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Paul F. Staib

CFP®, MBA, RICP®

Principal

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

Fee Only Financial Advisor serving Highlands Ranch, CO and the surrounding communities.

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124
(303) 887-9633
CONNECT WITH Paul
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Joseph M. Feldman

CFP®

President

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

Financial Advisor serving Sarasota, FL and the surrounding communities.

Feldman Wealth Advisory, LLC

105 South Pineapple Avenue
Sarasota, FL 34236
(941) 260-9174

Matthew S. Crum

CFP®

President, Founder

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

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

True North Financial Services

Virtual Office
Port Murray, NJ 07865
(973) 520-0043
CONNECT WITH Matthew
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Steve M. Osterink, Jr.

CFP®, AIF, CFA

Chief Investment Officer

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

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

Advisory Alpha, LLC

348 S Waverly Rd Suite 100, 348 S Waverly Rd Suite 100
Holland, MI 49423
(616) 229-9869

Laura Marquard

CFP®

Financial Planner

Specialties:

Financial Advisor serving Dallas, TX and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251
(972) 455-9112

Andrea L. Bates

CFP®, CDFA®, RICP®

Financial Planner & Certified Divorce Financial Analyst

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

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

Voya Financial Advisors

92 High St, Ste B2
Medford, MA 02155-3850
(781) 658-9767
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Taylor Peters

CFP®

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

Financial Advisor serving Morristown, NJ and the surrounding communities.

Lavish Financial Planning

1 High Street CT
Morristown, NJ 07960-6861
(201) 535-4499
CONNECT WITH Taylor
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Pamela K. Ahlers

CFP®

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

Financial Advisor serving Houston, TX and the surrounding communities.

Ahlers & Stoll, PC

15311 Vantage Pkwy W, Ste 160
Houston, TX 77032-1970
(281) 999-1283

Phyllis J. Harmon

CFP®

Chief Operating Officer

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

Financial Advisor serving Mechanicsburg, PA and the surrounding communities.

Letort Management & Trust Company

900 Bent Creek Blvd
Mechanicsburg, PA 17050-1860

Steve White

CFP®

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

Financial Advisor serving North Little Rock, AR and the surrounding communities.

Ameriprise Financial Advisors

10 Parkstone Circle
North Little Rock, AR 72116
(888) 594-7239
(501) 975-2639

Bill E. Carter

CFP®, ChFC®, CLU®

Chief Executive Officer

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

Financial Advisor serving Dallas, TX and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Mark I. Conway

CFP®

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

Financial Advisor serving Kinston, NC and the surrounding communities.

Conway & Company Financial Services, Inc.

PO Box 1317
Kinston, NC 28503-1317
(252) 522-3191

Jennifer E. Myers

CFP®

President

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

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

SageVest Wealth Management

1320 Old Chain Bridge Rd, Ste 250
McLean, VA 22101
(703) 992-7650
CONNECT WITH Jennifer
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Jason Hochstadt

CFP®, AIF®

CEO

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

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

Jedi Management, Inc.

560 Sylvan Ave, Ste 2175
Englewood Cliffs, NJ 07632-3175
(201) 482-0288

Linda K. Polwrek

CFP®,CDFA®, RICP®

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

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

LPL

16 N Marengo Ave, Ste 409
Pasadena, CA 91101
(626) 460-7088

Jeffrey M. Risley

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Stocks & Bonds

Fee Only Financial Advisor serving Ellisville, MO and the surrounding communities.

Risley Capital Management LLC

16024 Manchester Road, Suite 200
Ellisville, MO 63011
(636) 405-0432

James C. Sexton, III

CFP®

Principal

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

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

Western Reserve Capital Management

102 First Street, Suite 208
Hudson, OH 44236
(330) 655-1543

Stewart H. Welch, III

CFP®, AEP

Founder

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

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

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213-2422
(205) 879-5001

Michael N. Mattise

CFP®

Senior Vice President

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

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

Radnor Financial Advisors, Inc.

485 Devon Park Dr, Ste 119
Wayne, PA 19087
(610) 975-0285

James F. Kull

CFP®, CFA, JD

Principal

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

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

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746
(512) 474-2188

Robert Tilson

CFP®

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

Financial Advisor serving New Providence, NJ and the surrounding communities.

Tilson Financial Group, Inc.

98 Floral Ave, Suite 103
New Providence, NJ 07974
(908) 561-6203

Edward F. Holy

CFP®

Owner

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

Financial Advisor serving Willowbrook, IL and the surrounding communities.

Willowbrook Income Tax

50 75th St, Ste 104
Willowbrook, IL 60527-2383
(630) 654-2240

Christina Ubl

CFP® CDFA®

Partner

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

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

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
(518) 561-5707
CONNECT WITH Christina
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Kimberley Feeney Zollo

CFP®

Principal

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

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

Essex Capital Management, LLC

P.O. Box 1118
Lynnfield, MA 01940
(781) 595-0201

Craig S. Clark

CFP®

President

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

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

Clark & Company Wealth Management

3075 Southwestern Blvd, Suite 202
Orchard Park, NY 14127
(716) 312-7918

Michael S. Marion

CFP®

Managing Partner - Financial Adviser

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Monroeville, PA and the surrounding communities.

Marion Wealth Management

2790 Mosside Blvd, Ste 640
Monroeville, PA 15146
(412) 372-3849

W. Thomas Curtis

CFP®, EA

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Business Taxes,...More

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

FSP and Associates, LLC

841 Quince Orchard Blvd, Ste H
Gaithersburg, MD 20878-1615
1-800-318-6880
(301) 258-0300 x105

Michael D. Puckett

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Indianapolis, IN and the surrounding communities.

CFG Wealth Management Services, Inc.

9840 Westpoint Dr, Ste 150A
Indianapolis, IN 46256
(888) 234-9674
(317) 841-7959

Kyle C. Labelle

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Bedford, NH and the surrounding communities.

3 Executive Park Drive, Ste. 200
Bedford, NH 03110
(603) 589-8010
CONNECT WITH Kyle
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Mike Murkins

CFP®

Senior Financial Advisor

Specialties: Charitable & Planned Giving, Estate Planning, Insurance, Long-term Care, Personal Taxes

Financial Advisor serving Ankeny, IA and the surrounding communities.

1250 SW State Street, Suite E
Ankeny, IA 50023
(515) 964-9671