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Joseph R. Calandra

CFP®

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Calandra Financial Services

33656 Union Circle
Lewes, DE 19958
(845) 774-8978

James H. Lee

CFP®, CFA, CMT

Founder

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

Fee Only Financial Advisor serving Delaware and the surrounding communities.

StratFI

1201 N Orange Street, Suite 742
Wilmington, DE 19801
(302) 884-6742
CONNECT WITH James
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Daniel M. McDermott

ChFC, CFP®, AIF(R)

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Mercer Advisors

3520 Silverside Rd, Ste 25
Wilmington, DE 19810
(888) 520-5677
(480) 588-9084

Joseph Amodei

CFP®, CRPC, ChFC

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

1 Righter Pkwy, Ste 250
Wilmington, DE 19803
(302) 656-7773 x11

Michael G. Paregian

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807
(302) 792-5955
CONNECT WITH Michael
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James W. Hayes

CFP®, ChFC, CLU, AEP

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Advisors

2 Righter Parkway, Suite 201
Wilmington, DE 19803
(888) 591-1413
(302) 476-8000

Kimberlee M. Orth

CFP®

Private Wealth Advisor

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

Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

3513 Concord Pike, Ste 1000
Wilmington, DE 19803
(302) 475-5105
CONNECT WITH Kimberlee
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Joan L. Sharp

CFP®, RLP®, CeFT™

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

River Family Advisors, LLC

105 Christina Landing Dr, #603
Wilmington, DE 19801
(302) 383-9678

Jon D. Walton

CFP®, CLU, AIF®

Financial Planner

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Independence Wealth Services

726 Yorklyn Rd, Ste 300
Hockessin, DE 19707
(302) 763-1180

Joel R. Morris

CFP®, AEP®

Sr. Wealth Advisor

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

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807
(302) 792-5955

Kathleen M. Ryan

CFP®

Investment Advisor Representative

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

KMR Financial Network

13 Bridgeville Rd
Georgetown, DE 19947
(302) 856-6664

Nandita Das

CFP®, CFA, RICP, EA

Founder-owner

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

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Das Financial Health

7 Michigan State Drive
Newark, DE 19713

Das Financial Health

7 Michigan State Drive
Newark, DE 19713

Das Financial Health

1200 N DuPont Highway
Dover, DE 19901
(570) 947-3444
CONNECT WITH Nandita
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Peter F. Gaertner

CFP®, CDFA™, MBA

Financial Advisor

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

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Affinity Wealth Management

2961 Centerville Road, Suite 310
Wilmington, DE 19808
(302) 254-6121
CONNECT WITH Peter
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Caroline M. Chahalis

CFP®

Wealth Advisor

Specialties:

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

UBS

20 Montchanin Rd, Ste 170
Greenville, DE 19807
(888) 497-1232
(302) 407-4733

Erich J. Dischert

CFP®, CRPC®, RICP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Life Planning, Retirement

Financial Advisor serving Delaware and the surrounding communities.

Adaptive Wealth Planning of Raymond James

3411 Silverside Road, Baynard Bldg, Suite 105
Wilmington, DE 19810
(302) 477-0714
CONNECT WITH Erich
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Kurt R. Miller

CFP® CDFA® CRPC®

Financial Advisor

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Wells Fargo Advisors

131 Continental Dr, Ste 102
Newark, DE 19713-4310
(302) 731-2131
CONNECT WITH Kurt
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Clarence E. DiSabatino, III

CFP®

CERTIFIED FINANCIAL PLANNER

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

1309 Veale Rd, Ste 10
Wilmington, DE 19810
(302) 478-2801

Peter A. Oldziey

CFP®

Owner

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Peter A. Oldziey & Associates, PA

15 Park Dr
Dover, DE 19901
(302) 736-5005

Raymond N. Ianni

CFP®, ChFC

Executive Vice President-Fin. Planning

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

Financial Advisor serving Delaware and the surrounding communities.

Financial Advisors of Delaware Valley

1013 Centre Rd, Ste 100
Wilmington, DE 19805
(302) 993-8045

Alexander G. Yearley

CFP®

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Community Pride Financial Advisors

72 Glade Cir E
Rehoboth Beach, DE 19971
(302) 226-9318

Kenneth Nuttall

CFP®

Chief investment Officer

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

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

118 Wembley Rd
Wilmington, DE 19808-1444

575 Fifth Avenue
New York, NY 10017

13 McKean Cir
West Grove, PA 19390-9760
(302) 893-7985
CONNECT WITH Kenneth
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