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Robert M. Freeman, Jr.

CFP®, CHfC

Manager & Personal Financial Planner

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

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

Morse Capital Partners

9030 Stony Point Pkwy, Ste 590
Richmond, VA 23235-1936
(804) 888-7774

Cheryl L. Page

CFP®, CFA

Sr. Vice President

Specialties: Investment Management

Financial Advisor serving Richmond, VA and the surrounding communities.

Caprin Asset Management a division of Davidson Investment Advisors

4901 Libbie Mill E. Blvd, Ste 210
Richmond, VA 23230
(804) 583-4083

Patricia M. Breeze

CLU, CFP®

IAR

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

Financial Advisor serving Versailles, KY and the surrounding communities.

SeaCure Advisors, LLC

6038 Delaney Ferry Ext
Versailles, KY 40383
(859) 252-0225

Austin A. Frye

JD, MBA, CFP®

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

Financial Advisor serving Aventura, FL and the surrounding communities.

Frye Financial Center

20900 W Dixie Hwy
Aventura, FL 33180
(305) 931-3200

Daniel Brady

CPA, CFP®

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

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

Waverly Advisors

1500 E Lancaster Ave, Suite 204
Paoli, PA 19301
(215) 709-5100

David Harkin

CFP®, CLU, ChFC®

Owner

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

Fee Only Financial Advisor serving Des Moines, IA and the surrounding communities.

Des Moines Investments

2 E Army Post Rd
Des Moines, IA 50315
(515) 777-1149

Joshua Sucov

CFP®

Fiinancial advisor

Specialties:

Financial Advisor serving West Nyack, NY and the surrounding communities.

Edward Jones

2 Crosfield Ave, Ste 414
West Nyack, NY 10994-2212
(845) 512-5420

Barbara S. Gilliard

CFP®

President

Specialties: Attending College, Comprehensive Financial Planning, Buying a Home, Investment Management,...More

Financial Advisor serving Mill Valley, CA and the surrounding communities.

Emeritus Investment Management, Inc.

254 Miller Ave
Mill Valley, CA 94941
(415) 388-3830

Louis Hughes

CFP®

CFP

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

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

Dovetail Wealth Management

301 N Main St
Taylor, TX 76574
(512) 352-1613

Leonard J. Del Gallo, Jr.

CFP® & MPAS™

Owner

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

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

Del Gallo Financial Services, LLC

195 West Main Street, Suite 7
Avon, CT 06001
(860) 675-5201

Victor H. Hicks, II

CFP®, AIF®

Managing Director

Specialties: 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Employee Benefits, Retirement

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

Perigon Wealth Management, LLC

2000 Town Center, Suite 1825
Southfield, MI 48075
(248) 936-9480

Nancy K. Rhew

CFP®

Financial Advisor

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.

Financial Chapters

2941 Kobe Dr
San Diego, CA 92123
(858) 200-2084

Royce G. Itschner

CPA, CFP®

CPA, CFP, IA

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

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

TRUE NORTH ADVISORS

200 Earl Garrett St, Ste 202
Kerrville, TX 78028-5329
(830) 315-2555

Michelle Barron

CFP®

Specialties: Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning,...More

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

River City Wealth Management

10175 Fortune Parkway Unit 603
Jacksonville, FL 32256
(904) 374-9098
CONNECT WITH Michelle
  • facebook link
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Mary Anne Bohlinger

CPA, CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Investment Management,...More

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

Wealthspring Financial Partners

262 Upper Ferry Rd
Ewing, NJ 08628
(908) 315-3300

Kimberly Benson

CFP®

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management,...More

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

Creative Capital Management

6265 Greenwich Dr, Ste 201
San Diego, CA 92122
(619) 298-3993
CONNECT WITH Kimberly
  • facebook link
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  • linkedin link

Gaylen J. Harms

CFP®, CLU, ChFC,CLTC

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

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

Fortune Financial

10261 Yellow Circle Dr
Minnetonka, MN 55343-9112
(952) 908-2520

Panagiotis Gargasoulas

CFP®, CIMA®, CPFA®

Wealth Management Advisor

Specialties:

Commission and Fee Financial Advisor serving Grosse Pointe Farms, MI and the surrounding communities.

Merrill Lynch

160 Country Club Drive
Grosse Pointe Farms, MI 48236

Merrill Lynch

160 Country Club Drive
Grosse Pointe Farms, MI 48236

Anthony N. Maneri

CFP®, ChFC, CLU

Certified Financial Planner

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

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

Ameriprise Financial Services, LLC

10055 Yamato Road- Suite 517, Suite 517
Boca Raton, FL 33498
(516) 629-9912

Paul D. Troyer

CPA/PFS, CFP®

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

Financial Advisor serving Houston, TX and the surrounding communities.

Franklin, Parlapiano, Turner & Welch, LLC

15115 Park Row, Suite 140
Houston, TX 77084
(281) 599-3129

John A. Schram

CFP®

Registered Principal

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

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

917 Advisory Services, LLC

917 S Monroe St
Spokane, WA 99204
(509) 328-5627

Amanda Lisachenko

CFP®

COO

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

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

Reed Financial Services

5885 Landerbrook Dr., Suite 110
Cleveland, OH 44124
(216) 464-2090

David J. Pinto

CFP®, ChFC®

Financial Advisor

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

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

Main Street Wealth Group

431 Cleveland St
Woodland, CA 95695
(800) 464-2128
(530) 668-1833

Ed Snyder

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Carmel, IN and the surrounding communities.

Oaktree Financial Advisors

12900 N. Meridian Street, Suite 130
Carmel, IN 46032
(317) 818-1631
CONNECT WITH Ed
  • facebook link
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  • linkedin link

Bryan D. Beatty

CFP®

Financial Planner

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

Commission and Fee Financial Advisor serving Vienna, VA and the surrounding communities.

Egan, Berger & Weiner, LLC

1919 Gallows Rd., Ste 980
Vienna, VA 22182
(703) 506-0030
CONNECT WITH Bryan
  • facebook link
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  • youtube link

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

Jack D. Oujo

CFP®,CPA/PFS MST,CSA

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

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

Oujo Wealth Stratagies

1540 Highway 138, Ste 106
Wall, NJ 07719-3763
(908) 675-5571

Gerald M. Lowe

CFP®

Managing Director

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

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

Alex. Brown

3414 Peachtree Rd NE, Ste 900
Atlanta, GA 30326
(404) 266-5054

Leslie R. Merrithew

CFP®, EA

CFP, E.A.

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

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

Merrithew & Thorsten, Inc.

9820 Willow Creek Road, Suite 200, Suite 200
San Diego, CA 92131
(800) 591-9211
(858) 547-1845

Travis R. Messinger

CFP®

Wealth Advisor

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

Financial Advisor serving Spokane, WA and the surrounding communities.

Fulcrum Financial Group

1216 S Grand Blvd.
Spokane, WA 99202
(509) 747-2075
CONNECT WITH Travis
  • facebook link