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Lynn B. McIntire

CFP®, CLU®, CAP®

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

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

Cadent Capital LLC

105 Decker Dr., Suite 450
Irving, TX 75062
(972) 441-4554

Heather I. Hutchinson

CFP®

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

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

Hutchinson & Ziegler Financial Advisors

Hutchinson & Ziegler Financial Advisors, 1010 B Street, Suite 250
San Rafael, CA 94901
(415) 259-3933

Mark F. Burns

CFP®, CIMA®

CEO/CIO

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

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

Synergy Capital Solutions

41000 Woodward Ave, Suite 350 East
Bloomfield Hills, MI 48304
(888) 363-4546
(248) 553-4500
CONNECT WITH Mark
  • facebook link
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Aileen L. Danley

MBA, CFP®

Financial Planner | Investment Advisor

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

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

Oak Street Advisory Group

1100 South Coast Hwy, Suite 210a
Laguna Beach, CA 92651
949-494-6820 x3
CONNECT WITH Aileen
  • linkedin link

William S. Bivin

CFP®

President

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

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

Bivin & Associates Inc

412 South 14th St, PO Box 510
Ponca City, OK 74601
(800) 352-3890
(580) 762-1121

Dawn E. Doebler

CFP®

Senior Advisor

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

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

The Colony Group

7475 Wisconsin Ave, Ste 650
Bethesda, MD 20814
(301) 919-5666

Charles Rossi

MS, MTax, CFA, CFP®

Wealth Advisor, Portfolio Manager, Shareholder

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

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

Intelligent Capitalworks

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
(866) 617-2900
(480) 951-2900
CONNECT WITH Charles
  • linkedin link

Arek D. Puzia

CFP®

Chief Investment Officer

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

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

PathWise

1211 Newell Avenue, Suite 130
Walnut Creek, CA 94596
(925) 939-5607

Andrew T. Gilinsky

CFP®

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

Financial Advisor serving Collegeville, PA and the surrounding communities.

822 Woods End Ct
Collegeville, PA 19426
(610) 354-9275

George M. Hiller

JD, LLM, MBA, CFP®

President

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

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

George M. Hiller Companies, LLC

3414 Peachtree Rd NE, Ste 1110
Atlanta, GA 30326
(800) 359-0222
(404) 365-0222

Randy L. Thurman

CFP®

Specialties: Charitable & Planned Giving, Investment Management, Retirement

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

Retirement Investment Advisors, Inc.

2925 United Founders Blvd
Oklahoma City, OK 73112
(405) 842-3443

Donald Hershberger

CFP®, AIF®, CRC®

Founder & President, PWM

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

Financial Advisor serving Jackson, MI and the surrounding communities.

Paramount Wealth Management, Inc.

420 S Brown St
Jackson, MI 49203
(517) 787-4444
CONNECT WITH Donald
  • linkedin link

Paul K. Wong

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home,...More

Commission and Fee Financial Advisor serving Westwood, MA and the surrounding communities.

LaSalle St. Securities, LLC

20 S West Park
Westwood, MA 02090
(781) 416-0935

Jo Knight Light

CFP®

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

Financial Advisor serving Little Rock, AR and the surrounding communities.

#7 Rivers Edge
Little Rock, AR 72227
(501) 666-8149

JoAnn May

CFP®, CPA

Principal

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

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

Forest Asset Management LLC

345 E Burlington Street Ste C1
Riverside, IL 60546
(708) 447-7086

Kelly P. Selkirk

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

Financial Advisor serving Springfield, MA and the surrounding communities.

St. Germain Investment Management

1500 Main St, Tower Square 25th Floor
Springfield, MA 01105
(413) 733-5111

Kevin Hasslinger

CFP®, CEPA®

Specialties:

Financial Advisor serving Kent, WA and the surrounding communities.

Edward Jones

205 Madison Ave N
Kent, WA 98032-4408
(253) 850-1241

Adam M. Steiner

CFP®

Director of Planning Services

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

Financial Advisor serving Virginia Beach, VA and the surrounding communities.

Vision Financial Group

4429 Bonney Road, Suite 440
Virginia Beach, VA 23462
(757) 673-8451

Thomas E. Smith, Jr.

CFP®, ChFC, CLU, CKA

President

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

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

EverNorth Wealth Advisors

41800 W. 11 Mile Rd, Suite 105
Novi, MI 48375-1820
(248) 924-9100

Karen M. Harris

CFP®, CRPC®

Lead Advisor

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

Fee Only Financial Advisor serving Portland, OR and the surrounding communities.

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
(503) 594-7410
CONNECT WITH Karen
  • linkedin link

Bernard C. Jongewaard

CFP®

Founder

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

Financial Advisor serving Playa Del Rey, CA and the surrounding communities.

Playa Financial Advisors, Inc.

8055 W Manchester Ave, Suite 350
Playa Del Rey, CA 90293-7963
(310) 823-4999

Matthew Peck

CFP®, TPCP®

Wealth Strategy Advisor

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

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

Anderson Financial Strategies

2500 Stratacache Tower
Dayton, OH 45423
(937) 610-9388

John H. Driscoll, Jr.

CFP®, J.D., LL.M.

Senior Vice President

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

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

Webster Private Bank

City Place II, 185 Asylum St, 5th Flr
Hartford, CT 06103
(860) 692-1340

Alfred Goodwin

CFP®

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

Financial Advisor serving Northfield, MA and the surrounding communities.

Ameriprise Financial Services, LLC

42 Main St
Northfield, MA 01360

Ameriprise Financial Services, LLC

48 Federal St
Greenfield, MA 01301

Michele V. Stutts

CFP®

Client Advisor

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

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

Queens Oak Advisors

6101 Carnegie Blvd, Suite 360
Charlotte, NC 28209
(704) 953-2170

Brett H. Schwartz

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Lake Success, NY and the surrounding communities.

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

Anthony DeLucia, III

CFP®

Financial Advisor

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

Financial Advisor serving Princeton, NJ and the surrounding communities.

Ameriprise Financial Services, LLC

100 Overlook Center, 2nd Flr
Princeton, NJ 08540
(609) 375-2090

Matthew Douglas Berti

CFP®, CPWA®

Associate Wealth Advisor

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

Financial Advisor serving Houston, TX and the surrounding communities.

Royal Harbor Partners

12000 Aerospace Ave, Ste 420
Houston, TX 77034-5576
(713) 554-2252
CONNECT WITH Matthew
  • linkedin link

Michael Mortenson

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Keystone Private Wealth

73575 El Paseo Ste 2300
Palm Desert, CA 92260
(760) 818-7006
CONNECT WITH Michael
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Steven L. Jacobsmeier

CFP®, ChFC®, CLU®

Financial Advisor

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

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

Milestone Financial Planning, LLC

319 Littleton Rd., Suite 307
Westford, MA 01886

Milestone Financial Planning, LLC

3 Executive Park Dr
Bedford, NH 03110-6954