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Thomas H. Whitby, III

CFP®

Partner / Senior Wealth Advisor

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

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

Mission Wealth Management

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
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Philip G. Nehro

CFP®

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

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

First National Corporation

Highfield Hall, P. O. Box 793
Falmouth, MA 02541
(508) 495-9555

Alice V. McDermott

CFP®

Client Associate

Specialties:

Financial Advisor serving Santa Barbara, CA and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

Ben A. Jones

CFP®, CIMA®, CPWA®

President

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

Financial Advisor serving Frisco, TX and the surrounding communities.

Wave Wealth Management

7000 Parkwood Blvd. Ste. G300
Frisco, TX 75034
(972) 954-4100

Harry Stadelmayer

CFP®

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

Financial Advisor serving Altamonte Springs, FL and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Hazel Elizabeth Grolljahn

CFP®

Chief Operating Officer

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

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

Grove Street Fiduciary, LLC

PO Box 396
Peterborough, NH 03458
(800) 258-9939
(603) 924-9939
CONNECT WITH Hazel
  • linkedin link

Kyle David Playford

CFP®

Financial Planner

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

Financial Advisor serving Oakdale, MN and the surrounding communities.

Freedom Financial Partners

600 Inwood Ave N, Suite 260
Oakdale, MN 55128
(651) 797-3532
CONNECT WITH Kyle
  • linkedin link

Den Murley

CFP®, FBS®

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

Financial Advisor serving Longview, TX and the surrounding communities.

Belonging Wealth Management

1405 Colony Circle
Longview, TX 75604
(903) 471-0624
CONNECT WITH Den
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William Bevins

CFP®

CFP® CTFA, Wealth Manager

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

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

Cypress Capital

436 Main Street
Franklin, TN 37064
(615) 469-7348
CONNECT WITH William
  • linkedin link

Michael Cross

CFP®, ChFC®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Austin, TX and the surrounding communities.

Edward Jones

5113 Southwest Parkway, Suite 295
Austin, TX 78735
(512) 692-6280

Chris Toadvine

MS, CFP®

Financial Planner

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

Fee Only Financial Advisor serving Altamonte Springs, FL and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Bradley Stephenson

CFP®

President

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

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

Stephenson & Company, Inc.

241 Avenida Del Mar
San Clemente, CA 92672
(949) 727-4255

Larry F. Beltramo

CFP®

President

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

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

Beltramo Financial Services

20 Corporate Park, Ste 160
Irvine, CA 92606
(949) 752-3117

Howard D. Erman

CFP®, EA

President

Specialties: Comprehensive Financial Planning, Cross-border Planning, Asset Allocation, Estate Planning...More

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

Erman Retirement Advisory

3020 Old Ranch Pkwy, Ste 100
Seal Beach, CA 90740
(866) 827-5469
(562) 546-6021

Robert M. Florian

CFP®, CLU®, CPA

Owner

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

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

Florian Financial Group LLC

1825 Maple Rd, Ste 240
Williamsville, NY 14221
(716) 810-9590

Mira M. Ma

CFP®, RFC, EA

Founder & Principal

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

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

Marim Wealth Planning, LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 918-6472
CONNECT WITH Mira
  • linkedin link

Denise Kovach

CFP®, AIF®, NSSA®

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

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

1111 Douglas Ave
Altamonte Springs, FL 32714-2033
(800) 393-9900
(407) 869-9800

Marvin L. Liebe

CLU,ChFC,CFP®,MSFS

Pres.

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

Commission and Fee Financial Advisor serving Kennewick, WA and the surrounding communities.

The Advisor Benefits Group, Inc.

8208 W 4th Pl
Kennewick, WA 99336-9468
(509) 948-5185

Ellis D. Hummel

CFP®

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

Financial Advisor serving Cincinnati, OH and the surrounding communities.

Bahl & Gaynor Investment Counsel

255 E 5th St, Ste 2700
Cincinnati, OH 45202
(513) 618-4041

Leslie G. Cadle

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Advisors

7601 France Ave South, Ste 600
Edina, MN 55435
(952) 374-5501

Jenny Wilson

CFP®

VP, Director of Financial Planning

Specialties:

Commission and Fee Financial Advisor serving Brentwood, TN and the surrounding communities.

Seven Springs Wealth Group, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
(615) 370-1253

Curtis Chad Henson

CFP®

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

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

Paul Winkler, Inc

583 Goodman Dr
Gallatin, TN 37066-6766

Paul Winkler, Inc

3050 Business Park Cir
Goodlettsville, TN 37072-3588
(615) 830-6672
CONNECT WITH Curtis
  • linkedin link

Megan Rinaudo

CFP®

Senior Wealth Advisor

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

Financial Advisor serving Silverthorne, CO and the surrounding communities.

Elevatus Wealth Management

285 Warren Ave
Silverthorne, CO 80498-5502
CONNECT WITH Megan
  • linkedin link

Alan Goldfarb

CFP®, AIF, MBA

Senior Wealth Advisor

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

Financial Advisor serving Dallas, TX and the surrounding communities.

Financial Strategies Group

10747 Villager Rd, Apt A
Dallas, TX 75230-3936
(972) 333-0120
CONNECT WITH Alan
  • linkedin link

Brad E. Mullins

CFP®

Senior Vice President

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

Financial Advisor serving Salem, VA and the surrounding communities.

TCV TRUST & WEALTH MANAGEMENT

211 E 4th St
Salem, VA 24153-5034
(540) 353-7305

Donald M. Safstrom

CFP®, CPA

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

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

Safstrom Financial Advisors, LLC

1201 2nd Avenue, Ste 900
Seattle, WA 98101
(206) 622-6456

Linda Rogers

MSBA, CFP®, EA

Financial Planner

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

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

Planning Within Reach

3419 Virginia Beach Blvd #530
Virginia Beach, VA 23452
(619) 567-9306
CONNECT WITH Linda
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Jeremie L. Patrick

CFP®, CRPC®

Financial Advisor

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

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

Rodgers & Associates

2025 Lititz Pike
Lancaster, PA 17601
(717) 560-3800

Greg Lessard

CFP®

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

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

Aspen Leaf Wealth Management, PBC

14143 Denver West Pkwy, Ste 100
Golden, CO 80401
(720) 593-4660

Holly H. Moore

CFP®

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

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

CAPTRUST

1910 Cupolla Mtn
Cedar Park, TX 78613-1445
(512) 576-2797