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Claudia L. Sachs

CFP®, CTP, CFSA

Financial Planner

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

Commission and Fee Financial Advisor serving Tallahassee, and the surrounding communities.

Osaic Wealth

1425 E. Piedmont Drive, Suite 303
Tallahassee, 32308
8502128509
CONNECT WITH Claudia
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Robert L. Riedl

CFP®, CPA, AWMA®

CEO & Director of Wealth Management

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

Fee Only Financial Advisor serving Appleton, WI and the surrounding communities.

Endowment Wealth Management, Inc.

Corp Headquarters, W6272 Communication Ct
Appleton, WI 54914-8531
(920) 785-6010

Brentt A. Hoover

CFP®, ChFC®, CLU®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Bamboo Wealth Strategies

3131 Camino Del Rio N, Ste 1000
San Diego, CA 92108
(619) 289-9674

Patrick B. Beagle

CFP®ChFC® CLU® CASL®

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

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

WealthCrest Financial Services, LLC

7880 Backlick Rd, Ste 1
Springfield, VA 22150
(703) 372-1717

Christopher A. Rizzio

MBA, CFP®

Financial Advisor & Planner

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

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

OL Advisors

74 Batterson Park Rd, Ste 303
Farmington, CT 06032-2565
(860) 521-4751
CONNECT WITH Christopher
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Mark A. Keen

CFP®

Managing Partner

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

Financial Advisor serving Fairfax, VA and the surrounding communities.

Keen & Pocock

10300 Eaton Pl, Ste 470
Fairfax, VA 22030
(703) 691-9200

Elaine Webb

CFP®, EA

Specialties: Personal Taxes

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

Elaine Webb Financial

6520 Lonetree Blvd
Rocklin, CA 95678
(916) 677-7676

Herb Montgomery

CFP®

President

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

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

Montgomery Financial Group, Inc

195 Rte 6A, Ste 8
Orleans, MA 02653
(508) 240-1151

Ryan S. Miyashiro

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Honolulu, HI and the surrounding communities.

Kahala Financial Advisors, LLC

4211 Waialae Avenue, Suite 407
Honolulu, HI 96816
(808) 734-7665

Michael C. Cummings

CFP®

Financial Advisor

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

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

Cummings Wealth Management

759 SW Federal Highway STE 212
Stuart, FL 34994
(772) 222-0010
CONNECT WITH Michael
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Paul Brown

CFP®, CRPC

Senior Wealth Advisor

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

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

4777 Sharon Rd Ste 540
Charlotte, NC 28211
(704) 912-5088
CONNECT WITH Paul
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Joseph F. Boughan

CFP®

Financial Planner

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

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

Parkmount Financial Partners

50 Country Way, 203A
Scituate, MA 02066
16173140399
CONNECT WITH Joseph
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Adam W. Robert

CFP®

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

Financial Advisor serving Plattsburgh, NY and the surrounding communities.

Clute Wealth Management

152 Tom Miller Rd
Plattsburgh, NY 12901-6425

Clute Wealth Management

1233 Shelburne Rd
South Burlington, VT 05403-7733
(518) 561-5707
CONNECT WITH Adam
  • facebook link
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Anthony J. Leopizzi

CFP®,CLU,ChFC,CIMA

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

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

Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise

12330 Tamiami Trl E., Suite 101
Naples, FL 34113
(844) 997-7526
(914) 997-7526

Phillip S. Mahoney

CFP®

Managing Parner

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

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

Legacy Wealth Planning

10599 Double R Blvd
Reno, NV 89521
(866) 591-2500
(775) 850-2500

Richard Russo

CFP®, EA

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

Financial Advisor serving Patchogue, NY and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Scott G. Hackett

CFP®

President

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

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

Hackett Financial Group LLC

840 E. Summit Drive
Wimberley, TX 78676
(512) 847-0630

Jeffrey N. Mehler

CFP®

Principle

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

Financial Advisor serving Essex, CT and the surrounding communities.

JN Mehler CFP LLC

147 Westbrook Rd
Essex, CT 06426
(860) 767-9700

Donald D. Duncan

MBA,CPA,CFA,CFP®,PFS

Financial Advisor/Managing Director

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

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

Savant Wealth Management

111 N. Wabash, Ste 800
Chicago, IL 60602

Savant Wealth Management

81 Wildhorse
Santa Fe, NM 87506
(505) 800-7797

Renee Kwok

CFP®

President

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

Financial Advisor serving Boston, MA and the surrounding communities.

TFC Financial Management, Inc.

260 Franklin St, Ste 1888
Boston, MA 02110
(617) 210-6700

Diane S. Bourdo

CFP®

Private Wealth Advisor

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

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

Treehouse Wealth Advisors

220 Montgomery Street, 1850
San Francisco, CA 94104
(415) 928-0401 x102

Ryan H. Furtwangler

CFP®

Principal/Senior Financial Advisor

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

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

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
(772) 287-4110

Todd Dudonis

CFP®

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

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

Private Client Asset Management

4190 Sunrise Hwy
Massapequa, NY 11758
(516) 280-4623

Justin B. Luddeke

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Dallas, TX and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Andrew M. Christakos

CPA/PFS, CFP®, CDFA®

Partner

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes,...More

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

Christakos Financial

200 South Ave. East, Suite 303
Cranford, NJ 07016
(908) 654-4784
CONNECT WITH Andrew
  • linkedin link

Thomas M. Dowling

CFA, CFP®, CIMA®

Head of Wealth Management

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

Commission and Fee Financial Advisor serving Hilton Head, SC and the surrounding communities.

Alliance Global Partners

1000 William Hilton Pkwy, Unit C5
Hilton Head, SC 29928
(843) 420-1993
CONNECT WITH Thomas
  • linkedin link

Faith Counio

CFP®

Founder & Financial Planner

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

Financial Advisor serving San Francisco Bay Area, CA and the surrounding communities.

Chrysalid Financial LLC

Virtual
San Francisco Bay Area, CA 94560
(415) 226-9848
CONNECT WITH Faith
  • linkedin link

Keyana Johns Russ

CFP® RICP® TPCP™

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving North Charleston, SC and the surrounding communities.

F.L.Putnam Investment Management

8887 Old University Blvd, Suite 200-1
North Charleston, SC 29406
(800) 344-3435
CONNECT WITH Keyana
  • linkedin link

Robert Gargiulo

CFP®

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

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

175 s Wellwood Ave
Lindenhurst, NY 11757
(516) 254-5486

Paul Donald Carriere

CFP®

Financial Planner

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

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

Carriere Financial Planning

1755 Telstar Dr., Suite 300
Colorado Springs, CO 80920
(719) 421-6333
CONNECT WITH Paul
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