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Scott D. Michael

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving York, PA and the surrounding communities.

Savant Wealth Management

221 W Philadelphia St, Ste 205
York, PA 17401-2991
(855) 855-5455
(717) 846-6214

Johanna M. Lobdell

CFP®

President

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

Financial Advisor serving Wilton Manors, FL and the surrounding communities.

Fusco Financial Services

2402 NE 8th Ave
Wilton Manors, FL 33305
(954) 524-0900

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Boca Raton, FL and the surrounding communities.

Harvest Planning & Management, LLC

2255 Glades Road, Suite 324A
Boca Raton, FL 33431
(888) 55-WEALTH
(561) 208-5600
CONNECT WITH Harvey
  • facebook link
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Brian G. Martin

CFP®

Specialties: Comprehensive Financial Planning

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

Accredited Investors, Inc.

5200 W 73rd St
Edina, MN 55439
(952) 841-2222

Bonnie A. Anderson

CFP®

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

Financial Advisor serving Lake Orion, MI and the surrounding communities.

4215 S Baldwin Rd
Lake Orion, MI 48359
(248) 623-1040

Keith M. Muth

CFP®

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

Financial Advisor serving Richmond, VA and the surrounding communities.

Watch Hill Financial Inc.

7501 Boulder View Drive, Suite 620
Richmond, VA 23225
(804) 587-0396

Robert C. Jazwinski

CPA/PFS, CFP®

President

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

Financial Advisor serving Hermitage, PA and the surrounding communities.

JFS Wealth Advisors, LLC

1479 N Hermitage Rd
Hermitage, PA 16148-3106
(724) 962-3200

John C. O'Brien

CFP®

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

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

BayState Financial

100 William Street, 3rd Floor
Wellesley, MA 02481
(781) 239-2064

Katherine Simmonds

CFP®

Founder and Principal

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

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

Conquis Financial LLC

Conquis Financial LLC, 1 La Cruz Ave, Suite 202
Millbrae, CA 94030
(650) 651-3606
CONNECT WITH Katherine
  • linkedin link

Andrea N. Kirk

CFP®, CRPC™, APMA™

Private Wealth Advisor

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

Commission and Fee Financial Advisor serving Abingdon, MD and the surrounding communities.

Ameriprise Financial Services, LLC

3465 BOX HILL CORPORATE CENTER DR, Suite 600
Abingdon, MD 21009-1336
(410) 569-9694
CONNECT WITH Andrea
  • facebook link
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David W. Nash

CFA, CFP®

Owner

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

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

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248
(210) 251-4993

Scott A. Fligel

CFP®, CLU, ChFC, AEP

Wealth Management Advisor

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

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

Northwestern Mutual

6235 Carnegie Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
  • linkedin link

Michael J. Richardson

CFP®,AIF®,AWMA®,CFS®

Owner / Financial Planner

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

Commission and Fee Financial Advisor serving New Albany, IN and the surrounding communities.

Logan Lavelle Hunt

5150 Charlestown Road, Suite 2
New Albany, IN 47150

Logan Lavelle Hunt

111 Congressional Blvd
Carmel, IN 46032
(877) 949-7444
(812) 949-7444

Jenny Wilson

CFP®

VP, Director of Financial Planning

Specialties:

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

Seven Springs Wealth Group, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
(615) 370-1253

Michael L. Markey

CFP®

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

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

1655 North Main St, Ste 270
Walnut Creek, CA 94596-4608
(925) 932-1974

Leland Gross

CFP® EA

Financial Planner

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

Fee Only Financial Advisor serving Virginia Beach, VA and the surrounding communities.

Peacelink Financial Planning LLC

700 Norfolk Ave, Ste 200
Virginia Beach, VA 23451
(757) 504-2765
CONNECT WITH Leland
  • facebook link
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Derek Thompson Williams

CFA, CFP®

Wealth Advisor

Specialties:

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

Veratis Advisors

1400 Crescent Grn, Ste 110
Cary, NC 27518-8118
(919) 651-4865

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

Michael C. Angelucci

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving Hamburg, NY and the surrounding communities.

Level Financial Advisors

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075

Level Financial Advisors

9310 Transit Rd
East Amherst, NY 14051-2380
(716) 634-6113

Jennifer Kay Hicks

CFP®

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

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

Purpose Planning

P.O. Box 62937
Colorado Springs, CO 80918
(719) 590-4110

John P. Middleton

CFA, CFP®, AIF®,CAIA

Senior Wealth Advisor

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

Financial Advisor serving Morristown, NJ and the surrounding communities.

Mercer Advisors

67 Park Place East, 7th Floor
Morristown, NJ 07960
(908) 730-7000
CONNECT WITH John
  • facebook link
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Cheryl M. Taylor

CFP®

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

Financial Advisor serving Rochester, NY and the surrounding communities.

40 Scenic Cir.
Rochester, NY 14624
(585) 350-5562

Kelly J. Goldsmith

CFP®,CLTC,CASL,RICP

Financial Representative

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

Financial Advisor serving Lawrenceville, GA and the surrounding communities.

Thrivent Financial

292 S Culver St
Lawrenceville, GA 30046-4806
(770) 982-0420
CONNECT WITH Kelly
  • facebook link

Joshua Levine

CFP®

Owner / Founder

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

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

Firefly Wealth Management

1468 West 9th Street, Suite 100
Cleveland, OH 44113
(877) 753-2449
CONNECT WITH Joshua
  • linkedin link

Leyla Z. Morgillo

CFP®

Financial Planner

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

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

Madison Financial Planning Group

525 Plum Street, Suite 101
Syracuse, NY 13204
(315) 870-3703
CONNECT WITH Leyla
  • facebook link
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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
  • facebook link
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Charles R. Roberts

CFP®

Founder & CEO

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

Fee Only Financial Advisor serving GLEN ALLEN, VA and the surrounding communities.

Financial Freedom Planners

4801 Cox Road, Suite 201
GLEN ALLEN, VA 23060
(855) 450-4659
(804) 277-9734
CONNECT WITH Charles
  • facebook link
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Rana Choubah

CFP®, MPAS, CRPS

Senior Financial Advisor

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

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

Meridian Financial Advisors

13 Water St, Suite 302
Holliston, MA 01746
(508) 429-2600
CONNECT WITH Rana
  • facebook link
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jordan D. bowersox

CFP®

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

Financial Advisor serving Wichita, KS and the surrounding communities.

8110 E. 32nd St. N. Ste 160
Wichita, KS 67226
(316) 223-4403
CONNECT WITH jordan
  • facebook link
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