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Herb Montgomery

CFP®

President

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

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

Montgomery Financial Group, Inc

195 Rte 6A, Ste 8
Orleans, MA 02653
(508) 240-1151

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner

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

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

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

Richard A. Wright

CFP®

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

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

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008

Elizabeth K. Miller

CFP®, CFA

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

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

Summit Place Financial Advisors

18 Bank Street, Suite 202
Summit, NJ 07901
(908) 517-5880
CONNECT WITH Elizabeth
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Linda A. Barlow

CFP®

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

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

Linda A. Barlow, CFP

2700 N Main St, Ste 850
Santa Ana, CA 92705

Autumn Knutson

CFP®

Founder, Lead Planner

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

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

Styled Wealth

Virtual
Tulsa, OK 74110
(918) 714-1234
CONNECT WITH Autumn
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Marie Schuett

CFP®, EA

Financial Advisor

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

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

Entirement Financial Planning, LLC

Virtual
Watertown, WI 53098
(262) 207-4353
CONNECT WITH Marie
  • facebook link
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Aaron William Gaines

CFP®

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

Commission and Fee Financial Advisor serving Atlanta, GA and the surrounding communities.

Gaines Capital Management

2727 Paces Ferry RD SE Suite 750
Atlanta, GA 30339
(678) 899-5161

Lawrence Spell Carr

CFP®

Specialties:

Financial Advisor serving Wilmington, NC and the surrounding communities.

OmniStar Financial Group

1712 Eastwood Road Suite 212
Wilmington, NC 28403
(910) 408-0484

James P. Byers, II

CFP®,CPA

President

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

Financial Advisor serving Atlanta, GA and the surrounding communities.

Clearbridge Wealth Management

7000 Central Pkwy, Ste 1650
Atlanta, GA 30328-4599
(770) 350-9605

Brien L. Smith

CFP®

Owner

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

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

Traditions Wealth Advisors

2700 Earl Rudder Frwy S, Ste 2600
College Station, TX 77845

Traditions Wealth Advisors

107 Firebird Cove
Austin, TX 78734
(866) 694-9100
(979) 694-9100

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

Rohan Nayak

CFP®

Senior Wealth Manager

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

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

Basso Capital Management

2641 Lotus Street
Pleasanton, CA 94588
(888) 347-4717

Marc Henderson

MBA, CFP®, CKA®

Market Director

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

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

Thrivent

505 N. Brand Blvd, Ste 1225
Los Angeles, CA 91203-2321
(323) 612-1250
CONNECT WITH Marc
  • linkedin link

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Carefree, AZ and the surrounding communities.

Dmason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

Kurt E. Eakin

CFP®

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

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

Coastal Life Wealth Management

9275 Sky Park Ct, Ste 190
San Diego, CA 92123-4386
(858) 496-7782

Evan C. Barrett

CFP®, MSFP,AEP, ChFC

Wealth-Life Manager

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

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

Barrett Planning Group

4500 Park Granada Blvd., Ste. 202
Calabasas, CA 91302
(747) 263-0880

John C. Cameron

CFP®

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

Financial Advisor serving Vancouver, WA and the surrounding communities.

DA Davidson

500 Broadway Street, Suite 370
Vancouver, WA 98660
(360) 571-3710
CONNECT WITH John
  • linkedin link

Jesse Haverstock

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Estate Planning,...More

Financial Advisor serving Franklin, Tennessee and the surrounding communities.

Mercer Advisors

725 Cool Springs Blvd, Suite 600
Franklin, Tennessee 37067
(425) 709-2313

Katherine Edwards

CFP®

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

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

3437 Magruder Dr
Murfreesboro, TN 37129-3256

5016 Centennial Blvd
Nashville, TN 37209-1577
(704) 661-5189

Don C. Leander

CFP®, RFC, CSA

Principal

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

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

Financial Planning Strategies

6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919
(719) 684-4747

Melissa A. Kemp

CFP®, AEP

President

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

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

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
(602) 840-2900

Laura Sundquist

CFP®, CPA

Specialties:

Commission and Fee Financial Advisor serving New Hartford, CT and the surrounding communities.

WP Financial, LLC

39 Pioneer Dr
New Hartford, CT 06057
(860) 658-0443

Malik S. Lee

CFP® , CAP®

Managing Principal

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

Commission and Fee Financial Advisor serving Atlanta, GA and the surrounding communities.

Felton & Peel Wealth Management

Two Ballpark Center, 800 Battery Avenue SE, Suite 100
Atlanta, GA 30339
(800) 822-7068
(800) 822-7068
CONNECT WITH Malik
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Sean Guldi

CFP®

Chief Investment Officer

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

Fee Only Financial Advisor serving Ponte Vedra Beach, FL and the surrounding communities.

B&C Financial Advisors

110 Professional Dr., Ste 101
Ponte Vedra Beach, FL 32082
(800) 893-2324
(904) 273-9850
CONNECT WITH Sean
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Steve O. Oniya

CFP®, ChFC®, CPWA®

Director, Certified Professional Wealth Advisor Consultant

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

Financial Advisor serving Houston, TX and the surrounding communities.

OM Investments

Virtual & Remote
Houston, TX 77083
(281) 584-3405
CONNECT WITH Steve
  • facebook link
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Daniel Mesa

CFP®

Managing Partner

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

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

BlackPoint Capital Partners

150 Alhambra Cir Fl 10
Coral Gables, FL 33134
(305) 905-0531
CONNECT WITH Daniel
  • linkedin link

Christopher A. Rizzio

MBA, CFP®

Financial Advisor & Planner

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

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

OL Advisors

74 Batterson Park Rd, Ste 303
Farmington, CT 06032-2565
(860) 521-4751
CONNECT WITH Christopher
  • linkedin link

Tyler L. Johnson

CFP®

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

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

StillWater Financial Advisors

Remote
Charlotte, NC 28278-0038
(704) 248-5553
CONNECT WITH Tyler
  • facebook link
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Gregory A. Furer

CFP®

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

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

Beratung Advisors

404 Foreland Street
Pittsburgh, PA 15212

Beratung Advisors

645 Rodi Road
Pittsburgh, PA 15235
CONNECT WITH Gregory
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