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Lisa A. Hergenroeder

CFP®,EA,ChFC,CLU,AIF

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

Financial Advisor serving Timonium, MD and the surrounding communities.

Hergenroeder Financial Advisors, Inc.

1954 Greenspring Dr, Ste 230
Timonium, MD 21093
(410) 769-8262
+1 More Number
(410) 769-8262

Donna L. Cator

CFP®

Relationship Manager

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

Financial Advisor serving Pittsford, NY and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Yusuf A. Abugideiri

CFP®

Chief Investment Officer

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Yeske Buie Inc.

301 Maple Ave W, Ste 600
Vienna, VA 22180
(800) 772-1887
CONNECT WITH Yusuf
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Melissa D. Bane

CPA,PFS®, CFP®, ChFC

Senior Private Client Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Personal Taxes

Financial Advisor serving Greenville, SC and the surrounding communities.

Greenwood Capital

201 W McBee Ave Suite 300, P.O. Box 3181
Greenville, SC 29601
(864) 941-4066

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

445 Broadhollow Rd, Ste 215
Melville, NY 11747-3601
+ 1 More Address

Frisch Financial Group

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Jeffrey Garell

CFP®, CLU

Registered Principal

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

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

Silversage Advisors

19200 Von Karman Ave, Suite 370
Irvine, CA 92612
(888) 969-7500
+1 More Number
(949) 223-5175

Don St. Clair

CFP®, AIF, ChSNC

President

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

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

St. Clair Financial

2140 Professional Drive, Ste 250
Roseville, CA 95661
(916) 780-1848

Laura T. Scobee

CFP®

Sr. Vice President

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

Commission and Fee Financial Advisor serving St. Louis, MO and the surrounding communities.

OneDigital

8235 FORSYTH BLVD
St. Louis, MO 63105-1623
(314) 336-0832

Derrick Chandler

CFP®

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

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

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801
(877) 869-6228 x105
+1 More Number
(407) 869-6228

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

Rick R. Staggs

CFP®,AIF®

Principal/Founder

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

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

RiverPark Financial Group

575 E Locust Avenue, Suite 110
Fresno, CA 93720
(888) 597-6657
+1 More Number
(559) 227-0704

Felicia G. Harris

CFP®

Principal

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

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

EverythingHRFinancial Services

1055 South Blvd Suite 225
Rochester Hills, MI 48307
(877) 366-4454
+1 More Number
(586) 350-5307

Anders J. Haugen

CFP®

Specialties: Comprehensive Financial Planning

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

Lifelong Wealth Advisors

1150 County Road E Wesst
Arden Hills, MN 55391
(866) 200-6885
+1 More Number
(651) 444-6500

David Karimian

CFP®

Private Wealth Advisor

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

Commission and Fee Financial Advisor serving Tulsa, OK and the surrounding communities.

Ameriprise Financial Services, LLC

2431 E 61st Street, Suite 400
Tulsa, OK 74136
(918) 388-2009
CONNECT WITH David
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Joshua S. Laxson

CFP®

Financial Planner

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

Commission and Fee Financial Advisor serving Opelika, AL and the surrounding communities.

Laxson Financial Group

1461 Gateway Drive
Opelika, AL 36801
(334) 737-5051

Troy Stovern

CFP®

Founding Partner

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

Fee Only Financial Advisor serving Joplin, MO and the surrounding communities.

TrueNorth Wealth & Impact, LLC

4037 Gateway Dr
Joplin, MO 64804-8235
(417) 434-9400
CONNECT WITH Troy
  • linkedin link

Sun M. Shim

AEP®, CFP®, CTC™, EA

Vice President

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

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

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
+ 1 More Address

Mason & Associates, Inc.

7474 N Figueroa St
Los Angeles, CA 90041
(800) 988-4015
CONNECT WITH Sun
  • linkedin link

Richard Russo

CFP®, EA

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

Financial Advisor serving Patchogue, NY and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Jeff M. Swygert

CFP®

Partner

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

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

Apex Wealth Advisors

7000 Central Parkway, Ste 1770
Atlanta, GA 30328
(470) 867-1811

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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

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

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
CONNECT WITH Mark
  • linkedin link

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Carefree, AZ and the surrounding communities.

Dmason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

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

Julie Asti

CFP®

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

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

Asti Financial Management, LLC

1101 Marina Village Parkway, Suite 275
Alameda, CA 94501
(510) 525-8557

Robert L. Miller, Jr.

CFP®

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

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

Miller Gesko

237 Main St, Ste 600
Buffalo, NY 14203
(716) 852-7628

Robert W. McLeod

PhD, CFP®, CFA, CLU,

Chairman

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

Financial Advisor serving Tuscaloosa, AL and the surrounding communities.

Financial Economics Consulting Group, Inc

2316 University Blvd, Ste 201
Tuscaloosa, AL 35401-1544
(205) 345-0934

Elana B. Feinsmith

CFT™,CFP®

Financial Therapist / Coach

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

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

Oak Financial Coaching

Oak Financial Coaching, Virtual
Sunnyvale, CA 94089
(408) 757-8275
CONNECT WITH Elana
  • linkedin link

W. Eric Hehman

CFP®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Austin, TX and the surrounding communities.

Austin Asset

7200 North Mopac, Ste 315
Austin, TX 78731
(512) 453-6622

Eric Sneider

CFA, CFP®

Wealth Advisor, Principal

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

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

Modera Wealth Management

200 Lowder Brook Drive, Suite 2600
Westwood, MA 02090
(617) 252-3400

Aaron M. Newland

CFP®

Managing Director

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

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

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445