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Paul E. Palmer, Jr.

CFP®

Sr. Financial Advisor

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

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

Goodman Financial Corporation

5177 Richmond Ave, Ste 700
Houston, TX 77056-6752
(713) 599-1777
CONNECT WITH Paul
  • linkedin link

Alan R. Goodstein

CFP®

Principal-Certified Financial Planner

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

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

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
(818) 995-3500

James D. Mitchell

CFP®

Financial Advisor

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

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

JAMES MITCHELL

1000 E Main St
Radford, VA 24141-1718
(864) 421-3817

Patricia A. Kiefer

CFP®

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

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

Review Services, Inc.

13255 W Bluemound Rd, Ste 205
Brookfield, WI 53005
(262) 784-9690

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

445 Broadhollow Rd, Ste 215
Melville, NY 11747-3601

Frisch Financial Group

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

David A. Jaffa

CFP®

Financial Planner

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

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

Financial Network

30833 Northwestern Hwy, Ste 125
Farmington Hills, MI 48334
(248) 626-3120

Dino Kostakis

CFP®,CRPC®,CLU,ChFC

Financial Advisor

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

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

Obsidian Wealth Advisors

4000 State Route 66, Ste 123B
Tinton Falls, NJ 07753-7300
(732) 978-1200

Vincent Rossi

MSFS,CFP®,CIMA®,AEP®

President, Chief Investment Officer

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254
(866) 617-2900
(480) 951-2900
CONNECT WITH Vincent
  • linkedin link

David A. Hodges

CFP®

Principal

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

Fee Only Financial Advisor serving Chattanooga, TN and the surrounding communities.

Integra Wealth, LLC

101 W 21st St
Chattanooga, TN 37408-2535
(423) 664-0344

Marc S. Schliefer

CFP®

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

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

Equity Planning Institute,inc.

7910 Woodmont Ave, Ste 900
Bethesda, MD 20814
(800) 958-4629
(301) 652-8702

Anthony J. Righi

AIF®, CFP®

President

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

Commission and Fee Financial Advisor serving Romeo, MI and the surrounding communities.

Artisan Capital Management, LLC

129 W Saint Clair St.
Romeo, MI 48065
(888) 752-6511
(586) 752-6511
CONNECT WITH Anthony
  • twitter link

Joe A. Chairez, Jr.

MBA, CFP®, CKA

Financial Advisor

Specialties:

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

Ameriprise Financial Services, LLC

220 Rawhide St
Waxahachie, TX 75165-8792

Shannon V. Wegner

CFP®

Fee Only Fiduciary

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

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

Wegner Asset Management, LLC

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Middleton, WI 53562

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711

Mark McClanahan

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562
(214) 360-7000

Michael Lynch

CFP®

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

Financial Advisor serving Fort Myers, FL and the surrounding communities.

Barnum Financial Group

15050 Elderberry Ln, Ste 4
Fort Myers, FL 33907-8504
(203) 513-6032

Preston A. Sizemore

CFP®

Vice President

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

Commission and Fee Financial Advisor serving Palm Beach Gardens, FL and the surrounding communities.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
(561) 776-6494

Tony Mahabir

MBA, CMC, CIM, CFP®

CEO, Private Wealth Manager

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

Commission and Fee Financial Advisor serving TORONTO, ON and the surrounding communities.

CANFIN WEALTH MANAGEMENT

205 - 680 REXDALE BLVD.
TORONTO, ON M9W0B5
1-877-422-6346 X 222
(905) 829-0020 Ext. 222

Michael W. Figurelli

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

Corporate One Office Park, Suite 430 Building One
Monroeville, PA 15632

Ameriprise Financial Services, LLC

7018 Fair Oaks Dr
Export, PA 15632
(412) 374-9515

Thomas E. Smith, Jr.

CFP®, ChFC, CLU, CKA

President

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

Commission and Fee Financial Advisor serving Novi, MI and the surrounding communities.

EverNorth Wealth Advisors

41800 W. 11 Mile Rd, Suite 105
Novi, MI 48375-1820
(248) 924-9100

Yusuf A. Abugideiri

CFP®

Co-CEO | Chief Investment Officer

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

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

YeskeBuie

301 Maple Ave W, Ste 600
Vienna, VA 22180
(800) 772-1887
CONNECT WITH Yusuf
  • twitter link
  • linkedin link
  • youtube link

Rebecca Brown

CFP®

Founder & Wealth Advisor

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

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

Hawkwind Wealth Advisory LLC

325 Gold St, Ste 706
Brooklyn, NY 11201-3040
(929) 420-6441
CONNECT WITH Rebecca
  • linkedin link

Aaron D. Sannes

CFP®, ChFC

Financial Advisor

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

Commission and Fee Financial Advisor serving Cedar Falls, IA and the surrounding communities.

Ameriprise Financial Services, LLC

6919 Chancellor Dr, Ste A
Cedar Falls, IA 50613-6926
(319) 260-7000
CONNECT WITH Aaron
  • facebook link
  • linkedin link

Rachel Lawrence

CFP®

Founder & Financial Planner

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

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

Reverie Wealth

One Washington St, Suite 4162
Dover, NH 03820

Reverie Wealth

3 Broad St
Rochester, NH 03867-3409

Jason L. McGarraugh

CFP®

Wealth Advisor

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

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

BentOak Capital

24650 Kingsland Blvd
Katy, TX 77494-3386
(866) 880-5337
(713) 930-4460
CONNECT WITH Jason
  • linkedin link

David P. Santoro

CFP®

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

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

Santoro Financial Planning Group

51 Man-Mar Dr, Suite 5
Plainville, MA 02762
(508) 286-7900

Thomas Graber

CFP®

Independent Advisor

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

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

Impact Investment Strategies, Inc

570 Kirts Blvd, Suite 204
Troy, MI 48084
248-758-0910

Weslie Green-Mineart

CFP® CDFA®

Financial Advisor

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

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

RiverRock Wealth Management

4510 Cox Road, Suite 104
Glen Allen, VA 23060
(804) 419-2542
CONNECT WITH Weslie
  • facebook link
  • linkedin link

Sarah Kang

CFP®

Lead Financial Advisor

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

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

UAK Diversified Wealth Advisors

601 Carlson Parkway Carlson Center, Suite 1050
Minnetonka, MN 55305

UAK Diversified Wealth Advisors

Collider Foundation
Rochester, MN 55902

UAK Diversified Wealth Advisors

University Club
Saint Paul, MN 55105
(763) 355-2337
CONNECT WITH Sarah
  • facebook link
  • linkedin link
  • youtube link

Kurt A. Skasik

CFP®, CRPS

Financial Advisor

Specialties:

Financial Advisor serving Morgantown, WV and the surrounding communities.

Edward Jones

935 Cheat Rd
Morgantown, WV 26508-5631
(304) 284-9122

Thomas Graybill

CFP®

Specialties:

Financial Advisor serving Exton, PA and the surrounding communities.

Ameriprise Financial

314 Exton Cmns
Exton, PA 19341-2450
(610) 524-1200