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David A. Rhodes

CFP®, ChFC®, AIF®

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

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

Mt. Juliet Advisors

9695 Lebanon Rd, Ste 130
Mount Juliet, TN 37122-5538
(615) 953-9487
CONNECT WITH David
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Troy E. Jones

CFP®, CeFT®

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

Commission and Fee Financial Advisor serving Oklahoma City, OK and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd St, Ste A1
Oklahoma City, OK 73116
(405) 848-9826
CONNECT WITH Troy
  • facebook link

Nick Brait

CFP® CKA

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Stocks &...More

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

Sage Private Wealth Group

1904 S Prospect Ave
Park Ridge, IL 60068
(847) 401-8402

Daniel N. Mathews

CFP®

Specialties:

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

12509 Walmer St
Overland Park, KS 66209

A. Sean Bailey

CFP®

Financial Consultant

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

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

Bailey Wealth Services

1604 Hewitt Ave, Suite 704
Everett, WA 98201
(800) 210-0600
(425) 252-4032

Ryan Barrett

CFP®

Senior Lead Advisor

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

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

JFS Wealth Advisors

2005 S Easton Rd, Ste 200
Doylestown, PA 18901
(215) 497-5050

Jonathan L. Schneiderman

CFP®

Branch Manager

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

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

Raymond James Financial Services, Inc.

43 Durkee St, Ste 100
Plattsburgh, NY 12901
(518) 563-7537

Mark A. Fissel

CFP®

Partner

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

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

Beacon Hill Investment Advisory

6000 Venture Drive
Dublin, OH 43017
(614) 469-4685

Leslie Garner

CFP®

Financial Planner

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

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

GarnerWealthStrategies

1852 Banking St
Greensboro, NC 27408-7222
(336) 493-5557
CONNECT WITH Leslie
  • linkedin link

Arek D. Puzia

CFP®

Chief Investment Officer

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

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

PathWise

1211 Newell Avenue, Suite 130
Walnut Creek, CA 94596
(925) 939-5607

Monisha Potter

CFP®

Specialties:

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

Financial Planning Alternatives

519 American Legion Hwy, Unit 3
Westport, MA 02790
(508) 636-6521

Steve O. Oniya

CFP®, ChFC®, CPWA®

Director, Certified Professional Wealth Advisor Consultant

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

Financial Advisor serving Houston, TX and the surrounding communities.

OM Investments

Virtual & Remote
Houston, TX 77083
(281) 584-3405
CONNECT WITH Steve
  • facebook link
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  • youtube link

Michele Welch

CFP®

Private Wealth Advisor

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

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

LPL Financial

400 Post Ave, Suite 101
Westbury, NY 11590
(516) 764-0951
CONNECT WITH Michele
  • linkedin link

William Stack

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change,...More

Financial Advisor serving Kailua, HI and the surrounding communities.

Edward Jones

970 N Kalaheo Ave Ste C301
Kailua, HI 96734-1873
(808) 247-6434

Jack L. Dugan

CFP®, MSBA, AIF®

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

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

Pure Financial Advisors, Inc.

3131 Camino Del Rio N
San Diego, CA 92108
(619) 814-4100

Joseph Sachetta

CPA/PFS, CFP®

Partner

Specialties: Attending College, Comprehensive Financial Planning, Asset Allocation, Estate Planning,...More

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

Sachetta, LLC

600 Market St, Ste 684
Lynnfield, MA 01940
(781) 233-4138

J.D. Gidley

CFP®, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, Buying a Home, Getting Married, Job Loss, Retirement,...More

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

Ameriprise Financial Services

8317 Six Forks Road, Suite 105
Raleigh, NC 27615
(919) 366-5650
CONNECT WITH J.D.
  • facebook link
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Laurence Schiffman

CFP®

Founder & Financial Guide

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

Fee Only Financial Advisor serving Centennial, CO and the surrounding communities.

Traverse Planning

Traverse Planning, 7500 E Arapahoe Rd
Centennial, CO 80112-1278
(303) 957-0307
CONNECT WITH Laurence
  • linkedin link

Sean A. Fletcher

CFP®, AIF®

Principal

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

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

Prospettiva Financial

Prospettiva Financial, 22 Battery Street
San Francisco, CA 94111
(415) 362-8636
CONNECT WITH Sean
  • facebook link
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Harry Stadelmayer

CFP®

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

Financial Advisor serving Altamonte Springs, FL and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Matthew Yung

CFA, CFP®

Portfolio Manager, Principal

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

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

Johnson Investment Counsel, Inc.

7755 Montgomery Rd, Ste 400
Cincinnati, OH 45236-4197
(513) 661-3100

Kathleen Covey

CFP®

CFP

Specialties:

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

Independent Financial Group

503 Forrest Blf
Encinitas, CA 92024-5829
(858) 653-4800

Will P. King

CFP®

Owner / Financial Planner

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

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

Grounded Financial Planning

3008 Greystone Sq
Jackson, TN 38305-2905
(731) 248-5086
CONNECT WITH Will
  • facebook link
  • linkedin link

Daniel R. Martin

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Stocks & Bonds,...More

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

D.R. Martin and Associates

4 Franklin Ave, Suite 1
Ridgewood, NJ 07450-2572
(201) 479-0759

Ronald Valpey

CFP®, AIF

President

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

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

Valpey Financial Services, LLC

100 North Main Street, Ste 500
Concord, NH 03301
(603) 856-7945

Janet Rhodes Friedman

CFP®, CDFA™, MBA

Senior Wealth Advisor

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

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

Beacon Pointe Advisors, LLC

Financial Planning Solutions LLC, 120 Wells Ave
Newton Center, MA 02459-3302
(800) 224-0132
(617) 630-4978

Karen J. Bacon

MBA, CFP®

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

Commission and Fee Financial Advisor serving Warwick, RI and the surrounding communities.

Diversified Resources, LLC

70 Jefferson Blvd
Warwick, RI 02888
(800) 968-9753
(401) 941-1500

Rohan Nayak

CFP®

Senior Wealth Manager

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

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

Basso Capital Management

2641 Lotus Street
Pleasanton, CA 94588
(888) 347-4717

James F. Thomas, Jr.

CFP®, AEP

Family Wealth Strategist

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

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

Superplan Family Wealth

9780 Caminito Laswane
San Diego, CA 92131-2108
(858) 775-1046

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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

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

WealthSpring

15338 Central Ave
Chino, CA 91710

WealthSpring

15338 Central Ave
Chino, CA 91710-7658

WealthSpring

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