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Lori A. Sidrony

CFP®

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

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

1 First Command Plaza
Fort Worth, TX 76109
(817) 781-8551

Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer

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

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

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
+1 More Number
(602) 635-3760
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Dana Brewer

CFP®

Financial Advisor & Principal

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

Fee Only Financial Advisor serving Bloomington, MN and the surrounding communities.

Birchwood Financial Partners, Inc.

5601 Green Valley Dr, Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Dana
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Barry D. Leslie

CFP®, MBA

Wealth Manager

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

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

Leslie Global Wealth, LLC

500 Park Blvd, Suite 1440
Itasca, IL 60143
(312) 946-1000
CONNECT WITH Barry
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Erik J. Aspelin

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Birmingham, AL and the surrounding communities.

Waverly Advisors, LLC

600 University Park Pl, Ste 501
Birmingham, AL 35209-6700
(205) 271-4040

Theresa Becker

CFP®

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

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

Retired CFP, RMA

22 Wianno Avenue
Osterville, MA 02655

Ryan P. Forster

CFP®, CEPA, AIF®

Financial Advisor

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

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

AFE Private Wealth

7200 W 132nd St, Ste 190
Overland Park, KS 66213
(913) 428-8492

Bruce D. Vaughn

CFP®, AIF®

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

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

VLP Financial Advisors, Inc.

VLP Financial Advisors, Inc., 8391 Old Courthouse Rd
Vienna, VA 22182
(888) 332-2778
+1 More Number
(703) 356-4360

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
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Ed McGill

CFP®, RICP®, AEP®

Co-Founder and Partner

Specialties:

Financial Advisor serving Clive, IA and the surrounding communities.

McGill Junge Wealth Management

12289 Stratford Dr
Clive, IA 50325-8147
15157773835

David A. Carlson

CFP®,

Volunteer for Financial Literacy

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

Financial Advisor serving Vienna, VA and the surrounding communities.

133 Maple Ave East, Ste 306
Vienna, VA 22180
(703) 663-1171

Christopher Lamia

CFP®

Partner

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

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

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416

Martin Christopher Cooper

MSFS,CFP®,EA

President

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

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

Chris Cooper & Company, Inc.

5555 Airport Highway, Suite 115
Toledo, OH 43615
(800) 352-7674
+1 More Number
(419) 868-8000

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

Patricia F. Meidell

CFP®

Investment Manager

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

Financial Advisor serving Reno, NV and the surrounding communities.

American Wealth Management

570 Hammill Ln
Reno, NV 89511
(775) 332-7000

Sidney Poretsky

CFP®

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

Financial Advisor serving Red Bank, NJ and the surrounding communities.

The Courts of Red Bank, 130 Maple Ave, Ste 3-I
Red Bank, NJ 07701-1729
(732) 747-5009

Matt Sumrall

CFP®, ChFC®, MPAS

Planning Director

Specialties:

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

Holland Financial

700 W Granada Blvd
Ormond Beach, FL 32174
(386) 671-7526

Luke Edward Forfar

CFP®

Advisory Associate

Specialties:

Financial Advisor serving Chicago, IL and the surrounding communities.

Vivaldi Capital Management

225 W Wacker Drive
Chicago, IL 60606
(847) 386-2919

Christopher Petrik

CFP® CLU ChFC RICP

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.

Ameriprise Financial Services, LLC

Petrik and Associates, Ameriprise Financial
Braintree, MA 02184
(781) 817-6750

Jeffrey N. Lido

CFP®

Senior Vice President & Financial Adviser

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

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

Advance Capital Management Inc

One Towne Square, Suite 444
Southfield, MI 48076
(800) 345-4783
+1 More Number
(800) 345-4783
CONNECT WITH Jeffrey
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Ryan McCarthy

CFP®

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

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

McCarthy Asset Management

3 Lagoon Dr. Suite 155
Redwood Shores, CA 94065
(650) 610-9540
CONNECT WITH Ryan
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Matthew Pogirski

CFP®, AAMS™

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

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

Unburdened Financial Planning LLC

Virtual
Wasilla, AK 99654-0906
(907) 290-8935
CONNECT WITH Matthew
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Sandra S. Baranowski

CFP®

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

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

Cambridge Investment Research

935 Main Street, Suite C3
Manchester, CT 06040
(860) 432-5604

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

Leonard L. Nelson

CFP®

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

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

NorthWest Investment & Retirement.com

5901 SW Macadam Ave, Suite 135
Portland, OR 97212
(503) 546-8092

Steven Elwell

CFP®

Chief Investment Officer

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

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

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(716) 634-6113
CONNECT WITH Steven
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Nathan Holt

CFP®

Partner, Sr. Wealth Advisor

Specialties:

Financial Advisor serving St. Louis, MO and the surrounding communities.

Krilogy

275 N Lindbergh Blvd, Ste 20
St. Louis, MO 63141
(314) 884-2813

David H. Warner

CPA CFP®. EA, NSSA

Member

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

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

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
(330) 466-4813

Ashley B. Crawford

CFP®, CRPS™

Director, Investments & Corporate Plan Services

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

Fee Only Financial Advisor serving Birmingham, AL and the surrounding communities.

Meld Financial. Inc.

3008 Pump House Road
Birmingham, AL 35243
+ 1 More Address

Meld Financial. Inc.

3008 Pump House Rd.
Birmingham, AL 35243

James J. Williams

CFP®

CEO & Founder

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

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

Williams Financial, LLC

28 Clinton St, Ste 2
Saratoga Springs, NY 12866-2143
+ 1 More Address

Williams Financial, LLC

PO Box 24
North Bennington, VT 05257-0024
(866) 986-4469
+1 More Number
866-986-4469
CONNECT WITH James
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