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Colleen M. Bowler

CFP®

Co-Founder

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

Financial Advisor serving Dallas, TX and the surrounding communities.

4331 Brookview Dr
Dallas, TX 75220
(972) 754-4721

Debra C. Kriebel

MBA, CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned...More

Financial Advisor serving Columbia, MD and the surrounding communities.

CW Advisors, LLC

6345 Woodside Ct
Columbia, MD 21046
(410) 995-6630

Greg S. Johnstone

CFP®

Director of Advisory Services

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

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

KS Financial Advisors

6201 Oak Canyon Dr, Ste 200
Irvine, CA 92618
(949) 270-7780

Carol A. Somoano

CFP®, MBA

VICE PRESIDENT

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

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

Asset Planning, Inc.

4281 Katella Ave, Suite 203
Los Alamitos, CA 90720-6510
(714) 827-5794

Michael J. Emser

CFP®

CERTIFIED FINANCIAL PLANNER professional

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

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

2306 Wehrle Dr
Williamsville, NY 14221
(716) 633-1999

Katy Cook

CFP®

Principal

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

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

11335 NE 122nd Way, Suite 105
Kirkland, WA 98034
(425) 312-3621

Lee T. Stoerzinger

CFP®

President

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

Financial Advisor serving Oakdale, MN and the surrounding communities.

Lee Stoerzinger, Inc

940 Inwood Ave N
Oakdale, MN 55128
(651) 578-1600

Kevin Burkle

CFP®

Owner/Financial Planner

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

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

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225-4098
+ 1 More Address

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225
(904) 419-3784
CONNECT WITH Kevin
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Gayle K. Colman

CFP®

Owner

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

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

Colman Knight Advisory Group, LLC

530 Great Rd
Acton, MA 01720
(978) 371-2015
CONNECT WITH Gayle
  • facebook link
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  • youtube link

Kevin S. Proffitt

CFP®

Founding Partner and Wealth Management Advisor

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

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

Axiom Wealth Management - Northwestern Mutual

110 Triplett Ln
Knoxville, TN 37922
(865) 251-5120

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

2000 Kaliste Saloom Road, Ste 300
Lafayette, LA 70508-6180
+ 1 More Address

Darnall Sikes Wealth Partners LLC

108 Ducharme Ct
Lafayette, LA 70503
(337) 237-0112

Ryan J. Blair

CFP®

Wealth Advisor

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

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

SFMG Wealth Advisors

3960 Dallas Parkway, Ste 400
Plano, TX 75093
(972) 960-6460

Georgia G. Bruggeman

CFP®

President

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

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

Meridian Financial Advisors, LLC

13 Water St, Ste 302
Holliston, MA 01746
+ 1 More Address

Meridian Financial Advisors, LLC

3A Main Street, Ste. 11
N. Eastham, MA 02651
(508) 429-2600
CONNECT WITH Georgia
  • facebook link
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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

Ting Wang

CFP®

Specialties:

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

Altfest Personal Wealth Management

445 Park Ave, Fl 6
New York, NY 10022-8633
(631) 512-3752

Nathan Collier

CFP®

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

Financial Advisor serving Coeur D Alene, ID and the surrounding communities.

Pinkerton Retirement Specialists, LLC

2000 W John Loop
Coeur D Alene, ID 83814
208-667-8998

John A. Mlekoday

CFP®

Specialties: Estate Planning, Investment Management, Retirement, Stocks & Bonds

Financial Advisor serving Fox Point, WI and the surrounding communities.

Wealth Management Company at Northwestern Mutual

7621 North Van Dyke Road
Fox Point, WI 53217
(414) 507-4840

Adam M. Whitesell

CFP®, CRPC, APMA, CE

Managing Director, Private Wealth Advisor

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

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

Inspired Capital, a private wealth advisory practice of Ameriprise Financial

3600 Glenwood Avenue, Suite 130
Raleigh, NC 27612
(919) 227-3171
CONNECT WITH Adam
  • facebook link
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  • linkedin link

Nancy L. Dienes

CFP®

Principal

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

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

Arrivity Financial Planning

1200 Westlake Ave N, Ste 508
Seattle, WA 98109
(206) 217-2583

Steven Ballard

JD CRPC® CFP® AWMA®

Private Wealth Advisor

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

Commission and Fee Financial Advisor serving Dakota Dunes, SD and the surrounding communities.

COMPASS WEALTH PARTNERS, Private wealth advisory practice with Ameriprise Fin'l

383 W. Steamboat Dr., Ste. 103
Dakota Dunes, SD 57049
(605) 232-6035

Nicholas Timothy O'Gwin

CFP®

Financial Planner

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

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

O'Gwin Planning

5 N Glade Ct
Gaithersburg, MD 20877
(301) 550-1462

Jessica L. Acker

CFP®, ChFC®,CRPC®

Financial Planner

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

Financial Advisor serving Sioux City, IA and the surrounding communities.

Ameriprise Financial Services, LLC

3139 S Lakeport St
Sioux City, IA 51106
(712) 274-7696

Chris Mankoff

CFP®

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

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

5700 Tennyson Pkwy, Suite 300
Plano, TX 75024
(972) 800-2321

Lillian M. Meyers

CFP®, CDFA, CFF, EA

President & Principle

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

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

Meyers Financial Services Inc.

670 West Napa Street, Suite C
Sonoma, CA 95476
(707) 935-1124
CONNECT WITH Lillian
  • facebook link
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Wayne B. Zussman

CFP®, ADFA

Sr. Wealth Advisor

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

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

The Colony Group

7475 Wisconsin Ave, Ste 600
Bethesda, MD 20814
+ 1 More Address

The Colony Group

2977 4H Park Rd.
Centrville, MD 21617-2224

Jennifer L. Akins

CFP®

Specialties:

Financial Advisor serving Tucson, AZ and the surrounding communities.

Aspire Wealth Partners

1647 N Swan Road
Tucson, AZ 85712
(520) 881-1149

Viola C. Sanvordenker

PhD, CFP®

Registered Investment Adviser

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

Financial Advisor serving Citrus Heights, CA and the surrounding communities.

Act Financial Planning

6963 Mariposa Ave
Citrus Heights, CA 95610
(916) 722-1182

Kirk R. Sheldon

CFP®

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

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

Capital Financial Management

2221 Camino Del Rio So., Ste 303
San Diego, CA 92108
(619) 295-4883

Joshua Orton

CFP®

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

Financial Advisor serving Dallas, TX and the surrounding communities.

LGT Financial Advisors

2626 Howell St, Ste 700
Dallas, TX 75204
(214) 461-1465
CONNECT WITH Joshua
  • linkedin link

Brie Ford

CFP®

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

Financial Advisor serving Millbrae, CA and the surrounding communities.

Conquis Financial

1 La Cruz Ave Ste 202
Millbrae, CA 94030
(650) 231-4010
CONNECT WITH Brie
  • linkedin link