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Frank Mokosak

CFP® CAP

Financial Advisor

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

Financial Advisor serving Urbandale, IA and the surrounding communities.

Mokosak Advisory Group, LLC

2900 100th Street, Suite 102
Urbandale, IA 50322
(515) 223-5404

Michael G. Botwinick

CFP®

Registered Principal

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

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

LPL Financial

53 Lexington Dr
Bluffton, SC 29910-4816
(201) 505-0800

Daniel B. Goldberg

CFP®, ChFC, CLU

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

Financial Advisor serving Lutz, FL and the surrounding communities.

DBG Financial Group, Inc.

17852 US Highway 41 N
Lutz, FL 33549-4502
(888) 249-8649
+1 More Number
(813) 961-7940

Scott J. Lucia

CFP®

Specialties:

Financial Advisor serving Danville, CA and the surrounding communities.

Andrews, Lucia Wealth Management LLC

3656 OId Blackhawk Road
Danville, CA 94506
(925) 837-8355

Kevin L. Slater

CFP®

CEO and Advisor

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

Fee Only Financial Advisor serving Seattle, WA and the surrounding communities.

Soundview Advisors

1000 2nd Avenue, Ste 3550
Seattle, WA 98104
+ 1 More Address

Soundview Advisors

1441 West Bay Dr NW
Olympia, WA 98502
(206) 682-7713
CONNECT WITH Kevin
  • linkedin link

Tim A. Roemmich

CFP®

Senior Financial Associate

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

Fee Only Financial Advisor serving West Des Moines, IA and the surrounding communities.

Syverson Strege

4125 Westown Pkwy, # 104
West Des Moines, IA 50266
(515) 225-6000

Stephen C. Brody

CFP®, ChFC, RLP

Senior Financial Planner

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

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

Greenville Financial Advisors

Greenville Financial Advisors, 223C Commerce Street
Greenville, NC 27834
(252) 321-0362

Kevin Flaherty

CFP®

Senior Wealth Management Advisor

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

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

Tenured Advisors

159 Haven Street
Reading, MA 01867
(781) 730-2766
CONNECT WITH Kevin
  • linkedin link

Soumyalakshmi Parasuraman

CFP® ,CRPC

Specialties:

Financial Advisor serving San Mateo, CA and the surrounding communities.

J.P. Morgan

340 Grand Blvd, Apt 8
San Mateo, CA 94401-2372
(650) 398-5351

Charles A. Kerwood, III

CFP®, ChFC®

Partner

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

Financial Advisor serving Naples, FL and the surrounding communities.

Waller Financial Planning Group, Inc.

801 Laurel Oak Dr, Ste 710
Naples, FL 34108
(614) 457-7026

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
+ 1 More Address

Level Financial Advisors

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

Steven L. Jacobsmeier

CFP®, ChFC®, CLU®

Financial Advisor

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

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

Milestone Financial Planning, LLC

319 Littleton Rd., Suite 307
Westford, MA 01886
+ 1 More Address

Milestone Financial Planning, LLC

3 Executive Park Dr
Bedford, NH 03110-6954

Berkeley B. Meredith

CFP®

Financial Advisor

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

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

Hughes Financial Services, LLC

2201 Cooperative Way, Suite 150
Herndon, VA 20171
(703) 669-3660

Bradley Shammas

CFP®

Financial Adviser

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

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

IWM Financial, Inc.

11801 Pierce Street, Suite 200, Ste 200
Riverside, CA 92505
+ 1 More Address

IWM Financial, Inc.

1240 N Lakeview Avenue
Anaheim, CA 92807
(714) 415-2680
CONNECT WITH Bradley
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David R. Uhlmann

CFP® MSF APMA AAMS

Financial planner for STEM professionals

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

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

Synergos Advisory LLC

500 108th Ave NE, Unit 1100
Bellevue, WA 98004
+ 1 More Address

Synergos Advisory LLC

1700 Westlake Ave N
Seattle, WA 98109-6212
(206) 800-8056

Karen H. King

CPA, CFP®, CDFA

CPA

Specialties: Getting Divorced

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

Karen Hook King, CPA

4265 San Felipe, Ste 1100
Houston, TX 77027
(713) 349-0711

Theodore G. Baer

CFP®, CIMA®, MBA

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

Commission and Fee Financial Advisor serving Brookfield, WI and the surrounding communities.

Next Level Planning & Wealth Management

325 N Corporate Dr, Ste 100
Brookfield, WI 53045-5828
(262) 432-9262
CONNECT WITH Theodore
  • facebook link
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  • linkedin link

Eric Clark

CFP®

CEO

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.

BCWM

14221 Metcalf Avenue, Suite 201
Overland Park, KS 66223
(913) 685-2300
CONNECT WITH Eric
  • linkedin link

Jon L. Aldrich

CPA,CFP®

Principal

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

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

Focus Financial Advisors

555 S PERRYVILLE RD, Ste 213
Rockford, IL 61108-2522
(815) 633-8844

John A. Mlekoday

CFP®

Specialties: Estate Planning, Investment Management, Retirement, Stocks & Bonds

Financial Advisor serving Fox Point, WI and the surrounding communities.

Wealth Management Company at Northwestern Mutual

7621 North Van Dyke Road
Fox Point, WI 53217
(414) 507-4840

Seth Meisler

CFP®

CFA, CPA/PFS, CFP®, BFA™

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

Commission and Fee Financial Advisor serving Golden Valley, MN and the surrounding communities.

Centura Wealth Advisors

210 Louisiana Ave S
Golden Valley, MN 55426
(612) 895-1636
CONNECT WITH Seth
  • facebook link
  • linkedin link

Anthony C. Brown

CFP®

Financial Advisor

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

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

Blue Trust

2828 OLD 280 CT, Ste 170
Vestavia, AL 35243-2657
(334) 270-5960

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

Frani Feit

CFP®

Senior Wealth Advisor

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

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

Advisors Capital Management

10 Wilsey Sq, Ste 200
Ridgewood, NJ 07450-3700
(201) 447-3400

Michael D. Baittinger

CFP®, ChFC

Principal

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

Financial Advisor serving ALLENTOWN, PA and the surrounding communities.

Mercer Advisors

4905 Hamilton Boulevard
ALLENTOWN, PA 18106
(610) 841-5367

John A. Horvath

CFP®, ChFC®, CRPC®

Private Wealth Advisor

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

Financial Advisor serving Camas, WA and the surrounding communities.

Meadows Wealth Advisors

4910 NW Camas Meadows Dr., Suite 200
Camas, WA 98607
(360) 883-5861
CONNECT WITH John
  • facebook link
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Richard A. Lundstrom

CFP®

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

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

Freedom Peak Financial, Inc

7007 College Blvd, Ste 310
Overland Park, KS 66211
(913) 948-9580

Dana J. Menard

CFP®, RLP®, CEPA®

Founder & CEO

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

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

Twin Cities Wealth Strategies

11670 Fountains Drive, Suite 200
Maple Grove, MN 55369
(763) 445-2772
CONNECT WITH Dana
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jeffrey A. Gates

CFP®

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

Financial Advisor serving Portland, OR and the surrounding communities.

Cable Hill Partners

1155 SW Morrison St, Ste 400
Portland, OR 97205-2252
(503) 765-1223
CONNECT WITH Jeffrey
  • linkedin link

Sabrina Fay

CFP®, RICP®, ChFc®

Lead Financial Advisor

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

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

Bond & Devick Wealth Partners

600 Highway 169 S, Ste 675
Minneapolis, MN 55426-1238
(952) 591-0113
CONNECT WITH Sabrina
  • facebook link
  • linkedin link