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Joel C. Magruder

CFP®, ChFC®, CLU,CLF

President and CEO

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

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

Financial Partners Group, Inc.

7601 Office Plaza Dr N, Ste 126
West Des Moines, IA 50266-2338
(515) 223-9200

M. Wayne Neff

CFP®

Senior Partner

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

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

Heritage Wealth Advisers, LLC

645 N 12th St, Suite 102
Lemoyne, PA 17043-1219
(717) 614-6100

George J. Appel

JD, CFP®

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

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

George J. Appel & Associates

524 Queen of Peace Rd
Harveys Lake, PA 18618
(570) 639-1382

Ben Ferguson

CFP®

Specialties:

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

1200 Westlake Ave N, Ste 508
Seattle, WA 98109-3528
(206) 217-2583

Gary Joseph Birdsall, Jr.

JD, CFP®

Advisor - Founder

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

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

True Financial, LLC

7712 Main St STE. 204
Houma, LA 70360
(985) 208-3900
CONNECT WITH Gary
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Clark L. Permann

CFP®,CLU®,ChFC®

Financial Planner

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

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

Financial Management, Inc.

115 No. 50th Ave., Suite B
Yakima, WA 98908
(877) 484-5654
(509) 965-5654

David A. Frisch

CPA, PFS, CFP®

President

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

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

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607
(212) 983-8444

Scott C. Dingman

CFP®

Managing Partner

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

Financial Advisor serving Midlothian, VA and the surrounding communities.

Dingman Financial Services

5943 Harbour Park Drive
Midlothian, VA 23112
(888) 323-1324
(804) 639-9400

Theodore J. Longo

CFP®

Wealth Management Advisor

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

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

The Longo Group

2054 Gause Blvd E
Slidell, LA 70461-5431
(833) 475-6646
(985) 445-1072

William C. Miller

CLU, ChFC, CFP®, AEP

Managing Partner

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

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

Miller Wealth Advisors, LLC

1001 W Yamato Rd, Ste 306
Boca Raton, FL 33431-4403
(561) 613-0130

Sarah Wotherspoon

MS, CFP®, CDFA®

Specialties: Comprehensive Financial Planning

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

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903-1993
(415) 526-2902

Scott Rodabaugh

EA, CFP®

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

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

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Ralph Bryant, Jr.

CFP®

Private Wealth Advisor

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

Financial Advisor serving Southfield, MI and the surrounding communities.

Ameriprise Financial Services, LLC

20700 Civic Center Drive, Suite 160
Southfield, MI 48076
(855) 725-6436
(248) 327-7497

Benjamin Burkhart

CFP®

Financial Planner

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

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

The Financial Advisory Group, LTD.

45 Wyntre Brooke Dr
York, PA 17403
(717) 741-3665
CONNECT WITH Benjamin
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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

Troy E. Bute

CFP®

Principal

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

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

Capstone Financial Advisors, Inc.

2001 Butterfield Road, Suite 1750
Downers Grove, IL 60555
(630) 241-0833
CONNECT WITH Troy
  • linkedin link

Robert P. Lawson

CFP®, CPA

Principal

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

Fee Only Financial Advisor serving Minneapolis, MN and the surrounding communities.

100 South Fifth Street, Suite 420
Minneapolis, MN 55402
(612) 455-0929
CONNECT WITH Robert
  • linkedin link

Robert A. Davenport

CFP®, CLTC

Senior Managing Associate

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

Financial Advisor serving Louisville, KY and the surrounding communities.

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222-5170
(502) 394-0400

Janice M. Cackowski

CFP®

Vice President, Wealth Advisor

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

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

Sequoia Financial Group

38627 CONGRESSIONAL LN
Willoughby, OH 44094-8072
(440) 571-2433
CONNECT WITH Janice
  • facebook link
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  • linkedin link

Stephanie A. Gale

CFP®, AIF®

President

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

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

Stephanie A. Gale, dba Gale Investment Management

675 Tyler Street
Port Townsend, WA 98368
(360) 385-5044
CONNECT WITH Stephanie
  • linkedin link

Rob Lyman

CFP®

President

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

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

Johnson Lyman Wealth Advisors

4966 El Camino Real, Suite 109
Los Altos, CA 94022
(650) 494-2733
CONNECT WITH Rob
  • linkedin link

Richard A. Wright

CFP®

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

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

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008

Jeffrey G. Mussatt

CFP®

Managing Partner

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

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

Kimble Advisory

6806 Paragon Place, Suite 250
Richmond, VA 23230
(804) 793-0784

Ana C. Harris, Esq.

CFP®

Founder and President

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

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

Cela Wealth Management

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

Steven W. Lieberman

MBA, CFP®

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

Financial Advisor serving Livingston, NJ and the surrounding communities.

Summit Financial Resources, Inc.

290 W Mount Pleasant Ave, Ste 2330
Livingston, NJ 07039
(973) 285-3637

Nikesh Parikh

CFP®, J.D., LUTCF

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

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

New York Life

2020 MAIN ST, Ste 1000
Irvine, CA 92614-8224
(714) 366-1814

Carrie Anne Sax

CFA, CFP®

Financial Advisor

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

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

EP Wealth Advisors

2150 Shattuck Avenue
Berkeley, CA 94704
(510) 809-3342

Argenis David Biscardi

CFP®, ChFC® WMCP®

Wealth & Investment Management Advisor

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

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

Pacific Financial Partners

3703 Mt Diablo Blvd
Lafayette, CA 94549-3538
(925) 298-5269
CONNECT WITH Argenis
  • linkedin link

Christina Ubl

CFP® CDFA®

Partner

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

Commission and Fee Financial Advisor serving South Burlington, VT and the surrounding communities.

Clute Wealth Management LLC

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
(877) 561-5707
CONNECT WITH Christina
  • facebook link
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  • linkedin link

Raymond J. Angelo

CFP®

President

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

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

Angelo & Associates Financial Planning Group

18 Brant Ave
Clark, NJ 07066

Angelo & Associates Financial Planning Group

18 Brant Ave
Clark, NJ 07066
CONNECT WITH Raymond
  • linkedin link