, Ste 3
Reno, NV 89511
(775) 324-7244

Marilyn L. Morrissey

CPA, CFP®

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

Commission and Fee Financial Advisor serving Oregon City, OR and the surrounding communities.

Morrissey Financial

720 Center St
Oregon City, OR 97045-1949
(503) 657-3305

Ronald L. Myers

CFP®, CPA/PFS

Managing Member

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

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

Myers Tax Services LLC

8211 West Broward Blvd, Suite 200
Plantation, FL 33324
(954) 800-5500

Jean-Francois Deschenes

CFP® (Canada & USA)

Financial Planner

Specialties: Comprehensive Financial Planning, Banking, Buying a Home, Asset Allocation, Cross-border...More

Commission Financial Advisor serving Montreal, QC and the surrounding communities.

RBC Financial Planning

7151 Jean-Talon East, Suite 108
Montreal, QC
(514) 241-5315

Laura Davitt

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

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

Niehaus Financial Services LLC

5600 Harrison Ave
Cincinnati, OH 45248
513.471.9600

Geoff Hall

CFP®

Specialties: Comprehensive Financial Planning

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

Beacon Wealthcare

1633 Glenwood Avenue
Raleigh, NC 27608
(919) 821-5225
CONNECT WITH Geoff
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Bonnie Maize

JD, CFP®, AIF®, AFC®

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

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

Blazing Star Financial

1301 SW Topeka Blvd
Topeka, KS 66612
(785) 379-6333
CONNECT WITH Bonnie
  • linkedin link

Matthew Douglas Berti

CFP®, CPWA®

Associate Wealth Advisor

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

Financial Advisor serving Houston, TX and the surrounding communities.

Royal Harbor Partners

12000 Aerospace Ave, Ste 420
Houston, TX 77034-5576
(713) 554-2252
CONNECT WITH Matthew
  • linkedin link

Morgan Tester

CFP® ChFC®

Wealth Advisor

Specialties:

Financial Advisor serving Gaithersburg, MD and the surrounding communities.

MAI Capital

18 East Diamond Avenue
Gaithersburg, MD 20877
(301) 217-9300

Saad El-Hajjaoui

CFP®, C.F.P.

Principal

Specialties:

Fee Only Financial Advisor serving Rancho Cucamonga, CA and the surrounding communities.

Xel Wealth Management, Inc.

6350 Calle Hermoso
Rancho Cucamonga, CA 91737-3641
(909) 635-9310

Andi YH Kang

CFP®, CAP®, BFA®

President

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

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

Crown Wealth Management Inc

2900 Bristol St, Ste B-106
Costa Mesa, CA 92626
(714) 962-1800
+1 More Number
(714) 962-1800

Ahmad Husami

CFP®, CIMA®, EA, MSc

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

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

Husami & Associates

1400 Brea Blvd
Fullerton, CA 92835
+ 1 More Address

Husami & Associates

1400 Brea Blvd.
Fullerton, CA 92835