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Nicole Francis

CFP®

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

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

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Frederick Brooks, Jr.

CFP®, CFA®

Director/Investment Management

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

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

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 755-5166

Morgan Stone

CFP®, MBA

Sr. Wealth Advisor | Parnter

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

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

Avidian Wealth Solutions

4210 Spicewood Springs Rd, Building E
Austin, TX 78759
512-469-9152

Lennard C. Van Der Feltz

CFP®

Founding Partner

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

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

Pinnacle Financial Advisors

2141 E Broadway Rd, Ste 220
Tempe, AZ 85282
(480) 641-1315
CONNECT WITH Lennard
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Kenneth Chavis, IV

CFP®

Senior Wealth Counselor

Specialties:

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

Versant Capital Management, Inc.

2390 E Camelback Rd, Ste 425
Phoenix, AZ 85016
(602) 635-3760

Ryan E. Frank

CFP® ChFC® SE-AWMA™

Sr Vice President

Specialties:

Financial Advisor serving Naples, FL and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd, Ste 110
Naples, FL 34108-2709
(239) 920-4414

Luke Harder

CFP®

Wealth Advisor

Specialties:

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

Claro Advisors

100 High St, Suite #950
Boston, MA 02110

Marybeth R. Breed

CFP®

Financial Advisor

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

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

Boston Hill Advisors

100 Andover Bypass St, Ste 201
North Andover, MA 01845
(978) 686-5687

Dean L. Boebinger

CFP®

Director Emeritus

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

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

Strategic Financial Concepts, LLC

14505 Palazzo Dr
Houston, TX 77070-2151
(281) 300-8120
CONNECT WITH Dean
  • linkedin link

Bob Bennie

CFP®, MBA

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

Commission and Fee Financial Advisor serving Lincoln, NE and the surrounding communities.

Bob Bennie Wealth Management Inc.

1601 Old Cheney Rd
Lincoln, NE 68512
(402) 421-2626
CONNECT WITH Bob
  • facebook link
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James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving Long Beach, NY and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

Scott A. Becker

CFP®, CPA

Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement

Fee Only Financial Advisor serving Lincoln, NE and the surrounding communities.

HBE Wealth Management LLC

PO Box 23110
Lincoln, NE 68542-3110
(402) 423-4343 x 116

Chad Rudy

CFP®

Executive Vice President

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

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

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy, Ste 504
Frisco, TX 75035-5952
(972) 377-2850
CONNECT WITH Chad
  • facebook link
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Jonathan L. Schneiderman

CFP®

Branch Manager

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

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

Raymond James Financial Services, Inc.

43 Durkee St, Ste 100
Plattsburgh, NY 12901
(518) 563-7537

Gennadiy Todd

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Cockeysville, MD and the surrounding communities.

Focus Partners Wealth

20 Wight Ave, Ste 155
Cockeysville, MD 21030-2064
(410) 616-8712

Thomas Sims

CFP®

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

Financial Advisor serving Charlotte, NC and the surrounding communities.

14055 Queens Harbor Rd
Charlotte, NC 28278-7358
(434) 534-1273
CONNECT WITH Thomas
  • linkedin link

Charles Michael Feehely

CFP®, MSFP

Financial Planner

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

Fee Only Financial Advisor serving and the surrounding communities.

Valor Wealth Partners

Virtual - Nationwide
,

Valor Wealth Partners

4030 Wake Forest Rd Ste 349
Raleigh, NC 27609
CONNECT WITH Charles
  • linkedin link

Marc Servodio

CFP® AIF®

Financial Advisor / Founder

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

Commission and Fee Financial Advisor serving Fairlawn, OH and the surrounding communities.

Vita Advisors, LLC

123 South Miller Road, Suite 100
Fairlawn, OH 44333
(330) 223-3654

David A. Estabrook

CFP®

Registered Principal

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

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

Raymond James Financial Services, Inc.

383 Inverness Pkwy, Ste 310
Englewood, CO 80112
(877) 558-8990
(303) 858-8990
CONNECT WITH David
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Michael Powsner

CFP®,CPA/PFS

Founder

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

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

Upstart Wealth Management

745 5th avenue, #500
New York, NY 10151
(415) 549-0646

Timothy A. Knotts

CFP®

Principal

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

Fee Only Financial Advisor serving Red Bank, NJ and the surrounding communities.

The Hogan-Knotts Financial Group, Inc.

298 Broad St
Red Bank, NJ 07701
1-800-801-3190
(732) 842-7400
CONNECT WITH Timothy
  • facebook link
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Brett Tushingham

CFP®

Senior Vice President, Wealth Advisor

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

Commission and Fee Financial Advisor serving Wilmington, NC and the surrounding communities.

Farther Finance

1515 RIVERVIEW TER
Wilmington, NC 28401-6584
(910) 310-5599
CONNECT WITH Brett
  • linkedin link

John W. Litscher

CFP®, CRPC, AWMA

Financial Planner

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

Commission and Fee Financial Advisor serving Madison, WI and the surrounding communities.

The Capital Group

406 Science Dr, Suite 310
Madison, WI 53711-1068
(608) 268-5100

Cathy L. Juilfs

CEBS, AIFA®, CFP®

President

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

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

AIS Planning

622 Roosevelt Rd, Ste 160
Saint Cloud, MN 56301
(320) 252-6552
CONNECT WITH Cathy
  • linkedin link

Brian J. Brescia

CPA, CFP®

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

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

Global Trust Asset Management, LLC

11300 US Highway 1, Ste 600
Palm Beach Gardens, FL 33408
(561) 472-0191

David M. Zolt

CFP®, EA

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

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

Westlake Advisors

12900 Lake Ave, Apt 1809
Lakewood, OH 44107-1557
(216) 228-7864

Kevin M. Doll

MS, CFP®

Wealth Manager

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

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

PDS Planning, Inc.

475 Metro Place South, Suite 460
Dublin, OH 43017
(614) 481-8449
CONNECT WITH Kevin
  • linkedin link

Mark Wielinga

CFP®, CMFA®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

700 Terrace Point Dr, Ste 300
Muskegon, MI 49440-1182
(231) 642-9014
CONNECT WITH Mark
  • facebook link
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Jeffrey Kitchen

CFP®

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

Financial Advisor serving Lansdale, PA and the surrounding communities.

WSFS BANK

2100 N Line Street, Apartment H203
Lansdale, PA 19446
(267) 608-0946

Michael Fitzgerald

CFP®

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

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

Raymond James & Associates

100 Meridian Centre, STE 315
Rochester, NY 14618
(585) 274-5004
CONNECT WITH Michael
  • linkedin link