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E. Martin Von Kanel

CFP®

President

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

Financial Advisor serving Torrance, CA and the surrounding communities.

Patriot Wealth Mgmt.

2780 Skypark Dr, Ste 460
Torrance, CA 90505
(310) 530-7579

Lavina Nagar

CFP®

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

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

Maya Advisors, Inc.

228 Hamilton Avenue, Floor 3
Palo Alto, CA 94301
(650) 704-3074
CONNECT WITH Lavina
  • linkedin link

Ryan H. Furtwangler

CFP®

Principal/Senior Financial Advisor

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

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

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd, Ste 101
Stuart, FL 34996
(877) 337-4110
(772) 287-4110

Marie Burnett

JD, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement, Women's Finances

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

Ameriprise Financial Services, LLC

7101 York Avenue South, Suite 330
Edina, MN 55435
(952) 921-3371

Gray L. Goudeau

CFP®, ChFC, CLU

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

Financial Advisor serving Metairie, LA and the surrounding communities.

Goudeau Wealth Planning Group

1 Galleria Blvd, Ste 1111
Metairie, LA 70001
(504) 837-6541

Joel Mittelman

CFA, CFP®, CPA

President & Chief Investment Officer

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

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

Mittelman Wealth Management

Remote
Andover, MA 01810
(617) 378-1382
CONNECT WITH Joel
  • linkedin link

John D. Strother

CFP®, AIFA

Financial Advisor

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

Commission and Fee Financial Advisor serving Lafayette, LA and the surrounding communities.

Darnall Sikes Wealth Partners LLC

108 Ducharme Ct
Lafayette, LA 70503

Darnall Sikes Wealth Partners LLC

2000 Kaliste Saloom Road
Lafayette, LA 70508-6180

J. L. Crain, III

CFP®

Certified Financial Planner

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

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

First Citizens Investment Services

1939 Hazelton Dr
Germantown, TN 38138-2658

First Citizens Investment Services

3668 S Houston Levee Rd
Collierville, TN 38017

Barry A. Rucks

CFP®

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

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

Claire Reid Wealth Advisory

60 W Indian Ln
West Norriton, PA 19403-3510

Claire Reid Wealth Advisory

100 Witmer Road
Horsham, PA 190442648
(215) 880-3460

John R. Spruill

CFP®

Financial Advisor

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

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

Merrill Lynch

1424 State Street
Santa Barbara, CA 93101
(805) 963-6329

Aaron R. Anderson

CFP®, CLU®, ChFC®

President

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

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

Fit Asset Management

3864 Ute Mountain Trl
Castle Rock, CO 80109
(303) 514-2468

Francis X. Astorino

MS,CFP®, CPWA®

President

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

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

The Astorino Financial Group, Inc.

155 Passaic Ave, Suite 400
Fairfield, NJ 07004
(973) 575-1403

Jerry P. Boisseau

CFP®, MBA

President

Specialties: Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee...More

Financial Advisor serving Toms River, NJ and the surrounding communities.

Amherst Financial Services

81 E Water St, Ste 2A
Toms River, NJ 08753
(732) 349-3377

Richard J. Imhoff

CFP®

Executive Vice President & Wealth Management Division Head

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

Commission and Fee Financial Advisor serving Canton, IL and the surrounding communities.

MidAmerica National Bank

MidAmerica National Bank, 100 W. Elm St.
Canton, IL 61520
(309) 647-5000

Kevin R. Moore

CFP®, MBA

Owner | Advisor

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

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

Moore Financial

8118 Overlook Drive
Frederick, MD 21702
(240) 344-0957
CONNECT WITH Kevin
  • facebook link
  • linkedin link

Edward W. Gjertsen, II

CFP®

Founder and CEO

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

Fee Only Financial Advisor serving Northfield, IL and the surrounding communities.

Engage Wealth Group, LLC.

211 Waukegan Rd, Ste 300
Northfield, IL 60093
(847) 794-5000
CONNECT WITH Edward
  • twitter link
  • linkedin link

Charles G. Hughes, Jr.

CFP®

Member

Specialties:

Financial Advisor serving Bay Shore, NY and the surrounding communities.

C. G. Hughes Company, LLC

21 Maple Ave
Bay Shore, NY 11706-8752
(631) 665-7881

Dolores Kong

CFP®, EA

Financial advisor

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

Financial Advisor serving Boston, MA and the surrounding communities.

B. Riley Wealth

B. Riley Wealth, 10 Post Office Sq, Suite 600
Boston, MA 02109
(800) 556-8600
(617) 951-6951

Mark T. Pierce

CFP®

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

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

EP Wealth Advisors

3835 CLEGHORN AVE, Ste 250
Nashville, TN 37215-2578
(615) 292-6889

Kenneth J. Graci

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Rochester, NY and the surrounding communities.

66 East Blvd
Rochester, NY 14610-1508
(585) 645-5195

David John Marotta

CFP®, AAMS®, AIF®

President

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

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

Marotta Wealth Management

1000 Ednam Center, Suite 200
Charlottesville, VA 22903
(434) 244-0000
CONNECT WITH David John
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Robert J. Bruner

CFP®, ChFC, RICP®

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

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

Valtinson Bruner Financial Planning LLC

388 Cleveland Ave SW
New Brighton, MN 55112
(651) 628-9832

Stephanie Trexler

MS, CFP®

CEO & Financial Advisor

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

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

Golden Goose Wealth Planning

2500 E Beltline Ave SE, Suite G #230
Grand Rapids, MI 49546
(616) 256-0216
CONNECT WITH Stephanie
  • facebook link
  • linkedin link

Mark B. Cannon

CFP®

President/Private Wealth Advisor

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

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

Luminate

1601 Elm Street, Suite 4350
Dallas, TX 75201
(214) 272-7919
CONNECT WITH Mark
  • facebook link
  • linkedin link

William D. Pitney

MBA, CFP®, CeFT®

President

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

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

FocusYOU

303 Twin Dolphins Drive, Suite 600
Redwood Shores, CA 94065

FocusYOU

2841 Cleveland Ave
Santa Rosa, CA 95403
(888) 418-0847
(650) 684-1199

Nicholas B. Pope

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement

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

Washington Avenue Advisors

1146 South Washington Avenue
Lansing, MI 48910
(844) 678-1842
(517) 346-5165

Teresa JW Bailey

CFP®

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

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

1216 Jewell Ave
Franklin, TN 37064-5067
CONNECT WITH Teresa
  • twitter link
  • linkedin link

Alexandra Hassell

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Houma, LA and the surrounding communities.

Hassell Wealth Management

300 Lafayette St, Ste 200
Houma, LA 70360
(985) 868-9881
CONNECT WITH Alexandra
  • facebook link
  • twitter link
  • linkedin link

Marv McKenzie

CFP®, CIMA®, CPWA®

Certified Private Wealth AdvisorĀ®

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

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

Ameriprise Financial LLC

6601 W Deschutes Ave, Ste E
Kennewick, WA 99336-7811
(866) 414-1690
(509) 737-1690

Durema C. Bacchus

CFP®

Financial Advisor

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

Financial Advisor serving Kennesaw, GA and the surrounding communities.

Summit Financial Services, Inc.

4286 Bells Ferry Rd NW
Kennesaw, GA 30144-1302
16786311036
CONNECT WITH Durema
  • linkedin link