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Nicholas H. Phelps

CFP®

owner

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

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

Phelps Financial Advisors

925 W College Ave
State College, PA 16801
(814) 380-0651

Barry A. Rucks

CFP®

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

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

Claire Reid Wealth Advisory

100 Witmer Road, Ste. 140
Horsham, PA 190442648

Claire Reid Wealth Advisory

60 W Indian Ln
West Norriton, PA 19403-3510
(267) 463-4871

Kavassery S. Ramchand

CFP®

Owner

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

Financial Advisor serving Indianapolis, IN and the surrounding communities.

K.S. Ramchand

110 E Washington St, Ste 900
Indianapolis, IN 46204-3725
(281) 468-7338

Mary Voll Miller

CFP®, CDFA®

Partner | Senior Wealth Advisor

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

Financial Advisor serving Austin, TX and the surrounding communities.

Mission Wealth

901 S Mopac Expressway, Barton Oaks V Suite 250
Austin, TX 78746
(512) 623-4004

Jennifer K. Butler

CFP®

Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Getting Divorced, Government &...More

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

Summit Wealth & Retirement Partners

2000 Crow Canyon Pl, Ste 410
San Ramon, CA 94583
(925) 927-1900
CONNECT WITH Jennifer
  • linkedin link

Kristian F. Frank

CFP®, CRPC

Sr. Financial Advisor

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

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

Merrill Lynch

1108 Kennebec Drive
Chambersburg, PA 17201
(888) 622-8790
(717) 262-4220
CONNECT WITH Kristian
  • linkedin link

Richard J. Petrucci, Jr.

J.D., CPA, CFP®

Counsel

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

Financial Advisor serving West Warwick, RI and the surrounding communities.

Orson & Brusini Ltd.

Orson & Brusini Ltd., 211 Quaker Lane, Suite 201
West Warwick, RI 02893
(401) 223-2100

Mary N. Wilcox

EA, CFP®

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

Commission and Fee Financial Advisor serving Phoenix, AZ and the surrounding communities.

Wilcox Tax and Financial Advisors LLC

3805 E Equestrian Trl
Phoenix, AZ 85044-3008
(480) 893-3339

Marc S. Standig

CFP®, EA

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Estate Planning, Employee...More

Commission Financial Advisor serving Monroe Township, NJ and the surrounding communities.

Osaic Wealth Inc.

PO Box 7522
Monroe Township, NJ 08831
(609) 655-1313

Jaco Jordaan

CFP®, CFA, EA, CAIA

Wealth Manager

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

Fee Only Financial Advisor serving Upper St Clair, and the surrounding communities.

Riverchase Wealth Management

Virtual
Upper St Clair, 15241-2905
(412) 852-4433
CONNECT WITH Jaco
  • facebook link
  • linkedin link

Charles R. Bigbie, III

CFP®

Branch Manager

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

Commission and Fee Financial Advisor serving Tulsa, OK and the surrounding communities.

Woodland Wealth Management

7233 S 85th E Ave, Ste 400
Tulsa, OK 74133
(918) 495-1244

Andrew R. Fox

CFP®

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

1 Barker Ave 2nd Floor
White Plains, NY 10601
(914) 761-1639

Marc S. Freedman

CFP®

President/CEO

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

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

Freedman Financial

41 Cross Street, 2nd Floor
Peabody, MA 01960
(800) 588-8108
(978) 531-8108
CONNECT WITH Marc
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jonathan P. Bednar, II

CFP®

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

Financial Advisor serving Knoxville, TN and the surrounding communities.

2099 Thunderhead Rd, Suite #201
Knoxville, TN 37922
(865) 251-0808
CONNECT WITH Jonathan
  • facebook link
  • twitter link
  • linkedin link

Jose Diego Gonzalez

CFP®, CIMA®, CCFC

Partner | Financial Planner

Specialties:

Financial Advisor serving Coral Gables, FL and the surrounding communities.

CameronDowning Inc.

4610 SW 5th Ter
Coral Gables, FL 33134-1922
(305) 564-3794

Jennifer L. Simes

CFP®

Certified Financial Planner Practitioner

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

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

Carl P Sherr & Co

446 Main St, 19th Floor
Worcester, MA 01608
(508) 791-7126

David N. Wells

MBA, CFP®

President

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

Fee Only Financial Advisor serving Asheville, NC and the surrounding communities.

Wells Financial Management

56 Central Ave, Suite 105
Asheville, NC 28801-2459
(888) 286-2889
(828) 252-4144
CONNECT WITH David
  • linkedin link

Abe Ringer

CFP®

Principal and Founder

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

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

Breakwater Financial, LLC

117 Kendrick Street, Suite 300
Needham, MA 02494
(617) 849-8019
CONNECT WITH Abe
  • linkedin link

F. William Evanhoe

CFP®

Owner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Redding, CA and the surrounding communities.

Evanhoe, Kellogg & Company

340 Hartnell Ave, Ste A
Redding, CA 96002
(530) 244-1900

Alex Caswell

CFP®, CFA, EA

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

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

Wealth Script Advisors

605 Market St, Suite 509
San Francisco, CA 94105
(480) 326-6290
CONNECT WITH Alex
  • linkedin link
  • youtube link

Arthur Enloe

CFP®

Specialties:

Financial Advisor serving New York City, NY and the surrounding communities.

Equitable

1290 Ave of the Americas, 4th Floor
New York City, NY 10104

Daniel v. Hawley

CFP®

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

Financial Advisor serving Walnut Creek, CA and the surrounding communities.

Hawley Advisors

1600 S Main Street, Suite 190
Walnut Creek, CA 94596
(925) 906-9800

Sean P. Kelleher

CFP®, EA

Principal

Specialties: Comprehensive Financial Planning, Career Change, Investment Management, Getting Divorced,...More

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

Riverchase Wealth Management, LLC

3419 Cross Timbers Road, Suite 105
Flower Mound, TX 75028
(972) 471-9013

Theodore R. Yoos

CFP®

Partner

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

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

Cornerstone Financial Management LLC

10 Mall Rd, Suite 301
Burlington, MA 01803
(800) 527-1238
(800) 527-1238
CONNECT WITH Theodore
  • linkedin link

Marie S. Norkett

CFP®

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

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

SageView Advisory Group

6702 Buckley Rd, Suite 105
North Syracuse, NY 13212
(315) 471-2672

Erik Nero

CFP®,RICP®

Founder & President

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

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

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523
(518) 893-1592
CONNECT WITH Erik
  • facebook link
  • linkedin link

Eric Blake

CFP®

Founder and Lead Financial Planner

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

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

Blake Wealth Management

201 W Virginia ST Ste 102
Mckinney, TX 75069-4418
(972) 426-7237
CONNECT WITH Eric
  • facebook link
  • linkedin link
  • youtube link

Annie C. McQuilken

MS, CFP®

President

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

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

Forever Financial Advisors, LLC

140 W Church St
Fairport, NY 14450

Forever Financial Advisors, LLC

100 Front Street
Worcester, MA 01608
(585) 598-1377
CONNECT WITH Annie
  • facebook link

Allyn B. Shaw

CFP®, ChFC®, AIF®

Financial Advisor

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

Commission and Fee Financial Advisor serving Draper, UT and the surrounding communities.

Raymond James

166 E 14000 S, Ste 110
Draper, UT 84020
(800) 443-1804
(801) 553-8999

Debbie Price

J.D., CPA, CFP®

Managing Member

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

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

Price Planning, LLC

1450 Carriage Road
Powell, OH 43065
(614) 848-3860