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Rob Lyman

CFP®

President

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

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

Johnson Lyman Wealth Advisors

4966 El Camino Real, Suite 109
Los Altos, CA 94022
(650) 494-2733
CONNECT WITH Rob
  • linkedin link

Jason S. Close

CFP®

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

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

525 W. Merrill St.
Birmingham, MI 48009
(800) 645-1710
(248) 987-5731

Raymond N. Bergen

CFP®

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

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

LPL

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
(718) 896-4829

Jeffrey E. Wilson

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

Commission and Fee Financial Advisor serving Suwanee, GA and the surrounding communities.

Wilson Financial Group, LLC

1325 Satellite Blvd NW, Ste 103
Suwanee, GA 30024
(770) 447-9426

Nic Gibson

CFP®

Capital Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Dallas, TX and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy
Dallas, TX 75206
(972) 960-1001

Kelly P. Selkirk

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

Financial Advisor serving Springfield, MA and the surrounding communities.

St. Germain Investment Management

1500 Main St, Tower Square 25th Floor
Springfield, MA 01105
(413) 733-5111

Luis F. Rosa

CFP® EA

FOUNDER/PRESIDENT

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

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

Build a Better Financial Future, LLC

2831 Saint Rose Pkwy, Ste 200
Henderson, NV 89052-4841

Build a Better Financial Future, LLC

1055 E Colorado Blvd
Pasadena, 91106
(646) 397-6292
CONNECT WITH Luis
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Kevin M. Young

CFP®, EA, MBA

Senior Financial Advisor

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

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

Apella Wealth

555 University Avenue, Suite # 284
Sacramento, CA 95618

Apella Wealth

502 Mace Blvd. Suite #5
Davis, CA 95618
(530) 231-5152

MaryAnne Gucciardi

CFP®, RICP®, MBA

Financial Advisor

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

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

PO Box 380078 Cambridge St
Cambridge, MA 02138
CONNECT WITH MaryAnne
  • linkedin link

Paul Roldan

CFP®

Principal

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

Financial Advisor serving Orlando, FL and the surrounding communities.

AllGen Financial Advisors, Inc.

100 W Lucerne Cir, Ste 200
Orlando, FL 32801
(407) 210-3888
CONNECT WITH Paul
  • facebook link
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  • youtube link

Jason C. Allen

CFP®

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

Fee Only Financial Advisor serving Saco, ME and the surrounding communities.

Camden National Bank

7 Country Woods Rd
Saco, ME 04072-9618
CONNECT WITH Jason
  • linkedin link

Robert Frater

CFP®

CEO

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

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

Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212
(713) 629-1534

Kacy Gott

CFP®

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

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

Meritas Wealth Management, LLC

3950 CIVIC CENTER DR, Suite 210
San Rafael, CA 94903-5900
(415) 300-4560

Bradley A. Berger

CFP®

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

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

12819 SE 38th St #300
Bellevue, WA 98006

Richard C. Jakotowicz, Jr.

CFP®, CFA

President

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

Fee Only Financial Advisor serving Greenville, DE and the surrounding communities.

University of Delaware

Benchmark Financial, PO Box 4088
Greenville, DE 19807
(302) 635-9760
CONNECT WITH Richard
  • linkedin link

David F. Tomasetti

CFP®

President

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

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

Tomasetti Investment Group, LLC

75 Second Avenue, Suite 605
Needham, MA 02494
(617) 454-1200

Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC.

28100 US HWY 19 N, Suite 400
Clearwater, FL 33761
(704) 916-6920
CONNECT WITH Rebecca
  • linkedin link

Elana M. Muzzey

CFP®, EA

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

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

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649

Buchman Financial Wealth Management

1101 Cheshire St
Cheshire, CT 06410
(203) 439-9277

Alyssa Bogardus

CFP®

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

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

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
(716) 634-6113

Diahann W. Lassus

MBA, CFP®

Owner

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

Fee Only Financial Advisor serving Jacksonville Beach, FL and the surrounding communities.

Lassus Consulting LLC

227 40th Ave S
Jacksonville Beach, FL 32250
(908) 313-0530

Jeffrey Bogue

CFP®

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

Fee Only Financial Advisor serving Portland, ME and the surrounding communities.

Bogue Asset Management, LLC

48 Union Wharf
Portland, ME 04101

Bogue Asset Management, LLC

74 Merriland Ridge Rd
Wells, ME 04090

Charles E. Crystal

CFP®

Senior Vice President

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

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

UBS

68 Davis Rd
Port Washington, NY 11050

UBS

One Jericho Plaza
Jericho, NY 11753
(516) 297-2945

Robert J. Walczak

CFP®, AIF®

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

Commission and Fee Financial Advisor serving Greenland, NH and the surrounding communities.

Granite Oak Private Wealth

24 Great Bay Rd
Greenland, NH 03840

Granite Oak Private Wealth

1C Commons Drive #17
Londonderry, NH 03053
CONNECT WITH Robert
  • linkedin link

Joseph S. Team

CFP®

President

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

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

Team Financial Strategies

425 Cypress St
Abilene, TX 79601

Team Financial Strategies

1208 Fall Creek Hwy, Ste B
Granbury, TX 76049
(325) 480-1587
CONNECT WITH Joseph
  • facebook link
  • linkedin link

Paul J. Jarvis

CFP®

Partner

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

Financial Advisor serving Fargo, ND and the surrounding communities.

Prime Capital Financial

109 Roberts Street North
Fargo, ND 58102
(701) 248-7008
CONNECT WITH Paul
  • facebook link
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Gregory W. Randall

CFP®

Financial Advisor

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

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

GW Randall & Associates

4745 Londonberry Dr
Santa Rosa, CA 95403-1308
(707) 566-9713

Ethan A. Green

CFP®

Director of Financial Planning

Specialties:

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

Lake Tahoe Wealth Management

101 Parkshore Drive Suite 100
Folsom, CA 95630
(855) 515-5896

Jacob I. Becker

CFP®

Managing Partner

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

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

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

James N. Aman

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving New Brighton, MN and the surrounding communities.

Thrivent

939 Old Hwy 8 NW, Ste 200
New Brighton, MN 55112
(763) 754-2670

Barry Cohen

CPA, CFP®, CIMA

Financial Advisor

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

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

Mercer Global Advisors

1979 Marcus Ave, Ste 210
Lake Success, NY 11042
(516) 587-0651