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Dale L. Mullin

CPA, CFP®

Partner

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

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

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Randy L. Halfpop

CFP®

Owner, The Compass Wealth Group

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

Commission and Fee Financial Advisor serving Fort Collins, CO and the surrounding communities.

Raymond James Financial Services

204 Maple St, Unit 104
Fort Collins, CO 80521-2077
(970) 305-8570
CONNECT WITH Randy
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Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CM&AA,

Director, Transaction Advisory Services

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

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

abip CPAs & Advisors

1 Riverway
Houston, TX 77056
(713) 409-8033

Michael G. Simmons

CFP®

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

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

Transitions Wealth Management, LLC

4600 S Ulster St, Suite 1050
Denver, CO 80237
(303) 221-4867

Eric Amzalag

CFP®

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

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

Peak Financial Planning

21201 Victory Blvd, Suite 215
Canoga Park, CA 91303
(818) 600-6099
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Lawrence E. Murphy

CFP®

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

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

Larry Murphy, CFP

304 Harper Dr, Ste 103
Moorestown, NJ 08057
(800) 760-8929
(856) 234-3114

Donald E. Baxter

CFP®

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

Commission and Fee Financial Advisor serving Wichita, KS and the surrounding communities.

Baxter & Associates, Inc.

2103 N Collective Ln
Wichita, KS 67206
(316) 652-0101

Bruce Lorenz

CFP®, MBA, FHFMA

Financial Advisor

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

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

Boldin Advisors

300 West Michigan St., #602
Duluth, MN 55802
(715) 218-8575
CONNECT WITH Bruce
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Michael H. Agnello

CFP®, MBA

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

Commission and Fee Financial Advisor serving West Palm Beach, FL and the surrounding communities.

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
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Stephen Patrick Ahern

CPA/PFS, CFP®, AEP®

President

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

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

Sachetta, LLC

600 Market St, Ste 684
Lynnfield, MA 01940-4220
(877) 448-3400
(781) 367-5199

Nelson E. Rutherford

CPA/PFS, CFP®

Senior Financial Planner

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

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

Multnomah Group, Inc

10260 SW Greenburg Road, Ste 300
Portland, OR 97223-5513
(503) 236-7200

John Kochevar

CFP®

Principal

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

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

Kochevar Financial Planning, LLC

7 Beth Lee Dr
Grafton, MA 01519
(774) 329-0849

Terry Sullivan

CLU, ChFC, CFP®

Financial Advisor

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

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

Raymond James Financial Services

One Galleria Blvd., Suite 2105
Metairie, LA 70001
(800) 925-7632
(504) 822-6665

Scott Michalek

CFP®, MBA

Partner, Senior Financial Advisor

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

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

Wescott Financial Advisory Group, LLC

30 South 17th St, United Plaza
Philadelphia, PA 19103
(215) 979-1604

Kevin Haynes

CFP®, CRC®

Financial Advisor

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

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

Steven Marshall & Associates

1902 Campus Commons Drive, Suite 500
Reston, VA 20190
(703) 774-1711
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Richard G. Gross

CFP®

Financial Advisor

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

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

Allworth Financial

1676 North California Blvd., 410
Walnut Creek, CA 94596
(925) 472-0874

Frank M. Condon

CFP®

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

Financial Advisor serving Red Bank, NJ and the surrounding communities.

UBS Financial Services, Inc

331 Newman Springs Rd, Bldg One 3rd Fl
Red Bank, NJ 07701
(800) 221-0705
(732) 219-5511

Kathleen S. Parks

CFP®, CRPS

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

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

Apella Wealth

10414 Jackson Oaks Way, Ste 101
Knoxville, TN 37922
(865) 978-6349

Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

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

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

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
(513) 779-3777

Kristin M. Rasmussen

CFP®

President

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

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

KMR Wealth Advisory, LLC

1042 Pacific St, Suite C
San Luis Obispo, CA 93401
(800) 992-9611
(805) 546-9664

Remo V. Spano

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Investment...More

Financial Advisor serving Mahopac, NY and the surrounding communities.

Spano Advisory Services Inc

960 Route 6
Mahopac, NY 10541
(845) 621-1870

Cindy Havenhill

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

LPL Financial

1 Pointe Dr, Ste 240
Brea, CA 92821-7631
(714) 801-8473

William A. Eldridge

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

309 E Farwell Rd Ste 300
Spokane, WA 99218
(509) 232-0070

Katherine L. Maxwell

CFP®

President

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

Financial Advisor serving Dallas, TX and the surrounding communities.

Maxwell Financial Services, Inc.

4833 W Lawther Dr, Apt 409
Dallas, TX 75214-1839
CONNECT WITH Katherine
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Andrew Merchant

CFP®

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1453 Westover Ave
Norfolk, VA 23507

Merrill Lynch

999 Waterside Dr
Norfolk, VA 23462

Paul Kirz

CFP®

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

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

Paul H. Kirz MD

738 W Oakcrest Ave
Brea, CA 92821
(562) 698-7946

Curtis S. Chen

MS, CFP®

Principal Financial Planner

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

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

Chen Financial Group, LLC

1600 W Hillsdale Blvd, Ste 102
San Mateo, CA 94402
(650) 631-0600

Philip J. Capell

CFP®

SVP

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

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

Wealth Enhancement Group

2255 Glades Road, Suite 324A
Boca Raton, FL 33431
(561) 680-6625

Tammy M. Robbins

CFP®, AEP, ChFC, CLU

Executive Director , Senior Wealth Strategist

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

Financial Advisor serving Minneapolis, MN and the surrounding communities.

Wells Fargo Private Bank

90 South 7th St
Minneapolis, MN 55402
(612) 667-1951

Brian F. Paluso

CFP®,CLU®,RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Asset...More

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

HPK Provident Advisors

124 Bryna Ln
Carnegie, PA 15106-1472
(724) 463-1331
CONNECT WITH Brian
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